401(k) · DOL Form 5500 · 2023

Shepley Bulfinch Richardson and Abbott 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
173
Participants Small participant base
81st
Percentile by assets National rank
$197,214
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Shepley Bulfinch Richardson and Abbott, Incorporated Profit Sharing Plan · Sponsored by Shepley Bulfinch Richardson and Abbott · Massachusetts · Professional & Technical Services

$34M in assets, 173 participants

Shepley Bulfinch Richardson and Abbott's Shepley Bulfinch Richardson and Abbott, Incorporated Profit Sharing Plan reported $34M in total assets and 173 participants in its 2023 DOL Form 5500 filing, ranking in the 81st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #16,582 in Professional & Technical Services (20,321 peers)

Coverage in Massachusetts

Shepley Bulfinch Richardson and Abbott, Incorporated Profit Sharing Plan covers 173 participants in Massachusetts, about 26% of the average Massachusetts filer (state average ~659 per filing). Assets: $34M.

#16,582
in Professional & Technical Services (20,321 peers)
+14.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Shepley Bulfinch Richardson and Abbott, Incorporated Profit Sharing Plan's outsized position by total assets

Shepley Bulfinch Richardson and Abbott, Incorporated Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$34,118,023 Top 19% higher than 81% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Shepley Bulfinch Richardson and Abbott, Incorporated Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shepley Bulfinch Richardson and Abbott, Incorporated Profit Sharing Plan sits mid-pack in the medium band (173 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shepley Bulfinch Richardson and Abbott, Incorporated Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Shepley Bulfinch Richardson and Abbott, Incorporated Profit Sharing Plan reported participants rose from 143 in the plan year 2022 filing to 173 in the plan year 2023 filing.
  • Shepley Bulfinch Richardson and Abbott, Incorporated Profit Sharing Plan end-of-year assets rose from $30M in the plan year 2022 filing to $34M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 042504672 · Shepley Bulfinch Richardson and Abbott PY 2023 · 401(k)

Shepley Bulfinch Richardson and Abbott, Incorporated Profit Sharing Plan · $34M · 173 · 81st

  • EIN $34M
  • RANK 173
  • PHOTO 81st
  • IND 401(k)
  • EOY near Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining Employees
  • 5500 ind #16582

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Massachusetts →

Shepley Bulfinch Richardson and Abbott, Incorporated Profit Sharing Plan in the asset neighbourhood

Shepley Bulfinch Richardson and Abbott, Incorporated Profit Sharing PlanShepley Bulfinch Richardson …$34MHeaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining EmployeesHeaven Hill Distilleries, In…$34MMidwest Emergency Department Specialists Pension PlanMidwest Emergency Department…$34MSchulte Controlled Group Retirement PlanSchulte Controlled Group Ret…$34MFavorite Healthcare Staffing 401(k) PlanFavorite Healthcare Staffing…$34M
End-of-year total assets ($M) among Shepley Bulfinch Richardson and Abbott, Incorporated Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$34M
Net Income$4M
Employer EIN042504672
Plan Effective Date1972-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shepley Bulfinch Richardson and Abbott)

Sponsor-wide plan assets over time

All Shepley Bulfinch Richardson and Abbott plans reported in each filing year

Latest sponsor-wide plan assets
$40M 35.05994686571323% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $29.8M $40.2M ▲ +35.1%
Year Plans Participants Total Assets
2022 1 143 $30M
2023 1 173 $34M
2024 1 175 $40M

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Shepley Bulfinch Richardson and Abbott, Incorporated Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Shepley Bulfinch Richardson and Abbott, Incorporated Profit Sharing Plan, Total assets ($B): 0.034118023 · Participants: 173Shepley Bulfinch Richardson and Abbott, Incorporated Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Shepley Bulfinch Richardson and Abbott, Incorporated Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Shepley Bulfinch Richardson and Abbott, Incorporated Profit Sharing Plan side-by-side with 3 peers →

Shepley Bulfinch Richardson and Abbott, Incorporated Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining Employees in KY ($34M); by covered participants it is Ace Fix-It Hardware 401(k) Plan in PA (173 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (173 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Shepley Bulfinch Richardson and Abbott, Incorporated Profit Sharing Plan assets move in 2023? ▼
Shepley Bulfinch Richardson and Abbott, Incorporated Profit Sharing Plan grew at a solid clip - up 14.6% during 2023, from $30M to $34M. Reported net income was $4M.
How have Shepley Bulfinch Richardson and Abbott plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shepley Bulfinch Richardson and Abbott's sponsor-wide assets grew 35.1%, from $30M to $40M.
Where does Shepley Bulfinch Richardson and Abbott, Incorporated Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Shepley Bulfinch Richardson and Abbott, Incorporated Profit Sharing Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Shepley Bulfinch Richardson and Abbott, Incorporated Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining Employees in KY ($34M, 539 participants).
Which 401(k) plans cover a similar participant headcount to Shepley Bulfinch Richardson and Abbott, Incorporated Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ace Fix-It Hardware 401(k) Plan in PA (173 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042504672.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.