401(k) · DOL Form 5500 · 2023

Broad Reach of Chatham, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
238
Participants Below avg headcount
58th
Percentile by assets National rank
$40,553
Avg per participant Low balance/head
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Official DOL plan name: Broad Reach of Chatham, Inc. 401(k) Plan · Sponsored by Broad Reach of Chatham, Inc. · Massachusetts · Healthcare & Social Assistance

$10M in assets, 238 participants

Broad Reach of Chatham, Inc.'s Broad Reach of Chatham, Inc. 401(k) Plan reported $10M in total assets and 238 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #11,224 in Healthcare & Social Assistance (17,684 peers)

Coverage in Massachusetts

Broad Reach of Chatham, Inc. 401(k) Plan covers 238 participants in Massachusetts, about 36% of the average Massachusetts filer (state average ~659 per filing). Assets: $10M.

#11,224
in Healthcare & Social Assistance (17,684 peers)
+23.5%
assets growth YoY

Broad Reach of Chatham, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Broad Reach of Chatham, Inc. 401(k) Plan vs every filed plan by assets

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

$9,651,677 Top 42% higher than 58% 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

Broad Reach of Chatham, Inc. 401(k) 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. Broad Reach of Chatham, Inc. 401(k) Plan sits mid-pack in the medium band (238 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Broad Reach of Chatham, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Broad Reach of Chatham, Inc. 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Broad Reach of Chatham, Inc. 401(k) Plan reported participants rose from 209 in the plan year 2022 filing to 238 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 042883935 · Broad Reach of Chatham, Inc. PY 2023 · 401(k)

Broad Reach of Chatham, Inc. 401(k) Plan · $10M · 238 · 58th

  • EIN $10M
  • RANK 238
  • PHOTO 58th
  • IND 401(k)
  • EOY near Cloverland Farms Dairy 401(k) Retirement Plan for Union Employees
  • 5500 ind #11224

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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →

Broad Reach of Chatham, Inc. 401(k) Plan in the asset neighbourhood

Broad Reach of Chatham, Inc. 401(k) PlanBroad Reach of Chatham, Inc.…$10MCloverland Farms Dairy 401(k) Retirement Plan for Union EmployeesCloverland Farms Dairy 401(k…$10MRollease Acmeda, Inc. 401(k) Profit Sharing Plan & TrustRollease Acmeda, Inc. 401(k)…$10MKern-Liebers 401(k) Plan$10MInfirst Bank 401(k) Profit Sharing PlanInfirst Bank 401(k) Profit S…$10M
End-of-year total assets ($M) among Broad Reach of Chatham, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN042883935
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Broad Reach of Chatham, Inc.)

Sponsor-wide plan assets over time

All Broad Reach of Chatham, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 44.90439131592576% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.81M $11.3M ▲ +44.9%
Year Plans Participants Total Assets
2022 1 209 $8M
2023 1 238 $10M
2024 1 307 $11M

Nearby 401(k) Plans in Massachusetts

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

Broad Reach of Chatham, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Broad Reach of Chatham, Inc. 401(k) Plan, Total assets ($B): 0.009651677 · Participants: 238Broad Reach of Chatham, Inc. 401(k) 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
Broad Reach of Chatham, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Broad Reach of Chatham, Inc. 401(k) Plan side-by-side with 3 peers →

Broad Reach of Chatham, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Cloverland Farms Dairy 401(k) Retirement Plan for Union Employees in MD ($10M); by covered participants it is Idn Global, Inc. 401(k) Plan in MI (238 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (238 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 Broad Reach of Chatham, Inc. 401(k) Plan assets move in 2023? ▼
Broad Reach of Chatham, Inc. 401(k) Plan grew sharply - up 23.5% during 2023, from $8M to $10M. Reported net income was $2M.
How have Broad Reach of Chatham, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Broad Reach of Chatham, Inc.'s sponsor-wide assets grew 44.9%, from $8M to $11M.
Which 401(k) plans are similar in size to Broad Reach of Chatham, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cloverland Farms Dairy 401(k) Retirement Plan for Union Employees in MD ($10M, 256 participants).
Which 401(k) plans cover a similar participant headcount to Broad Reach of Chatham, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Idn Global, Inc. 401(k) Plan in MI (238 participants, $25M 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 042883935.

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.