401(k) · DOL Form 5500 · 2023
Sheehan Phinney Bass & Green PA 401(k) Plan
Data updated 2026-08-25
- $81M
- Total assets Below avg plan size
- 98
- Participants Small participant base
- 90th
- Percentile by assets National rank
- $824,489
- Avg per participant High balance/head
Official DOL plan name: Sheehan Phinney Bass & Green PA Profit Sharing Plan and Trust · Sponsored by Sheehan Phinney Bass & Green PA · New Hampshire · Professional & Technical Services
$81M in assets, 98 participants
Sheehan Phinney Bass & Green PA's Sheehan Phinney Bass & Green PA Profit Sharing Plan and Trust reported $81M in total assets and 98 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #18,492 in Professional & Technical Services (20,321 peers)
Where Sheehan Phinney Bass & Green PA Profit Sharing Plan and Trust sits by assets
Sheehan Phinney Bass & Green PA Profit Sharing Plan and Trust sits in the top 10% of all filed plans by assets, $81M for 98 participants (~$824,489/participant), up 4.2% in 2023.
- #18,492
- in Professional & Technical Services (20,321 peers)
- +4.2%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Sheehan Phinney Bass & Green PA Profit Sharing Plan and Trust's outsized position by total assets
Sheehan Phinney Bass & Green PA Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$80,799,883 Top 10% higher than 90% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Sheehan Phinney Bass & Green PA Profit Sharing Plan and Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sheehan Phinney Bass & Green PA Profit Sharing Plan and Trust is a small filing (98 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sheehan Phinney Bass & Green PA Profit Sharing Plan and Trust reported net income rose from -$12M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Sheehan Phinney Bass & Green PA Profit Sharing Plan and Trust end-of-year assets rose from $78M in the plan year 2022 filing to $81M in the plan year 2023 filing.
- Sheehan Phinney Bass & Green PA Profit Sharing Plan and Trust reported participants fell from 99 in the plan year 2022 filing to 98 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 020315777 · Sheehan Phinney Bass & Green PA PY 2023 · 401(k)
Sheehan Phinney Bass & Green PA Profit Sharing Plan and Trust · $81M · 98 · 90th
- BOOK $81M
- VS-ST 98
- BOY 90th
- SCH 401(k)
- EBSA near Alliance Residential Realty 401(k) Plan
- PART ind #18492
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 New Hampshire →
Sheehan Phinney Bass & Green PA Profit Sharing Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $78M |
|---|---|
| Net Assets (End of Year) | $81M |
| Net Income | $3M |
| Employer EIN | 020315777 |
| Plan Effective Date | 1975-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sheehan Phinney Bass & Green PA)
Sponsor-wide plan assets over time
All Sheehan Phinney Bass & Green PA plans reported in each filing year
- Latest sponsor-wide plan assets
- $83M 7.610237241048695% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 99 | $78M |
| 2023 | 1 | 98 | $81M |
| 2024 | 1 | 113 | $83M |
Nearby 401(k) Plans in New Hampshire
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- C&s and Affiliates 401(k) Savings Plan (a) $575M · 12,135
- Ams Osram Savings Plan $462M · 977
- Albany International Corp. Prosperity Plus Savings Plan $448M · 1,784
- Connection Employee 401(k) and Profit Sharing Plan $378M · 2,702
- Coca Cola Beverages Northeast, Inc. Incentive Savings Plan $363M · 2,708
Sheehan Phinney Bass & Green PA Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside New Hampshire, the nearest 401(k) by assets is Alliance Residential Realty 401(k) Plan in AZ ($81M); by covered participants it is Blanco Enterprises 1081. 01(D) Retirement Plan in PR (98 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($81M here).
- Alliance Residential Realty 401(k) Plan (AZ) $81M · 525
- The Stepping Stones Group Retirement Plan (MA) $81M · 8,184
- Altus Group 401(k) Plan (TX) $81M · 764
- C.G. Bretting Manufacturing Company, Inc. 401(k) Profit Sharing Plan (WI) $81M · 322
Similar participant headcount
Nearest other-state filings by covered participants (98 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.