401(k) · DOL Form 5500 · 2023

The Northbridge Group, Inc. 401(k) Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
21
Participants Small participant base
86th
Percentile by assets National rank
$2.6M
Avg per participant High balance/head
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Official DOL plan name: The Northbridge Group Retirement Investment Plan · Sponsored by The Northbridge Group, Inc. · Massachusetts · Professional & Technical Services

$54M in assets, 21 participants

The Northbridge Group, Inc.'s The Northbridge Group Retirement Investment Plan reported $54M in total assets and 21 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #17,732 in Professional & Technical Services (20,321 peers)

Where The Northbridge Group Retirement Investment Plan sits by assets

The Northbridge Group Retirement Investment Plan sits in the top quartile of all filed plans by assets, $54M for 21 participants (~$2.6M/participant), up 20.4% in 2023.

#17,732
in Professional & Technical Services (20,321 peers)
+20.4%
assets growth YoY
0.5×
vs typical plan assets (national mean)

The Northbridge Group Retirement Investment Plan's outsized position by total assets

The Northbridge Group Retirement Investment Plan vs every filed plan by assets

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

$53,623,921 Top 14% higher than 86% 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

The Northbridge Group Retirement Investment Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Northbridge Group Retirement Investment Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Northbridge Group Retirement Investment Plan reported net income rose from -$8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • The Northbridge Group Retirement Investment Plan end-of-year assets rose from $45M in the plan year 2022 filing to $54M in the plan year 2023 filing.
  • The Northbridge Group Retirement Investment Plan reported participants rose from 20 in the plan year 2022 filing to 21 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 043167085 · The Northbridge Group, Inc. PY 2023 · 401(k)

The Northbridge Group Retirement Investment Plan · $54M · 21 · 86th

  • PHOTO $54M
  • PHOTO 21
  • PHOTO 86th
  • PHOTO 401(k)
  • PHOTO near Access Clinical Partners, LLC 401(k) Plan
  • PHOTO ind #17732

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 →

The Northbridge Group Retirement Investment Plan in the asset neighbourhood

The Northbridge Group Retirement Investment PlanThe Northbridge Group Retire…$54MAccess Clinical Partners, LLC 401(k) PlanAccess Clinical Partners, LL…$54MGrote Industries Savings 401(k) and Salaried Employees Retirement PlanGrote Industries Savings 401…$54MAmeri-National Corporation 401(k) PlanAmeri-National Corporation 4…$54MTyonek Native Corporation 401(k) PlanTyonek Native Corporation 40…$54M
End-of-year total assets ($M) among The Northbridge Group Retirement Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$54M
Net Income$9M
Employer EIN043167085
Plan Effective Date1993-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Northbridge Group, Inc.)

Sponsor-wide plan assets over time

All The Northbridge Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$63M 41.61131518005075% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $44.6M $63.1M ▲ +41.6%
Year Plans Participants Total Assets
2022 1 20 $45M
2023 1 21 $54M
2024 1 19 $63M

Nearby 401(k) Plans in Massachusetts

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

The Northbridge Group Retirement Investment Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants The Northbridge Group Retirement Investment Plan, Total assets ($B): 0.053623921 · Participants: 21The Northbridge Group Retirement Investment 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
The Northbridge Group Retirement Investment Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare The Northbridge Group Retirement Investment Plan side-by-side with 3 peers →

The Northbridge Group Retirement Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Access Clinical Partners, LLC 401(k) Plan in GA ($54M); by covered participants it is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 The Northbridge Group Retirement Investment Plan assets move in 2023? ▼
The Northbridge Group Retirement Investment Plan grew sharply - up 20.4% during 2023, from $45M to $54M. Reported net income was $9M.
How have The Northbridge Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Northbridge Group, Inc.'s sponsor-wide assets grew 41.6%, from $45M to $63M.
Where does The Northbridge Group Retirement Investment Plan rank by assets among Form 5500 filers? ▼
The Northbridge Group Retirement Investment Plan ranks in the 86th 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 The Northbridge Group Retirement Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Access Clinical Partners, LLC 401(k) Plan in GA ($54M, 2,311 participants).
Which 401(k) plans cover a similar participant headcount to The Northbridge Group Retirement Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants, $10M 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 043167085.

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.