401(k) · DOL Form 5500 · 2023

The Brattle Group, Inc. 401(k) Plan

Data updated 2026-08-25

$157M
Total assets Near avg plan size
395
Participants Below avg headcount
94th
Percentile by assets National rank
$397,511
Avg per participant High balance/head
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Official DOL plan name: The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust · Sponsored by The Brattle Group, Inc. · Massachusetts · Professional & Technical Services

$157M in assets, 395 participants

The Brattle Group, Inc.'s The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust reported $157M in total assets and 395 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #19,294 in Professional & Technical Services (20,321 peers)

Where The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust sits by assets

The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust sits in the top 10% of all filed plans by assets, $157M for 395 participants (~$397,511/participant), up 17.8% in 2023.

#19,294
in Professional & Technical Services (20,321 peers)
+17.8%
assets growth YoY
1.6×
vs typical plan assets (national mean)

The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust's outsized position by total assets

The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust vs every filed plan by assets

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

$157,016,650 Top 6% higher than 94% 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 Brattle Group, Inc. Profit Sharing Retirement Plan and Trust 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. The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust sits mid-pack in the medium band (395 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust reported net income rose from -$19M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust end-of-year assets rose from $133M in the plan year 2022 filing to $157M in the plan year 2023 filing.
  • The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust reported participants rose from 336 in the plan year 2022 filing to 395 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 043254813 · The Brattle Group, Inc. PY 2023 · 401(k)

The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust · $157M · 395 · 94th

  • PCT $157M
  • EIN 395
  • RANK 94th
  • PHOTO 401(k)
  • IND near Astenjohnson Retirement Savings Plan
  • EOY ind #19294

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 Brattle Group, Inc. Profit Sharing Retirement Plan and Trust in the asset neighbourhood

Imc Companies 401(k) & Investment PlanImc Companies 401(k) & Inves…$157MAstenjohnson Retirement Savings PlanAstenjohnson Retirement Savi…$157MThe Brattle Group, Inc. Profit Sharing Retirement Plan and TrustThe Brattle Group, Inc. Prof…$157MThe Sundt Companies 401(k) PlanThe Sundt Companies 401(k) P…$157MFlow Control Group 401(k) PlanFlow Control Group 401(k) Pl…$157M
End-of-year total assets ($M) among The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$133M
Net Assets (End of Year)$157M
Net Income$24M
Employer EIN043254813
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Brattle Group, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$183M 37.47726034763167% vs 2022
2024 filing year
$120M$140M$160M$180M$200M 202220232024 $133M $183M ▲ +37.5%
Year Plans Participants Total Assets
2022 1 336 $133M
2023 1 395 $157M
2024 1 377 $183M

Nearby 401(k) Plans in Massachusetts

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

The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust, Total assets ($B): 0.15701665 · Participants: 395The Brattle Group, Inc. Profit Sharing Retirement Plan and TrustFidelity 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 Brattle Group, Inc. Profit Sharing Retirement Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust side-by-side with 3 peers →

The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Astenjohnson Retirement Savings Plan in SC ($157M); by covered participants it is Employ, Inc. 401(k) Plan in IN (395 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($157M here).

Similar participant headcount

Nearest other-state filings by covered participants (395 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 Brattle Group, Inc. Profit Sharing Retirement Plan and Trust assets move in 2023? ▼
The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust grew sharply - up 17.8% during 2023, from $133M to $157M. Reported net income was $24M.
How have The Brattle Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Brattle Group, Inc.'s sponsor-wide assets grew 37.5%, from $133M to $183M.
Where does The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust rank by assets among Form 5500 filers? ▼
The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Astenjohnson Retirement Savings Plan in SC ($157M, 517 participants).
Which 401(k) plans cover a similar participant headcount to The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Employ, Inc. 401(k) Plan in IN (395 participants, $30M 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 043254813.

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.