401(k) · DOL Form 5500 · 2023

The Brattle Group, Inc. 401(k) Plan

Data updated 2026-08-11

$157M
Total assets: 395
Participants: 94th
Percentile by assets: $397,511
Avg per participant

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.

94th percentile by assets (of 127,072 plans)
#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.

$157M
total plan assets (2023 EOY): 395
covered participants: 94th
percentile by assets (of 127,072 plans): $397,511
avg assets per participant

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

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 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 →

State

Massachusetts

Industry

Professional & Technical Services

The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust vs the 2023 asset distribution

By assets, The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust outranks 94% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$133M
Net Assets (End of Year)	$157M
Net Income	$24M
Employer EIN	043254813
Plan Effective Date	1991-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (The Brattle Group, Inc.)

Total plan assets by year, all The Brattle Group, Inc. plans on file

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

Fidelity Retirement Savings Plan $28.6B · 62,289
Liberty Mutual 401(k) Plan $10.6B · 37,052
Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
Philips North America 401(k) Plan $5.8B · 19,120

Compare The Brattle Group, Inc. Profit Sharing R… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust by total assets, not by location.

Astenjohnson Retirement Savings Plan (SC) $157M · 517
The Sundt Companies 401(k) Plan (AZ) $157M · 3,037
Imc Companies 401(k) & Investment Plan (OH) $157M · 1,418
Flow Control Group 401(k) Plan (NC) $157M · 1,834

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).

Next read for The Brattle Group, Inc. Profit Sharing R…

Scale reading

Ways to act on The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust's numbers.

By total assets, The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
The Brattle Group, Inc.'s sponsor-wide assets have grown 37.5% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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.