401(k) · DOL Form 5500 · 2023
Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Plan
Data updated 2026-08-25
- $55M
- Total assets Below avg plan size
- 75
- Participants Small participant base
- 86th
- Percentile by assets National rank
- $733,400
- Avg per participant High balance/head
Official DOL plan name: Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing Plan · Sponsored by Hamilton, Brook, Smith & Reynolds, P.C. · Massachusetts · Professional & Technical Services
$55M in assets, 75 participants
Hamilton, Brook, Smith & Reynolds, P.C.'s Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing Plan reported $55M in total assets and 75 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.
- #17,796 in Professional & Technical Services (20,321 peers)
Where Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing Plan sits by assets
Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $55M for 75 participants (~$733,400/participant), up 14.8% in 2023.
- #17,796
- in Professional & Technical Services (20,321 peers)
- +14.8%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing Plan's outsized position by total assets
Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$55,004,995 Top 14% higher than 86% 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
Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing 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. Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing Plan is a small filing (75 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing Plan reported net income rose from -$13M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $48M in the plan year 2022 filing to $55M in the plan year 2023 filing.
- Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing Plan reported participants fell from 76 in the plan year 2022 filing to 75 in the plan year 2023 filing.
DOL schedule card
Filing strip 043052260 · Hamilton, Brook, Smith & Reynolds, P.C. PY 2023 · 401(k)
Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing Plan · $55M · 75 · 86th
- TYPE $55M
- NET 75
- BOOK 86th
- VS-ST 401(k)
- BOY near Ropers Majeski 401(k) Plan
- SCH ind #17796
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 →
Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $48M |
|---|---|
| Net Assets (End of Year) | $55M |
| Net Income | $7M |
| Employer EIN | 043052260 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hamilton, Brook, Smith & Reynolds, P.C.)
Sponsor-wide plan assets over time
All Hamilton, Brook, Smith & Reynolds, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $60M 25.82707860336107% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 76 | $48M |
| 2023 | 1 | 75 | $55M |
| 2024 | 1 | 72 | $60M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Ropers Majeski 401(k) Plan in CA ($55M); by covered participants it is Airbiquity 401(k) Plan in WA (75 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($55M here).
- Ropers Majeski 401(k) Plan (CA) $55M · 145
- Savings Plan for Employees of Plastic Omnium Auto Exteriors, L.L.C. (SC) $55M · 1,574
- Teoco Corporation 401(k) Retirement Plan (VA) $55M · 191
- Acs Technologies Group, Inc. 401(k) Plan (SC) $55M · 388
Similar participant headcount
Nearest other-state filings by covered participants (75 participants); asset peers above are excluded.
- Airbiquity 401(k) Plan (WA) 75 · 0 off
- Oklahoma Otolaryngology Associates Profit Sharing Plan (OK) 75 · 0 off
- Fry-Wagner Company Employees' Savings Plan (KS) 75 · 0 off
- Cts Excavations, LLC Safe Harbor 401(k) Plan (AL) 75 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.