401(k) · DOL Form 5500 · 2023

Xs Brokers 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
152
Participants Small participant base
75th
Percentile by assets National rank
$147,551
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing Plan · Sponsored by Xs Brokers · Massachusetts · Finance & Insurance

$22M in assets, 152 participants

Xs Brokers's Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing Plan reported $22M in total assets and 152 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,492 in Finance & Insurance (8,869 peers)

Coverage in Massachusetts

Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing Plan covers 152 participants in Massachusetts, about 23% of the average Massachusetts filer (state average ~659 per filing). Assets: $22M.

#5,492
in Finance & Insurance (8,869 peers)
+28.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing Plan's outsized position by total assets

Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing Plan vs every filed plan by assets

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

$22,427,816 Top 25% higher than 75% 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

Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing Plan 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. Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing Plan sits mid-pack in the medium band (152 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing Plan end-of-year assets rose from $17M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing Plan reported participants rose from 130 in the plan year 2022 filing to 152 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 042658206 · Xs Brokers PY 2023 · 401(k)

Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing Plan · $22M · 152 · 75th

  • EOY $22M
  • 5500 152
  • ASSETS 75th
  • PCT 401(k)
  • EIN near Stine Seed Companies Multiple Employer 401(k) Plan
  • RANK ind #5492

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing Plan in the asset neighbourhood

Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing PlanXs Brokers Insurance Agency,…$22MStine Seed Companies Multiple Employer 401(k) PlanStine Seed Companies Multipl…$22MChan Zuckerberg Biohub 401(k) PlanChan Zuckerberg Biohub 401(k…$22MDimmitt Automotive Group 401(k) Profit Sharing PlanDimmitt Automotive Group 401…$22MNeurospine Center of Wisconsin, S.C. 401(k) Profit Sharing PlanNeurospine Center of Wiscons…$22M
End-of-year total assets ($M) among Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$22M
Net Income$5M
Employer EIN042658206
Plan Effective Date1986-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Xs Brokers)

Sponsor-wide plan assets over time

All Xs Brokers plans reported in each filing year

Latest sponsor-wide plan assets
$25M 45.03912972773249% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.4M $25.2M ▲ +45.1%
Year Plans Participants Total Assets
2022 1 130 $17M
2023 1 152 $22M
2024 1 176 $25M

Nearby 401(k) Plans in Massachusetts

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

Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing Plan, Total assets ($B): 0.022427816 · Participants: 152Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing 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
Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing Plan side-by-side with 3 peers →

Xs Brokers Insurance Agency, Inc. 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 Stine Seed Companies Multiple Employer 401(k) Plan in IA ($22M); by covered participants it is Rapid Financial Services, LLC 401(k) Retirement Plan in MD (152 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (152 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 Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing Plan assets move in 2023? ▼
Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing Plan grew sharply - up 28.9% during 2023, from $17M to $22M. Reported net income was $5M.
How have Xs Brokers plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Xs Brokers's sponsor-wide assets grew 45.0%, from $17M to $25M.
Where does Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing Plan ranks in the 75th 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 Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stine Seed Companies Multiple Employer 401(k) Plan in IA ($22M, 419 participants).
Which 401(k) plans cover a similar participant headcount to Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rapid Financial Services, LLC 401(k) Retirement Plan in MD (152 participants, $8M 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 042658206.

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.