401(k) · DOL Form 5500 · 2023

Brookwood Financial Partners, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
102
Participants Small participant base
63rd
Percentile by assets National rank
$121,484
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Brookwood Financial Partners, LLC 401(k) Plan · Sponsored by Brookwood Financial Partners, LLC · Massachusetts · Real Estate

$12M in assets, 102 participants

Brookwood Financial Partners, LLC's Brookwood Financial Partners, LLC 401(k) Plan reported $12M in total assets and 102 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #3,770 in Real Estate (4,727 peers)

Coverage in Massachusetts

Brookwood Financial Partners, LLC 401(k) Plan covers 102 participants in Massachusetts, about 15% of the average Massachusetts filer (state average ~659 per filing). Assets: $12M.

#3,770
in Real Estate (4,727 peers)
+24.5%
assets growth YoY

Brookwood Financial Partners, LLC 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Brookwood Financial Partners, LLC 401(k) Plan vs every filed plan by assets

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

$12,391,368 Top 37% higher than 63% 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

Brookwood Financial Partners, LLC 401(k) 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. Brookwood Financial Partners, LLC 401(k) Plan sits mid-pack in the medium band (102 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brookwood Financial Partners, LLC 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Brookwood Financial Partners, LLC 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Brookwood Financial Partners, LLC 401(k) Plan reported participants fell from 110 in the plan year 2022 filing to 102 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 043190521 · Brookwood Financial Partners, LLC PY 2023 · 401(k)

Brookwood Financial Partners, LLC 401(k) Plan · $12M · 102 · 63rd

  • EOY $12M
  • 5500 102
  • ASSETS 63rd
  • PCT 401(k)
  • EIN near Arnold Lumber Company 401(k) Employee Savings Plan
  • RANK ind #3770

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 Real Estate retirement plans → · Plans in Massachusetts →

Brookwood Financial Partners, LLC 401(k) Plan in the asset neighbourhood

Brookwood Financial Partners, LLC 401(k) PlanBrookwood Financial Partners…$12MArnold Lumber Company 401(k) Employee Savings PlanArnold Lumber Company 401(k)…$12MNetchex 401(k) Plan$12MOrion Associates/Meridian Services, Inc. 401(k) Retirement PlanOrion Associates/Meridian Se…$12MLimco-Piedmont, Inc. 401(k) Retirement PlanLimco-Piedmont, Inc. 401(k) …$12M
End-of-year total assets ($M) among Brookwood Financial Partners, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN043190521
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brookwood Financial Partners, LLC)

Sponsor-wide plan assets over time

All Brookwood Financial Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$14M 39.21871810491564% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.95M $13.9M ▲ +39.3%
Year Plans Participants Total Assets
2022 1 110 $10M
2023 1 102 $12M
2024 1 99 $14M

Nearby 401(k) Plans in Massachusetts

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

Brookwood Financial Partners, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Brookwood Financial Partners, LLC 401(k) Plan, Total assets ($B): 0.012391368 · Participants: 102Brookwood Financial Partners, LLC 401(k) 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
Brookwood Financial Partners, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Brookwood Financial Partners, LLC 401(k) Plan side-by-side with 3 peers →

Brookwood Financial Partners, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Arnold Lumber Company 401(k) Employee Savings Plan in RI ($12M); by covered participants it is Air-Land Transport Service, Inc. 401(k) Plan in IL (102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (102 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 Brookwood Financial Partners, LLC 401(k) Plan assets move in 2023? ▼
Brookwood Financial Partners, LLC 401(k) Plan grew sharply - up 24.5% during 2023, from $10M to $12M. Reported net income was $2M.
How have Brookwood Financial Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brookwood Financial Partners, LLC's sponsor-wide assets grew 39.2%, from $10M to $14M.
Which 401(k) plans are similar in size to Brookwood Financial Partners, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Arnold Lumber Company 401(k) Employee Savings Plan in RI ($12M, 227 participants).
Which 401(k) plans cover a similar participant headcount to Brookwood Financial Partners, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Air-Land Transport Service, Inc. 401(k) Plan in IL (102 participants, $5M 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 043190521.

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.