401(k) · DOL Form 5500 · 2023
Devine Insurance & Financial Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $149K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 9th
- Percentile by assets National rank
- $37,156
- Avg per participant Low balance/head
Official DOL plan name: Devine Insurance & Financial Services, Inc. 401(k) Plan · Sponsored by Devine Insurance & Financial Services, Inc. · Massachusetts · Finance & Insurance
$149K in assets, 4 participants
Devine Insurance & Financial Services, Inc.'s Devine Insurance & Financial Services, Inc. 401(k) Plan reported $149K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 9th 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.
- #453 in Finance & Insurance (8,869 peers)
Devine Insurance & Financial Services, Inc. multi-year trail
Devine Insurance & Financial Services, Inc.'s plans moved +152.8% in assets from 2022 to 2024; this filing shows Devine Insurance & Financial Services, Inc. 401(k) Plan at $149K / 4 participants.
- #453
- in Finance & Insurance (8,869 peers)
- -45.1%
- assets change YoY
The plan reported a net loss of $122K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Devine Insurance & Financial Services, Inc. 401(k) Plan among the smaller filed plans by assets
Devine Insurance & Financial Services, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$148,624 9th percentile higher than 9% 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
Devine Insurance & Financial Services, Inc. 401(k) Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Devine Insurance & Financial Services, Inc. 401(k) Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Devine Insurance & Financial Services, Inc. 401(k) Plan reported net income fell from $103K in the plan year 2022 filing to -$122K in the plan year 2023 filing.
- Devine Insurance & Financial Services, Inc. 401(k) Plan end-of-year assets fell from $271K in the plan year 2022 filing to $149K in the plan year 2023 filing.
DOL schedule card
Filing strip 813723698 · Devine Insurance & Financial Services, Inc. PY 2023 · 401(k)
Devine Insurance & Financial Services, Inc. 401(k) Plan · $149K · 4 · 9th
- TYPE $149K
- NET 4
- BOOK 9th
- VS-ST 401(k)
- BOY near Bee Imagine LLC-401(k) Plan
- SCH ind #453
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 →
Devine Insurance & Financial Services, Inc. 401(k) Plan in the asset neighbourhood
Devine Insurance & Financial Services, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Devine Insurance & Financial Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $684K 152.84511392648258% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $271K |
| 2023 | 1 | 4 | $149K |
| 2024 | 1 | 4 | $684K |
Devine Insurance & Financial Services, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $271K |
|---|---|
| Net Assets (End of Year) | $149K |
| Net Income | -$122K |
| Employer EIN | 813723698 |
| Plan Effective Date | 2016-08-31 |
| Filing Status | FILING RECEIVED |
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
Devine Insurance & Financial Services, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Bee Imagine LLC-401(k) Plan in CA ($149K); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($149K here).
- Bee Imagine LLC-401(k) Plan (CA) $149K · 141
- Circle2seven Inc 401(k) Plan (TX) $149K · N/A
- John Straughan It Corp. 401(k) Profit Sharing Plan (TX) $149K · 1
- Orion Prime Realty Inc. 401(k) Plan (GA) $149K · 1
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Makingchg, Inc. Retirement Plan (TN) 4 · 0 off
- Dolan Law Offices, P.C. Profit Sharing Plan & Trust (IL) 4 · 0 off
- Cromie Bros. 3 Inc. Retirement Plan (NH) 4 · 0 off
- Br3 Enterprises, Inc. 401(k) Plan (MO) 4 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.