Other · DOL Form 5500 · 2023
Bridgewell, Incorporated Retirement Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 964
- Participants Near avg headcount
- 66th
- Percentile by assets National rank
- $14,898
- Avg per participant Low balance/head
Official DOL plan name: Bridgewell 403(b) Plan · Sponsored by Bridgewell, Incorporated · Massachusetts · Healthcare & Social Assistance
$14M in assets, 964 participants
Bridgewell, Incorporated's Bridgewell 403(b) Plan reported $14M in total assets and 964 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.
- #12,624 in Healthcare & Social Assistance (17,684 peers)
Bridgewell, Incorporated multi-year trail
Bridgewell, Incorporated's plans moved +41.1% in assets from 2022 to 2024; this filing shows Bridgewell 403(b) Plan at $14M / 964 participants.
- #12,624
- in Healthcare & Social Assistance (17,684 peers)
- +22.8%
- assets growth YoY
Bridgewell 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Bridgewell 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$14,361,405 Top 34% higher than 66% 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
Bridgewell 403(b) 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. Bridgewell 403(b) Plan sits mid-pack in the medium band (964 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bridgewell 403(b) Plan reported net income rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Bridgewell 403(b) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- Bridgewell 403(b) Plan reported participants fell from 1,006 in the plan year 2022 filing to 964 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 042296940 · Bridgewell, Incorporated PY 2023 · Other
Bridgewell 403(b) Plan · $14M · 964 · 66th
- PART $14M
- TYPE 964
- NET 66th
- BOOK Other
- VS-ST near Experimental Aircraft Association, Inc. 403(b) Tda Plan
- BOY ind #12624
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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →
Bridgewell 403(b) Plan in the asset neighbourhood
Bridgewell, Incorporated multi-year asset trail
Sponsor-wide plan assets over time
All Bridgewell, Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 41.08012232415902% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,006 | $12M |
| 2023 | 1 | 964 | $14M |
| 2024 | 1 | 938 | $16M |
Bridgewell, Incorporated filing trail (2023)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $3M |
| Employer EIN | 042296940 |
| Plan Effective Date | 1978-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.7B · 11,980
- Harvard University Tax Deferred Annuity Plan $3.8B · 21,064
- Boston University Retirement Plan $2.8B · 8,130
- Beth Israel Deaconess Medical Center Voluntary 403(b) Plan $2.4B · 13,981
- Northeastern University Retirement Plan $2.3B · 8,553
Bridgewell 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Experimental Aircraft Association, Inc. 403(b) Tda Plan in WI ($14M); by covered participants it is Advance Care Alliance of New York Inc. 403(b) Plan in NY (963 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (964 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.