401(k) · DOL Form 5500 · 2024

Clear Brook Advisors Inc 401(k) Plan

Data updated 2026-08-25

$549K
Total assets Small plan by assets
7
Participants Small participant base
18th
Percentile by assets National rank
$78,488
Avg per participant Below avg balance/head
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Official DOL plan name: Clear Brook Advisors Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Clear Brook Advisors Inc · Massachusetts · Other Services

$549K in assets, 7 participants

Clear Brook Advisors Inc's Clear Brook Advisors Inc 401(k) Profit Sharing Plan & Trust reported $549K in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 18th 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.

  • #3,010 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Clear Brook Advisors Inc 401(k) Profit Sharing Plan & Trust ranks #3,010 of 7,719 2024 filers by assets (3653% of the sector average)-$549K for 7 participants.

#3,010
in Other Services (7,719 peers)
+32.6%
assets growth YoY

Clear Brook Advisors Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Clear Brook Advisors Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$549,416 18th percentile higher than 18% of 123,620 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 2024

Clear Brook Advisors Inc 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Clear Brook Advisors Inc 401(k) Profit Sharing Plan & Trust is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Clear Brook Advisors Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $414K in the plan year 2023 filing to $549K in the plan year 2024 filing.
  • Clear Brook Advisors Inc 401(k) Profit Sharing Plan & Trust reported net income fell from $153K in the plan year 2023 filing to $135K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 943405225 · Clear Brook Advisors Inc PY 2024 · 401(k)

Clear Brook Advisors Inc 401(k) Profit Sharing Plan & Trust · $549K · 7 · 18th

  • PART $549K
  • PART 7
  • PART 18th
  • PART 401(k)
  • PART near Next Wave Property Management 401(k) Plan
  • PART ind #3010

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 Other Services retirement plans → · Plans in Massachusetts →

Clear Brook Advisors Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Clear Brook Advisors Inc 401(k) Profit Sharing Plan & TrustClear Brook Advisors Inc 401…$549KNext Wave Property Management 401(k) PlanNext Wave Property Managemen…$549KSt. Petersburg Pediatrics 401(k) PlanSt. Petersburg Pediatrics 40…$549KRj Sutton, Inc. 401(k) Plan$549KEluvayt Inc. 401(k) Plan$549K
End-of-year total assets ($M) among Clear Brook Advisors Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$414K
Net Assets (End of Year)$549K
Net Income$135K
Employer EIN943405225
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Clear Brook Advisors Inc)

Sponsor-wide plan assets over time

All Clear Brook Advisors Inc plans reported in each filing year

Latest sponsor-wide plan assets
$549K 110.1893332211132% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M$0.6M 202220232024 $0.26M $0.55M ▲ +111.5%
Year Plans Participants Total Assets
2022 1 6 $261K
2023 1 7 $414K
2024 1 7 $549K

Nearby 401(k) Plans in Massachusetts

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

Clear Brook Advisors Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Clear Brook Advisors Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000549416 · Participants: 7Clear Brook Advisors Inc 401(k) Profit Sharing Plan & TrustFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Clear Brook Advisors Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Clear Brook Advisors Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Clear Brook Advisors Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Next Wave Property Management 401(k) Plan in CA ($549K); by covered participants it is Nexvisionix, Inc. 401(k) Plan in CA (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($549K here).

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Clear Brook Advisors Inc 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Clear Brook Advisors Inc 401(k) Profit Sharing Plan & Trust surged - up 32.6% during 2024, from $414K to $549K. Reported net income was $135K.
How have Clear Brook Advisors Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clear Brook Advisors Inc's sponsor-wide assets grew 110.2%, from $261K to $549K.
Where does Clear Brook Advisors Inc 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Clear Brook Advisors Inc 401(k) Profit Sharing Plan & Trust ranks in the 18th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Clear Brook Advisors Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Next Wave Property Management 401(k) Plan in CA ($549K, 59 participants).
Which 401(k) plans cover a similar participant headcount to Clear Brook Advisors Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Nexvisionix, Inc. 401(k) Plan in CA (7 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 943405225.

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.