401(k) · DOL Form 5500 · 2024

Bradley Foster & Sargent, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
51
Participants Small participant base
74th
Percentile by assets National rank
$477,340
Avg per participant High balance/head
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Official DOL plan name: Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan · Sponsored by Bradley Foster & Sargent, Inc. · Connecticut · Finance & Insurance

$24M in assets, 51 participants

Bradley Foster & Sargent, Inc.'s Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan reported $24M in total assets and 51 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,129 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan holds $24M for 51 participants - about $477,340 per participant, above the median plan by assets.

#5,129
in Finance & Insurance (8,549 peers)
+5.5%
assets growth YoY

Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$24,344,332 Top 26% higher than 74% 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

Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan is a small filing (51 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan reported net income rose from $510K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan reported participants rose from 48 in the plan year 2023 filing to 51 in the plan year 2024 filing.
  • Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $23M in the plan year 2023 filing to $24M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 061380515 · Bradley Foster & Sargent, Inc. PY 2024 · 401(k)

Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan · $24M · 51 · 74th

  • 5500 $24M
  • ASSETS 51
  • PCT 74th
  • EIN 401(k)
  • RANK near Imaging Business Machines 401(k) Plan
  • PHOTO ind #5129

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 Connecticut →

Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Imaging Business Machines 401(k) PlanImaging Business Machines 40…$24MMariposa Community Health Center, Inc. 401(k) Profit Sharing Plan and TrustMariposa Community Health Ce…$24MBradley Foster & Sargent, Inc. 401(k) Profit Sharing PlanBradley Foster & Sargent, In…$24MSiegfried USA, LLC. Retirement/401(k) Savings Plan - Teamsters Local 676Siegfried USA, LLC. Retireme…$24MCosco Agencies (Los Angeles), Inc. Ocu 401(k) PlanCosco Agencies (Los Angeles)…$24M
End-of-year total assets ($M) among Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$24M
Net Income$1M
Employer EIN061380515
Plan Effective Date1995-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bradley Foster & Sargent, Inc.)

Sponsor-wide plan assets over time

All Bradley Foster & Sargent, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 8.026833634421928% vs 2022
2024 filing year
$22M$23M$24M$25M 202220232024 $22.5M $24.3M ▲ +8.0%
Year Plans Participants Total Assets
2022 1 43 $23M
2023 1 48 $23M
2024 1 51 $24M

Nearby 401(k) Plans in Connecticut

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

Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.024344332 · Participants: 51Bradley Foster & Sargent, Inc. 401(k) Profit Sharing PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Imaging Business Machines 401(k) Plan in AL ($24M); by covered participants it is Consulting Engineers Group, Inc. 401(k)/Profit Sharing Plan in MN (51 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (51 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 Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 5.5% during 2024, from $23M to $24M. Reported net income was $1M.
How have Bradley Foster & Sargent, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bradley Foster & Sargent, Inc.'s sponsor-wide assets grew 8.0%, from $23M to $24M.
Which 401(k) plans are similar in size to Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Imaging Business Machines 401(k) Plan in AL ($24M, 299 participants).
Which 401(k) plans cover a similar participant headcount to Bradley Foster & Sargent, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Consulting Engineers Group, Inc. 401(k)/Profit Sharing Plan in MN (51 participants, $12M 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 061380515.

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.