401(k) · DOL Form 5500 · 2024
Northeast Retirement Services LLC 401(k) Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 89
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $288,857
- Avg per participant High balance/head
Official DOL plan name: Sbera 401(k) Plan as Adopted by Northeast Retirement Services LLC · Sponsored by Northeast Retirement Services LLC · Massachusetts · Finance & Insurance
$26M in assets, 89 participants
Northeast Retirement Services LLC's Sbera 401(k) Plan as Adopted by Northeast Retirement Services LLC reported $26M in total assets and 89 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #5,241 in Finance & Insurance (8,549 peers)
Where Sbera 401(k) Plan as Adopted by Northeast Retirement Services LLC sits by assets
Sbera 401(k) Plan as Adopted by Northeast Retirement Services LLC sits in the top quartile of all filed plans by assets, $26M for 89 participants (~$288,857/participant), up 23.0% in 2024.
- #5,241
- in Finance & Insurance (8,549 peers)
- +23.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Sbera 401(k) Plan as Adopted by Northeast Retirement Services LLC's outsized position by total assets
Sbera 401(k) Plan as Adopted by Northeast Retirement Services LLC vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$25,708,297 Top 25% higher than 75% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Sbera 401(k) Plan as Adopted by Northeast Retirement Services LLC among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sbera 401(k) Plan as Adopted by Northeast Retirement Services LLC is a small filing (89 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sbera 401(k) Plan as Adopted by Northeast Retirement Services LLC reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Sbera 401(k) Plan as Adopted by Northeast Retirement Services LLC end-of-year assets rose from $21M in the plan year 2023 filing to $26M in the plan year 2024 filing.
- Sbera 401(k) Plan as Adopted by Northeast Retirement Services LLC reported participants rose from 82 in the plan year 2023 filing to 89 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 815140646 · Northeast Retirement Services LLC PY 2024 · 401(k)
Sbera 401(k) Plan as Adopted by Northeast Retirement Services LLC · $26M · 89 · 75th
- RANK $26M
- PHOTO 89
- IND 75th
- EOY 401(k)
- 5500 near Dimension Hospitality, LLC 401(k) Plan
- ASSETS ind #5241
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 →
Sbera 401(k) Plan as Adopted by Northeast Retirement Services LLC in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $5M |
| Employer EIN | 815140646 |
| Plan Effective Date | 1998-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Northeast Retirement Services LLC)
Sponsor-wide plan assets over time
All Northeast Retirement Services LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 49.3775378359554% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 83 | $17M |
| 2023 | 1 | 82 | $21M |
| 2024 | 1 | 89 | $26M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Sbera 401(k) Plan as Adopted by Northeast Retirement Services LLC's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Dimension Hospitality, LLC 401(k) Plan in FL ($26M); by covered participants it is Hilscher-Clarke Electric Company 401(k) Profit Sharing Plan in OH (89 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
- Dimension Hospitality, LLC 401(k) Plan (FL) $26M · 4,083
- Ecn (US) Holdings Corp. 401(k) Plan (FL) $26M · 641
- Wm. T. Burnett 401(k) Retirement Plan (MD) $26M · 318
- Hood Container Corporation Savings Plan for Union Employees (GA) $26M · 146
Similar participant headcount
Nearest other-state filings by covered participants (89 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.