401(k) · DOL Form 5500 · 2024
Sheehan Phinney Bass & Green PA 401(k) Plan
Data updated 2026-08-25
- $83M
- Total assets Below avg plan size
- 113
- Participants Small participant base
- 89th
- Percentile by assets National rank
- $738,731
- Avg per participant High balance/head
Official DOL plan name: Sheehan Phinney Bass & Green PA Profit Sharing Plan and Trust · Sponsored by Sheehan Phinney Bass & Green PA · New Hampshire · Professional & Technical Services
$83M in assets, 113 participants
Sheehan Phinney Bass & Green PA's Sheehan Phinney Bass & Green PA Profit Sharing Plan and Trust reported $83M in total assets and 113 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #18,187 in Professional & Technical Services (20,173 peers)
Coverage in New Hampshire
Sheehan Phinney Bass & Green PA Profit Sharing Plan and Trust covers 113 participants in New Hampshire, about 38% of the average New Hampshire filer (state average ~301 per filing). Assets: $83M.
- #18,187
- in Professional & Technical Services (20,173 peers)
- +3.3%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Sheehan Phinney Bass & Green PA Profit Sharing Plan and Trust's outsized position by total assets
Sheehan Phinney Bass & Green PA Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$83,476,626 Top 11% higher than 89% 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
Sheehan Phinney Bass & Green PA Profit Sharing Plan and Trust among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sheehan Phinney Bass & Green PA Profit Sharing Plan and Trust sits mid-pack in the medium band (113 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sheehan Phinney Bass & Green PA Profit Sharing Plan and Trust reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Sheehan Phinney Bass & Green PA Profit Sharing Plan and Trust reported participants rose from 98 in the plan year 2023 filing to 113 in the plan year 2024 filing.
- Sheehan Phinney Bass & Green PA Profit Sharing Plan and Trust end-of-year assets rose from $81M in the plan year 2023 filing to $83M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 020315777 · Sheehan Phinney Bass & Green PA PY 2024 · 401(k)
Sheehan Phinney Bass & Green PA Profit Sharing Plan and Trust · $83M · 113 · 89th
- ASSETS $83M
- ASSETS 113
- ASSETS 89th
- ASSETS 401(k)
- ASSETS near Firstrust 401(k) and Profit Sharing Plan
- ASSETS ind #18187
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 Professional & Technical Services retirement plans → · Plans in New Hampshire →
Sheehan Phinney Bass & Green PA Profit Sharing Plan and Trust in the asset neighbourhood
New Hampshire filing particulars
| Total Assets (Beginning of Year) | $81M |
|---|---|
| Net Assets (End of Year) | $83M |
| Net Income | $3M |
| Employer EIN | 020315777 |
| Plan Effective Date | 1975-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sheehan Phinney Bass & Green PA)
Sponsor-wide plan assets over time
All Sheehan Phinney Bass & Green PA plans reported in each filing year
- Latest sponsor-wide plan assets
- $83M 7.610237241048695% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 99 | $78M |
| 2023 | 1 | 98 | $81M |
| 2024 | 1 | 113 | $83M |
Nearby 401(k) Plans in New Hampshire
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- C&s and Affiliates 401(k) Savings Plan (a) $671M · 11,041
- Ams Osram Savings Plan $487M · 961
- Albany International Corp. Prosperity Plus Savings Plan $481M · 1,909
- Connection Employee 401(k) and Profit Sharing Plan $439M · 2,733
- Coca Cola Beverages Northeast, Inc. Incentive Savings Plan $400M · 2,821
Sheehan Phinney Bass & Green PA Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside New Hampshire, the nearest 401(k) by assets is Firstrust 401(k) and Profit Sharing Plan in PA ($83M); by covered participants it is John Youngblood Motors Inc. Salary Savings & Profit Sharing Plan in MO (113 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($83M here).
Similar participant headcount
Nearest other-state filings by covered participants (113 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.