401(k) · DOL Form 5500 · 2024

The Northbridge Group, Inc. 401(k) Plan

Data updated 2026-08-06

$63M
Total assets
19
Participants
87th
Percentile by assets
$3.3M
Avg per participant
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Official DOL plan name: The Northbridge Group Retirement Investment Plan · Sponsored by The Northbridge Group, Inc. · Massachusetts · Professional & Technical Services

$63M in assets, 19 participants

The Northbridge Group, Inc.'s The Northbridge Group Retirement Investment Plan reported $63M in total assets and 19 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • 87th percentile by assets (of 116,472 plans)
  • #17,154 in Professional & Technical Services (19,542 peers)

Where The Northbridge Group Retirement Investment Plan sits by assets

The Northbridge Group Retirement Investment Plan sits in the top quartile of all filed plans by assets, $63M for 19 participants (~$3.3M/participant), up 17.7% in 2024.

$63M
total plan assets (2024 EOY)
19
covered participants
87th
percentile by assets (of 116,472 plans)
$3.3M
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Northbridge Group Retirement Investment Plan end-of-year assets rose from $54M in the plan year 2023 filing to $63M in the plan year 2024 filing.
  • The Northbridge Group Retirement Investment Plan reported participants fell from 21 in the plan year 2023 filing to 19 in the plan year 2024 filing.
  • The Northbridge Group Retirement Investment Plan reported net income rose from $9M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

The Northbridge Group Retirement Investment Plan vs the 2024 asset distribution

By assets, The Northbridge Group Retirement Investment Plan outranks 87% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.6x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$63M
Net Income$9M
Employer EIN043167085
Plan Effective Date1993-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Northbridge Group, Inc.)

$40M$50M$60M$70M 202220232024 $44.6M $63.1M ▲ +41.6%
Total plan assets by year, all The Northbridge Group, Inc. plans on file
Year Plans Participants Total Assets
2022 1 20 $45M
2023 1 21 $54M
2024 1 19 $63M

Nearby 401(k) Plans in Massachusetts

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

The Northbridge Group Retirement Investment Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

The Northbridge Group Retirement Investment Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants The Northbridge Grou…Fidelity Retirement …Liberty Mutual 401(k…Massachusetts Instit…Boston Scientific Co…State Street Salary …
The Northbridge Group Retirement Investment Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Northbridge Group Retirement Investment Plan by total assets, not by location.

Frequently Asked Questions

How did The Northbridge Group Retirement Investment Plan assets move in 2024?
The Northbridge Group Retirement Investment Plan grew sharply - up 17.7% during 2024, from $54M to $63M. Reported net income was $9M.
How have The Northbridge Group, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), The Northbridge Group, Inc.'s sponsor-wide assets grew 41.6%, from $45M to $63M.
Where does The Northbridge Group Retirement Investment Plan rank by assets among Form 5500 filers?
The Northbridge Group Retirement Investment Plan ranks in the 87th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Northbridge Group Retirement Investment Plan?
Among 401(k) plans in other states, the closest by assets is The Kresge Foundation Employee Savings Plan in MI ($63M, 120 participants).

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