401(k) · DOL Form 5500 · 2024

The Northbridge Group, Inc. 401(k) Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
19
Participants Small participant base
87th
Percentile by assets National rank
$3.3M
Avg per participant High balance/head
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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.

  • #17,674 in Professional & Technical Services (20,173 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.

#17,674
in Professional & Technical Services (20,173 peers)
+17.7%
assets growth YoY
0.6×
vs typical plan assets (national mean)

The Northbridge Group Retirement Investment Plan's outsized position by total assets

The Northbridge Group Retirement Investment Plan vs every filed plan by assets

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

$63,094,440 Top 13% higher than 87% 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

The Northbridge Group Retirement Investment 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. The Northbridge Group Retirement Investment Plan is a small filing (19 participants) on this national headcount ladder.

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 →

Form 5500 schedule snapshot

Filing strip 043167085 · The Northbridge Group, Inc. PY 2024 · 401(k)

The Northbridge Group Retirement Investment Plan · $63M · 19 · 87th

  • EBSA $63M
  • EBSA 19
  • EBSA 87th
  • EBSA 401(k)
  • EBSA near The Kresge Foundation Employee Savings Plan
  • EBSA ind #17674

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 Massachusetts →

The Northbridge Group Retirement Investment Plan in the asset neighbourhood

The Kresge Foundation Employee Savings PlanThe Kresge Foundation Employ…$63MOrthoconnecticut, PLLC Employees 401(k) Profit Sharing PlanOrthoconnecticut, PLLC Emplo…$63MBlue Owl Capital 401(k) Plan$63MThe Northbridge Group Retirement Investment PlanThe Northbridge Group Retire…$63MCardiovascular Associates of the Delaware Valley, P.a. 401(k) Profit Sharing PlanCardiovascular Associates of…$63M
End-of-year total assets ($M) among The Northbridge Group Retirement Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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.)

Sponsor-wide plan assets over time

All The Northbridge Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$63M 41.61131518005075% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $44.6M $63.1M ▲ +41.6%
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 Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants The Northbridge Group Retirement Investment Plan, Total assets ($B): 0.06309444 · Participants: 19The Northbridge Group Retirement Investment PlanFidelity 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
The Northbridge Group Retirement Investment Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare The Northbridge Group Retirement Investment Plan side-by-side with 3 peers →

The Northbridge Group Retirement Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is The Kresge Foundation Employee Savings Plan in MI ($63M); by covered participants it is Handsome Holdings, Inc. 401(k) Plan in TX (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 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 123,622 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).
Which 401(k) plans cover a similar participant headcount to The Northbridge Group Retirement Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Handsome Holdings, Inc. 401(k) Plan in TX (19 participants, $412K 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 043167085.

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.