401(k) · DOL Form 5500 · 2024

Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
72
Participants Small participant base
86th
Percentile by assets National rank
$837,419
Avg per participant High balance/head
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Official DOL plan name: Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing Plan · Sponsored by Hamilton, Brook, Smith & Reynolds, P.C. · Massachusetts · Professional & Technical Services

$60M in assets, 72 participants

Hamilton, Brook, Smith & Reynolds, P.C.'s Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing Plan reported $60M in total assets and 72 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #17,559 in Professional & Technical Services (20,173 peers)

Where Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing Plan sits by assets

Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $60M for 72 participants (~$837,419/participant), up 9.6% in 2024.

#17,559
in Professional & Technical Services (20,173 peers)
+9.6%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing Plan's outsized position by total assets

Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$60,294,158 Top 14% higher than 86% 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

Hamilton, Brook, Smith & Reynolds, P.C. 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. Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing Plan is a small filing (72 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing Plan reported net income fell from $7M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $55M in the plan year 2023 filing to $60M in the plan year 2024 filing.
  • Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing Plan reported participants fell from 75 in the plan year 2023 filing to 72 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 043052260 · Hamilton, Brook, Smith & Reynolds, P.C. PY 2024 · 401(k)

Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing Plan · $60M · 72 · 86th

  • EIN $60M
  • EIN 72
  • EIN 86th
  • EIN 401(k)
  • EIN near The Enhanced Capital Accumulation Plan for the Employees of the Fidelity Bank
  • EIN ind #17559

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 →

Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Plant/Allison Corporation Profit Sharing 401(k) PlanPlant/Allison Corporation Pr…$60MAgilix Solutions, LLC Profit Sharing PlanAgilix Solutions, LLC Profit…$60MArrowhead 401(k) Plan and TrustArrowhead 401(k) Plan and Tr…$60MHamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing PlanHamilton, Brook, Smith & Rey…$60MThe Enhanced Capital Accumulation Plan for the Employees of the Fidelity BankThe Enhanced Capital Accumul…$60M
End-of-year total assets ($M) among Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$60M
Net Income$5M
Employer EIN043052260
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hamilton, Brook, Smith & Reynolds, P.C.)

Sponsor-wide plan assets over time

All Hamilton, Brook, Smith & Reynolds, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$60M 25.82707860336107% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $47.9M $60.3M ▲ +25.8%
Year Plans Participants Total Assets
2022 1 76 $48M
2023 1 75 $55M
2024 1 72 $60M

Nearby 401(k) Plans in Massachusetts

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

Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.060294158 · Participants: 72Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing 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
Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is The Enhanced Capital Accumulation Plan for the Employees of the Fidelity Bank in NC ($60M); by covered participants it is Malonebailey LLP 401(k) Profit Sharing Plan in TX (72 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (72 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 Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing Plan assets move in 2024? ▼
Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing Plan grew at a solid clip - up 9.6% during 2024, from $55M to $60M. Reported net income was $5M.
How have Hamilton, Brook, Smith & Reynolds, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hamilton, Brook, Smith & Reynolds, P.C.'s sponsor-wide assets grew 25.8%, from $48M to $60M.
Where does Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing Plan ranks in the 86th 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 Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Enhanced Capital Accumulation Plan for the Employees of the Fidelity Bank in NC ($60M, 486 participants).
Which 401(k) plans cover a similar participant headcount to Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Malonebailey LLP 401(k) Profit Sharing Plan in TX (72 participants, $5M 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 043052260.

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.