401(k) · DOL Form 5500 · 2024

Brookwood Financial Partners, LLC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
99
Participants Small participant base
63rd
Percentile by assets National rank
$139,985
Avg per participant Near avg balance/head
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Official DOL plan name: Brookwood Financial Partners, LLC 401(k) Plan · Sponsored by Brookwood Financial Partners, LLC · Massachusetts · Real Estate

$14M in assets, 99 participants

Brookwood Financial Partners, LLC's Brookwood Financial Partners, LLC 401(k) Plan reported $14M in total assets and 99 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #3,633 in Real Estate (4,605 peers)

Brookwood Financial Partners, LLC multi-year trail

Brookwood Financial Partners, LLC's plans moved +39.2% in assets from 2022 to 2024; this filing shows Brookwood Financial Partners, LLC 401(k) Plan at $14M / 99 participants.

#3,633
in Real Estate (4,605 peers)
+11.8%
assets growth YoY

Brookwood Financial Partners, LLC 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Brookwood Financial Partners, LLC 401(k) Plan vs every filed plan by assets

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

$13,858,544 Top 37% higher than 63% 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

Brookwood Financial Partners, LLC 401(k) 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. Brookwood Financial Partners, LLC 401(k) Plan is a small filing (99 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Brookwood Financial Partners, LLC 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Brookwood Financial Partners, LLC 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Brookwood Financial Partners, LLC 401(k) Plan reported participants fell from 102 in the plan year 2023 filing to 99 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 043190521 · Brookwood Financial Partners, LLC PY 2024 · 401(k)

Brookwood Financial Partners, LLC 401(k) Plan · $14M · 99 · 63rd

  • ASSETS $14M
  • PCT 99
  • EIN 63rd
  • RANK 401(k)
  • PHOTO near Dxi Construction, Inc. 401(k) Profit Sharing Plan
  • IND ind #3633

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 Real Estate retirement plans → · Plans in Massachusetts →

Brookwood Financial Partners, LLC 401(k) Plan in the asset neighbourhood

Brookwood Financial Partners, LLC 401(k) PlanBrookwood Financial Partners…$14MDxi Construction, Inc. 401(k) Profit Sharing PlanDxi Construction, Inc. 401(k…$14MKansas City Hospice, Inc. Retirement Savings PlanKansas City Hospice, Inc. Re…$14MSpectraserv, Inc. 401(k) and Profit Sharing PlanSpectraserv, Inc. 401(k) and…$14MUniversal Screen Arts Retirement Savings PlanUniversal Screen Arts Retire…$14M
End-of-year total assets ($M) among Brookwood Financial Partners, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Brookwood Financial Partners, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Brookwood Financial Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$14M 39.21871810491564% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.95M $13.9M ▲ +39.3%
Year Plans Participants Total Assets
2022 1 110 $10M
2023 1 102 $12M
2024 1 99 $14M

Brookwood Financial Partners, LLC filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$1M
Employer EIN043190521
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Brookwood Financial Partners, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Brookwood Financial Partners, LLC 401(k) Plan, Total assets ($B): 0.013858544 · Participants: 99Brookwood Financial Partners, LLC 401(k) 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
Brookwood Financial Partners, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Brookwood Financial Partners, LLC 401(k) Plan side-by-side with 3 peers →

Brookwood Financial Partners, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Dxi Construction, Inc. 401(k) Profit Sharing Plan in MD ($14M); by covered participants it is G5 Enterprises, Inc. 401(k) Profit Sharing Plan in MO (99 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (99 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 Brookwood Financial Partners, LLC 401(k) Plan assets move in 2024? ▼
Brookwood Financial Partners, LLC 401(k) Plan grew at a solid clip - up 11.8% during 2024, from $12M to $14M. Reported net income was $1M.
How have Brookwood Financial Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brookwood Financial Partners, LLC's sponsor-wide assets grew 39.2%, from $10M to $14M.
Which 401(k) plans are similar in size to Brookwood Financial Partners, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dxi Construction, Inc. 401(k) Profit Sharing Plan in MD ($14M, 273 participants).
Which 401(k) plans cover a similar participant headcount to Brookwood Financial Partners, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is G5 Enterprises, Inc. 401(k) Profit Sharing Plan in MO (99 participants, N/A 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 043190521.

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.