401(k) · DOL Form 5500 · 2024

Xs Brokers 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
176
Participants Small participant base
74th
Percentile by assets National rank
$143,410
Avg per participant Near avg balance/head
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Official DOL plan name: Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing Plan · Sponsored by Xs Brokers · Massachusetts · Finance & Insurance

$25M in assets, 176 participants

Xs Brokers's Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing Plan reported $25M in total assets and 176 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,197 in Finance & Insurance (8,549 peers)

Coverage in Massachusetts

Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing Plan covers 176 participants in Massachusetts, about 27% of the average Massachusetts filer (state average ~659 per filing). Assets: $25M.

#5,197
in Finance & Insurance (8,549 peers)
+12.5%
assets growth YoY

Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing Plan's outsized position by total assets

Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing Plan vs every filed plan by assets

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

$25,240,246 Top 26% higher than 74% 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

Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing Plan 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. Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing Plan sits mid-pack in the medium band (176 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing Plan reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing Plan reported participants rose from 152 in the plan year 2023 filing to 176 in the plan year 2024 filing.
  • Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing Plan end-of-year assets rose from $22M in the plan year 2023 filing to $25M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 042658206 · Xs Brokers PY 2024 · 401(k)

Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing Plan · $25M · 176 · 74th

  • TYPE $25M
  • NET 176
  • BOOK 74th
  • VS-ST 401(k)
  • BOY near Uftring Automotive Group 401(k) Plan and Trust
  • SCH ind #5197

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing Plan in the asset neighbourhood

Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing PlanXs Brokers Insurance Agency,…$25MUftring Automotive Group 401(k) Plan and TrustUftring Automotive Group 401…$25MUnited Pacific 401(k) Plan$25MTronicom Corporation and Subsidiary Retirement Savings PlanTronicom Corporation and Sub…$25MLuminate Home Loans Retirement PlanLuminate Home Loans Retireme…$25M
End-of-year total assets ($M) among Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$25M
Net Income$3M
Employer EIN042658206
Plan Effective Date1986-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Xs Brokers)

Sponsor-wide plan assets over time

All Xs Brokers plans reported in each filing year

Latest sponsor-wide plan assets
$25M 45.03912972773249% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.4M $25.2M ▲ +45.1%
Year Plans Participants Total Assets
2022 1 130 $17M
2023 1 152 $22M
2024 1 176 $25M

Nearby 401(k) Plans in Massachusetts

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

Xs Brokers Insurance Agency, Inc. 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 ($B) Participants Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing Plan, Total assets ($B): 0.025240246 · Participants: 176Xs Brokers Insurance Agency, Inc. 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
Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing Plan side-by-side with 3 peers →

Xs Brokers Insurance Agency, Inc. 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 Uftring Automotive Group 401(k) Plan and Trust in IL ($25M); by covered participants it is Central Texas Refuse 401(k) Plan in TX (176 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (176 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 Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing Plan assets move in 2024? ▼
Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing Plan grew at a solid clip - up 12.5% during 2024, from $22M to $25M. Reported net income was $3M.
How have Xs Brokers plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Xs Brokers's sponsor-wide assets grew 45.0%, from $17M to $25M.
Which 401(k) plans are similar in size to Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Uftring Automotive Group 401(k) Plan and Trust in IL ($25M, 338 participants).
Which 401(k) plans cover a similar participant headcount to Xs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Central Texas Refuse 401(k) Plan in TX (176 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 042658206.

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.