401(k) · DOL Form 5500 · 2024
The Brattle Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $183M
- Total assets Near avg plan size
- 377
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $486,006
- Avg per participant High balance/head
Official DOL plan name: The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust · Sponsored by The Brattle Group, Inc. · Massachusetts · Professional & Technical Services
$183M in assets, 377 participants
The Brattle Group, Inc.'s The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust reported $183M in total assets and 377 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #19,165 in Professional & Technical Services (20,173 peers)
Where The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust sits by assets
The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust sits in the top 10% of all filed plans by assets, $183M for 377 participants (~$486,006/participant), up 16.7% in 2024.
- #19,165
- in Professional & Technical Services (20,173 peers)
- +16.7%
- assets growth YoY
- 1.8×
- vs typical plan assets (national mean)
The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust's outsized position by total assets
The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$183,224,199 Top 6% higher than 94% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust 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. The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust sits mid-pack in the medium band (377 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust end-of-year assets rose from $157M in the plan year 2023 filing to $183M in the plan year 2024 filing.
- The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust reported net income rose from $24M in the plan year 2023 filing to $26M in the plan year 2024 filing.
- The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust reported participants fell from 395 in the plan year 2023 filing to 377 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 043254813 · The Brattle Group, Inc. PY 2024 · 401(k)
The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust · $183M · 377 · 94th
- VS-ST $183M
- VS-ST 377
- VS-ST 94th
- VS-ST 401(k)
- VS-ST near Kulicke and Soffa Industries, Inc. Incentive Savings Plan
- VS-ST ind #19165
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 Brattle Group, Inc. Profit Sharing Retirement Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $157M |
|---|---|
| Net Assets (End of Year) | $183M |
| Net Income | $26M |
| Employer EIN | 043254813 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Brattle Group, Inc.)
Sponsor-wide plan assets over time
All The Brattle Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $183M 37.47726034763167% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 336 | $133M |
| 2023 | 1 | 395 | $157M |
| 2024 | 1 | 377 | $183M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Kulicke and Soffa Industries, Inc. Incentive Savings Plan in PA ($183M); by covered participants it is Steven Douglas Associates LLC 401(k) Profit Sharing Plan in FL (377 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($183M here).
- Kulicke and Soffa Industries, Inc. Incentive Savings Plan (PA) $183M · 376
- Alphastaff Retirement Savings Plan (FL) $183M · 6,104
- Terteling Employees' Profit Sharing and Thrift Savings Plan (ID) $183M · 1,343
- Mcafee & Taft Retirement Plan (OK) $183M · 311
Similar participant headcount
Nearest other-state filings by covered participants (377 participants); asset peers above are excluded.
- Steven Douglas Associates LLC 401(k) Profit Sharing Plan (FL) 377 · 0 off
- Winshape Foundation, Inc. 401(k) Plan (GA) 377 · 0 off
- Wilson Lumber Company, Inc. 401(k) Profit Sharing Plan (AL) 377 · 0 off
- Stone and Excel 401(k) Plan (MI) 377 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.