401(k) · DOL Form 5500 · 2024

The Brattle Group, Inc. 401(k) Plan

Data updated 2026-08-11

$183M
Total assets
377
Participants
94th
Percentile by assets
$486,006
Avg per participant
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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.

  • 94th percentile by assets (of 123,622 plans)
  • #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.

$183M
total plan assets (2024 EOY)
377
covered participants
94th
percentile by assets (of 123,622 plans)
$486,006
avg assets per participant

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.

See the national 2023→2024 release diff →

State
Massachusetts
Industry
Professional & Technical Services

The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust vs the 2024 asset distribution

By assets, The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust outranks 94% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.8x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$157M
Net Assets (End of Year)$183M
Net Income$26M
Employer EIN043254813
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Brattle Group, Inc.)

$120M$140M$160M$180M$200M 202220232024 $133M $183M ▲ +37.5%
Total plan assets by year, all The Brattle Group, Inc. plans on file
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.

The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants

The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants The Brattle Group, I…Fidelity Retirement …Liberty Mutual 401(k…Massachusetts Instit…Boston Scientific Co…State Street Salary …
The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare The Brattle Group, Inc. Profit Sharing R… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust assets move in 2024? ▼
The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust grew sharply - up 16.7% during 2024, from $157M to $183M. Reported net income was $26M.
How have The Brattle Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Brattle Group, Inc.'s sponsor-wide assets grew 37.5%, from $133M to $183M.
Where does The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust rank by assets among Form 5500 filers? ▼
The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Kulicke and Soffa Industries, Inc. Incentive Savings Plan in PA ($183M, 376 participants).

Next read for The Brattle Group, Inc. Profit Sharing R…

Scale reading

Ways to act on The Brattle Group, Inc. Profit Sharing Retirement Plan and Trust's numbers.

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 043254813.

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.