401(k) · DOL Form 5500 · 2024

Devine Insurance & Financial Services, Inc. 401(k) Plan

Data updated 2026-08-25

$684K
Total assets Small plan by assets
4
Participants Small participant base
20th
Percentile by assets National rank
$171,086
Avg per participant Above avg balance/head
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Official DOL plan name: Devine Insurance & Financial Services, Inc. 401(k) Plan · Sponsored by Devine Insurance & Financial Services, Inc. · Massachusetts · Finance & Insurance

$684K in assets, 4 participants

Devine Insurance & Financial Services, Inc.'s Devine Insurance & Financial Services, Inc. 401(k) Plan reported $684K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.

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

Devine Insurance & Financial Services, Inc. multi-year trail

Devine Insurance & Financial Services, Inc.'s plans moved +152.8% in assets from 2022 to 2024; this filing shows Devine Insurance & Financial Services, Inc. 401(k) Plan at $684K / 4 participants.

#942
in Finance & Insurance (8,549 peers)
+360.5%
assets growth YoY

Devine Insurance & Financial Services, Inc. 401(k) Plan among the smaller filed plans by assets

Devine Insurance & Financial Services, Inc. 401(k) Plan vs every filed plan by assets

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

$684,343 20th percentile higher than 20% 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

Devine Insurance & Financial Services, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Devine Insurance & Financial Services, Inc. 401(k) Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Devine Insurance & Financial Services, Inc. 401(k) Plan reported net income rose from -$122K in the plan year 2023 filing to $536K in the plan year 2024 filing.
  • Devine Insurance & Financial Services, Inc. 401(k) Plan end-of-year assets rose from $149K in the plan year 2023 filing to $684K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 813723698 · Devine Insurance & Financial Services, Inc. PY 2024 · 401(k)

Devine Insurance & Financial Services, Inc. 401(k) Plan · $684K · 4 · 20th

  • ASSETS $684K
  • ASSETS 4
  • ASSETS 20th
  • ASSETS 401(k)
  • ASSETS near Greene-Niesen Insurance Agency Inc Savings & Retirement Plan
  • ASSETS ind #942

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 →

Devine Insurance & Financial Services, Inc. 401(k) Plan in the asset neighbourhood

Devine Insurance & Financial Services, Inc. 401(k) PlanDevine Insurance & Financial…$684KGreene-Niesen Insurance Agency Inc Savings & Retirement PlanGreene-Niesen Insurance Agen…$684KBeemer Enterprises, Inc. 401(k) Profit Sharing PlanBeemer Enterprises, Inc. 401…$684KRiver Outdoor Power Equipment, Inc. 401(k) PlanRiver Outdoor Power Equipmen…$685KRheumatology Solutions PLLC 401(k) Profit Sharing Plan & TrustRheumatology Solutions PLLC …$684K
End-of-year total assets ($M) among Devine Insurance & Financial Services, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Devine Insurance & Financial Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Devine Insurance & Financial Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$684K 152.84511392648258% vs 2022
2024 filing year
$0M$0.2M$0.4M$0.6M$0.8M 202220232024 $0.27M $0.68M ▲ +151.9%
Year Plans Participants Total Assets
2022 1 4 $271K
2023 1 4 $149K
2024 1 4 $684K

Devine Insurance & Financial Services, Inc. filing trail (2024)

Total Assets (Beginning of Year)$149K
Net Assets (End of Year)$684K
Net Income$536K
Employer EIN813723698
Plan Effective Date2016-08-31
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Devine Insurance & Financial Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Devine Insurance & Financial Services, Inc. 401(k) Plan, Total assets ($B): 0.000684343 · Participants: 4Devine Insurance & Financial Services, Inc. 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
Devine Insurance & Financial Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Devine Insurance & Financial Services, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI ($684K); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Devine Insurance & Financial Services, Inc. 401(k) Plan assets move in 2024?
Devine Insurance & Financial Services, Inc. 401(k) Plan surged - up 360.5% during 2024, from $149K to $684K. Reported net income was $536K.
How have Devine Insurance & Financial Services, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Devine Insurance & Financial Services, Inc.'s sponsor-wide assets grew 152.8%, from $271K to $684K.
Where does Devine Insurance & Financial Services, Inc. 401(k) Plan rank by assets among Form 5500 filers?
Devine Insurance & Financial Services, Inc. 401(k) Plan ranks in the 20th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Devine Insurance & Financial Services, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI ($684K, 9 participants).
Which 401(k) plans cover a similar participant headcount to Devine Insurance & Financial Services, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 participants, N/A in assets).