Other · DOL Form 5500 · 2024
Bridgewell, Inc. Retirement Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 938
- Participants Near avg headcount
- 66th
- Percentile by assets National rank
- $17,583
- Avg per participant Low balance/head
Official DOL plan name: Bridgewell 403(b) Plan · Sponsored by Bridgewell, Inc. · Massachusetts · Healthcare & Social Assistance
$16M in assets, 938 participants
Bridgewell, Inc.'s Bridgewell 403(b) Plan reported $16M in total assets and 938 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.
- #12,075 in Healthcare & Social Assistance (16,916 peers)
Bridgewell, Inc. multi-year trail
Bridgewell, Inc.'s plans moved +41.1% in assets from 2022 to 2024; this filing shows Bridgewell 403(b) Plan at $16M / 938 participants.
- #12,075
- in Healthcare & Social Assistance (16,916 peers)
- +14.8%
- assets growth YoY
Bridgewell 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Bridgewell 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$16,492,619 Top 34% higher than 66% 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
Bridgewell 403(b) 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. Bridgewell 403(b) Plan sits mid-pack in the medium band (938 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bridgewell 403(b) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Bridgewell 403(b) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $16M in the plan year 2024 filing.
- Bridgewell 403(b) Plan reported participants fell from 964 in the plan year 2023 filing to 938 in the plan year 2024 filing.
DOL schedule card
Filing strip 042296940 · Bridgewell, Inc. PY 2024 · Other
Bridgewell 403(b) Plan · $16M · 938 · 66th
- PHOTO $16M
- IND 938
- EOY 66th
- 5500 Other
- ASSETS near Hackley Community Care Center, Inc. 403(b) Plan
- PCT ind #12075
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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →
Bridgewell 403(b) Plan in the asset neighbourhood
Bridgewell, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Bridgewell, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 41.08012232415902% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,006 | $12M |
| 2023 | 1 | 964 | $14M |
| 2024 | 1 | 938 | $16M |
Bridgewell, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $2M |
| Employer EIN | 042296940 |
| Plan Effective Date | 1978-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- Harvard University Tax Deferred Annuity Plan $4.3B · 24,395
- Beth Israel Lahey 403(b) Retirement Savings Plan $3.5B · 33,591
- Boston University Retirement Plan $3.0B · 8,173
- Northeastern University Retirement Plan $2.6B · 8,900
- Boston University Supplemental Retirement and Savings Plan $1.7B · 12,869
Bridgewell 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Hackley Community Care Center, Inc. 403(b) Plan in MI ($17M); by covered participants it is Excelsior University Supplemental 403(b) Plan in NY (938 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (938 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.