401(k) · DOL Form 5500 · 2022

Westfield Capital Management, L.P. 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
59
Participants Small participant base
83rd
Percentile by assets National rank
$527,143
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Westfield Capital 401(k) Plan · Sponsored by Westfield Capital Management, L.P. · Massachusetts · Finance & Insurance

$31M in assets, 59 participants

Westfield Capital Management, L.P.'s Westfield Capital 401(k) Plan reported $31M in total assets and 59 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,757 in Finance & Insurance (9,261 peers)

Where Westfield Capital 401(k) Plan sits by assets

Westfield Capital 401(k) Plan sits in the top quartile of all filed plans by assets, $31M for 59 participants (~$527,143/participant), down 14.7% in 2022.

#6,757
in Finance & Insurance (9,261 peers)
-14.7%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Westfield Capital 401(k) Plan's outsized position by total assets

Westfield Capital 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$31,101,445 Top 17% higher than 83% of 139,123 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 2022

Westfield Capital 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Westfield Capital 401(k) Plan is a small filing (59 participants) on this national headcount ladder.

DOL schedule card

Filing strip 800175963 · Westfield Capital Management, L.P. PY 2022 · 401(k)

Westfield Capital 401(k) Plan · $31M · 59 · 83rd

  • PHOTO $31M
  • PHOTO 59
  • PHOTO 83rd
  • PHOTO 401(k)
  • PHOTO near Elite Spice, Inc. 401(k) Profit Sharing Plan and Trust
  • PHOTO ind #6757

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 →

Westfield Capital 401(k) Plan in the asset neighbourhood

Briess Industries, Inc. 401(k) Profit Sharing PlanBriess Industries, Inc. 401(…$31MWestfield Capital 401(k) Plan$31MElite Spice, Inc. 401(k) Profit Sharing Plan and TrustElite Spice, Inc. 401(k) Pro…$31MUniversity Preparatory Academy 401(k) Retirement Plan & TrustUniversity Preparatory Acade…$31MC2 Technologies, Inc. 401(k) Profit Sharing PlanC2 Technologies, Inc. 401(k)…$31M
End-of-year total assets ($M) among Westfield Capital 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$31M
Net Income-$5M
Employer EIN800175963
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Westfield Capital Management, L.P.)

Sponsor-wide plan assets over time

All Westfield Capital Management, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$45M 45.496156207533126% vs 2022
2024 filing year
$25M$30M$35M$40M$45M$50M 202220232024 $31.1M $45.3M ▲ +45.5%
Year Plans Participants Total Assets
2022 1 59 $31M
2023 1 60 $38M
2024 1 60 $45M

Nearby 401(k) Plans in Massachusetts

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

Westfield Capital 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Westfield Capital 401(k) Plan, Total assets ($B): 0.031101445 · Participants: 59Westfield Capital 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Westfield Capital 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Westfield Capital 401(k) Plan side-by-side with 3 peers →

Westfield Capital 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Elite Spice, Inc. 401(k) Profit Sharing Plan and Trust in MD ($31M); by covered participants it is California Fine Wire Company 401(k) Profit Sharing Plan in CA (59 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (59 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Westfield Capital 401(k) Plan assets move in 2022? ▼
Westfield Capital 401(k) Plan pulled back noticeably - down 14.7% during 2022, from $36M to $31M. Reported net income was -$5M.
How have Westfield Capital Management, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westfield Capital Management, L.P.'s sponsor-wide assets grew 45.5%, from $31M to $45M.
Where does Westfield Capital 401(k) Plan rank by assets among Form 5500 filers? ▼
Westfield Capital 401(k) Plan ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Westfield Capital 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Elite Spice, Inc. 401(k) Profit Sharing Plan and Trust in MD ($31M, 516 participants).
Which 401(k) plans cover a similar participant headcount to Westfield Capital 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is California Fine Wire Company 401(k) Profit Sharing Plan in CA (59 participants, $15M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 800175963.

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.