401(k) · DOL Form 5500 · 2022

Belmont Capital LLC 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
623
Participants Below avg headcount
81st
Percentile by assets National rank
$41,952
Avg per participant Low balance/head
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Official DOL plan name: Belmont Capital Tax Deferred Savings Plan and Trust · Sponsored by Belmont Capital LLC · Massachusetts · Management of Enterprises

$26M in assets, 623 participants

Belmont Capital LLC's Belmont Capital Tax Deferred Savings Plan and Trust reported $26M in total assets and 623 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #744 in Management of Enterprises (1,193 peers)

Where Belmont Capital Tax Deferred Savings Plan and Trust sits by assets

Belmont Capital Tax Deferred Savings Plan and Trust sits in the top quartile of all filed plans by assets, $26M for 623 participants (~$41,952/participant), down 12.0% in 2022.

#744
in Management of Enterprises (1,193 peers)
-12.0%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Belmont Capital Tax Deferred Savings Plan and Trust's outsized position by total assets

Belmont Capital Tax Deferred Savings Plan and Trust vs every filed plan by assets

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

$26,136,008 Top 19% higher than 81% 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

Belmont Capital Tax Deferred Savings Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Belmont Capital Tax Deferred Savings Plan and Trust sits mid-pack in the medium band (623 participants).

Form 5500 schedule snapshot

Filing strip 271144301 · Belmont Capital LLC PY 2022 · 401(k)

Belmont Capital Tax Deferred Savings Plan and Trust · $26M · 623 · 81st

  • BOOK $26M
  • VS-ST 623
  • BOY 81st
  • SCH 401(k)
  • EBSA near Associated Skin Care Specialists, P.a. 401(k) Profit Sharing Plan
  • PART ind #744

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 Management of Enterprises retirement plans → · Plans in Massachusetts →

Belmont Capital Tax Deferred Savings Plan and Trust in the asset neighbourhood

Belmont Capital Tax Deferred Savings Plan and TrustBelmont Capital Tax Deferred…$26MAssociated Skin Care Specialists, P.a. 401(k) Profit Sharing PlanAssociated Skin Care Special…$26MSenior Lifestyle Corporation 401(k) Retirement PlanSenior Lifestyle Corporation…$26MVerista, Inc. 401(k) Plan$26MWeiss-Aug Co. Inc. 401(k) Savings PlanWeiss-Aug Co. Inc. 401(k) Sa…$26M
End-of-year total assets ($M) among Belmont Capital Tax Deferred Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$26M
Net Income-$4M
Employer EIN271144301
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Belmont Capital LLC)

Sponsor-wide plan assets over time

All Belmont Capital LLC plans reported in each filing year

Latest sponsor-wide plan assets
$37M 40.383485496331346% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $26.1M $36.7M ▲ +40.4%
Year Plans Participants Total Assets
2022 1 623 $26M
2023 1 635 $31M
2024 1 619 $37M

Nearby 401(k) Plans in Massachusetts

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

Belmont Capital Tax Deferred Savings Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Belmont Capital Tax Deferred Savings Plan and Trust, Total assets ($B): 0.026136008 · Participants: 623Belmont Capital Tax Deferred Savings Plan and TrustFidelity 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
Belmont Capital Tax Deferred Savings Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Belmont Capital Tax Deferred Savings Plan and Trust side-by-side with 3 peers →

Belmont Capital Tax Deferred Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Associated Skin Care Specialists, P.a. 401(k) Profit Sharing Plan in MN ($26M); by covered participants it is Twin Liquors 401(k) Retirement Savings Plan in TX (623 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (623 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 Belmont Capital Tax Deferred Savings Plan and Trust assets move in 2022? ▼
Belmont Capital Tax Deferred Savings Plan and Trust pulled back noticeably - down 12.0% during 2022, from $30M to $26M. Reported net income was -$4M.
How have Belmont Capital LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Belmont Capital LLC's sponsor-wide assets grew 40.4%, from $26M to $37M.
Where does Belmont Capital Tax Deferred Savings Plan and Trust rank by assets among Form 5500 filers? ▼
Belmont Capital Tax Deferred Savings Plan and Trust ranks in the 81st 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 Belmont Capital Tax Deferred Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Associated Skin Care Specialists, P.a. 401(k) Profit Sharing Plan in MN ($26M, 75 participants).
Which 401(k) plans cover a similar participant headcount to Belmont Capital Tax Deferred Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Twin Liquors 401(k) Retirement Savings Plan in TX (623 participants, $9M 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 271144301.

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.