401(k) · DOL Form 5500 · 2022

Wave Equity Partners LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
10
Participants Small participant base
44th
Percentile by assets National rank
$365,720
Avg per participant High balance/head
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Official DOL plan name: Wave Equity Partners LLC 401(k) Plan · Sponsored by Wave Equity Partners LLC · Massachusetts · Finance & Insurance

$4M in assets, 10 participants

Wave Equity Partners LLC's Wave Equity Partners LLC 401(k) Plan reported $4M in total assets and 10 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #2,797 in Finance & Insurance (9,261 peers)

Wave Equity Partners LLC multi-year trail

Wave Equity Partners LLC's plans moved +61.8% in assets from 2022 to 2024; this filing shows Wave Equity Partners LLC 401(k) Plan at $4M / 10 participants.

#2,797
in Finance & Insurance (9,261 peers)
-25.1%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wave Equity Partners LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Wave Equity Partners LLC 401(k) Plan vs every filed plan by assets

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

$3,657,199 44th percentile higher than 44% 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

Wave Equity Partners LLC 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wave Equity Partners LLC 401(k) Plan is a micro filing (10 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 261898771 · Wave Equity Partners LLC PY 2022 · 401(k)

Wave Equity Partners LLC 401(k) Plan · $4M · 10 · 44th

  • ASSETS $4M
  • ASSETS 10
  • ASSETS 44th
  • ASSETS 401(k)
  • ASSETS near McDonald's Franchisee 401(k) Plan
  • ASSETS ind #2797

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 →

Wave Equity Partners LLC 401(k) Plan in the asset neighbourhood

Wave Equity Partners LLC 401(k) PlanWave Equity Partners LLC 401…$4MMcDonald's Franchisee 401(k) PlanMcDonald's Franchisee 401(k)…$4MMergon Corporation 401(k) Retirement PlanMergon Corporation 401(k) Re…$4MCassia 401(k) Retirement Plan$4MCumming Chevrolet 401(k) Plan$4M
End-of-year total assets ($M) among Wave Equity Partners LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wave Equity Partners LLC multi-year asset trail

Sponsor-wide plan assets over time

All Wave Equity Partners LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 61.81815646345742% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.66M $5.92M ▲ +61.7%
Year Plans Participants Total Assets
2022 1 10 $4M
2023 1 12 $5M
2024 1 11 $6M

Wave Equity Partners LLC filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$1M
Employer EIN261898771
Plan Effective Date2000-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Wave Equity Partners LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Wave Equity Partners LLC 401(k) Plan, Total assets ($B): 0.003657199 · Participants: 10Wave Equity Partners LLC 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
Wave Equity Partners LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Wave Equity Partners LLC 401(k) Plan side-by-side with 3 peers →

Wave Equity Partners LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is McDonald's Franchisee 401(k) Plan in OH ($4M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Wave Equity Partners LLC 401(k) Plan assets move in 2022? ▼
Wave Equity Partners LLC 401(k) Plan declined sharply - down 25.1% during 2022, from $5M to $4M. Reported net income was -$1M.
How have Wave Equity Partners LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wave Equity Partners LLC's sponsor-wide assets grew 61.8%, from $4M to $6M.
Which 401(k) plans are similar in size to Wave Equity Partners LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is McDonald's Franchisee 401(k) Plan in OH ($4M, 178 participants).
Which 401(k) plans cover a similar participant headcount to Wave Equity Partners LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $2M 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 261898771.

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.