401(k) · DOL Form 5500 · 2022

Connectwise, LLC. 401(k) Plan

Data updated 2026-08-25

$78M
Total assets Below avg plan size
1,032
Participants Near avg headcount
91st
Percentile by assets National rank
$75,341
Avg per participant Below avg balance/head
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Official DOL plan name: Connectwise, LLC. 401(k) Plan · Sponsored by Connectwise, LLC. · Florida · Information & Media

$78M in assets, 1,032 participants

Connectwise, LLC.'s Connectwise, LLC. 401(k) Plan reported $78M in total assets and 1,032 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #2,532 in Information & Media (2,911 peers)

Where Connectwise, LLC. 401(k) Plan sits by assets

Connectwise, LLC. 401(k) Plan sits in the top 10% of all filed plans by assets, $78M for 1,032 participants (~$75,341/participant), down 8.6% in 2022.

#2,532
in Information & Media (2,911 peers)
-8.6%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Connectwise, LLC. 401(k) Plan's outsized position by total assets

Connectwise, LLC. 401(k) Plan vs every filed plan by assets

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

$77,752,363 Top 9% higher than 91% 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

Connectwise, LLC. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Connectwise, LLC. 401(k) Plan lands in the large band (1,032 participants).

EBSA filing schedule strip

Filing strip 821582035 · Connectwise, LLC. PY 2022 · 401(k)

Connectwise, LLC. 401(k) Plan · $78M · 1,032 · 91st

  • EOY $78M
  • 5500 1,032
  • ASSETS 91st
  • PCT 401(k)
  • EIN near B.L. Harbert International, L.L.C. Retirement Plan
  • RANK ind #2532

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 Information & Media retirement plans → · Plans in Florida →

Connectwise, LLC. 401(k) Plan in the asset neighbourhood

John B Sanfilippo & Son, Inc. 401(k) PlanJohn B Sanfilippo & Son, Inc…$78MNew Directions Retirement Savings Plan for Family Care NetworkNew Directions Retirement Sa…$78MConnectwise, LLC. 401(k) Plan$78MB.L. Harbert International, L.L.C. Retirement PlanB.L. Harbert International, …$78MAndrews Distributing Company 401(k) PlanAndrews Distributing Company…$78M
End-of-year total assets ($M) among Connectwise, LLC. 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)$85M
Net Assets (End of Year)$78M
Net Income-$7M
Employer EIN821582035
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Connectwise, LLC.)

Sponsor-wide plan assets over time

All Connectwise, LLC. plans reported in each filing year

Latest sponsor-wide plan assets
$123M 58.183223318884856% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $77.8M $123M ▲ +58.2%
Year Plans Participants Total Assets
2022 1 1,032 $78M
2023 1 1,212 $103M
2024 1 1,155 $123M

Nearby 401(k) Plans in Florida

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

Connectwise, LLC. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Connectwise, LLC. 401(k) Plan, Total assets ($B): 0.077752363 · Participants: 1032Connectwise, LLC. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Connectwise, LLC. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Connectwise, LLC. 401(k) Plan side-by-side with 3 peers →

Connectwise, LLC. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is B.L. Harbert International, L.L.C. Retirement Plan in AL ($78M); by covered participants it is Rio Gill 401(k) Plan & Trust in CA (1,032 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,032 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 Connectwise, LLC. 401(k) Plan assets move in 2022? ▼
Connectwise, LLC. 401(k) Plan pulled back noticeably - down 8.6% during 2022, from $85M to $78M. Reported net income was -$7M.
How have Connectwise, LLC. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Connectwise, LLC.'s sponsor-wide assets grew 58.2%, from $78M to $123M.
Where does Connectwise, LLC. 401(k) Plan rank by assets among Form 5500 filers? ▼
Connectwise, LLC. 401(k) Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Connectwise, LLC. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is B.L. Harbert International, L.L.C. Retirement Plan in AL ($78M, 891 participants).
Which 401(k) plans cover a similar participant headcount to Connectwise, LLC. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rio Gill 401(k) Plan & Trust in CA (1,032 participants, $14M 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 821582035.

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.