401(k) · DOL Form 5500 · 2022
Long Wharf Capital LLC 401(k) Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 25
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $1.1M
- Avg per participant High balance/head
Official DOL plan name: Long Wharf Capital LLC Retirement Savings Plan · Sponsored by Long Wharf Capital LLC · Massachusetts · Finance & Insurance
$26M in assets, 25 participants
Long Wharf Capital LLC's Long Wharf Capital LLC Retirement Savings Plan reported $26M in total assets and 25 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.
- #6,460 in Finance & Insurance (9,261 peers)
Where Long Wharf Capital LLC Retirement Savings Plan sits by assets
Long Wharf Capital LLC Retirement Savings Plan sits in the top quartile of all filed plans by assets, $26M for 25 participants (~$1.1M/participant), down 18.5% in 2022.
- #6,460
- in Finance & Insurance (9,261 peers)
- -18.5%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Long Wharf Capital LLC Retirement Savings Plan's outsized position by total assets
Long Wharf Capital LLC Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$26,474,348 Top 19% higher than 81% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Long Wharf Capital LLC Retirement Savings 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. Long Wharf Capital LLC Retirement Savings Plan is a small filing (25 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 273699952 · Long Wharf Capital LLC PY 2022 · 401(k)
Long Wharf Capital LLC Retirement Savings Plan · $26M · 25 · 81st
- BOOK $26M
- VS-ST 25
- BOY 81st
- SCH 401(k)
- EBSA near Stretto 401(k) Retirement Plan
- PART ind #6460
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 →
Long Wharf Capital LLC Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | -$6M |
| Employer EIN | 273699952 |
| Plan Effective Date | 2018-03-27 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Long Wharf Capital LLC)
Sponsor-wide plan assets over time
All Long Wharf Capital LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 28.4794360185943% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 25 | $26M |
| 2023 | 1 | 28 | $34M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
Long Wharf Capital LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Stretto 401(k) Retirement Plan in CA ($26M); by covered participants it is Gray, Layton, Kersh, Solomon, Furr & Smith 401(k) Profit Sharing Plan and Trust in NC (25 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
- Stretto 401(k) Retirement Plan (CA) $26M · 302
- A. Stucki Company 401(k) Profit Sharing Plan and Trust (PA) $26M · 1,048
- Bomgaars Supply, Inc. Profit Sharing and Savings Plan (IA) $26M · 1,176
- The Frisch School 401(k) Plan (NJ) $26M · 151
Similar participant headcount
Nearest other-state filings by covered participants (25 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.