401(k) · DOL Form 5500 · 2022

Winthrop Capital Advisors LLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
150
Participants Small participant base
76th
Percentile by assets National rank
$119,574
Avg per participant Near avg balance/head
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Official DOL plan name: Winthrop Capital Advisors LLC 401(k)Plan · Sponsored by Winthrop Capital Advisors LLC · Massachusetts · Real Estate

$18M in assets, 150 participants

Winthrop Capital Advisors LLC's Winthrop Capital Advisors LLC 401(k)Plan reported $18M in total assets and 150 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #4,462 in Real Estate (5,057 peers)

Coverage in Massachusetts

Winthrop Capital Advisors LLC 401(k)Plan covers 150 participants in Massachusetts, about 23% of the average Massachusetts filer (state average ~659 per filing). Assets: $18M.

#4,462
in Real Estate (5,057 peers)
-30.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Winthrop Capital Advisors LLC 401(k)Plan's outsized position by total assets

Winthrop Capital Advisors LLC 401(k)Plan vs every filed plan by assets

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

$17,936,136 Top 24% higher than 76% 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

Winthrop Capital Advisors LLC 401(k)Plan 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. Winthrop Capital Advisors LLC 401(k)Plan sits mid-pack in the medium band (150 participants).

EBSA filing schedule strip

Filing strip 814158512 · Winthrop Capital Advisors LLC PY 2022 · 401(k)

Winthrop Capital Advisors LLC 401(k)Plan · $18M · 150 · 76th

  • RANK $18M
  • PHOTO 150
  • IND 76th
  • EOY 401(k)
  • 5500 near Hr & a Advisors, Inc. 401(k)/Profit Sharing Plan
  • ASSETS ind #4462

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 Real Estate retirement plans → · Plans in Massachusetts →

Winthrop Capital Advisors LLC 401(k)Plan in the asset neighbourhood

Winthrop Capital Advisors LLC 401(k)PlanWinthrop Capital Advisors LL…$18MHr & a Advisors, Inc. 401(k)/Profit Sharing PlanHr & a Advisors, Inc. 401(k)…$18MThe Fame Plan$18MIronform 401(k) Plan$18MTrg 401(k) Plan$18M
End-of-year total assets ($M) among Winthrop Capital Advisors LLC 401(k)Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$13M
Net Income-$8M
Employer EIN814158512
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Winthrop Capital Advisors LLC 401(k)Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Winthrop Capital Advisors LLC 401(k)Plan, Total assets ($B): 0.017936136 · Participants: 150Winthrop Capital Advisors 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
Winthrop Capital Advisors LLC 401(k)Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Winthrop Capital Advisors LLC 401(k)Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Hr & a Advisors, Inc. 401(k)/Profit Sharing Plan in NY ($18M); by covered participants it is American Office 401(k) Retirement Savings Plan in MD (150 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (150 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 Winthrop Capital Advisors LLC 401(k)Plan assets move in 2022? ▼
Winthrop Capital Advisors LLC 401(k)Plan contracted severely - down 30.1% during 2022, from $26M to $18M. Reported net income was -$8M.
Where does Winthrop Capital Advisors LLC 401(k)Plan rank by assets among Form 5500 filers? ▼
Winthrop Capital Advisors LLC 401(k)Plan ranks in the 76th 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 Winthrop Capital Advisors LLC 401(k)Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hr & a Advisors, Inc. 401(k)/Profit Sharing Plan in NY ($18M, 104 participants).
Which 401(k) plans cover a similar participant headcount to Winthrop Capital Advisors LLC 401(k)Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is American Office 401(k) Retirement Savings Plan in MD (150 participants, N/A 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 814158512.

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.