401(k) · DOL Form 5500 · 2022

Adage Capital Management LP 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
57
Participants Small participant base
86th
Percentile by assets National rank
$739,080
Avg per participant High balance/head
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Official DOL plan name: Adage Capital Management LP 401(k) Plan · Sponsored by Adage Capital Management LP · Massachusetts · Finance & Insurance

$42M in assets, 57 participants

Adage Capital Management LP's Adage Capital Management LP 401(k) Plan reported $42M in total assets and 57 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,257 in Finance & Insurance (9,261 peers)

Where Adage Capital Management LP 401(k) Plan sits by assets

Adage Capital Management LP 401(k) Plan sits in the top quartile of all filed plans by assets, $42M for 57 participants (~$739,080/participant), down 11.0% in 2022.

#7,257
in Finance & Insurance (9,261 peers)
-11.0%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Adage Capital Management LP 401(k) Plan's outsized position by total assets

Adage Capital Management LP 401(k) Plan vs every filed plan by assets

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

$42,127,582 Top 14% higher than 86% 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

Adage Capital Management LP 401(k) 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. Adage Capital Management LP 401(k) Plan is a small filing (57 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 043559355 · Adage Capital Management LP PY 2022 · 401(k)

Adage Capital Management LP 401(k) Plan · $42M · 57 · 86th

  • IND $42M
  • EOY 57
  • 5500 86th
  • ASSETS 401(k)
  • PCT near Alexandria Industries 401(k) Plan
  • EIN ind #7257

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 →

Adage Capital Management LP 401(k) Plan in the asset neighbourhood

Graham Hospital Thrift and Savings PlanGraham Hospital Thrift and S…$42MRevision Energy Inc. Employee Stock Ownership 401(k) PlanRevision Energy Inc. Employe…$42MArgo Data Resource Corporation 401(k) PlanArgo Data Resource Corporati…$42MAdage Capital Management LP 401(k) PlanAdage Capital Management LP …$42MAlexandria Industries 401(k) PlanAlexandria Industries 401(k)…$42M
End-of-year total assets ($M) among Adage Capital Management LP 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)$47M
Net Assets (End of Year)$42M
Net Income-$5M
Employer EIN043559355
Plan Effective Date2001-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Adage Capital Management LP)

Sponsor-wide plan assets over time

All Adage Capital Management LP plans reported in each filing year

Latest sponsor-wide plan assets
$60M 43.40963362198191% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $42.1M $60.4M ▲ +43.4%
Year Plans Participants Total Assets
2022 1 57 $42M
2023 1 60 $49M
2024 1 61 $60M

Nearby 401(k) Plans in Massachusetts

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

Adage Capital Management LP 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Adage Capital Management LP 401(k) Plan, Total assets ($B): 0.042127582 · Participants: 57Adage Capital Management LP 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
Adage Capital Management LP 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Adage Capital Management LP 401(k) Plan side-by-side with 3 peers →

Adage Capital Management LP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Alexandria Industries 401(k) Plan in MN ($42M); by covered participants it is Fourans LLC 401(k) Profit Sharing Plan & Trust in NJ (57 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (57 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 Adage Capital Management LP 401(k) Plan assets move in 2022? ▼
Adage Capital Management LP 401(k) Plan pulled back noticeably - down 11.0% during 2022, from $47M to $42M. Reported net income was -$5M.
How have Adage Capital Management LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Adage Capital Management LP's sponsor-wide assets grew 43.4%, from $42M to $60M.
Where does Adage Capital Management LP 401(k) Plan rank by assets among Form 5500 filers? ▼
Adage Capital Management LP 401(k) Plan ranks in the 86th 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 Adage Capital Management LP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alexandria Industries 401(k) Plan in MN ($42M, 552 participants).
Which 401(k) plans cover a similar participant headcount to Adage Capital Management LP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fourans LLC 401(k) Profit Sharing Plan & Trust in NJ (57 participants, $13K 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 043559355.

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.