401(k) · DOL Form 5500 · 2022

Stafford Management, LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
967
Participants Near avg headcount
69th
Percentile by assets National rank
$13,019
Avg per participant Low balance/head
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Official DOL plan name: Stafford Management, LLC 401(k) Plan · Sponsored by Stafford Management, LLC · Massachusetts · Healthcare & Social Assistance

$13M in assets, 967 participants

Stafford Management, LLC's Stafford Management, LLC 401(k) Plan reported $13M in total assets and 967 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #14,909 in Healthcare & Social Assistance (20,060 peers)

Stafford Management, LLC multi-year trail

Stafford Management, LLC's plans moved +65.0% in assets from 2022 to 2024; this filing shows Stafford Management, LLC 401(k) Plan at $13M / 967 participants.

#14,909
in Healthcare & Social Assistance (20,060 peers)
-9.0%
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.

Stafford Management, LLC 401(k) Plan's outsized position by total assets

Stafford Management, LLC 401(k) Plan vs every filed plan by assets

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

$12,589,846 Top 31% higher than 69% 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

Stafford Management, 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. Stafford Management, LLC 401(k) Plan sits mid-pack in the medium band (967 participants).

DOL schedule card

Filing strip 205511698 · Stafford Management, LLC PY 2022 · 401(k)

Stafford Management, LLC 401(k) Plan · $13M · 967 · 69th

  • BOOK $13M
  • VS-ST 967
  • BOY 69th
  • SCH 401(k)
  • EBSA near Lucidworks, Inc. 401(k) Plan
  • PART ind #14909

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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →

Stafford Management, LLC 401(k) Plan in the asset neighbourhood

Stafford Management, LLC 401(k) PlanStafford Management, LLC 401…$13MLucidworks, Inc. 401(k) Plan$13MSpring-Green Lawn Care Corp. Savings and Investment Plan and TrustSpring-Green Lawn Care Corp.…$13MGunster 401(k) Plan for Associate AttorneysGunster 401(k) Plan for Asso…$13MThe Timken Belts Savings and Investment Retirement Plan for Bargaining AssociatesThe Timken Belts Savings and…$13M
End-of-year total assets ($M) among Stafford Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Stafford Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Stafford Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 64.98494103899284% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $12.6M $20.8M ▲ +65.0%
Year Plans Participants Total Assets
2022 1 967 $13M
2023 1 1,172 $17M
2024 1 1,257 $21M

Stafford Management, LLC filing trail (2022)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$13M
Net Income-$1M
Employer EIN205511698
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Stafford Management, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Stafford Management, LLC 401(k) Plan, Total assets ($B): 0.012589846 · Participants: 967Stafford Management, 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
Stafford Management, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Stafford Management, LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Lucidworks, Inc. 401(k) Plan in CA ($13M); by covered participants it is Uponor North America Retirement Savings and Investment Plan in MN (967 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (967 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 Stafford Management, LLC 401(k) Plan assets move in 2022? ▼
Stafford Management, LLC 401(k) Plan pulled back noticeably - down 9.0% during 2022, from $14M to $13M. Reported net income was -$1M.
How have Stafford Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stafford Management, LLC's sponsor-wide assets grew 65.0%, from $13M to $21M.
Which 401(k) plans are similar in size to Stafford Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lucidworks, Inc. 401(k) Plan in CA ($13M, 210 participants).
Which 401(k) plans cover a similar participant headcount to Stafford Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Uponor North America Retirement Savings and Investment Plan in MN (967 participants, $77M 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 205511698.

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.