401(k) · DOL Form 5500 · 2022

Partners Capital Investment Group, LLP 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
112
Participants Small participant base
64th
Percentile by assets National rank
$84,614
Avg per participant Below avg balance/head
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Official DOL plan name: Partners Capital Investment Group, LLP 401(k) Plan · Sponsored by Partners Capital Investment Group, LLP · Massachusetts · Finance & Insurance

$9M in assets, 112 participants

Partners Capital Investment Group, LLP's Partners Capital Investment Group, LLP 401(k) Plan reported $9M in total assets and 112 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,365 in Finance & Insurance (9,261 peers)

Coverage in Massachusetts

Partners Capital Investment Group, LLP 401(k) Plan covers 112 participants in Massachusetts, about 17% of the average Massachusetts filer (state average ~659 per filing). Assets: $9M.

#4,365
in Finance & Insurance (9,261 peers)
+15.9%
assets growth YoY

Partners Capital Investment Group, LLP 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Partners Capital Investment Group, LLP 401(k) Plan vs every filed plan by assets

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

$9,476,716 Top 36% higher than 64% 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

Partners Capital Investment Group, LLP 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. Partners Capital Investment Group, LLP 401(k) Plan sits mid-pack in the medium band (112 participants).

DOL schedule card

Filing strip 814189609 · Partners Capital Investment Group, LLP PY 2022 · 401(k)

Partners Capital Investment Group, LLP 401(k) Plan · $9M · 112 · 64th

  • EOY $9M
  • EOY 112
  • EOY 64th
  • EOY 401(k)
  • EOY near Digital Alert Systems Inc. Profit Sharing 401(k) Plan
  • EOY ind #4365

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 →

Partners Capital Investment Group, LLP 401(k) Plan in the asset neighbourhood

Partners Capital Investment Group, LLP 401(k) PlanPartners Capital Investment …$9MDigital Alert Systems Inc. Profit Sharing 401(k) PlanDigital Alert Systems Inc. P…$9MThe Doe Fund, Inc. 401(k) PlanThe Doe Fund, Inc. 401(k) Pl…$9MGravois Aluminum Boats, LLC 401(k) Profit Sharing PlanGravois Aluminum Boats, LLC …$9MRafael Vinoly Architects PC 401(k) Savings PlanRafael Vinoly Architects PC …$9M
End-of-year total assets ($M) among Partners Capital Investment Group, LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN814189609
Plan Effective Date2014-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Partners Capital Investment Group, LLP)

Sponsor-wide plan assets over time

All Partners Capital Investment Group, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$20M 108.77513898274465% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $9.48M $19.8M ▲ +108.8%
Year Plans Participants Total Assets
2022 1 112 $9M
2023 1 137 $14M
2024 1 154 $20M

Nearby 401(k) Plans in Massachusetts

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

Partners Capital Investment Group, LLP 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Partners Capital Investment Group, LLP 401(k) Plan, Total assets ($B): 0.009476716 · Participants: 112Partners Capital Investment Group, LLP 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
Partners Capital Investment Group, LLP 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Partners Capital Investment Group, LLP 401(k) Plan side-by-side with 3 peers →

Partners Capital Investment Group, LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Digital Alert Systems Inc. Profit Sharing 401(k) Plan in NY ($9M); by covered participants it is Colorado Bluesky Enterprises Custom 401(k) Plan and Trust in CO (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Partners Capital Investment Group, LLP 401(k) Plan assets move in 2022? ▼
Partners Capital Investment Group, LLP 401(k) Plan grew sharply - up 15.9% during 2022, from $8M to $9M. Reported net income was $1M.
How have Partners Capital Investment Group, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Partners Capital Investment Group, LLP's sponsor-wide assets grew 108.8%, from $9M to $20M.
Which 401(k) plans are similar in size to Partners Capital Investment Group, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Digital Alert Systems Inc. Profit Sharing 401(k) Plan in NY ($9M, 18 participants).
Which 401(k) plans cover a similar participant headcount to Partners Capital Investment Group, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Colorado Bluesky Enterprises Custom 401(k) Plan and Trust in CO (112 participants, $1M 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 814189609.

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.