401(k) · DOL Form 5500 · 2022

Thomas H. Lee Management Company, LLC 401(k) Plan

Data updated 2026-08-11

$41M
Total assets
134
Participants
86th
Percentile by assets
$307,214
Avg per participant
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Official DOL plan name: Thl Management Holdings, LP 401(k) Plan · Sponsored by Thomas H. Lee Management Company, LLC · Massachusetts · Finance & Insurance

$41M in assets, 134 participants

Thomas H. Lee Management Company, LLC's Thl Management Holdings, LP 401(k) Plan reported $41M in total assets and 134 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.

  • 86th percentile by assets (of 139,126 plans)
  • #7,229 in Finance & Insurance (9,261 peers)

Coverage in Massachusetts

Thl Management Holdings, LP 401(k) Plan covers 134 participants in Massachusetts, about 20% of the average Massachusetts filer (state average ~659 per filing). Assets: $41M.

$41M
total plan assets (2022 EOY)
134
covered participants
86th
percentile by assets (of 139,126 plans)
$307,214
avg assets per participant

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Thl Management Holdings, LP 401(k) Plan sits by total assets

Thl Management Holdings, LP 401(k) Plan vs every filed plan by assets

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

$41,166,645 Top 14% higher than 86% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Massachusetts
Industry
Finance & Insurance

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Thl Management Holdings, LP 401(k) Plan reports 134 participants - about 20% of that state average ($41M EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$41M
Net Income-$10M
Employer EIN043475841
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Thomas H. Lee Management Company, LLC)

$35M$40M$45M$50M$55M$60M 202220232024 $41.2M $57.5M ▲ +39.5%
Total plan assets by year, all Thomas H. Lee Management Company, LLC plans on file
Year Plans Participants Total Assets
2022 1 134 $41M
2023 1 161 $51M
2024 1 161 $57M

Nearby 401(k) Plans in Massachusetts

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

Thl Management Holdings, LP 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Thl Management Holdi…, Total assets ($B): 0.041166645 · Participants: 134Thl Management Holdi…Fidelity Retirement …, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement …Liberty Mutual 401(k…, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k…Massachusetts Instit…, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Instit…Philips North Americ…, Total assets ($B): 5.180251859 · Participants: 19750Philips North Americ…Boston Scientific Co…, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Co…
Thl Management Holdings, LP 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Thl Management Holdings, LP 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Thl Management Holdings, LP 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Thl Management Holdings, LP 401(k) Plan assets move in 2022? ▼
Thl Management Holdings, LP 401(k) Plan declined sharply - down 19.0% during 2022, from $51M to $41M. Reported net income was -$10M.
How have Thomas H. Lee Management Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Thomas H. Lee Management Company, LLC's sponsor-wide assets grew 39.5%, from $41M to $57M.
Where does Thl Management Holdings, LP 401(k) Plan rank by assets among Form 5500 filers? ▼
Thl Management Holdings, 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 Thl Management Holdings, LP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bell Partners Inc. 401(k) Retirement Plan in NC ($41M, 1,588 participants).

Next read for Thl Management Holdings, LP 401(k) Plan

Filing takeaways

Ways to act on Thl Management Holdings, LP 401(k) Plan's numbers.

  • By total assets, Thl Management Holdings, LP 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
  • Thomas H. Lee Management Company, LLC's sponsor-wide assets have grown 39.5% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 043475841.

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.