401(k) · DOL Form 5500 · 2022

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

Data updated 2026-08-25

$41M
Total assets Below avg plan size
134
Participants Small participant base
86th
Percentile by assets National rank
$307,214
Avg per participant High balance/head
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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.

  • #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.

#7,229
in Finance & Insurance (9,261 peers)
-19.0%
assets change YoY
0.4×
vs typical plan assets (national mean)

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.

Thl Management Holdings, LP 401(k) Plan's outsized position 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 $2,050,000,000 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

Thl Management Holdings, LP 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. Thl Management Holdings, LP 401(k) Plan sits mid-pack in the medium band (134 participants).

EBSA filing schedule strip

Filing strip 043475841 · Thomas H. Lee Management Company, LLC PY 2022 · 401(k)

Thl Management Holdings, LP 401(k) Plan · $41M · 134 · 86th

  • VS-ST $41M
  • VS-ST 134
  • VS-ST 86th
  • VS-ST 401(k)
  • VS-ST near Bell Partners Inc. 401(k) Retirement Plan
  • VS-ST ind #7229

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 →

Thl Management Holdings, LP 401(k) Plan in the asset neighbourhood

Thl Management Holdings, LP 401(k) PlanThl Management Holdings, LP …$41MBell Partners Inc. 401(k) Retirement PlanBell Partners Inc. 401(k) Re…$41MNew Indy Container Board Packaging 401(k) Retirement PlanNew Indy Container Board Pac…$41MNew York Daily News Defined Contribution Retirement PlanNew York Daily News Defined …$41MTae Technologies, Inc. 401(k) PlanTae Technologies, Inc. 401(k…$41M
End-of-year total assets ($M) among Thl Management Holdings, LP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Thomas H. Lee Management Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$57M 39.54471635956732% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $41.2M $57.5M ▲ +39.5%
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 ($B) Participants Thl Management Holdings, LP 401(k) Plan, Total assets ($B): 0.041166645 · Participants: 134Thl Management Holdings, 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
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 →

Thl Management Holdings, LP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Bell Partners Inc. 401(k) Retirement Plan in NC ($41M); by covered participants it is The Blain Companies 401(k) Profit Sharing Plan in MS (134 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (134 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 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).
Which 401(k) plans cover a similar participant headcount to Thl Management Holdings, LP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Blain Companies 401(k) Profit Sharing Plan in MS (134 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 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.