401(k) · DOL Form 5500 · 2023

Westfield Capital Management, L.P. 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
60
Participants Small participant base
82nd
Percentile by assets National rank
$633,122
Avg per participant High balance/head
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Official DOL plan name: Westfield Capital 401(k) Plan · Sponsored by Westfield Capital Management, L.P. · Massachusetts · Finance & Insurance

$38M in assets, 60 participants

Westfield Capital Management, L.P.'s Westfield Capital 401(k) Plan reported $38M in total assets and 60 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,473 in Finance & Insurance (8,869 peers)

Where Westfield Capital 401(k) Plan sits by assets

Westfield Capital 401(k) Plan sits in the top quartile of all filed plans by assets, $38M for 60 participants (~$633,122/participant), up 22.1% in 2023.

#6,473
in Finance & Insurance (8,869 peers)
+22.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Westfield Capital 401(k) Plan's outsized position by total assets

Westfield Capital 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$37,987,294 Top 18% higher than 82% of 127,068 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 2023

Westfield Capital 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Westfield Capital 401(k) Plan is a small filing (60 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Westfield Capital 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Westfield Capital 401(k) Plan end-of-year assets rose from $31M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • Westfield Capital 401(k) Plan reported participants rose from 59 in the plan year 2022 filing to 60 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 800175963 · Westfield Capital Management, L.P. PY 2023 · 401(k)

Westfield Capital 401(k) Plan · $38M · 60 · 82nd

  • BOY $38M
  • SCH 60
  • EBSA 82nd
  • PART 401(k)
  • TYPE near Bass Underwriters, Inc. 401(k) P.S. Plan
  • NET ind #6473

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 →

Westfield Capital 401(k) Plan in the asset neighbourhood

Westfield Capital 401(k) Plan$38MBass Underwriters, Inc. 401(k) P.S. PlanBass Underwriters, Inc. 401(…$38MGenesis Corp. 401(k) Employees Savings PlanGenesis Corp. 401(k) Employe…$38MMedworks, Inc. Retirement Savings PlanMedworks, Inc. Retirement Sa…$38MRainey, Kizer, Reviere & Bell 401(k) PlanRainey, Kizer, Reviere & Bel…$38M
End-of-year total assets ($M) among Westfield Capital 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$38M
Net Income$7M
Employer EIN800175963
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Westfield Capital Management, L.P.)

Sponsor-wide plan assets over time

All Westfield Capital Management, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$45M 45.496156207533126% vs 2022
2024 filing year
$25M$30M$35M$40M$45M$50M 202220232024 $31.1M $45.3M ▲ +45.5%
Year Plans Participants Total Assets
2022 1 59 $31M
2023 1 60 $38M
2024 1 60 $45M

Nearby 401(k) Plans in Massachusetts

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

Westfield Capital 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Westfield Capital 401(k) Plan, Total assets ($B): 0.037987294 · Participants: 60Westfield Capital 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Westfield Capital 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Westfield Capital 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Bass Underwriters, Inc. 401(k) P.S. Plan in FL ($38M); by covered participants it is Fabricated Pipe, Inc. Profit Sharing 401(k) Plan and Trust in LA (60 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($38M here).

Similar participant headcount

Nearest other-state filings by covered participants (60 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Westfield Capital 401(k) Plan assets move in 2023? ▼
Westfield Capital 401(k) Plan grew sharply - up 22.1% during 2023, from $31M to $38M. Reported net income was $7M.
How have Westfield Capital Management, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westfield Capital Management, L.P.'s sponsor-wide assets grew 45.5%, from $31M to $45M.
Where does Westfield Capital 401(k) Plan rank by assets among Form 5500 filers? ▼
Westfield Capital 401(k) Plan ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Westfield Capital 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bass Underwriters, Inc. 401(k) P.S. Plan in FL ($38M, 492 participants).
Which 401(k) plans cover a similar participant headcount to Westfield Capital 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fabricated Pipe, Inc. Profit Sharing 401(k) Plan and Trust in LA (60 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 800175963.

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.