401(k) · DOL Form 5500 · 2023
Long Wharf Capital LLC 401(k) Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 28
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $1.2M
- Avg per participant High balance/head
Official DOL plan name: Long Wharf Capital LLC Retirement Savings Plan · Sponsored by Long Wharf Capital LLC · Massachusetts · Finance & Insurance
$34M in assets, 28 participants
Long Wharf Capital LLC's Long Wharf Capital LLC Retirement Savings Plan reported $34M in total assets and 28 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.
- #6,291 in Finance & Insurance (8,869 peers)
Where Long Wharf Capital LLC Retirement Savings Plan sits by assets
Long Wharf Capital LLC Retirement Savings Plan sits in the top quartile of all filed plans by assets, $34M for 28 participants (~$1.2M/participant), up 28.5% in 2023.
- #6,291
- in Finance & Insurance (8,869 peers)
- +28.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Long Wharf Capital LLC Retirement Savings Plan's outsized position by total assets
Long Wharf Capital LLC Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$34,014,093 Top 19% higher than 81% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Long Wharf Capital LLC Retirement Savings 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. Long Wharf Capital LLC Retirement Savings Plan is a small filing (28 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Long Wharf Capital LLC Retirement Savings Plan reported net income rose from -$6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Long Wharf Capital LLC Retirement Savings Plan end-of-year assets rose from $26M in the plan year 2022 filing to $34M in the plan year 2023 filing.
- Long Wharf Capital LLC Retirement Savings Plan reported participants rose from 25 in the plan year 2022 filing to 28 in the plan year 2023 filing.
DOL schedule card
Filing strip 273699952 · Long Wharf Capital LLC PY 2023 · 401(k)
Long Wharf Capital LLC Retirement Savings Plan · $34M · 28 · 81st
- RANK $34M
- RANK 28
- RANK 81st
- RANK 401(k)
- RANK near Sturdy Savings Bank 401(k) Retirement Savings Plan
- RANK ind #6291
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 →
Long Wharf Capital LLC Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $8M |
| Employer EIN | 273699952 |
| Plan Effective Date | 2018-03-27 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Long Wharf Capital LLC)
Sponsor-wide plan assets over time
All Long Wharf Capital LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 28.4794360185943% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 25 | $26M |
| 2023 | 1 | 28 | $34M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Long Wharf Capital LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Sturdy Savings Bank 401(k) Retirement Savings Plan in NJ ($34M); by covered participants it is Direct Urgent Care, Inc. 401(k) Plan in CA (28 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
- Sturdy Savings Bank 401(k) Retirement Savings Plan (NJ) $34M · 149
- One Voice Central Texas 403(b) Plan (TX) $34M · 1,836
- Nts 401(k) Plan (TX) $34M · 741
- Npc Companies 401(k) Retirement Plan (PA) $34M · 488
Similar participant headcount
Nearest other-state filings by covered participants (28 participants); asset peers above are excluded.
- Direct Urgent Care, Inc. 401(k) Plan (CA) 28 · 0 off
- Applied Video Technology, Inc. Profit Sharing Plan (PA) 28 · 0 off
- Title Houston Holdings, Ltd 401(k) Plan (TX) 28 · 0 off
- Horizon Food Equipment 401(k) Plan (NY) 28 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.