401(k) · DOL Form 5500 · 2023

North Run Capital, LP 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
4
Participants Small participant base
43rd
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: North Run Capital 401(k) Profit Sharing Plan · Sponsored by North Run Capital, LP · Massachusetts · Finance & Insurance

$5M in assets, 4 participants

North Run Capital, LP's North Run Capital 401(k) Profit Sharing Plan reported $5M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,716 in Finance & Insurance (8,869 peers)

North Run Capital, LP multi-year trail

North Run Capital, LP's plans moved +31.4% in assets from 2022 to 2024; this filing shows North Run Capital 401(k) Profit Sharing Plan at $5M / 4 participants.

#2,716
in Finance & Insurance (8,869 peers)
+17.0%
assets growth YoY

North Run Capital 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

North Run Capital 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,790,763 43rd percentile higher than 43% 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

North Run Capital 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. North Run Capital 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • North Run Capital 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $695K in the plan year 2023 filing.
  • North Run Capital 401(k) Profit Sharing Plan reported participants fell from 6 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • North Run Capital 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 364504416 · North Run Capital, LP PY 2023 · 401(k)

North Run Capital 401(k) Profit Sharing Plan · $5M · 4 · 43rd

  • EBSA $5M
  • PART 4
  • TYPE 43rd
  • NET 401(k)
  • BOOK near Granite Excavation Retirement Plan
  • VS-ST ind #2716

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 →

North Run Capital 401(k) Profit Sharing Plan in the asset neighbourhood

North Run Capital 401(k) Profit Sharing PlanNorth Run Capital 401(k) Pro…$5MGranite Excavation Retirement PlanGranite Excavation Retiremen…$5MNbhx Trim USA Corporation 401(k) PlanNbhx Trim USA Corporation 40…$5MPiggly Wiggly Retirement Savings PlanPiggly Wiggly Retirement Sav…$5MComprecare Health LLC 401(k) Profit Sharing Plan & TrustComprecare Health LLC 401(k)…$5M
End-of-year total assets ($M) among North Run Capital 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Run Capital, LP multi-year asset trail

Sponsor-wide plan assets over time

All North Run Capital, LP plans reported in each filing year

Latest sponsor-wide plan assets
$5M 31.44200978286799% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M$6M 202220232024 $4.1M $5.38M ▲ +31.2%
Year Plans Participants Total Assets
2022 1 6 $4M
2023 1 4 $5M
2024 1 4 $5M

North Run Capital, LP filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$695K
Employer EIN364504416
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

North Run Capital 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants North Run Capital 401(k) Profit Sharing Plan, Total assets ($B): 0.004790763 · Participants: 4North Run Capital 401(k) Profit Sharing 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
North Run Capital 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare North Run Capital 401(k) Profit Sharing Plan side-by-side with 3 peers →

North Run Capital 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Granite Excavation Retirement Plan in ID ($5M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 North Run Capital 401(k) Profit Sharing Plan assets move in 2023? ▼
North Run Capital 401(k) Profit Sharing Plan grew sharply - up 17.0% during 2023, from $4M to $5M. Reported net income was $695K.
How have North Run Capital, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), North Run Capital, LP's sponsor-wide assets grew 31.4%, from $4M to $5M.
Which 401(k) plans are similar in size to North Run Capital 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Granite Excavation Retirement Plan in ID ($5M, 169 participants).
Which 401(k) plans cover a similar participant headcount to North Run Capital 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 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 364504416.

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.