401(k) · DOL Form 5500 · 2023

Adage Capital Management LP 401(k) Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
60
Participants Small participant base
85th
Percentile by assets National rank
$819,469
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Adage Capital Management LP 401(k) Plan · Sponsored by Adage Capital Management LP · Massachusetts · Finance & Insurance

$49M in assets, 60 participants

Adage Capital Management LP's Adage Capital Management LP 401(k) Plan reported $49M in total assets and 60 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #6,873 in Finance & Insurance (8,869 peers)

Where Adage Capital Management LP 401(k) Plan sits by assets

Adage Capital Management LP 401(k) Plan sits in the top quartile of all filed plans by assets, $49M for 60 participants (~$819,469/participant), up 16.7% in 2023.

#6,873
in Finance & Insurance (8,869 peers)
+16.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Adage Capital Management LP 401(k) Plan's outsized position by total assets

Adage Capital Management LP 401(k) Plan vs every filed plan by assets

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

$49,168,140 Top 15% higher than 85% 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

Adage Capital Management LP 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. Adage Capital Management LP 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

  • Adage Capital Management LP 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Adage Capital Management LP 401(k) Plan end-of-year assets rose from $42M in the plan year 2022 filing to $49M in the plan year 2023 filing.
  • Adage Capital Management LP 401(k) Plan reported participants rose from 57 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 043559355 · Adage Capital Management LP PY 2023 · 401(k)

Adage Capital Management LP 401(k) Plan · $49M · 60 · 85th

  • PART $49M
  • PART 60
  • PART 85th
  • PART 401(k)
  • PART near Hafele America Co. Retirement Savings and Profit Sharing Plan
  • PART ind #6873

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 →

Adage Capital Management LP 401(k) Plan in the asset neighbourhood

Odin, Feldman & Pittleman, P.C. 401(k) PlanOdin, Feldman & Pittleman, P…$49MAdage Capital Management LP 401(k) PlanAdage Capital Management LP …$49MHafele America Co. Retirement Savings and Profit Sharing PlanHafele America Co. Retiremen…$49MBirlasoft 401(k) Retirement Savings PlanBirlasoft 401(k) Retirement …$49MMossy Companies Salary Deferral 401(k) Profit Sharing PlanMossy Companies Salary Defer…$49M
End-of-year total assets ($M) among Adage Capital Management LP 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)$42M
Net Assets (End of Year)$49M
Net Income$7M
Employer EIN043559355
Plan Effective Date2001-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Adage Capital Management LP)

Sponsor-wide plan assets over time

All Adage Capital Management LP plans reported in each filing year

Latest sponsor-wide plan assets
$60M 43.40963362198191% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $42.1M $60.4M ▲ +43.4%
Year Plans Participants Total Assets
2022 1 57 $42M
2023 1 60 $49M
2024 1 61 $60M

Nearby 401(k) Plans in Massachusetts

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

Adage Capital Management LP 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Adage Capital Management LP 401(k) Plan, Total assets ($B): 0.04916814 · Participants: 60Adage Capital Management LP 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
Adage Capital Management LP 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Adage Capital Management LP 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Hafele America Co. Retirement Savings and Profit Sharing Plan in NC ($49M); 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.

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 Adage Capital Management LP 401(k) Plan assets move in 2023? ▼
Adage Capital Management LP 401(k) Plan grew sharply - up 16.7% during 2023, from $42M to $49M. Reported net income was $7M.
How have Adage Capital Management LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Adage Capital Management LP's sponsor-wide assets grew 43.4%, from $42M to $60M.
Where does Adage Capital Management LP 401(k) Plan rank by assets among Form 5500 filers? ▼
Adage Capital Management LP 401(k) Plan ranks in the 85th 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 Adage Capital Management LP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hafele America Co. Retirement Savings and Profit Sharing Plan in NC ($49M, 482 participants).
Which 401(k) plans cover a similar participant headcount to Adage Capital Management LP 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 043559355.

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.