401(k) · DOL Form 5500 · 2023

Longs Jewelers, Ltd 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
133
Participants Small participant base
65th
Percentile by assets National rank
$100,217
Avg per participant Below avg balance/head
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Official DOL plan name: Long's Jewelers, Ltd 401(k) Profit Sharing Plan · Sponsored by Longs Jewelers, Ltd · Massachusetts · Retail Trade

$13M in assets, 133 participants

Longs Jewelers, Ltd's Long's Jewelers, Ltd 401(k) Profit Sharing Plan reported $13M in total assets and 133 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #6,359 in Retail Trade (8,414 peers)

Coverage in Massachusetts

Long's Jewelers, Ltd 401(k) Profit Sharing Plan covers 133 participants in Massachusetts, about 20% of the average Massachusetts filer (state average ~659 per filing). Assets: $13M.

#6,359
in Retail Trade (8,414 peers)
+21.8%
assets growth YoY

Long's Jewelers, Ltd 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

Long's Jewelers, Ltd 401(k) Profit Sharing Plan vs every filed plan by assets

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

$13,328,864 Top 35% higher than 65% 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

Long's Jewelers, Ltd 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Long's Jewelers, Ltd 401(k) Profit Sharing Plan sits mid-pack in the medium band (133 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Long's Jewelers, Ltd 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Long's Jewelers, Ltd 401(k) Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Long's Jewelers, Ltd 401(k) Profit Sharing Plan reported participants rose from 118 in the plan year 2022 filing to 133 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 042778559 · Longs Jewelers, Ltd PY 2023 · 401(k)

Long's Jewelers, Ltd 401(k) Profit Sharing Plan · $13M · 133 · 65th

  • EBSA $13M
  • PART 133
  • TYPE 65th
  • NET 401(k)
  • BOOK near Gerry Lane Enterprises 401(k) Plan
  • VS-ST ind #6359

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 Retail Trade retirement plans → · Plans in Massachusetts →

Long's Jewelers, Ltd 401(k) Profit Sharing Plan in the asset neighbourhood

Long's Jewelers, Ltd 401(k) Profit Sharing PlanLong's Jewelers, Ltd 401(k) …$13MGerry Lane Enterprises 401(k) PlanGerry Lane Enterprises 401(k…$13MMicro-Tronics, Inc. Profit Sharing Plan and TrustMicro-Tronics, Inc. Profit S…$13MRoach Howard Smith & Barton, Inc. 401(k) Profit Sharing PlanRoach Howard Smith & Barton,…$13MFederal Broach Holdings 401(k) Savings PlanFederal Broach Holdings 401(…$13M
End-of-year total assets ($M) among Long's Jewelers, Ltd 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN042778559
Plan Effective Date1967-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Longs Jewelers, Ltd)

Sponsor-wide plan assets over time

All Longs Jewelers, Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$17M 53.18361355834189% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $10.9M $16.8M ▲ +53.2%
Year Plans Participants Total Assets
2022 1 118 $11M
2023 1 133 $13M
2024 1 156 $17M

Nearby 401(k) Plans in Massachusetts

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

Long's Jewelers, Ltd 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 ($B) Participants Long's Jewelers, Ltd 401(k) Profit Sharing Plan, Total assets ($B): 0.013328864 · Participants: 133Long's Jewelers, Ltd 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
Long's Jewelers, Ltd 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Long's Jewelers, Ltd 401(k) Profit Sharing Plan side-by-side with 3 peers →

Long's Jewelers, Ltd 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 Gerry Lane Enterprises 401(k) Plan in LA ($13M); by covered participants it is Beyond Campus Innovations Inc 401(k) Profit Sharing Plan & Trust in CO (133 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (133 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 Long's Jewelers, Ltd 401(k) Profit Sharing Plan assets move in 2023? ▼
Long's Jewelers, Ltd 401(k) Profit Sharing Plan grew sharply - up 21.8% during 2023, from $11M to $13M. Reported net income was $2M.
How have Longs Jewelers, Ltd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Longs Jewelers, Ltd's sponsor-wide assets grew 53.2%, from $11M to $17M.
Which 401(k) plans are similar in size to Long's Jewelers, Ltd 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gerry Lane Enterprises 401(k) Plan in LA ($13M, 235 participants).
Which 401(k) plans cover a similar participant headcount to Long's Jewelers, Ltd 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beyond Campus Innovations Inc 401(k) Profit Sharing Plan & Trust in CO (133 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 042778559.

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.