401(k) · DOL Form 5500 · 2023

Black Diamond Capital Management LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
79
Participants Small participant base
69th
Percentile by assets National rank
$204,962
Avg per participant Above avg balance/head
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Official DOL plan name: Black Diamond Capital Mgt LLC 401(k) Plan · Sponsored by Black Diamond Capital Management LLC · Connecticut · Finance & Insurance

$16M in assets, 79 participants

Black Diamond Capital Management LLC's Black Diamond Capital Mgt LLC 401(k) Plan reported $16M in total assets and 79 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,812 in Finance & Insurance (8,869 peers)

Black Diamond Capital Management LLC multi-year trail

Black Diamond Capital Management LLC's plans moved +32.0% in assets from 2022 to 2024; this filing shows Black Diamond Capital Mgt LLC 401(k) Plan at $16M / 79 participants.

#4,812
in Finance & Insurance (8,869 peers)
+21.6%
assets growth YoY

Black Diamond Capital Mgt LLC 401(k) Plan's outsized position by total assets

Black Diamond Capital Mgt LLC 401(k) Plan vs every filed plan by assets

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

$16,192,037 Top 31% higher than 69% 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

Black Diamond Capital Mgt LLC 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. Black Diamond Capital Mgt LLC 401(k) Plan is a small filing (79 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Black Diamond Capital Mgt LLC 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Black Diamond Capital Mgt LLC 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Black Diamond Capital Mgt LLC 401(k) Plan reported participants rose from 78 in the plan year 2022 filing to 79 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 743190320 · Black Diamond Capital Management LLC PY 2023 · 401(k)

Black Diamond Capital Mgt LLC 401(k) Plan · $16M · 79 · 69th

  • SCH $16M
  • EBSA 79
  • PART 69th
  • TYPE 401(k)
  • NET near Hwc Engineering Savings and Retirement Plan
  • BOOK ind #4812

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 Connecticut →

Black Diamond Capital Mgt LLC 401(k) Plan in the asset neighbourhood

Black Diamond Capital Mgt LLC 401(k) PlanBlack Diamond Capital Mgt LL…$16MHwc Engineering Savings and Retirement PlanHwc Engineering Savings and …$16MSimon Pearce (US) Inc. 401(k) Profit Sharing Plan & TrustSimon Pearce (US) Inc. 401(k…$16MToastmasters International, Inc. 401(k) Profit Sharing PlanToastmasters International, …$16MAllegiance Crane & Equipment, LLC 401(k) PlanAllegiance Crane & Equipment…$16M
End-of-year total assets ($M) among Black Diamond Capital Mgt LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Black Diamond Capital Management LLC multi-year asset trail

Sponsor-wide plan assets over time

All Black Diamond Capital Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$18M 32.03641997421103% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.3M $17.6M ▲ +32.0%
Year Plans Participants Total Assets
2022 1 78 $13M
2023 1 79 $16M
2024 1 85 $18M

Black Diamond Capital Management LLC filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN743190320
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Black Diamond Capital Mgt LLC 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Black Diamond Capital Mgt LLC 401(k) Plan, Total assets ($B): 0.016192037 · Participants: 79Black Diamond Capital Mgt LLC 401(k) PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Black Diamond Capital Mgt LLC 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Black Diamond Capital Mgt LLC 401(k) Plan side-by-side with 3 peers →

Black Diamond Capital Mgt LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Hwc Engineering Savings and Retirement Plan in IN ($16M); by covered participants it is Heart of America Beverage Company, LLC 401(k) Plan in MO (79 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (79 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 Black Diamond Capital Mgt LLC 401(k) Plan assets move in 2023? ▼
Black Diamond Capital Mgt LLC 401(k) Plan grew sharply - up 21.6% during 2023, from $13M to $16M. Reported net income was $3M.
How have Black Diamond Capital Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Black Diamond Capital Management LLC's sponsor-wide assets grew 32.0%, from $13M to $18M.
Which 401(k) plans are similar in size to Black Diamond Capital Mgt LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hwc Engineering Savings and Retirement Plan in IN ($16M, 168 participants).
Which 401(k) plans cover a similar participant headcount to Black Diamond Capital Mgt LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Heart of America Beverage Company, LLC 401(k) Plan in MO (79 participants, $9M 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 743190320.

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.