401(k) · DOL Form 5500 · 2023

Partners Capital Investment Group, LLP 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
137
Participants Small participant base
66th
Percentile by assets National rank
$105,643
Avg per participant Below avg balance/head
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Official DOL plan name: Partners Capital Investment Group, LLP 401(k) Plan · Sponsored by Partners Capital Investment Group, LLP · Massachusetts · Finance & Insurance

$14M in assets, 137 participants

Partners Capital Investment Group, LLP's Partners Capital Investment Group, LLP 401(k) Plan reported $14M in total assets and 137 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #4,577 in Finance & Insurance (8,869 peers)

Coverage in Massachusetts

Partners Capital Investment Group, LLP 401(k) Plan covers 137 participants in Massachusetts, about 21% of the average Massachusetts filer (state average ~659 per filing). Assets: $14M.

#4,577
in Finance & Insurance (8,869 peers)
+52.7%
assets growth YoY

Partners Capital Investment Group, LLP 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Partners Capital Investment Group, LLP 401(k) Plan vs every filed plan by assets

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

$14,473,053 Top 34% higher than 66% 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

Partners Capital Investment Group, LLP 401(k) 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. Partners Capital Investment Group, LLP 401(k) Plan sits mid-pack in the medium band (137 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Partners Capital Investment Group, LLP 401(k) Plan reported net income rose from $1M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Partners Capital Investment Group, LLP 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Partners Capital Investment Group, LLP 401(k) Plan reported participants rose from 112 in the plan year 2022 filing to 137 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 814189609 · Partners Capital Investment Group, LLP PY 2023 · 401(k)

Partners Capital Investment Group, LLP 401(k) Plan · $14M · 137 · 66th

  • RANK $14M
  • PHOTO 137
  • IND 66th
  • EOY 401(k)
  • 5500 near Nativo, Inc. 401(k) Plan
  • ASSETS ind #4577

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 →

Partners Capital Investment Group, LLP 401(k) Plan in the asset neighbourhood

Partners Capital Investment Group, LLP 401(k) PlanPartners Capital Investment …$14MNativo, Inc. 401(k) Plan$14MRc Andersen, LLC 401(k) Profit Sharing PlanRc Andersen, LLC 401(k) Prof…$14MRather Outdoors Corporation 401(k) PlanRather Outdoors Corporation …$14MWest-Tech Contracting, Inc. 401(k) PlanWest-Tech Contracting, Inc. …$14M
End-of-year total assets ($M) among Partners Capital Investment Group, LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$14M
Net Income$5M
Employer EIN814189609
Plan Effective Date2014-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Partners Capital Investment Group, LLP)

Sponsor-wide plan assets over time

All Partners Capital Investment Group, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$20M 108.77513898274465% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $9.48M $19.8M ▲ +108.8%
Year Plans Participants Total Assets
2022 1 112 $9M
2023 1 137 $14M
2024 1 154 $20M

Nearby 401(k) Plans in Massachusetts

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

Partners Capital Investment Group, LLP 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Partners Capital Investment Group, LLP 401(k) Plan, Total assets ($B): 0.014473053 · Participants: 137Partners Capital Investment Group, LLP 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
Partners Capital Investment Group, LLP 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Partners Capital Investment Group, LLP 401(k) Plan side-by-side with 3 peers →

Partners Capital Investment Group, LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Nativo, Inc. 401(k) Plan in CA ($14M); by covered participants it is Valley Perinatal Services in AZ (137 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (137 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 Partners Capital Investment Group, LLP 401(k) Plan assets move in 2023? ▼
Partners Capital Investment Group, LLP 401(k) Plan surged - up 52.7% during 2023, from $9M to $14M. Reported net income was $5M.
How have Partners Capital Investment Group, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Partners Capital Investment Group, LLP's sponsor-wide assets grew 108.8%, from $9M to $20M.
Which 401(k) plans are similar in size to Partners Capital Investment Group, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nativo, Inc. 401(k) Plan in CA ($14M, 164 participants).
Which 401(k) plans cover a similar participant headcount to Partners Capital Investment Group, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Valley Perinatal Services in AZ (137 participants, $2M 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 814189609.

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.