401(k) · DOL Form 5500 · 2023

Wingate Senior Living, LLC 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
660
Participants Below avg headcount
77th
Percentile by assets National rank
$39,407
Avg per participant Low balance/head
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Official DOL plan name: Wingate Living Investment Plan · Sponsored by Wingate Senior Living, LLC · Massachusetts · Healthcare & Social Assistance

$26M in assets, 660 participants

Wingate Senior Living, LLC's Wingate Living Investment Plan reported $26M in total assets and 660 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #14,258 in Healthcare & Social Assistance (17,684 peers)

Where Wingate Living Investment Plan sits by assets

Wingate Living Investment Plan sits in the top quartile of all filed plans by assets, $26M for 660 participants (~$39,407/participant), up 3.9% in 2023.

#14,258
in Healthcare & Social Assistance (17,684 peers)
+3.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Wingate Living Investment Plan's outsized position by total assets

Wingate Living Investment Plan vs every filed plan by assets

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

$26,008,808 Top 23% higher than 77% 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

Wingate Living Investment 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. Wingate Living Investment Plan sits mid-pack in the medium band (660 participants).

EBSA filing schedule strip

Filing strip 843237905 · Wingate Senior Living, LLC PY 2023 · 401(k)

Wingate Living Investment Plan · $26M · 660 · 77th

  • RANK $26M
  • PHOTO 660
  • IND 77th
  • EOY 401(k)
  • 5500 near Countybank 401(k) Plan
  • ASSETS ind #14258

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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →

Wingate Living Investment Plan in the asset neighbourhood

Wingate Living Investment PlanWingate Living Investment Pl…$26MCountybank 401(k) Plan$26MDressman, Benzinger & Lavelle, P.S.C. 401(k) Profit Sharing PlanDressman, Benzinger & Lavell…$26MGarrison, Inc. 401(k) Retirement Savings PlanGarrison, Inc. 401(k) Retire…$26MQualtek Services Retirement PlanQualtek Services Retirement …$26M
End-of-year total assets ($M) among Wingate Living Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$26M
Net Income$984K
Employer EIN843237905
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wingate Senior Living, LLC)

Sponsor-wide plan assets over time

All Wingate Senior Living, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$26M 1.853291392669745% vs 2023
2024 filing year
$25.4M$25.6M$25.8M$26M$26.2M 20232024 $26M $25.5M ▼ -1.8%
Year Plans Participants Total Assets
2023 1 660 $26M
2024 1 575 $26M

Nearby 401(k) Plans in Massachusetts

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

Wingate Living Investment Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Wingate Living Investment Plan, Total assets ($B): 0.026008808 · Participants: 660Wingate Living Investment 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
Wingate Living Investment Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Wingate Living Investment Plan side-by-side with 3 peers →

Wingate Living Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Countybank 401(k) Plan in SC ($26M); by covered participants it is Bryan Hospital Kearney D. B. a. Kearney Regional Medical Center Retirement Plan in NE (660 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (660 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 Wingate Living Investment Plan assets move in 2023? ▼
Wingate Living Investment Plan edged up modestly - up 3.9% during 2023, from $25M to $26M. Reported net income was $984K.
How have Wingate Senior Living, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Wingate Senior Living, LLC's sponsor-wide assets declined 1.9%, from $26M to $26M.
Where does Wingate Living Investment Plan rank by assets among Form 5500 filers? ▼
Wingate Living Investment Plan ranks in the 77th 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 Wingate Living Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Countybank 401(k) Plan in SC ($26M, 173 participants).
Which 401(k) plans cover a similar participant headcount to Wingate Living Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bryan Hospital Kearney D. B. a. Kearney Regional Medical Center Retirement Plan in NE (660 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 843237905.

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.