401(k) · DOL Form 5500 · 2023

Leerink Partners LLC 401(k) Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
469
Participants Below avg headcount
88th
Percentile by assets National rank
$143,567
Avg per participant Near avg balance/head
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Official DOL plan name: Svb Securities 401(k) Plan · Sponsored by Leerink Partners LLC · Massachusetts · Finance & Insurance

$67M in assets, 469 participants

Leerink Partners LLC's Svb Securities 401(k) Plan reported $67M in total assets and 469 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,273 in Finance & Insurance (8,869 peers)

Where Svb Securities 401(k) Plan sits by assets

Svb Securities 401(k) Plan sits in the top quartile of all filed plans by assets, $67M for 469 participants (~$143,567/participant), up 16.3% in 2023.

#7,273
in Finance & Insurance (8,869 peers)
+16.3%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Svb Securities 401(k) Plan's outsized position by total assets

Svb Securities 401(k) Plan vs every filed plan by assets

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

$67,332,847 Top 12% higher than 88% 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

Svb Securities 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. Svb Securities 401(k) Plan sits mid-pack in the medium band (469 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Svb Securities 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Svb Securities 401(k) Plan reported participants rose from 349 in the plan year 2022 filing to 469 in the plan year 2023 filing.
  • Svb Securities 401(k) Plan end-of-year assets rose from $58M in the plan year 2022 filing to $67M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 421738148 · Leerink Partners LLC PY 2023 · 401(k)

Svb Securities 401(k) Plan · $67M · 469 · 88th

  • VS-ST $67M
  • VS-ST 469
  • VS-ST 88th
  • VS-ST 401(k)
  • VS-ST near Rathje Companies 401(k) Plan
  • VS-ST ind #7273

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 →

Svb Securities 401(k) Plan in the asset neighbourhood

Rathje Companies 401(k) Plan$67MSynchronyhr Retirement Savings PlanSynchronyhr Retirement Savin…$67MStanley Steemer 401(k) Retirement PlanStanley Steemer 401(k) Retir…$67MSvb Securities 401(k) Plan$67MUnion Savings Bank 401(k) Profit Sharing Plan & TrustUnion Savings Bank 401(k) Pr…$67M
End-of-year total assets ($M) among Svb Securities 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)$58M
Net Assets (End of Year)$67M
Net Income$9M
Employer EIN421738148
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Leerink Partners LLC)

Sponsor-wide plan assets over time

All Leerink Partners LLC plans reported in each filing year

Latest sponsor-wide plan assets
$76M 31.40523184730222% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $57.9M $76.1M ▲ +31.4%
Year Plans Participants Total Assets
2022 1 349 $58M
2023 1 469 $67M
2024 1 333 $76M

Nearby 401(k) Plans in Massachusetts

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

Svb Securities 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Svb Securities 401(k) Plan, Total assets ($B): 0.067332847 · Participants: 469Svb Securities 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
Svb Securities 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Svb Securities 401(k) Plan side-by-side with 3 peers →

Svb Securities 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Rathje Companies 401(k) Plan in IL ($67M); by covered participants it is Mgs Employee 401(k) Plan in WI (469 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($67M here).

Similar participant headcount

Nearest other-state filings by covered participants (469 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 Svb Securities 401(k) Plan assets move in 2023? ▼
Svb Securities 401(k) Plan grew sharply - up 16.3% during 2023, from $58M to $67M. Reported net income was $9M.
How have Leerink Partners LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Leerink Partners LLC's sponsor-wide assets grew 31.4%, from $58M to $76M.
Where does Svb Securities 401(k) Plan rank by assets among Form 5500 filers? ▼
Svb Securities 401(k) Plan ranks in the 88th 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 Svb Securities 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rathje Companies 401(k) Plan in IL ($67M, 514 participants).
Which 401(k) plans cover a similar participant headcount to Svb Securities 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mgs Employee 401(k) Plan in WI (469 participants, $54M 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 421738148.

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.