401(k) · DOL Form 5500 · 2023

Stafford Management, LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
1,172
Participants Near avg headcount
69th
Percentile by assets National rank
$14,140
Avg per participant Low balance/head
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Official DOL plan name: Stafford Management, LLC 401(k) Plan · Sponsored by Stafford Management, LLC · Massachusetts · Healthcare & Social Assistance

$17M in assets, 1,172 participants

Stafford Management, LLC's Stafford Management, LLC 401(k) Plan reported $17M in total assets and 1,172 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.

  • #13,079 in Healthcare & Social Assistance (17,684 peers)

Stafford Management, LLC multi-year trail

Stafford Management, LLC's plans moved +65.0% in assets from 2022 to 2024; this filing shows Stafford Management, LLC 401(k) Plan at $17M / 1,172 participants.

#13,079
in Healthcare & Social Assistance (17,684 peers)
+31.6%
assets growth YoY

Stafford Management, LLC 401(k) Plan's outsized position by total assets

Stafford Management, LLC 401(k) Plan vs every filed plan by assets

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

$16,572,358 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

Stafford Management, LLC 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stafford Management, LLC 401(k) Plan lands in the large band (1,172 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stafford Management, LLC 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Stafford Management, LLC 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Stafford Management, LLC 401(k) Plan reported participants rose from 967 in the plan year 2022 filing to 1,172 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 205511698 · Stafford Management, LLC PY 2023 · 401(k)

Stafford Management, LLC 401(k) Plan · $17M · 1,172 · 69th

  • NET $17M
  • NET 1,172
  • NET 69th
  • NET 401(k)
  • NET near The Tkl Profit Sharing & 401(k) Savings Plan
  • NET ind #13079

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 →

Stafford Management, LLC 401(k) Plan in the asset neighbourhood

Stafford Management, LLC 401(k) PlanStafford Management, LLC 401…$17MThe Tkl Profit Sharing & 401(k) Savings PlanThe Tkl Profit Sharing & 401…$17MWgm Group, Inc. 401(k) Profit Sharing PlanWgm Group, Inc. 401(k) Profi…$17MIBEW Lu2221 Employee Retirement PlanIBEW Lu2221 Employee Retirem…$17MDistrict Energy Holdings 401(k) PlanDistrict Energy Holdings 401…$17M
End-of-year total assets ($M) among Stafford Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Stafford Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Stafford Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 64.98494103899284% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $12.6M $20.8M ▲ +65.0%
Year Plans Participants Total Assets
2022 1 967 $13M
2023 1 1,172 $17M
2024 1 1,257 $21M

Stafford Management, LLC filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$17M
Net Income$4M
Employer EIN205511698
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Stafford Management, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Stafford Management, LLC 401(k) Plan, Total assets ($B): 0.016572358 · Participants: 1172Stafford Management, LLC 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
Stafford Management, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Stafford Management, LLC 401(k) Plan side-by-side with 3 peers →

Stafford Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is The Tkl Profit Sharing & 401(k) Savings Plan in NJ ($17M); by covered participants it is Independent Physicians 401(k) Profit Sharing Plan in GA (1,172 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,172 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 Stafford Management, LLC 401(k) Plan assets move in 2023? ▼
Stafford Management, LLC 401(k) Plan surged - up 31.6% during 2023, from $13M to $17M. Reported net income was $4M.
How have Stafford Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stafford Management, LLC's sponsor-wide assets grew 65.0%, from $13M to $21M.
Which 401(k) plans are similar in size to Stafford Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Tkl Profit Sharing & 401(k) Savings Plan in NJ ($17M, 151 participants).
Which 401(k) plans cover a similar participant headcount to Stafford Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Independent Physicians 401(k) Profit Sharing Plan in GA (1,172 participants, $67M 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 205511698.

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.