401(k) · DOL Form 5500 · 2023

Cartamundi East Longmeadow LLC 401(k) Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
933
Participants Near avg headcount
88th
Percentile by assets National rank
$71,781
Avg per participant Below avg balance/head
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Official DOL plan name: Cartamundi North America 401(k) Plan · Sponsored by Cartamundi East Longmeadow LLC · Massachusetts · Manufacturing

$67M in assets, 933 participants

Cartamundi East Longmeadow LLC's Cartamundi North America 401(k) Plan reported $67M in total assets and 933 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.

  • #15,484 in Manufacturing (18,722 peers)

Where Cartamundi North America 401(k) Plan sits by assets

Cartamundi North America 401(k) Plan sits in the top quartile of all filed plans by assets, $67M for 933 participants (~$71,781/participant), up 17.9% in 2023.

#15,484
in Manufacturing (18,722 peers)
+17.9%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Cartamundi North America 401(k) Plan's outsized position by total assets

Cartamundi North America 401(k) Plan vs every filed plan by assets

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

$66,971,727 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

Cartamundi North America 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. Cartamundi North America 401(k) Plan sits mid-pack in the medium band (933 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cartamundi North America 401(k) Plan reported net income rose from -$11M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Cartamundi North America 401(k) Plan reported participants rose from 391 in the plan year 2022 filing to 933 in the plan year 2023 filing.
  • Cartamundi North America 401(k) Plan end-of-year assets rose from $57M in the plan year 2022 filing to $67M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 474232142 · Cartamundi East Longmeadow LLC PY 2023 · 401(k)

Cartamundi North America 401(k) Plan · $67M · 933 · 88th

  • EIN $67M
  • EIN 933
  • EIN 88th
  • EIN 401(k)
  • EIN near Techmer Pm, LLC 401(k) Profit Sharing Plan
  • EIN ind #15484

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 Manufacturing retirement plans → · Plans in Massachusetts →

Cartamundi North America 401(k) Plan in the asset neighbourhood

Fhlbank Dallas 401(k) Retirement PlanFhlbank Dallas 401(k) Retire…$67MCartamundi North America 401(k) PlanCartamundi North America 401…$67MTechmer Pm, LLC 401(k) Profit Sharing PlanTechmer Pm, LLC 401(k) Profi…$67MIlc Dover 401(k) Savings and Investment PlanIlc Dover 401(k) Savings and…$67MRetail Specialists 401(k) PlanRetail Specialists 401(k) Pl…$67M
End-of-year total assets ($M) among Cartamundi North America 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)$57M
Net Assets (End of Year)$67M
Net Income$10M
Employer EIN474232142
Plan Effective Date2015-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cartamundi East Longmeadow LLC)

Sponsor-wide plan assets over time

All Cartamundi East Longmeadow LLC plans reported in each filing year

Latest sponsor-wide plan assets
$78M 37.211403431640264% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $56.8M $77.9M ▲ +37.2%
Year Plans Participants Total Assets
2022 1 391 $57M
2023 1 933 $67M
2024 1 879 $78M

Nearby 401(k) Plans in Massachusetts

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

Cartamundi North America 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Cartamundi North America 401(k) Plan, Total assets ($B): 0.066971727 · Participants: 933Cartamundi North America 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
Cartamundi North America 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Cartamundi North America 401(k) Plan side-by-side with 3 peers →

Cartamundi North America 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Techmer Pm, LLC 401(k) Profit Sharing Plan in TN ($67M); by covered participants it is Retirement Plan for Oceanfirst Bank in NJ (933 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 (933 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 Cartamundi North America 401(k) Plan assets move in 2023? ▼
Cartamundi North America 401(k) Plan grew sharply - up 17.9% during 2023, from $57M to $67M. Reported net income was $10M.
How have Cartamundi East Longmeadow LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cartamundi East Longmeadow LLC's sponsor-wide assets grew 37.2%, from $57M to $78M.
Where does Cartamundi North America 401(k) Plan rank by assets among Form 5500 filers? ▼
Cartamundi North America 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 Cartamundi North America 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Techmer Pm, LLC 401(k) Profit Sharing Plan in TN ($67M, 504 participants).
Which 401(k) plans cover a similar participant headcount to Cartamundi North America 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Retirement Plan for Oceanfirst Bank in NJ (933 participants, $98M 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 474232142.

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.