401(k) · DOL Form 5500 · 2023

Shawmut LLC 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
312
Participants Below avg headcount
76th
Percentile by assets National rank
$79,741
Avg per participant Below avg balance/head
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Official DOL plan name: Shawmut LLC 401(k) Savings Plan · Sponsored by Shawmut LLC · Massachusetts · Manufacturing

$25M in assets, 312 participants

Shawmut LLC's Shawmut LLC 401(k) Savings Plan reported $25M in total assets and 312 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #12,596 in Manufacturing (18,722 peers)

Coverage in Massachusetts

Shawmut LLC 401(k) Savings Plan covers 312 participants in Massachusetts, about 47% of the average Massachusetts filer (state average ~659 per filing). Assets: $25M.

#12,596
in Manufacturing (18,722 peers)
+10.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Shawmut LLC 401(k) Savings Plan's outsized position by total assets

Shawmut LLC 401(k) Savings Plan vs every filed plan by assets

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

$24,879,246 Top 24% higher than 76% 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

Shawmut LLC 401(k) Savings 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. Shawmut LLC 401(k) Savings Plan sits mid-pack in the medium band (312 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shawmut LLC 401(k) Savings Plan reported net income rose from -$6M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Shawmut LLC 401(k) Savings Plan reported participants fell from 493 in the plan year 2022 filing to 312 in the plan year 2023 filing.
  • Shawmut LLC 401(k) Savings Plan end-of-year assets rose from $22M in the plan year 2022 filing to $25M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 830963693 · Shawmut LLC PY 2023 · 401(k)

Shawmut LLC 401(k) Savings Plan · $25M · 312 · 76th

  • TYPE $25M
  • TYPE 312
  • TYPE 76th
  • TYPE 401(k)
  • TYPE near Nnr Global Logistics USA Inc. Retirement Plan
  • TYPE ind #12596

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 →

Shawmut LLC 401(k) Savings Plan in the asset neighbourhood

Shawmut LLC 401(k) Savings PlanShawmut LLC 401(k) Savings P…$25MNnr Global Logistics USA Inc. Retirement PlanNnr Global Logistics USA Inc…$25MTrupanion 401(k) Plan$25MUrban Renaissance 401(k) Plan and TrustUrban Renaissance 401(k) Pla…$25MFritz Enterprises, Inc. 401(k) PlanFritz Enterprises, Inc. 401(…$25M
End-of-year total assets ($M) among Shawmut LLC 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$25M
Net Income$2M
Employer EIN830963693
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shawmut LLC)

Sponsor-wide plan assets over time

All Shawmut LLC plans reported in each filing year

Latest sponsor-wide plan assets
$28M 23.770326579640503% vs 2022
2024 filing year
$20M$22M$24M$26M$28M$30M 202220232024 $22.4M $27.8M ▲ +23.8%
Year Plans Participants Total Assets
2022 1 493 $22M
2023 1 312 $25M
2024 1 429 $28M

Nearby 401(k) Plans in Massachusetts

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

Shawmut LLC 401(k) Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Shawmut LLC 401(k) Savings Plan, Total assets ($B): 0.024879246 · Participants: 312Shawmut LLC 401(k) Savings 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
Shawmut LLC 401(k) Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Shawmut LLC 401(k) Savings Plan side-by-side with 3 peers →

Shawmut LLC 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Nnr Global Logistics USA Inc. Retirement Plan in IL ($25M); by covered participants it is Power Auto Inc. 401(k) Plan in OR (312 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (312 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 Shawmut LLC 401(k) Savings Plan assets move in 2023? ▼
Shawmut LLC 401(k) Savings Plan grew at a solid clip - up 10.9% during 2023, from $22M to $25M. Reported net income was $2M.
How have Shawmut LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shawmut LLC's sponsor-wide assets grew 23.8%, from $22M to $28M.
Where does Shawmut LLC 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Shawmut LLC 401(k) Savings Plan ranks in the 76th 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 Shawmut LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nnr Global Logistics USA Inc. Retirement Plan in IL ($25M, 291 participants).
Which 401(k) plans cover a similar participant headcount to Shawmut LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Power Auto Inc. 401(k) Plan in OR (312 participants, $6M 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 830963693.

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.