401(k) · DOL Form 5500 · 2023

Thomas H. Lee Management Company, LLC 401(k) Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
161
Participants Small participant base
86th
Percentile by assets National rank
$315,360
Avg per participant High balance/head
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Official DOL plan name: Thl Management Holdings, LP 401(k) Plan · Sponsored by Thomas H. Lee Management Company, LLC · Massachusetts · Finance & Insurance

$51M in assets, 161 participants

Thomas H. Lee Management Company, LLC's Thl Management Holdings, LP 401(k) Plan reported $51M in total assets and 161 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #6,915 in Finance & Insurance (8,869 peers)

Coverage in Massachusetts

Thl Management Holdings, LP 401(k) Plan covers 161 participants in Massachusetts, about 24% of the average Massachusetts filer (state average ~659 per filing). Assets: $51M.

#6,915
in Finance & Insurance (8,869 peers)
+23.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Thl Management Holdings, LP 401(k) Plan's outsized position by total assets

Thl Management Holdings, LP 401(k) Plan vs every filed plan by assets

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

$50,772,980 Top 14% higher than 86% 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

Thl Management Holdings, LP 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. Thl Management Holdings, LP 401(k) Plan sits mid-pack in the medium band (161 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Thl Management Holdings, LP 401(k) Plan reported net income rose from -$10M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Thl Management Holdings, LP 401(k) Plan end-of-year assets rose from $41M in the plan year 2022 filing to $51M in the plan year 2023 filing.
  • Thl Management Holdings, LP 401(k) Plan reported participants rose from 134 in the plan year 2022 filing to 161 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 043475841 · Thomas H. Lee Management Company, LLC PY 2023 · 401(k)

Thl Management Holdings, LP 401(k) Plan · $51M · 161 · 86th

  • 5500 $51M
  • ASSETS 161
  • PCT 86th
  • EIN 401(k)
  • RANK near Hawthorne Cat 401(k) Retirement Plan
  • PHOTO ind #6915

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 →

Thl Management Holdings, LP 401(k) Plan in the asset neighbourhood

Thyssenkrupp Industrial Solutions (USA), Inc. 401(k) PlanThyssenkrupp Industrial Solu…$51MNavis, LLC. 401(k) Plan$51MThl Management Holdings, LP 401(k) PlanThl Management Holdings, LP …$51MHawthorne Cat 401(k) Retirement PlanHawthorne Cat 401(k) Retirem…$51MWgi, Inc. 401(k) Plan$51M
End-of-year total assets ($M) among Thl Management Holdings, LP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$51M
Net Income$10M
Employer EIN043475841
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Thomas H. Lee Management Company, LLC)

Sponsor-wide plan assets over time

All Thomas H. Lee Management Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$57M 39.54471635956732% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $41.2M $57.5M ▲ +39.5%
Year Plans Participants Total Assets
2022 1 134 $41M
2023 1 161 $51M
2024 1 161 $57M

Nearby 401(k) Plans in Massachusetts

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

Thl Management Holdings, LP 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Thl Management Holdings, LP 401(k) Plan, Total assets ($B): 0.05077298 · Participants: 161Thl Management Holdings, LP 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
Thl Management Holdings, LP 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Thl Management Holdings, LP 401(k) Plan side-by-side with 3 peers →

Thl Management Holdings, LP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Hawthorne Cat 401(k) Retirement Plan in CA ($51M); by covered participants it is Kansas Crossing Casino, Lc 401(k) Plan in KS (161 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($51M here).

Similar participant headcount

Nearest other-state filings by covered participants (161 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 Thl Management Holdings, LP 401(k) Plan assets move in 2023? ▼
Thl Management Holdings, LP 401(k) Plan grew sharply - up 23.3% during 2023, from $41M to $51M. Reported net income was $10M.
How have Thomas H. Lee Management Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Thomas H. Lee Management Company, LLC's sponsor-wide assets grew 39.5%, from $41M to $57M.
Where does Thl Management Holdings, LP 401(k) Plan rank by assets among Form 5500 filers? ▼
Thl Management Holdings, LP 401(k) Plan ranks in the 86th 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 Thl Management Holdings, LP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hawthorne Cat 401(k) Retirement Plan in CA ($51M, 539 participants).
Which 401(k) plans cover a similar participant headcount to Thl Management Holdings, LP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kansas Crossing Casino, Lc 401(k) Plan in KS (161 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 043475841.

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.