401(k) · DOL Form 5500 · 2023

Scs Capital Management 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
127
Participants Small participant base
78th
Percentile by assets National rank
$219,532
Avg per participant Above avg balance/head
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Official DOL plan name: Scs Capital Management 401(k) Plan · Sponsored by Scs Capital Management · Massachusetts · Finance & Insurance

$28M in assets, 127 participants

Scs Capital Management's Scs Capital Management 401(k) Plan reported $28M in total assets and 127 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,907 in Finance & Insurance (8,869 peers)

Coverage in Massachusetts

Scs Capital Management 401(k) Plan covers 127 participants in Massachusetts, about 19% of the average Massachusetts filer (state average ~659 per filing). Assets: $28M.

#5,907
in Finance & Insurance (8,869 peers)
+32.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Scs Capital Management 401(k) Plan's outsized position by total assets

Scs Capital Management 401(k) Plan vs every filed plan by assets

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

$27,880,531 Top 22% higher than 78% 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

Scs Capital Management 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. Scs Capital Management 401(k) Plan sits mid-pack in the medium band (127 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Scs Capital Management 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Scs Capital Management 401(k) Plan end-of-year assets rose from $21M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Scs Capital Management 401(k) Plan reported participants rose from 114 in the plan year 2022 filing to 127 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 562289718 · Scs Capital Management PY 2023 · 401(k)

Scs Capital Management 401(k) Plan · $28M · 127 · 78th

  • BOY $28M
  • BOY 127
  • BOY 78th
  • BOY 401(k)
  • BOY near Allied First Bancorp 401(k) Profit Sharing Plan
  • BOY ind #5907

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 →

Scs Capital Management 401(k) Plan in the asset neighbourhood

Missouri Farm Bureau Insurance Brokerage Agents' Retirement Plan and TrustMissouri Farm Bureau Insuran…$28MScs Capital Management 401(k) PlanScs Capital Management 401(k…$28MAllied First Bancorp 401(k) Profit Sharing PlanAllied First Bancorp 401(k) …$28MZwift, Inc. 401(k) Plan$28MFelsburg, Holt & Ullevig, Inc. 401(k) Profit Sharing PlanFelsburg, Holt & Ullevig, In…$28M
End-of-year total assets ($M) among Scs Capital Management 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$28M
Net Income$7M
Employer EIN562289718
Plan Effective Date2003-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Scs Capital Management)

Sponsor-wide plan assets over time

All Scs Capital Management plans reported in each filing year

Latest sponsor-wide plan assets
$34M 59.992375704818535% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $21.1M $33.7M ▲ +60.0%
Year Plans Participants Total Assets
2022 1 114 $21M
2023 1 127 $28M
2024 1 133 $34M

Nearby 401(k) Plans in Massachusetts

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

Scs Capital Management 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Scs Capital Management 401(k) Plan, Total assets ($B): 0.027880531 · Participants: 127Scs Capital Management 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
Scs Capital Management 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Scs Capital Management 401(k) Plan side-by-side with 3 peers →

Scs Capital Management 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Allied First Bancorp 401(k) Profit Sharing Plan in IL ($28M); by covered participants it is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (127 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (127 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 Scs Capital Management 401(k) Plan assets move in 2023? ▼
Scs Capital Management 401(k) Plan surged - up 32.5% during 2023, from $21M to $28M. Reported net income was $7M.
How have Scs Capital Management plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Scs Capital Management's sponsor-wide assets grew 60.0%, from $21M to $34M.
Where does Scs Capital Management 401(k) Plan rank by assets among Form 5500 filers? ▼
Scs Capital Management 401(k) Plan ranks in the 78th 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 Scs Capital Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Allied First Bancorp 401(k) Profit Sharing Plan in IL ($28M, 710 participants).
Which 401(k) plans cover a similar participant headcount to Scs Capital Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (127 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 562289718.

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.