401(k) · DOL Form 5500 · 2023

Eliassen Group, LLC. 401(k) Plan

Data updated 2026-08-25

$122M
Total assets Near avg plan size
2,184
Participants Above avg headcount
92nd
Percentile by assets National rank
$55,677
Avg per participant Low balance/head
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Official DOL plan name: Eliassen Group, LLC 401(k) Plan · Sponsored by Eliassen Group, LLC. · Massachusetts · Professional & Technical Services

$122M in assets, 2,184 participants

Eliassen Group, LLC.'s Eliassen Group, LLC 401(k) Plan reported $122M in total assets and 2,184 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #19,036 in Professional & Technical Services (20,321 peers)

Coverage in Massachusetts

Eliassen Group, LLC 401(k) Plan covers 2,184 participants in Massachusetts, 3.3x the typical Massachusetts plan (state average ~659 per filing). Assets: $122M.

#19,036
in Professional & Technical Services (20,321 peers)
+28.2%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Eliassen Group, LLC 401(k) Plan's outsized position by total assets

Eliassen Group, LLC 401(k) Plan vs every filed plan by assets

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

$121,597,925 Top 8% higher than 92% 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

Eliassen Group, 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. Eliassen Group, LLC 401(k) Plan lands in the large band (2,184 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Eliassen Group, LLC 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Eliassen Group, LLC 401(k) Plan end-of-year assets rose from $95M in the plan year 2022 filing to $122M in the plan year 2023 filing.
  • Eliassen Group, LLC 401(k) Plan reported participants rose from 1,987 in the plan year 2022 filing to 2,184 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 043097449 · Eliassen Group, LLC. PY 2023 · 401(k)

Eliassen Group, LLC 401(k) Plan · $122M · 2,184 · 92nd

  • ASSETS $122M
  • PCT 2,184
  • EIN 92nd
  • RANK 401(k)
  • PHOTO near Appfolio, Inc. 401(k) Plan
  • IND ind #19036

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Eliassen Group, LLC 401(k) Plan in the asset neighbourhood

Mary Lanning Memorial Hospital Association 401(k) PlanMary Lanning Memorial Hospit…$122MEliassen Group, LLC 401(k) PlanEliassen Group, LLC 401(k) P…$122MAppfolio, Inc. 401(k) Plan$122MMoneta Group Salary Savings PlanMoneta Group Salary Savings …$122MHill International, Inc. 401(k) Retirement SavingsHill International, Inc. 401…$122M
End-of-year total assets ($M) among Eliassen Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$95M
Net Assets (End of Year)$122M
Net Income$27M
Employer EIN043097449
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Eliassen Group, LLC.)

Sponsor-wide plan assets over time

All Eliassen Group, LLC. plans reported in each filing year

Latest sponsor-wide plan assets
$137M 44.44331007174523% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $94.8M $137M ▲ +44.4%
Year Plans Participants Total Assets
2022 1 1,987 $95M
2023 1 2,184 $122M
2024 1 1,940 $137M

Nearby 401(k) Plans in Massachusetts

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

Eliassen Group, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Eliassen Group, LLC 401(k) Plan, Total assets ($B): 0.121597925 · Participants: 2184Eliassen Group, 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
Eliassen Group, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Eliassen Group, LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Appfolio, Inc. 401(k) Plan in CA ($122M); by covered participants it is Onc 401(k) Plan in AK (2,184 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($122M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,184 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 Eliassen Group, LLC 401(k) Plan assets move in 2023? ▼
Eliassen Group, LLC 401(k) Plan grew sharply - up 28.2% during 2023, from $95M to $122M. Reported net income was $27M.
How have Eliassen Group, LLC. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Eliassen Group, LLC.'s sponsor-wide assets grew 44.4%, from $95M to $137M.
Where does Eliassen Group, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Eliassen Group, LLC 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Eliassen Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Appfolio, Inc. 401(k) Plan in CA ($122M, 1,772 participants).
Which 401(k) plans cover a similar participant headcount to Eliassen Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Onc 401(k) Plan in AK (2,184 participants, $30M 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 043097449.

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.