401(k) · DOL Form 5500 · 2023
Gw&k Investment Management, LLC 401(k) Plan
Data updated 2026-08-25
- $56M
- Total assets Below avg plan size
- 189
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $294,116
- Avg per participant High balance/head
Official DOL plan name: Gw&k 401(k) Savings Plan · Sponsored by Gw&k Investment Management, LLC · Massachusetts · Finance & Insurance
$56M in assets, 189 participants
Gw&k Investment Management, LLC's Gw&k 401(k) Savings Plan reported $56M in total assets and 189 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.
- #7,047 in Finance & Insurance (8,869 peers)
Coverage in Massachusetts
Gw&k 401(k) Savings Plan covers 189 participants in Massachusetts, about 29% of the average Massachusetts filer (state average ~659 per filing). Assets: $56M.
- #7,047
- in Finance & Insurance (8,869 peers)
- $7M
- reported net income
- 0.6×
- vs typical plan assets (national mean)
Gw&k 401(k) Savings Plan's outsized position by total assets
Gw&k 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$55,587,902 Top 13% higher than 87% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Gw&k 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. Gw&k 401(k) Savings Plan sits mid-pack in the medium band (189 participants).
EBSA filing schedule strip
Filing strip 800250512 · Gw&k Investment Management, LLC PY 2023 · 401(k)
Gw&k 401(k) Savings Plan · $56M · 189 · 87th
- RANK $56M
- PHOTO 189
- IND 87th
- EOY 401(k)
- 5500 near John Staurulakis LLC Cash or Deferred Arrangement Profit Sharing Plan
- ASSETS ind #7047
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 →
Gw&k 401(k) Savings Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $56M |
| Net Income | $7M |
| Employer EIN | 800250512 |
| Plan Effective Date | 2023-02-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Gw&k Investment Management, LLC)
Sponsor-wide plan assets over time
All Gw&k Investment Management, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $65M 16.492978993882517% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 189 | $56M |
| 2024 | 1 | 186 | $65M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Gw&k 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is John Staurulakis LLC Cash or Deferred Arrangement Profit Sharing Plan in MD ($56M); by covered participants it is Physician's Medical Center, LLC 401(k) Plan in TX (189 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($56M here).
Similar participant headcount
Nearest other-state filings by covered participants (189 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.