401(k) · DOL Form 5500 · 2023
Psg Equity L.L.C. 401(k) Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 142
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $196,907
- Avg per participant Above avg balance/head
Official DOL plan name: Psg Equity L.L.C. 401(k) Plan · Sponsored by Psg Equity L.L.C. · Massachusetts · Finance & Insurance
$28M in assets, 142 participants
Psg Equity L.L.C.'s Psg Equity L.L.C. 401(k) Plan reported $28M in total assets and 142 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.
- #5,913 in Finance & Insurance (8,869 peers)
Coverage in Massachusetts
Psg Equity L.L.C. 401(k) Plan covers 142 participants in Massachusetts, about 22% of the average Massachusetts filer (state average ~659 per filing). Assets: $28M.
- #5,913
- in Finance & Insurance (8,869 peers)
- +60.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Psg Equity L.L.C. 401(k) Plan's outsized position by total assets
Psg Equity L.L.C. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$27,960,854 Top 22% higher than 78% 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
Psg Equity L.L.C. 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. Psg Equity L.L.C. 401(k) Plan sits mid-pack in the medium band (142 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Psg Equity L.L.C. 401(k) Plan reported net income rose from $2M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Psg Equity L.L.C. 401(k) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $28M in the plan year 2023 filing.
- Psg Equity L.L.C. 401(k) Plan reported participants rose from 108 in the plan year 2022 filing to 142 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 352498059 · Psg Equity L.L.C. PY 2023 · 401(k)
Psg Equity L.L.C. 401(k) Plan · $28M · 142 · 78th
- EBSA $28M
- PART 142
- TYPE 78th
- NET 401(k)
- BOOK near Dks Associates 401(k) Profit Sharing Plan
- VS-ST ind #5913
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 →
Psg Equity L.L.C. 401(k) Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $10M |
| Employer EIN | 352498059 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Psg Equity L.L.C.)
Sponsor-wide plan assets over time
All Psg Equity L.L.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $43M 143.7137137234537% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 108 | $17M |
| 2023 | 1 | 142 | $28M |
| 2024 | 1 | 186 | $43M |
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
Psg Equity L.L.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Dks Associates 401(k) Profit Sharing Plan in OR ($28M); by covered participants it is Texas Veterinary, PLLC 401(k) Plan in TX (142 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
Similar participant headcount
Nearest other-state filings by covered participants (142 participants); asset peers above are excluded.
- Texas Veterinary, PLLC 401(k) Plan (TX) 142 · 0 off
- The Starco Group Inc. 401(k) Profit Sharing Plan (CA) 142 · 0 off
- Syllogisteks Employee 401(k) Plan (MO) 142 · 0 off
- Gilman Cheese Corporation 401(k) Profit Sharing Plan (WI) 142 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.