401(k) · DOL Form 5500 · 2023

Wingate Management Company LLC 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
680
Participants Below avg headcount
77th
Percentile by assets National rank
$38,666
Avg per participant Low balance/head
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Official DOL plan name: Wingate Management Company 401(k) Plan · Sponsored by Wingate Management Company LLC · Massachusetts · Real Estate

$26M in assets, 680 participants

Wingate Management Company LLC's Wingate Management Company 401(k) Plan reported $26M in total assets and 680 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #4,241 in Real Estate (4,727 peers)

Where Wingate Management Company 401(k) Plan sits by assets

Wingate Management Company 401(k) Plan sits in the top quartile of all filed plans by assets, $26M for 680 participants (~$38,666/participant), up 21.7% in 2023.

#4,241
in Real Estate (4,727 peers)
+21.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Wingate Management Company 401(k) Plan's outsized position by total assets

Wingate Management Company 401(k) Plan vs every filed plan by assets

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

$26,292,545 Top 23% higher than 77% 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

Wingate Management Company 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. Wingate Management Company 401(k) Plan sits mid-pack in the medium band (680 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wingate Management Company 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Wingate Management Company 401(k) Plan end-of-year assets rose from $22M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Wingate Management Company 401(k) Plan reported participants rose from 653 in the plan year 2022 filing to 680 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 202388094 · Wingate Management Company LLC PY 2023 · 401(k)

Wingate Management Company 401(k) Plan · $26M · 680 · 77th

  • NET $26M
  • NET 680
  • NET 77th
  • NET 401(k)
  • NET near Associated Eye Care, Ltd. Employees' Profit Sharing Plan
  • NET ind #4241

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 Real Estate retirement plans → · Plans in Massachusetts →

Wingate Management Company 401(k) Plan in the asset neighbourhood

World's Finest Chocolate, Inc. Employees' PlanWorld's Finest Chocolate, In…$26MWingate Management Company 401(k) PlanWingate Management Company 4…$26MAssociated Eye Care, Ltd. Employees' Profit Sharing PlanAssociated Eye Care, Ltd. Em…$26MCeltic Bank Corporation 401(k) PlanCeltic Bank Corporation 401(…$26MAis 401(k) Plan$26M
End-of-year total assets ($M) among Wingate Management Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$26M
Net Income$5M
Employer EIN202388094
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wingate Management Company LLC)

Sponsor-wide plan assets over time

All Wingate Management Company LLC plans reported in each filing year

Latest sponsor-wide plan assets
$30M 37.01105617396801% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $21.6M $29.6M ▲ +37.0%
Year Plans Participants Total Assets
2022 1 653 $22M
2023 1 680 $26M
2024 1 734 $30M

Nearby 401(k) Plans in Massachusetts

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

Wingate Management Company 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Wingate Management Company 401(k) Plan, Total assets ($B): 0.026292545 · Participants: 680Wingate Management Company 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
Wingate Management Company 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Wingate Management Company 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Associated Eye Care, Ltd. Employees' Profit Sharing Plan in MN ($26M); by covered participants it is Scott-Mcrae Automotive Group, Lllp 401(k) Profit Sharing Plan in FL (680 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (680 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 Wingate Management Company 401(k) Plan assets move in 2023? ▼
Wingate Management Company 401(k) Plan grew sharply - up 21.7% during 2023, from $22M to $26M. Reported net income was $5M.
How have Wingate Management Company LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wingate Management Company LLC's sponsor-wide assets grew 37.0%, from $22M to $30M.
Where does Wingate Management Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Wingate Management Company 401(k) Plan ranks in the 77th 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 Wingate Management Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Associated Eye Care, Ltd. Employees' Profit Sharing Plan in MN ($26M, 186 participants).
Which 401(k) plans cover a similar participant headcount to Wingate Management Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Scott-Mcrae Automotive Group, Lllp 401(k) Profit Sharing Plan in FL (680 participants, $42M 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 202388094.

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.