401(k) · DOL Form 5500 · 2023
North Star Venture Management 2000, LLC 401(k) Plan
Data updated 2026-08-25
- $33M
- Total assets Below avg plan size
- 40
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $817,049
- Avg per participant High balance/head
Official DOL plan name: North Star Venture Management 2000, LLC 401(k) Plan & Trust · Sponsored by North Star Venture Management 2000, LLC · Massachusetts · Finance & Insurance
$33M in assets, 40 participants
North Star Venture Management 2000, LLC's North Star Venture Management 2000, LLC 401(k) Plan & Trust reported $33M in total assets and 40 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.
- #6,212 in Finance & Insurance (8,869 peers)
Where North Star Venture Management 2000, LLC 401(k) Plan & Trust sits by assets
North Star Venture Management 2000, LLC 401(k) Plan & Trust sits in the top quartile of all filed plans by assets, $33M for 40 participants (~$817,049/participant), up 21.1% in 2023.
- #6,212
- in Finance & Insurance (8,869 peers)
- +21.1%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
North Star Venture Management 2000, LLC 401(k) Plan & Trust's outsized position by total assets
North Star Venture Management 2000, LLC 401(k) Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$32,681,951 Top 20% higher than 80% 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
North Star Venture Management 2000, LLC 401(k) Plan & Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. North Star Venture Management 2000, LLC 401(k) Plan & Trust is a small filing (40 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- North Star Venture Management 2000, LLC 401(k) Plan & Trust reported net income rose from -$3M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- North Star Venture Management 2000, LLC 401(k) Plan & Trust end-of-year assets rose from $27M in the plan year 2022 filing to $33M in the plan year 2023 filing.
- North Star Venture Management 2000, LLC 401(k) Plan & Trust reported participants rose from 39 in the plan year 2022 filing to 40 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 943386518 · North Star Venture Management 2000, LLC PY 2023 · 401(k)
North Star Venture Management 2000, LLC 401(k) Plan & Trust · $33M · 40 · 80th
- NET $33M
- NET 40
- NET 80th
- NET 401(k)
- NET near Five Star Food Service, Inc. 401(k) Employees' Savings Plan
- NET ind #6212
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 →
North Star Venture Management 2000, LLC 401(k) Plan & Trust in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | $6M |
| Employer EIN | 943386518 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (North Star Venture Management 2000, LLC)
Sponsor-wide plan assets over time
All North Star Venture Management 2000, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $39M 43.8911676060005% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 39 | $27M |
| 2023 | 1 | 40 | $33M |
| 2024 | 1 | 45 | $39M |
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
North Star Venture Management 2000, LLC 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Five Star Food Service, Inc. 401(k) Employees' Savings Plan in TN ($33M); by covered participants it is Specialized Products Company 401(k) Profit Sharing Plan in TX (40 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($33M here).
- Five Star Food Service, Inc. 401(k) Employees' Savings Plan (TN) $33M · 1,855
- Conrad Industries Retirement Plan (LA) $33M · 375
- Royal Coffee, Inc. 401(k) Profit Sharing Plan (CA) $33M · 70
- Pride Capital Partners, LLC 401(k) Plan (NY) $33M · 3,464
Similar participant headcount
Nearest other-state filings by covered participants (40 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.