401(k) · DOL Form 5500 · 2023
Connectwise, LLC. 401(k) Plan
Data updated 2026-08-25
- $103M
- Total assets Near avg plan size
- 1,212
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $84,580
- Avg per participant Below avg balance/head
Official DOL plan name: Connectwise, LLC. 401(k) Plan · Sponsored by Connectwise, LLC. · Florida · Information & Media
$103M in assets, 1,212 participants
Connectwise, LLC.'s Connectwise, LLC. 401(k) Plan reported $103M in total assets and 1,212 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- #2,465 in Information & Media (2,818 peers)
Where Connectwise, LLC. 401(k) Plan sits by assets
Connectwise, LLC. 401(k) Plan sits in the top 10% of all filed plans by assets, $103M for 1,212 participants (~$84,580/participant), up 31.8% in 2023.
- #2,465
- in Information & Media (2,818 peers)
- +31.8%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Connectwise, LLC. 401(k) Plan's outsized position by total assets
Connectwise, LLC. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$102,510,500 Top 9% higher than 91% 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
Connectwise, 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. Connectwise, LLC. 401(k) Plan lands in the large band (1,212 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Connectwise, LLC. 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $25M in the plan year 2023 filing.
- Connectwise, LLC. 401(k) Plan end-of-year assets rose from $78M in the plan year 2022 filing to $103M in the plan year 2023 filing.
- Connectwise, LLC. 401(k) Plan reported participants rose from 1,032 in the plan year 2022 filing to 1,212 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 821582035 · Connectwise, LLC. PY 2023 · 401(k)
Connectwise, LLC. 401(k) Plan · $103M · 1,212 · 91st
- EIN $103M
- RANK 1,212
- PHOTO 91st
- IND 401(k)
- EOY near Advent International L.P. Employees' Profit-Sharing Retirement Plan
- 5500 ind #2465
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 Information & Media retirement plans → · Plans in Florida →
Connectwise, LLC. 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $78M |
|---|---|
| Net Assets (End of Year) | $103M |
| Net Income | $25M |
| Employer EIN | 821582035 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Connectwise, LLC.)
Sponsor-wide plan assets over time
All Connectwise, LLC. plans reported in each filing year
- Latest sponsor-wide plan assets
- $123M 58.183223318884856% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,032 | $78M |
| 2023 | 1 | 1,212 | $103M |
| 2024 | 1 | 1,155 | $123M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Connectwise, LLC. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Advent International L.P. Employees' Profit-Sharing Retirement Plan in MA ($103M); by covered participants it is Bernhardt Furniture Company Retirement Plan in NC (1,212 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($103M here).
- Advent International L.P. Employees' Profit-Sharing Retirement Plan (MA) $103M · 271
- Homeserve 401(k) Plan (CT) $103M · 2,179
- 1st Franklin Financial 401(k) Retirement Plan (GA) $102M · 1,555
- The Savings & Investment Plan for Employees of Oberg Industries LLC (PA) $102M · 712
Similar participant headcount
Nearest other-state filings by covered participants (1,212 participants); asset peers above are excluded.
- Bernhardt Furniture Company Retirement Plan (NC) 1,212 · 0 off
- Silverton Casino, LLC 401(k) Plan (NV) 1,212 · 0 off
- Camfil USA, Inc. 401(k) Plan (NJ) 1,213 · 1 off
- Terteling Employees' Profit Sharing and Thrift Savings Plan (ID) 1,211 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.