401(k) · DOL Form 5500 · 2023

Longwood Management Corporation 401(k) Plan

Data updated 2026-08-25

$88M
Total assets Below avg plan size
5,665
Participants Above avg headcount
90th
Percentile by assets National rank
$15,500
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Longwood Management Corporation 401(k) Savings Plan · Sponsored by Longwood Management Corporation · California · Healthcare & Social Assistance

$88M in assets, 5,665 participants

Longwood Management Corporation's Longwood Management Corporation 401(k) Savings Plan reported $88M in total assets and 5,665 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #16,207 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Longwood Management Corporation 401(k) Savings Plan covers 5,665 participants in California, 9.0x the typical California plan (state average ~630 per filing). Assets: $88M.

#16,207
in Healthcare & Social Assistance (17,684 peers)
+17.3%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Longwood Management Corporation 401(k) Savings Plan's outsized position by total assets

Longwood Management Corporation 401(k) Savings Plan vs every filed plan by assets

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

$87,809,836 Top 10% higher than 90% 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

Longwood Management Corporation 401(k) Savings 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. Longwood Management Corporation 401(k) Savings Plan lands in the large band (5,665 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Longwood Management Corporation 401(k) Savings Plan reported net income rose from -$6M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Longwood Management Corporation 401(k) Savings Plan end-of-year assets rose from $75M in the plan year 2022 filing to $88M in the plan year 2023 filing.
  • Longwood Management Corporation 401(k) Savings Plan reported participants fell from 5,773 in the plan year 2022 filing to 5,665 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 953016679 · Longwood Management Corporation PY 2023 · 401(k)

Longwood Management Corporation 401(k) Savings Plan · $88M · 5,665 · 90th

  • TYPE $88M
  • TYPE 5,665
  • TYPE 90th
  • TYPE 401(k)
  • TYPE near Allegiance Bank 401(k) & Profit Sharing Plan
  • TYPE ind #16207

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Longwood Management Corporation 401(k) Savings Plan in the asset neighbourhood

The Anderson Kill P.C. Profit Sharing PlanThe Anderson Kill P.C. Profi…$88MLongwood Management Corporation 401(k) Savings PlanLongwood Management Corporat…$88MAllegiance Bank 401(k) & Profit Sharing PlanAllegiance Bank 401(k) & Pro…$88MMcgeorge Contracting Co., Inc. Retirement Savings PlanMcgeorge Contracting Co., In…$88MCcg Services, Inc. Retirement Savings PlanCcg Services, Inc. Retiremen…$88M
End-of-year total assets ($M) among Longwood Management Corporation 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$75M
Net Assets (End of Year)$88M
Net Income$13M
Employer EIN953016679
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Longwood Management Corporation)

Sponsor-wide plan assets over time

All Longwood Management Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$97M 29.251763817030863% vs 2022
2024 filing year
$70M$80M$90M$100M 202220232024 $74.9M $96.8M ▲ +29.3%
Year Plans Participants Total Assets
2022 1 5,773 $75M
2023 1 5,665 $88M
2024 1 5,992 $97M

Nearby 401(k) Plans in California

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

Longwood Management Corporation 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Longwood Management Corporation 401(k) Savings Plan, Total assets ($B): 0.087809836 · Participants: 5665Longwood Management Corporation 401(k) Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Longwood Management Corporation 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Longwood Management Corporation 401(k) Savings Plan side-by-side with 3 peers →

Scale composition for Longwood Management Corporation 401(k) Savings Plan

Longwood Management Corporation 401(k) Savings Plan reports $88M in end-of-year assets across 5,665 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $15,500 per participant (11% of the national average assets-per-participant) . Net income for plan year 2023 was $13M.

This plan identity (EIN 953016679, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $75M to $97M (+29.3%) while covered participants moved from 5,773 to 5,992 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 5,773 $75M Open filing
2023 5,665 $88M This page
2024 · index core 5,992 $97M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Longwood Management Corporation 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Allegiance Bank 401(k) & Profit Sharing Plan in TX ($88M); by covered participants it is Aflac Incorporated 401(k) Savings and Profit Sharing Plan in GA (5,665 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5,665 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 Longwood Management Corporation 401(k) Savings Plan assets move in 2023? ▼
Longwood Management Corporation 401(k) Savings Plan grew sharply - up 17.3% during 2023, from $75M to $88M. Reported net income was $13M.
How have Longwood Management Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Longwood Management Corporation's sponsor-wide assets grew 29.3%, from $75M to $97M.
Where does Longwood Management Corporation 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Longwood Management Corporation 401(k) Savings Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Longwood Management Corporation 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Allegiance Bank 401(k) & Profit Sharing Plan in TX ($88M, 557 participants).
Which 401(k) plans cover a similar participant headcount to Longwood Management Corporation 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aflac Incorporated 401(k) Savings and Profit Sharing Plan in GA (5,665 participants, $871M 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 953016679.

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.