401(k) · DOL Form 5500 · 2024

Westfield Capital Management, L.P. 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
60
Participants Small participant base
83rd
Percentile by assets National rank
$754,190
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Westfield Capital 401(k) Plan · Sponsored by Westfield Capital Management, L.P. · Massachusetts · Finance & Insurance

$45M in assets, 60 participants

Westfield Capital Management, L.P.'s Westfield Capital 401(k) Plan reported $45M in total assets and 60 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,297 in Finance & Insurance (8,549 peers)

Where Westfield Capital 401(k) Plan sits by assets

Westfield Capital 401(k) Plan sits in the top quartile of all filed plans by assets, $45M for 60 participants (~$754,190/participant), up 19.1% in 2024.

#6,297
in Finance & Insurance (8,549 peers)
+19.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Westfield Capital 401(k) Plan's outsized position by total assets

Westfield Capital 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$45,251,407 Top 17% higher than 83% of 123,620 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 2024

Westfield Capital 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Westfield Capital 401(k) Plan is a small filing (60 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Westfield Capital 401(k) Plan end-of-year assets rose from $38M in the plan year 2023 filing to $45M in the plan year 2024 filing.
  • Westfield Capital 401(k) Plan reported net income rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 800175963 · Westfield Capital Management, L.P. PY 2024 · 401(k)

Westfield Capital 401(k) Plan · $45M · 60 · 83rd

  • NET $45M
  • BOOK 60
  • VS-ST 83rd
  • BOY 401(k)
  • SCH near Tulsa Bone and Joint Associates Retirement Plan
  • EBSA ind #6297

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 →

Westfield Capital 401(k) Plan in the asset neighbourhood

Westfield Capital 401(k) Plan$45MTulsa Bone and Joint Associates Retirement PlanTulsa Bone and Joint Associa…$45MMovers Specialty Service, Inc. 401(k) Profit Sharing Plan and TrustMovers Specialty Service, In…$45MThe Greenery Employee Stock Ownership and 401(k) PlanThe Greenery Employee Stock …$45MWayne Transports, Inc. 401(k) Retirement PlanWayne Transports, Inc. 401(k…$45M
End-of-year total assets ($M) among Westfield Capital 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$45M
Net Income$7M
Employer EIN800175963
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Westfield Capital Management, L.P.)

Sponsor-wide plan assets over time

All Westfield Capital Management, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$45M 45.496156207533126% vs 2022
2024 filing year
$25M$30M$35M$40M$45M$50M 202220232024 $31.1M $45.3M ▲ +45.5%
Year Plans Participants Total Assets
2022 1 59 $31M
2023 1 60 $38M
2024 1 60 $45M

Nearby 401(k) Plans in Massachusetts

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

Westfield Capital 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Westfield Capital 401(k) Plan, Total assets ($B): 0.045251407 · Participants: 60Westfield Capital 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Westfield Capital 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Westfield Capital 401(k) Plan side-by-side with 3 peers →

Westfield Capital 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Tulsa Bone and Joint Associates Retirement Plan in OK ($45M); by covered participants it is Clos Lachance Wines, LLC 401-K Profit Sharing Plan in CA (60 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (60 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Westfield Capital 401(k) Plan assets move in 2024? ▼
Westfield Capital 401(k) Plan grew sharply - up 19.1% during 2024, from $38M to $45M. Reported net income was $7M.
How have Westfield Capital Management, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westfield Capital Management, L.P.'s sponsor-wide assets grew 45.5%, from $31M to $45M.
Where does Westfield Capital 401(k) Plan rank by assets among Form 5500 filers? ▼
Westfield Capital 401(k) Plan ranks in the 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Westfield Capital 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tulsa Bone and Joint Associates Retirement Plan in OK ($45M, 305 participants).
Which 401(k) plans cover a similar participant headcount to Westfield Capital 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Clos Lachance Wines, LLC 401-K Profit Sharing Plan in CA (60 participants, $661K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 800175963.

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.