401(k) · DOL Form 5500 · 2024
Westfield Capital Management, L.P. 401(k) Plan
Data updated 2026-08-11
- $45M
- Total assets
- 60
- Participants
- 83rd
- Percentile by assets
- $754,190
- Avg per participant
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.
- 83rd percentile by assets (of 123,622 plans)
- #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.
- $45M
- total plan assets (2024 EOY)
- 60
- covered participants
- 83rd
- percentile by assets (of 123,622 plans)
- $754,190
- avg assets per participant
Where Westfield Capital 401(k) Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
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.
Westfield Capital 401(k) Plan vs the 2024 asset distribution
By assets, Westfield Capital 401(k) Plan outranks 83% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $45M |
| Net Income | $7M |
| Employer EIN | 800175963 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Westfield Capital Management, L.P.)
| 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
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Westfield Capital 401(k) Plan by total assets, not by location.
Frequently Asked Questions
How did Westfield Capital 401(k) Plan assets move in 2024? ▼
How have Westfield Capital Management, L.P. plan assets changed over time? ▼
Where does Westfield Capital 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Westfield Capital 401(k) Plan? ▼
Next read for Westfield Capital 401(k) Plan
Scale reading
Ways to act on Westfield Capital 401(k) Plan's numbers.
- By total assets, Westfield Capital 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
- Westfield Capital Management, L.P.'s sponsor-wide assets have grown 45.5% since 2022 across 3 plan years on file. More Finance & Insurance plans