401(k) · DOL Form 5500 · 2024

Belmont Capital LLC 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
619
Participants Below avg headcount
80th
Percentile by assets National rank
$59,274
Avg per participant Low balance/head
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Official DOL plan name: Belmont Capital Tax Deferred Savings Plan and Trust · Sponsored by Belmont Capital LLC · Massachusetts · Management of Enterprises

$37M in assets, 619 participants

Belmont Capital LLC's Belmont Capital Tax Deferred Savings Plan and Trust reported $37M in total assets and 619 participants in its 2024 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.

  • #705 in Management of Enterprises (1,133 peers)

Where Belmont Capital Tax Deferred Savings Plan and Trust sits by assets

Belmont Capital Tax Deferred Savings Plan and Trust sits in the top quartile of all filed plans by assets, $37M for 619 participants (~$59,274/participant), up 19.0% in 2024.

#705
in Management of Enterprises (1,133 peers)
+19.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Belmont Capital Tax Deferred Savings Plan and Trust's outsized position by total assets

Belmont Capital Tax Deferred Savings Plan and Trust vs every filed plan by assets

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

$36,690,639 Top 20% higher than 80% 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

Belmont Capital Tax Deferred Savings Plan and Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Belmont Capital Tax Deferred Savings Plan and Trust sits mid-pack in the medium band (619 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Belmont Capital Tax Deferred Savings Plan and Trust reported net income rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Belmont Capital Tax Deferred Savings Plan and Trust end-of-year assets rose from $31M in the plan year 2023 filing to $37M in the plan year 2024 filing.
  • Belmont Capital Tax Deferred Savings Plan and Trust reported participants fell from 635 in the plan year 2023 filing to 619 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 271144301 · Belmont Capital LLC PY 2024 · 401(k)

Belmont Capital Tax Deferred Savings Plan and Trust · $37M · 619 · 80th

  • BOY $37M
  • SCH 619
  • EBSA 80th
  • PART 401(k)
  • TYPE near Integrichain, Inc. 401(k) Plan
  • NET ind #705

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 Management of Enterprises retirement plans → · Plans in Massachusetts →

Belmont Capital Tax Deferred Savings Plan and Trust in the asset neighbourhood

Belmont Capital Tax Deferred Savings Plan and TrustBelmont Capital Tax Deferred…$37MIntegrichain, Inc. 401(k) PlanIntegrichain, Inc. 401(k) Pl…$37MLa Semi 401(k) Plan$37MHyundai Translead Employee Savings and Retirement PlanHyundai Translead Employee S…$37MBlueprint Automation Retirement PlanBlueprint Automation Retirem…$37M
End-of-year total assets ($M) among Belmont Capital Tax Deferred Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$37M
Net Income$6M
Employer EIN271144301
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Belmont Capital LLC)

Sponsor-wide plan assets over time

All Belmont Capital LLC plans reported in each filing year

Latest sponsor-wide plan assets
$37M 40.383485496331346% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $26.1M $36.7M ▲ +40.4%
Year Plans Participants Total Assets
2022 1 623 $26M
2023 1 635 $31M
2024 1 619 $37M

Nearby 401(k) Plans in Massachusetts

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

Belmont Capital Tax Deferred Savings Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Belmont Capital Tax Deferred Savings Plan and Trust, Total assets ($B): 0.036690639 · Participants: 619Belmont Capital Tax Deferred Savings Plan and TrustFidelity 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
Belmont Capital Tax Deferred Savings Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Belmont Capital Tax Deferred Savings Plan and Trust side-by-side with 3 peers →

Belmont Capital Tax Deferred Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Integrichain, Inc. 401(k) Plan in PA ($37M); by covered participants it is Eis Holdings 401(k) Plan in TX (619 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($37M here).

Similar participant headcount

Nearest other-state filings by covered participants (619 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 Belmont Capital Tax Deferred Savings Plan and Trust assets move in 2024? ▼
Belmont Capital Tax Deferred Savings Plan and Trust grew sharply - up 19.0% during 2024, from $31M to $37M. Reported net income was $6M.
How have Belmont Capital LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Belmont Capital LLC's sponsor-wide assets grew 40.4%, from $26M to $37M.
Where does Belmont Capital Tax Deferred Savings Plan and Trust rank by assets among Form 5500 filers? ▼
Belmont Capital Tax Deferred Savings Plan and Trust ranks in the 80th 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 Belmont Capital Tax Deferred Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Integrichain, Inc. 401(k) Plan in PA ($37M, 361 participants).
Which 401(k) plans cover a similar participant headcount to Belmont Capital Tax Deferred Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Eis Holdings 401(k) Plan in TX (619 participants, $9M 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 271144301.

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.