401(k) · DOL Form 5500 · 2024

Wingate Senior Living, LLC 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
575
Participants Below avg headcount
75th
Percentile by assets National rank
$44,394
Avg per participant Low balance/head
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Official DOL plan name: Wingate Living Investment Plan · Sponsored by Wingate Senior Living, LLC · Massachusetts · Healthcare & Social Assistance

$26M in assets, 575 participants

Wingate Senior Living, LLC's Wingate Living Investment Plan reported $26M in total assets and 575 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #13,283 in Healthcare & Social Assistance (16,916 peers)

Where Wingate Living Investment Plan sits by assets

Wingate Living Investment Plan sits in the top quartile of all filed plans by assets, $26M for 575 participants (~$44,394/participant), down 1.9% in 2024.

#13,283
in Healthcare & Social Assistance (16,916 peers)
-1.9%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $482K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wingate Living Investment Plan's outsized position by total assets

Wingate Living Investment Plan vs every filed plan by assets

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

$25,526,789 Top 25% higher than 75% 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

Wingate Living Investment Plan 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. Wingate Living Investment Plan sits mid-pack in the medium band (575 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wingate Living Investment Plan reported net income fell from $984K in the plan year 2023 filing to -$482K in the plan year 2024 filing.
  • Wingate Living Investment Plan reported participants fell from 660 in the plan year 2023 filing to 575 in the plan year 2024 filing.
  • Wingate Living Investment Plan end-of-year assets fell from $26M in the plan year 2023 filing to $26M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 843237905 · Wingate Senior Living, LLC PY 2024 · 401(k)

Wingate Living Investment Plan · $26M · 575 · 75th

  • BOY $26M
  • SCH 575
  • EBSA 75th
  • PART 401(k)
  • TYPE near Dynamic Engineering Consultants 401(k) P/S Plan
  • NET ind #13283

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 Massachusetts →

Wingate Living Investment Plan in the asset neighbourhood

Wingate Living Investment PlanWingate Living Investment Pl…$26MDynamic Engineering Consultants 401(k) P/S PlanDynamic Engineering Consulta…$26MPieper-Olson Vet Hospital Employees PlanPieper-Olson Vet Hospital Em…$26MEagle Leasing Company Section 401(k) Profit Sharing PlanEagle Leasing Company Sectio…$26MFcn, Inc. 401(k) Plan$26M
End-of-year total assets ($M) among Wingate Living Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$26M
Net Income-$482K
Employer EIN843237905
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wingate Senior Living, LLC)

Sponsor-wide plan assets over time

All Wingate Senior Living, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$26M 1.853291392669745% vs 2023
2024 filing year
$25.4M$25.6M$25.8M$26M$26.2M 20232024 $26M $25.5M ▼ -1.8%
Year Plans Participants Total Assets
2023 1 660 $26M
2024 1 575 $26M

Nearby 401(k) Plans in Massachusetts

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

Wingate Living Investment Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Wingate Living Investment Plan, Total assets ($B): 0.025526789 · Participants: 575Wingate Living Investment 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
Wingate Living Investment Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Wingate Living Investment Plan side-by-side with 3 peers →

Wingate Living Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Dynamic Engineering Consultants 401(k) P/S Plan in NJ ($26M); by covered participants it is Rotary International 401(k) Plan in IL (575 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (575 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 Wingate Living Investment Plan assets move in 2024? ▼
Wingate Living Investment Plan edged down modestly - down 1.9% during 2024, from $26M to $26M. Reported net income was -$482K.
How have Wingate Senior Living, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Wingate Senior Living, LLC's sponsor-wide assets declined 1.9%, from $26M to $26M.
Where does Wingate Living Investment Plan rank by assets among Form 5500 filers? ▼
Wingate Living Investment Plan ranks in the 75th 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 Wingate Living Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dynamic Engineering Consultants 401(k) P/S Plan in NJ ($26M, 362 participants).
Which 401(k) plans cover a similar participant headcount to Wingate Living Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rotary International 401(k) Plan in IL (575 participants, $170M 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 843237905.

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.