401(k) · DOL Form 5500 · 2024

Gw&k Investment Management, LLC 401(k) Plan

Data updated 2026-08-25

$65M
Total assets Below avg plan size: 186
Participants Below avg headcount: 87th
Percentile by assets National rank: $348,151
Avg per participant High balance/head

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Official DOL plan name: Gw&k 401(k) Savings Plan · Sponsored by Gw&k Investment Management, LLC · Massachusetts · Finance & Insurance

$65M in assets, 186 participants

Gw&k Investment Management, LLC's Gw&k 401(k) Savings Plan reported $65M in total assets and 186 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

#6,820 in Finance & Insurance (8,549 peers)

Coverage in Massachusetts

Gw&k 401(k) Savings Plan covers 186 participants in Massachusetts, about 28% of the average Massachusetts filer (state average ~659 per filing). Assets: $65M.

#6,820
in Finance & Insurance (8,549 peers): +16.5%
assets growth YoY: 0.6×
vs typical plan assets (national mean)

Gw&k 401(k) Savings Plan's outsized position by total assets

Gw&k 401(k) Savings Plan vs every filed plan by assets

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

$64,756,003 Top 13% higher than 87% 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

Gw&k 401(k) Savings 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. Gw&k 401(k) Savings Plan sits mid-pack in the medium band (186 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Plan-year Form 5500 strip

Filing strip 800250512 · Gw&k Investment Management, LLC PY 2024 · 401(k)

Gw&k 401(k) Savings Plan · $65M · 186 · 87th

EOY $65M
EOY 186
EOY 87th
EOY 401(k)
EOY near Mcelroy Manufacturing, Inc. Savings Investment Plan
EOY ind #6820

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 →

End-of-year total assets ($M) among Gw&k 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)	$56M
Net Assets (End of Year)	$65M
Net Income	$9M
Employer EIN	800250512
Plan Effective Date	1995-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Gw&k Investment Management, LLC)

Latest sponsor-wide plan assets: $65M 16.492978993882517% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	189	$56M
2024	1	186	$65M

Nearby 401(k) Plans in Massachusetts

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

Gw&k 401(k) Savings 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

Compare Gw&k 401(k) Savings Plan side-by-side with 3 peers →

Gw&k 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Mcelroy Manufacturing, Inc. Savings Investment Plan in OK ($65M); by covered participants it is Recovery Unplugged 401(k) Plan in FL (186 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($65M here).

Mcelroy Manufacturing, Inc. Savings Investment Plan (OK) $65M · 493
American Forest & Paper Association, Inc. Savings Plan (DC) $65M · 70
Bullivant Houser Bailey PC 401(k) Profit Sharing Plan and Trust (OR) $65M · 150
Tgc 401(k) Plan (HI) $65M · 349

Similar participant headcount

Nearest other-state filings by covered participants (186 participants); asset peers above are excluded.

Recovery Unplugged 401(k) Plan (FL) 186 · 0 off
Pure Barre LLC 401(k) Profit Sharing Plan & Trust (CA) 186 · 0 off
Playstudios US, LLC 401(k) Plan (NV) 186 · 0 off
The Searing Industries Retirement Savings Plan (CA) 186 · 0 off

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 Gw&k 401(k) Savings Plan assets move in 2024? ▼

Gw&k 401(k) Savings Plan grew sharply - up 16.5% during 2024, from $56M to $65M. Reported net income was $9M.

How have Gw&k Investment Management, LLC plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Gw&k Investment Management, LLC's sponsor-wide assets grew 16.5%, from $56M to $65M.

Where does Gw&k 401(k) Savings Plan rank by assets among Form 5500 filers? ▼

Gw&k 401(k) Savings Plan ranks in the 87th 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 Gw&k 401(k) Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Mcelroy Manufacturing, Inc. Savings Investment Plan in OK ($65M, 493 participants).

Which 401(k) plans cover a similar participant headcount to Gw&k 401(k) Savings Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Recovery Unplugged 401(k) Plan in FL (186 participants, $859K 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 800250512.