401(k) · DOL Form 5500 · 2024
Connectwise, LLC. 401(k) Plan
Data updated 2026-08-25
- $123M
- Total assets Near avg plan size
- 1,155
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $106,486
- Avg per participant Below avg balance/head
Official DOL plan name: Connectwise, LLC. 401(k) Plan · Sponsored by Connectwise, LLC. · Florida · Information & Media
$123M in assets, 1,155 participants
Connectwise, LLC.'s Connectwise, LLC. 401(k) Plan reported $123M in total assets and 1,155 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #2,487 in Information & Media (2,822 peers)
Where Connectwise, LLC. 401(k) Plan sits by assets
Connectwise, LLC. 401(k) Plan sits in the top 10% of all filed plans by assets, $123M for 1,155 participants (~$106,486/participant), up 20.0% in 2024.
- #2,487
- in Information & Media (2,822 peers)
- +20.0%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Connectwise, LLC. 401(k) Plan's outsized position by total assets
Connectwise, LLC. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$122,991,194 Top 8% higher than 92% 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
Connectwise, LLC. 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Connectwise, LLC. 401(k) Plan lands in the large band (1,155 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Connectwise, LLC. 401(k) Plan end-of-year assets rose from $103M in the plan year 2023 filing to $123M in the plan year 2024 filing.
- Connectwise, LLC. 401(k) Plan reported net income fell from $25M in the plan year 2023 filing to $20M in the plan year 2024 filing.
- Connectwise, LLC. 401(k) Plan reported participants fell from 1,212 in the plan year 2023 filing to 1,155 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 821582035 · Connectwise, LLC. PY 2024 · 401(k)
Connectwise, LLC. 401(k) Plan · $123M · 1,155 · 92nd
- ASSETS $123M
- ASSETS 1,155
- ASSETS 92nd
- ASSETS 401(k)
- ASSETS near Edg, Inc. Employees Savings Trust
- ASSETS ind #2487
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 Information & Media retirement plans → · Plans in Florida →
Connectwise, LLC. 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $103M |
|---|---|
| Net Assets (End of Year) | $123M |
| Net Income | $20M |
| Employer EIN | 821582035 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Connectwise, LLC.)
Sponsor-wide plan assets over time
All Connectwise, LLC. plans reported in each filing year
- Latest sponsor-wide plan assets
- $123M 58.183223318884856% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,032 | $78M |
| 2023 | 1 | 1,212 | $103M |
| 2024 | 1 | 1,155 | $123M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Connectwise, LLC. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Edg, Inc. Employees Savings Trust in LA ($123M); by covered participants it is Harnish Group Inc. Retirement Plan in WA (1,155 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($123M here).
- Edg, Inc. Employees Savings Trust (LA) $123M · 406
- Ray Quinney & Nebeker Profit Sharing Plan (UT) $123M · 156
- Neighborworks America Retirement Plan (DC) $123M · 293
- Cactus Drilling Company, LLC 401(k) Plan (OK) $123M · 1,818
Similar participant headcount
Nearest other-state filings by covered participants (1,155 participants); asset peers above are excluded.
- Harnish Group Inc. Retirement Plan (WA) 1,155 · 0 off
- Cbn 401(k) Retirement Plan (VA) 1,155 · 0 off
- Thrift Plan for Employees of the American Bar Association and Affiliates (IL) 1,155 · 0 off
- Repligen 401(k) Savings Plan (MA) 1,155 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.