401(k) · DOL Form 5500 · 2024
Connectwise, LLC. 401(k) Plan
Data updated 2026-08-11
- $123M
- Total assets
- 1,155
- Participants
- 92nd
- Percentile by assets
- $106,486
- Avg per participant
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.
- 92nd percentile by assets (of 123,622 plans)
- #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.
- $123M
- total plan assets (2024 EOY)
- 1,155
- covered participants
- 92nd
- percentile by assets (of 123,622 plans)
- $106,486
- avg assets per participant
Where Connectwise, LLC. 401(k) Plan sits 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
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.
Connectwise, LLC. 401(k) Plan vs the 2024 asset distribution
By assets, Connectwise, LLC. 401(k) Plan outranks 92% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).
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.)
| 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.
Connectwise, LLC. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Connectwise, LLC. 401(k) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Connectwise, LLC. 401(k) Plan assets move in 2024? ▼
How have Connectwise, LLC. plan assets changed over time? ▼
Where does Connectwise, LLC. 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Connectwise, LLC. 401(k) Plan? ▼
Next read for Connectwise, LLC. 401(k) Plan
Scale reading
Ways to act on Connectwise, LLC. 401(k) Plan's numbers.
- By total assets, Connectwise, LLC. 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Florida. Compare plans
- Connectwise, LLC.'s sponsor-wide assets have grown 58.2% since 2022 across 3 plan years on file. More Information & Media plans