401(k) · DOL Form 5500 · 2024

Stafford Management, LLC 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
1,257
Participants Near avg headcount
71st
Percentile by assets National rank
$16,525
Avg per participant Low balance/head
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Official DOL plan name: Stafford Management, LLC 401(k) Plan · Sponsored by Stafford Management, LLC · Massachusetts · Healthcare & Social Assistance

$21M in assets, 1,257 participants

Stafford Management, LLC's Stafford Management, LLC 401(k) Plan reported $21M in total assets and 1,257 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #12,756 in Healthcare & Social Assistance (16,916 peers)

Stafford Management, LLC multi-year trail

Stafford Management, LLC's plans moved +65.0% in assets from 2022 to 2024; this filing shows Stafford Management, LLC 401(k) Plan at $21M / 1,257 participants.

#12,756
in Healthcare & Social Assistance (16,916 peers)
+25.3%
assets growth YoY

Stafford Management, LLC 401(k) Plan's outsized position by total assets

Stafford Management, LLC 401(k) Plan vs every filed plan by assets

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

$20,771,350 Top 29% higher than 71% 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

Stafford Management, 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. Stafford Management, LLC 401(k) Plan lands in the large band (1,257 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stafford Management, LLC 401(k) Plan end-of-year assets rose from $17M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Stafford Management, LLC 401(k) Plan reported participants rose from 1,172 in the plan year 2023 filing to 1,257 in the plan year 2024 filing.
  • Stafford Management, LLC 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 205511698 · Stafford Management, LLC PY 2024 · 401(k)

Stafford Management, LLC 401(k) Plan · $21M · 1,257 · 71st

  • RANK $21M
  • RANK 1,257
  • RANK 71st
  • RANK 401(k)
  • RANK near Mga Home Healthcare 401(k) Plan
  • RANK ind #12756

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 →

Stafford Management, LLC 401(k) Plan in the asset neighbourhood

Stafford Management, LLC 401(k) PlanStafford Management, LLC 401…$21MMga Home Healthcare 401(k) PlanMga Home Healthcare 401(k) P…$21MInhance Technologies Retirement Savings PlanInhance Technologies Retirem…$21MGreater Texas Federal Credit Union 401(k) PlanGreater Texas Federal Credit…$21MThe Contractors Retirement PlanThe Contractors Retirement P…$21M
End-of-year total assets ($M) among Stafford Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Stafford Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Stafford Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 64.98494103899284% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $12.6M $20.8M ▲ +65.0%
Year Plans Participants Total Assets
2022 1 967 $13M
2023 1 1,172 $17M
2024 1 1,257 $21M

Stafford Management, LLC filing trail (2024)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$21M
Net Income$4M
Employer EIN205511698
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Stafford Management, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Stafford Management, LLC 401(k) Plan, Total assets ($B): 0.02077135 · Participants: 1257Stafford Management, LLC 401(k) 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
Stafford Management, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Stafford Management, LLC 401(k) Plan side-by-side with 3 peers →

Stafford Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Mga Home Healthcare 401(k) Plan in AZ ($21M); by covered participants it is Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan in NY (1,257 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,257 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 Stafford Management, LLC 401(k) Plan assets move in 2024? ▼
Stafford Management, LLC 401(k) Plan grew sharply - up 25.3% during 2024, from $17M to $21M. Reported net income was $4M.
How have Stafford Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stafford Management, LLC's sponsor-wide assets grew 65.0%, from $13M to $21M.
Which 401(k) plans are similar in size to Stafford Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mga Home Healthcare 401(k) Plan in AZ ($21M, 3,079 participants).
Which 401(k) plans cover a similar participant headcount to Stafford Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan in NY (1,257 participants, $91M 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 205511698.

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.