401(k) · DOL Form 5500 · 2024

Partners Capital Investment Group, LLP 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
154
Participants Small participant base
70th
Percentile by assets National rank
$128,474
Avg per participant Near avg balance/head
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Official DOL plan name: Partners Capital Investment Group, LLP 401(k) Plan · Sponsored by Partners Capital Investment Group, LLP · Massachusetts · Finance & Insurance

$20M in assets, 154 participants

Partners Capital Investment Group, LLP's Partners Capital Investment Group, LLP 401(k) Plan reported $20M in total assets and 154 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,700 in Finance & Insurance (8,549 peers)

Coverage in Massachusetts

Partners Capital Investment Group, LLP 401(k) Plan covers 154 participants in Massachusetts, about 23% of the average Massachusetts filer (state average ~659 per filing). Assets: $20M.

#4,700
in Finance & Insurance (8,549 peers)
+36.7%
assets growth YoY

Partners Capital Investment Group, LLP 401(k) Plan's outsized position by total assets

Partners Capital Investment Group, LLP 401(k) Plan vs every filed plan by assets

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

$19,785,027 Top 30% higher than 70% 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

Partners Capital Investment Group, LLP 401(k) 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. Partners Capital Investment Group, LLP 401(k) Plan sits mid-pack in the medium band (154 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Partners Capital Investment Group, LLP 401(k) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Partners Capital Investment Group, LLP 401(k) Plan reported participants rose from 137 in the plan year 2023 filing to 154 in the plan year 2024 filing.
  • Partners Capital Investment Group, LLP 401(k) Plan reported net income rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 814189609 · Partners Capital Investment Group, LLP PY 2024 · 401(k)

Partners Capital Investment Group, LLP 401(k) Plan · $20M · 154 · 70th

  • SCH $20M
  • SCH 154
  • SCH 70th
  • SCH 401(k)
  • SCH near Ems Management & Consultants, Inc. 401(k) Retirement Plan
  • SCH ind #4700

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 →

Partners Capital Investment Group, LLP 401(k) Plan in the asset neighbourhood

Partners Capital Investment Group, LLP 401(k) PlanPartners Capital Investment …$20MEms Management & Consultants, Inc. 401(k) Retirement PlanEms Management & Consultants…$20MPerinatal Associates of New Mexico, Ltd 401(k) Profit Sharing Plan and TrustPerinatal Associates of New …$20MPlank Enterprises, Inc. Profit Sharing PlanPlank Enterprises, Inc. Prof…$20MLockhart Trust 401(k) Plan$20M
End-of-year total assets ($M) among Partners Capital Investment Group, LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$20M
Net Income$5M
Employer EIN814189609
Plan Effective Date2014-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Partners Capital Investment Group, LLP)

Sponsor-wide plan assets over time

All Partners Capital Investment Group, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$20M 108.77513898274465% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $9.48M $19.8M ▲ +108.8%
Year Plans Participants Total Assets
2022 1 112 $9M
2023 1 137 $14M
2024 1 154 $20M

Nearby 401(k) Plans in Massachusetts

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

Partners Capital Investment Group, LLP 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Partners Capital Investment Group, LLP 401(k) Plan, Total assets ($B): 0.019785027 · Participants: 154Partners Capital Investment Group, LLP 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
Partners Capital Investment Group, LLP 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Partners Capital Investment Group, LLP 401(k) Plan side-by-side with 3 peers →

Partners Capital Investment Group, LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Ems Management & Consultants, Inc. 401(k) Retirement Plan in NC ($20M); by covered participants it is 401(k) Savings Plan for Peter Marino Architect, PLLC in NY (154 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (154 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 Partners Capital Investment Group, LLP 401(k) Plan assets move in 2024? ▼
Partners Capital Investment Group, LLP 401(k) Plan surged - up 36.7% during 2024, from $14M to $20M. Reported net income was $5M.
How have Partners Capital Investment Group, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Partners Capital Investment Group, LLP's sponsor-wide assets grew 108.8%, from $9M to $20M.
Which 401(k) plans are similar in size to Partners Capital Investment Group, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ems Management & Consultants, Inc. 401(k) Retirement Plan in NC ($20M, 617 participants).
Which 401(k) plans cover a similar participant headcount to Partners Capital Investment Group, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 401(k) Savings Plan for Peter Marino Architect, PLLC in NY (154 participants, $36M 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 814189609.

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.