401(k) · DOL Form 5500 · 2024

Thomas H. Lee Management Company, LLC 401(k) Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
161
Participants Small participant base
86th
Percentile by assets National rank
$356,807
Avg per participant High balance/head
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Official DOL plan name: Thl Management Holdings, LP 401(k) Plan · Sponsored by Thomas H. Lee Management Company, LLC · Massachusetts · Finance & Insurance

$57M in assets, 161 participants

Thomas H. Lee Management Company, LLC's Thl Management Holdings, LP 401(k) Plan reported $57M in total assets and 161 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #6,642 in Finance & Insurance (8,549 peers)

Coverage in Massachusetts

Thl Management Holdings, LP 401(k) Plan covers 161 participants in Massachusetts, about 24% of the average Massachusetts filer (state average ~659 per filing). Assets: $57M.

#6,642
in Finance & Insurance (8,549 peers)
+13.1%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Thl Management Holdings, LP 401(k) Plan's outsized position by total assets

Thl Management Holdings, LP 401(k) Plan vs every filed plan by assets

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

$57,445,878 Top 14% higher than 86% 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

Thl Management Holdings, LP 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. Thl Management Holdings, LP 401(k) Plan sits mid-pack in the medium band (161 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Thl Management Holdings, LP 401(k) Plan reported net income fell from $10M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Thl Management Holdings, LP 401(k) Plan end-of-year assets rose from $51M in the plan year 2023 filing to $57M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 043475841 · Thomas H. Lee Management Company, LLC PY 2024 · 401(k)

Thl Management Holdings, LP 401(k) Plan · $57M · 161 · 86th

  • PCT $57M
  • EIN 161
  • RANK 86th
  • PHOTO 401(k)
  • IND near Mclanahan Corporation Employee's 401(k) Retirement Plan
  • EOY ind #6642

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 →

Thl Management Holdings, LP 401(k) Plan in the asset neighbourhood

Batson-Cook Company 401(k) & Profit Sharing PlanBatson-Cook Company 401(k) &…$57MThl Management Holdings, LP 401(k) PlanThl Management Holdings, LP …$57MMclanahan Corporation Employee's 401(k) Retirement PlanMclanahan Corporation Employ…$57MRenishaw, Inc. Employee Salary Savings PlanRenishaw, Inc. Employee Sala…$57MBallinger Company 401(k) Plan$57M
End-of-year total assets ($M) among Thl Management Holdings, LP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$57M
Net Income$7M
Employer EIN043475841
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Thomas H. Lee Management Company, LLC)

Sponsor-wide plan assets over time

All Thomas H. Lee Management Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$57M 39.54471635956732% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $41.2M $57.5M ▲ +39.5%
Year Plans Participants Total Assets
2022 1 134 $41M
2023 1 161 $51M
2024 1 161 $57M

Nearby 401(k) Plans in Massachusetts

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

Thl Management Holdings, LP 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Thl Management Holdings, LP 401(k) Plan, Total assets ($B): 0.057445878 · Participants: 161Thl Management Holdings, LP 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
Thl Management Holdings, LP 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Thl Management Holdings, LP 401(k) Plan side-by-side with 3 peers →

Thl Management Holdings, LP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Mclanahan Corporation Employee's 401(k) Retirement Plan in PA ($57M); by covered participants it is Shallenberger Construction, Inc. 401(k) Davis Bacon Plan in PA (161 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (161 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 Thl Management Holdings, LP 401(k) Plan assets move in 2024? ▼
Thl Management Holdings, LP 401(k) Plan grew at a solid clip - up 13.1% during 2024, from $51M to $57M. Reported net income was $7M.
How have Thomas H. Lee Management Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Thomas H. Lee Management Company, LLC's sponsor-wide assets grew 39.5%, from $41M to $57M.
Where does Thl Management Holdings, LP 401(k) Plan rank by assets among Form 5500 filers? ▼
Thl Management Holdings, LP 401(k) Plan ranks in the 86th 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 Thl Management Holdings, LP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mclanahan Corporation Employee's 401(k) Retirement Plan in PA ($57M, 369 participants).
Which 401(k) plans cover a similar participant headcount to Thl Management Holdings, LP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Shallenberger Construction, Inc. 401(k) Davis Bacon Plan in PA (161 participants, $12M 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 043475841.

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.