401(k)
2024 plan-year 401(k) DOL Form 5500

PURETECH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN AND TRUST

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

PURETECH MANAGEMENT, INC.

This 401(k) plan holds $16M in total assets and serves 87 participants as of 2024. It is sponsored by PURETECH MANAGEMENT, INC. in Massachusetts. The plan reported positive net income of $2M for the year.

Total Assets (2023)
$16M
Participants
87
Industry
Professional & Technical Services

What the Filing Says About PURETECH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN AND TRUST

PURETECH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN AND TRUST is a 401(k) retirement plan sponsored by PURETECH MANAGEMENT, INC., headquartered in Massachusetts. As of the 2024 Form 5500 filing, the plan reports $16M in total end-of-year assets and covers 87 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 200580225, and the plan has been effective since 2004-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $14M at the beginning of 2024 to $16M at year-end — a gain of 17.8%. Net assets (after liabilities) closed the year at $16M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$14M
Total Assets (End of Year)$16M
Net Assets (End of Year)$16M
Net Income$2M
Plan Type401(k)
Employer EIN200580225
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (PURETECH MANAGEMENT, INC.)

Year Plans Participants Total Assets
2022 1 100 $11M
2023 1 121 $14M
2024 1 87 $16M

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Frequently Asked Questions

How much money is in the PURETECH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN AND TRUST?
As of the 2024 Form 5500 filing, PURETECH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN AND TRUST holds $16M in total assets with 87 participants. It is sponsored by PURETECH MANAGEMENT, INC..
What type of plan is PURETECH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN AND TRUST?
PURETECH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN AND TRUST is a 401(k) plan. It has been effective since 2004-01-01. The plan is filed with the U.S. Department of Labor under EIN 200580225.
Who sponsors the PURETECH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN AND TRUST?
PURETECH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN AND TRUST is sponsored by PURETECH MANAGEMENT, INC., located in Massachusetts. The sponsor's EIN is 200580225 and the plan operates in the Professional & Technical Services industry.
How did PURETECH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN AND TRUST perform in 2024?
PURETECH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN AND TRUST grew by 17.8% during 2024, moving from $14M to $16M in total assets. Net income was $2M.
Where can I find official filings for PURETECH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN AND TRUST?
Official Form 5500 filings for PURETECH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN AND TRUST are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 200580225 or plan name at efast.dol.gov.
How does PURETECH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN AND TRUST compare to other plans?
You can compare PURETECH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN AND TRUST against other 401(k) plans on the plan type page, or view plans in Massachusetts on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 200580225.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.