401(k) · DOL Form 5500 · 2024

Longfellow Real Estate Partners, LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
169
Participants Small participant base
67th
Percentile by assets National rank
$99,245
Avg per participant Below avg balance/head
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Official DOL plan name: Longfellow Real Estate Partners, LLC 401(k) Plan · Sponsored by Longfellow Real Estate Partners, LLC · Massachusetts · Real Estate

$17M in assets, 169 participants

Longfellow Real Estate Partners, LLC's Longfellow Real Estate Partners, LLC 401(k) Plan reported $17M in total assets and 169 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #3,766 in Real Estate (4,605 peers)

Coverage in Massachusetts

Longfellow Real Estate Partners, LLC 401(k) Plan covers 169 participants in Massachusetts, about 26% of the average Massachusetts filer (state average ~659 per filing). Assets: $17M.

#3,766
in Real Estate (4,605 peers)
+23.0%
assets growth YoY

Longfellow Real Estate Partners, LLC 401(k) Plan's outsized position by total assets

Longfellow Real Estate Partners, LLC 401(k) Plan vs every filed plan by assets

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

$16,772,453 Top 33% higher than 67% 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

Longfellow Real Estate Partners, LLC 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. Longfellow Real Estate Partners, LLC 401(k) Plan sits mid-pack in the medium band (169 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Longfellow Real Estate Partners, LLC 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Longfellow Real Estate Partners, LLC 401(k) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Longfellow Real Estate Partners, LLC 401(k) Plan reported participants fell from 178 in the plan year 2023 filing to 169 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 270608462 · Longfellow Real Estate Partners, LLC PY 2024 · 401(k)

Longfellow Real Estate Partners, LLC 401(k) Plan · $17M · 169 · 67th

  • PART $17M
  • PART 169
  • PART 67th
  • PART 401(k)
  • PART near Complex Community Federal Credit Union 401(k) Plan and Trust
  • PART ind #3766

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 Real Estate retirement plans → · Plans in Massachusetts →

Longfellow Real Estate Partners, LLC 401(k) Plan in the asset neighbourhood

Longfellow Real Estate Partners, LLC 401(k) PlanLongfellow Real Estate Partn…$17MComplex Community Federal Credit Union 401(k) Plan and TrustComplex Community Federal Cr…$17MFinser Corporation 401(k) Retirement PlanFinser Corporation 401(k) Re…$17MSilverback Asset Management, LLC 401(k) Profit Sharing PlanSilverback Asset Management,…$17M401(k) Profit Sharing Plan for Employees of Incompass Healthcare401(k) Profit Sharing Plan f…$17M
End-of-year total assets ($M) among Longfellow Real Estate Partners, LLC 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)$17M
Net Income$3M
Employer EIN270608462
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Longfellow Real Estate Partners, LLC)

Sponsor-wide plan assets over time

All Longfellow Real Estate Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$17M 95.8987236092232% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $8.56M $16.8M ▲ +95.9%
Year Plans Participants Total Assets
2022 1 118 $9M
2023 1 178 $14M
2024 1 169 $17M

Nearby 401(k) Plans in Massachusetts

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

Longfellow Real Estate Partners, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Longfellow Real Estate Partners, LLC 401(k) Plan, Total assets ($B): 0.016772453 · Participants: 169Longfellow Real Estate Partners, 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
Longfellow Real Estate Partners, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Longfellow Real Estate Partners, LLC 401(k) Plan side-by-side with 3 peers →

Longfellow Real Estate Partners, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Complex Community Federal Credit Union 401(k) Plan and Trust in TX ($17M); by covered participants it is Rxp Agency, LLC 401(k) Plan in OH (169 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (169 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 Longfellow Real Estate Partners, LLC 401(k) Plan assets move in 2024? ▼
Longfellow Real Estate Partners, LLC 401(k) Plan grew sharply - up 23.0% during 2024, from $14M to $17M. Reported net income was $3M.
How have Longfellow Real Estate Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Longfellow Real Estate Partners, LLC's sponsor-wide assets grew 95.9%, from $9M to $17M.
Which 401(k) plans are similar in size to Longfellow Real Estate Partners, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Complex Community Federal Credit Union 401(k) Plan and Trust in TX ($17M, 150 participants).
Which 401(k) plans cover a similar participant headcount to Longfellow Real Estate Partners, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rxp Agency, LLC 401(k) Plan in OH (169 participants, $2M 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 270608462.

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.