401(k) · DOL Form 5500 · 2024
Shawmut LLC 401(k) Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 429
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $64,737
- Avg per participant Low balance/head
Official DOL plan name: Shawmut LLC 401(k) Savings Plan · Sponsored by Shawmut LLC · Massachusetts · Manufacturing
$28M in assets, 429 participants
Shawmut LLC's Shawmut LLC 401(k) Savings Plan reported $28M in total assets and 429 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.
- #11,931 in Manufacturing (17,777 peers)
Where Shawmut LLC 401(k) Savings Plan sits by assets
Shawmut LLC 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $28M for 429 participants (~$64,737/participant), up 11.6% in 2024.
- #11,931
- in Manufacturing (17,777 peers)
- +11.6%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Shawmut LLC 401(k) Savings Plan's outsized position by total assets
Shawmut LLC 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$27,772,253 Top 24% higher than 76% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Shawmut LLC 401(k) Savings 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. Shawmut LLC 401(k) Savings Plan sits mid-pack in the medium band (429 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Shawmut LLC 401(k) Savings Plan reported participants rose from 312 in the plan year 2023 filing to 429 in the plan year 2024 filing.
- Shawmut LLC 401(k) Savings Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Shawmut LLC 401(k) Savings Plan end-of-year assets rose from $25M in the plan year 2023 filing to $28M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 830963693 · Shawmut LLC PY 2024 · 401(k)
Shawmut LLC 401(k) Savings Plan · $28M · 429 · 76th
- BOOK $28M
- VS-ST 429
- BOY 76th
- SCH 401(k)
- EBSA near Verico Technology LLC 401(k) Plan
- PART ind #11931
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 Manufacturing retirement plans → · Plans in Massachusetts →
Shawmut LLC 401(k) Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $3M |
| Employer EIN | 830963693 |
| Plan Effective Date | 1981-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shawmut LLC)
Sponsor-wide plan assets over time
All Shawmut LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 23.770326579640503% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 493 | $22M |
| 2023 | 1 | 312 | $25M |
| 2024 | 1 | 429 | $28M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Shawmut LLC 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Verico Technology LLC 401(k) Plan in NH ($28M); by covered participants it is Nederman Holding USA, Inc. 401(k) Plan in NC (429 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
- Verico Technology LLC 401(k) Plan (NH) $28M · 21
- Cantata Health Solutions, LLC 401(k) Plan (TX) $28M · 108
- Trew, LLC. 401(k) Plan (OH) $28M · 356
- Vince Holding Corp. 401(k) (NY) $28M · 511
Similar participant headcount
Nearest other-state filings by covered participants (429 participants); asset peers above are excluded.
- Nederman Holding USA, Inc. 401(k) Plan (NC) 429 · 0 off
- Longbridge Financial LLC 401(k) Profit Sharing Plan (NJ) 429 · 0 off
- Premier America Retirement and Savings Plan (CA) 429 · 0 off
- Orrstown Bank 401(k) Plan (PA) 429 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.