Plan Ledger DOL Form 5500 · updated monthly

Bain Capital, LP401(k)

BAIN CAPITAL, LP PROFIT SHARING PLAN · BOSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.03%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Bain Capital, LP reported $89,255 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $34,370 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.04% to 0.03%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other finance & insurance employers. By assets it is the 143rd-largest of 2,726 plans among Massachusetts employers on file, and the 368th of 4,798 in finance & insurance. In 2024, the employer put in $3.40 for every $1.00 employees contributed themselves; active participation has grown from 1,109 to 1,307 since 2022.

Plan summary
Net assets, end of year$389,756,176
Participants with balances1,794
Active participants1,307
Employer contributions$44,920,942
Employee contributions$13,219,233
Employer contribution per active participant$34,370
Average account balance$217,255
Benefits paid to participants$21,898,215
Plan auditUnmodified (clean) audit opinion
AuditorPRICEWATERHOUSECOOPER
Plan history3
Yearassets · accounts · employer contribution
2024$389.8M · 1,794 accts · $44.9M emplr
2023$302.8M · 1,755 accts · $40.0M emplr
2022$222.3M · 1,514 accts · $30.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$89,255
Total administrative$89,255
The Bain Capital, LP 401(k) match · 2024
Employer contribution per active participant$34,370
Median for plans this size$4,294
2024$34,370 per active participant
2023$32,326 per active participant
2022$27,802 per active participant

Bain Capital, LP's 2024 employer contribution ran above the $4,294 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
QDRO CONSULTANTS COMPANY, LLC$300

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$89,255 · 0.03%
2023$82,328 · 0.03%
2022$81,852 · 0.04%
Same employer
Similar plansFinance & Insurance · Massachusetts
Mapfre U.S.A. Corp. MA$517.5M · 0.04%
Eastern Bank MA$381.4M · 0.10%
Cambridge Associates, LLC MA$366.4M · 0.05%
Mercer Investments, LLC MA$319.9M · 0.66%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043511291 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.