Back to filter
Original filing (PDF)20251015075858NAL0005618224001
BAIN CAPITAL, LP
Form 5500
FILING_RECEIVED
BAIN CAPITAL, LP PROFIT SHARING PLAN
401(k) retirement plan
Active participants
1,307
Accounts w/ balance
1,794
Plan assets (EOY)
$389.8M
Net assets (EOY)
$389.8M
How this plan invests
This plan
15 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (3 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BAIN CAPITAL, LP.
Plan sponsor
Name
BAIN CAPITAL, LP
EIN
04-3511291
Address
200 CLARENDON STREET · BOSTON, MA · 02116
Phone
(617) 516-2000
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PRICEWATERHOUSECOOPER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $99K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QDRO CONSULTANTS COMPANY, LLC | — | MEDINA, OH | OTHER | $300 | — |
Investments
11 direct securities · 15 pooled funds· $351.2M(90% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$239.5M
14 holdings
Uncategorized
$91.8M
11 holdings
Pooled Separate Account
$19.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD INSTITUTIONAL INDEX FUND Registered Investment Company | — | — | — | $46.8M | 12.0% | |
| THE VANGUARD TARGET RETIRE 2050 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $38.6M | 9.9% | |
| THE VANGUARD TARGET RETIRE 2045 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $37.3M | 9.6% | |
| THE VANGUARD TARGET RETIRE 2055 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $35.2M | 9.0% | |
| THE VANGUARD TARGET RETIRE 2040 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $35.2M | 9.0% | |
| THE VANGUARD TARGET RETIRE 2035 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $31.7M | 8.1% | |
| THE VANGUARD TARGET RETIRE 2060 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $23.8M | 6.1% | |
| JP MORGAN INVESTMENT MGMT LARGE CAP GROWTH FUND · EIN 45-4173185 / PN 001 | Pooled Separate Account | — | — | $19.9M | 5.1% | |
| THE VANGUARD TARGET RETIRE 2030 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $14.6M | 3.7% | |
| VANGUARD MID CAP INDEX ADM Registered Investment Company | — | — | — | $10.8M | 2.8% | |
| VANGUARD SMALL CAP INDEX ADM Registered Investment Company | — | — | — | $8.9M | 2.3% | |
| THE VANGUARD TARGET RETIRE 2065 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $6.7M | 1.7% | |
| VANGUARD TOTAL INTL STOCK INDEX INSTL Registered Investment Company | — | — | — | $6.6M | 1.7% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $5.9M | 1.5% | |
| THE VANGUARD TARGET RETIRE 2025 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $5.7M | 1.5% | |
| JPMORGAN LARGE CAP GROWTH R6 Registered Investment Company ** 1 MFS INTERNATIONAL INTRINSIC VALUE R6 Registered Investment Company | — | — | — | $4.6M | 1.2% | |
| VANGUARD TOTAL BOND MARKET INDEX ADM Registered Investment Company | — | — | — | $4.5M | 1.2% | |
| COLUMBIA TRUST DIVIDEND INCOME INST COLUMBIA CT OR SVF · EIN 87-1854339 / PN 000 | Common Collective Trust | — | — | $3.5M | 0.9% | |
| DODGE & COX INCOME X Registered Investment Company | — | — | — | $2.9M | 0.7% | |
| VANGUARD EMERGING MKTS STOCK IDX ADM Registered Investment Company | — | — | — | $2.4M | 0.6% | |
| Notes receivable from participants Note 1 Participant Loans | — | — | — | $1.9M | 0.5% | |
| AMERICAN CENTURY SMALL CAP VALUE R6 Registered Investment Company | — | — | — | $1.3M | 0.3% | |
| VANGUARD CASH RSRV FEDERAL MNYMKTADMIRAL Registered Investment Company | — | — | — | $1.2M | 0.3% | |
| THE VANGUARD TARGET RETIRE 2020 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $1.0M | 0.3% | |
| THE VANGUARD TARGET RETIRE 2070 TRU VANGUARD INVESTMENTS · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $217K | <0.1% | |
| THE VANGUARD TARGET RETIRE INCM TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $139K | <0.1% |
Related plans
Other plans using EMPOWER ANNUITY INSURANCE COMPANY
SOUTHWEST AIRLINES CO.
SOUTHWEST AIRLINES CO. RETIREMENT SAVINGS PLAN
$17.0B · 74,221 participants
ABBVIE INC.
ABBVIE SAVINGS PLAN
$13.4B · 28,506 participants
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BLOOMBERG L.P.
BLOOMBERG L.P. 401(K) PLAN
$5.7B · 14,853 participants
SCHNEIDER ELECTRIC HOLDINGS, INC.
SCHNEIDER ELECTRIC 401(K) PLAN
$5.1B · 20,597 participants
Similar-size Finance & Insurance plans
ARTISAN PARTNERS HOLDINGS LP
ARTISAN PARTNERS HOLDINGS LP 401(K) PLAN
$387.6M · 542 participants
FIG LLC
FIG LLC 401(K) PROFIT SHARING PLAN & TRUST
$393.8M · 757 participants
GLOBAL TRUST COMPANY
CAHABA PARTNERS CORE FIXED INCOME FUND
$394.8M
INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION
ICMA RETIREMENT CORPORATION RETIREMENT SAVINGS PLAN
$396.6M · 609 participants
RELIANCE TRUST COMPANY
RELIANCE TRUST INSTITUTIONAL RETIREMENT TRUST SERIES NINETEEN
$396.9M
UBS AG
UBS PENSION PLAN
$380.4M · 232 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B