401(k) · DOL Form 5500 · 2022

Outside the Box Lifestyle, Inc. 401(k) Plan

Data updated 2026-08-25

$332K
Total assets Small plan by assets
2
Participants Small participant base
15th
Percentile by assets National rank
$165,776
Avg per participant Above avg balance/head
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Official DOL plan name: Outside the Box Lifestyle, Inc. 401(k) Profit Sharing Plan · Sponsored by Outside the Box Lifestyle, Inc. · Arizona · Other Services

$332K in assets, 2 participants

Outside the Box Lifestyle, Inc.'s Outside the Box Lifestyle, Inc. 401(k) Profit Sharing Plan reported $332K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 15th 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.

  • #2,651 in Other Services (8,398 peers)

2022 asset change

Outside the Box Lifestyle, Inc. 401(k) Profit Sharing Plan surged 31.2% in 2022 ($253K → $332K) for 2 participants.

#2,651
in Other Services (8,398 peers)
+31.2%
assets growth YoY

Outside the Box Lifestyle, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Outside the Box Lifestyle, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$331,552 15th percentile higher than 15% of 139,123 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 2022

Outside the Box Lifestyle, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Outside the Box Lifestyle, Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 863574200 · Outside the Box Lifestyle, Inc. PY 2022 · 401(k)

Outside the Box Lifestyle, Inc. 401(k) Profit Sharing Plan · $332K · 2 · 15th

  • SCH $332K
  • SCH 2
  • SCH 15th
  • SCH 401(k)
  • SCH near Tucker Vr 401(k)
  • SCH ind #2651

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 Other Services retirement plans → · Plans in Arizona →

Outside the Box Lifestyle, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Outside the Box Lifestyle, Inc. 401(k) Profit Sharing PlanOutside the Box Lifestyle, I…$332KTucker Vr 401(k)$332KHomestead Farm and Lawn LLC 401(k) PlanHomestead Farm and Lawn LLC …$332KInsurance Advisors LLC 401(k) Profit Sharing Plan & TrustInsurance Advisors LLC 401(k…$332KAbba Fuels 401(k) Plan$331K
End-of-year total assets ($M) among Outside the Box Lifestyle, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Outside the Box Lifestyle, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Outside the Box Lifestyle, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$313K 5.514368786796641% vs 2022
2024 filing year
$0.25M$0.3M$0.35M$0.4M$0.45M 202220232024 $0.33M $0.31M ▼ -6.1%
Year Plans Participants Total Assets
2022 1 2 $332K
2023 1 2 $424K
2024 1 2 $313K

2022 asset-move particulars

Total Assets (Beginning of Year)$253K
Net Assets (End of Year)$332K
Net Income$79K
Employer EIN863574200
Plan Effective Date2021-05-03
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Outside the Box Lifestyle, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Outside the Box Lifestyle, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000331552 · Participants: 2Outside the Box Lifestyle, Inc. 401(k) Profit Sharing PlanBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
Outside the Box Lifestyle, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Outside the Box Lifestyle, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Outside the Box Lifestyle, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Tucker Vr 401(k) in DE ($332K); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($332K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Outside the Box Lifestyle, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Outside the Box Lifestyle, Inc. 401(k) Profit Sharing Plan surged - up 31.2% during 2022, from $253K to $332K. Reported net income was $79K.
How have Outside the Box Lifestyle, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Outside the Box Lifestyle, Inc.'s sponsor-wide assets declined 5.5%, from $332K to $313K.
Where does Outside the Box Lifestyle, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Outside the Box Lifestyle, Inc. 401(k) Profit Sharing Plan ranks in the 15th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Outside the Box Lifestyle, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tucker Vr 401(k) in DE ($332K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Outside the Box Lifestyle, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants, $162K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 863574200.

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.