401(k) · DOL Form 5500 · 2022

Symbotic LLC 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
668
Participants Below avg headcount
87th
Percentile by assets National rank
$64,773
Avg per participant Low balance/head
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Official DOL plan name: Symbotic LLC 401(k) Plan · Sponsored by Symbotic LLC · Massachusetts · Manufacturing

$43M in assets, 668 participants

Symbotic LLC's Symbotic LLC 401(k) Plan reported $43M in total assets and 668 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #16,612 in Manufacturing (20,602 peers)

Where Symbotic LLC 401(k) Plan sits by assets

Symbotic LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $43M for 668 participants (~$64,773/participant), down 3.9% in 2022.

#16,612
in Manufacturing (20,602 peers)
-3.9%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Symbotic LLC 401(k) Plan's outsized position by total assets

Symbotic LLC 401(k) Plan vs every filed plan by assets

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

$43,268,280 Top 13% higher than 87% 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

Symbotic LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Symbotic LLC 401(k) Plan sits mid-pack in the medium band (668 participants).

Plan-year Form 5500 strip

Filing strip 208782926 · Symbotic LLC PY 2022 · 401(k)

Symbotic LLC 401(k) Plan · $43M · 668 · 87th

  • EBSA $43M
  • PART 668
  • TYPE 87th
  • NET 401(k)
  • BOOK near True North Companies, L.C. 401(k) Profit Sharing Plan
  • VS-ST ind #16612

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 →

Symbotic LLC 401(k) Plan in the asset neighbourhood

Cadence, Inc. 401(k) Plan$43MSymbotic LLC 401(k) Plan$43MTrue North Companies, L.C. 401(k) Profit Sharing PlanTrue North Companies, L.C. 4…$43MRex-Hide Industries, Inc. Profit Sharing PlanRex-Hide Industries, Inc. Pr…$43MBrown, Winick, Graves, Gross and Baskerville, P.L.C. 401(k) PlanBrown, Winick, Graves, Gross…$43M
End-of-year total assets ($M) among Symbotic LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$43M
Net Income-$2M
Employer EIN208782926
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Symbotic LLC)

Sponsor-wide plan assets over time

All Symbotic LLC plans reported in each filing year

Latest sponsor-wide plan assets
$90M 107.25699981603152% vs 2022
2024 filing year
$20M$40M$60M$80M$100M 202220232024 $43.3M $89.7M ▲ +107.3%
Year Plans Participants Total Assets
2022 1 668 $43M
2023 1 1,047 $64M
2024 1 1,216 $90M

Nearby 401(k) Plans in Massachusetts

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

Symbotic LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Symbotic LLC 401(k) Plan, Total assets ($B): 0.04326828 · Participants: 668Symbotic LLC 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Symbotic LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Symbotic LLC 401(k) Plan side-by-side with 3 peers →

Symbotic LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is True North Companies, L.C. 401(k) Profit Sharing Plan in IA ($43M); by covered participants it is Gg Brands Company Savings Plan in OH (668 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (668 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 Symbotic LLC 401(k) Plan assets move in 2022? ▼
Symbotic LLC 401(k) Plan edged down modestly - down 3.9% during 2022, from $45M to $43M. Reported net income was -$2M.
How have Symbotic LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Symbotic LLC's sponsor-wide assets grew 107.3%, from $43M to $90M.
Where does Symbotic LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Symbotic LLC 401(k) Plan ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Symbotic LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is True North Companies, L.C. 401(k) Profit Sharing Plan in IA ($43M, 327 participants).
Which 401(k) plans cover a similar participant headcount to Symbotic LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gg Brands Company Savings Plan in OH (668 participants, $39M 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 208782926.

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.