401(k) · DOL Form 5500 · 2022

Southwick Package, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
6
Participants Small participant base
35th
Percentile by assets National rank
$355,316
Avg per participant High balance/head
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Official DOL plan name: Southwick Package, Inc. Safe Harbor 401(k) Plan & Trust · Sponsored by Southwick Package, Inc. · Massachusetts · Retail Trade

$2M in assets, 6 participants

Southwick Package, Inc.'s Southwick Package, Inc. Safe Harbor 401(k) Plan & Trust reported $2M in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #4,204 in Retail Trade (9,519 peers)

Southwick Package, Inc. multi-year trail

Southwick Package, Inc.'s plans moved +39.4% in assets from 2022 to 2024; this filing shows Southwick Package, Inc. Safe Harbor 401(k) Plan & Trust at $2M / 6 participants.

#4,204
in Retail Trade (9,519 peers)
-16.2%
assets change YoY

The plan reported a net loss of $414K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southwick Package, Inc. Safe Harbor 401(k) Plan & Trust's mid-pack asset rank among Retail Trade and all filers

Southwick Package, Inc. Safe Harbor 401(k) Plan & Trust vs every filed plan by assets

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

$2,131,893 35th percentile higher than 35% 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

Southwick Package, Inc. Safe Harbor 401(k) Plan & Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southwick Package, Inc. Safe Harbor 401(k) Plan & Trust is a micro filing (6 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 042672011 · Southwick Package, Inc. PY 2022 · 401(k)

Southwick Package, Inc. Safe Harbor 401(k) Plan & Trust · $2M · 6 · 35th

  • BOY $2M
  • BOY 6
  • BOY 35th
  • BOY 401(k)
  • BOY near Pds 401(k) Plan for It Sector Employees
  • BOY ind #4204

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 Retail Trade retirement plans → · Plans in Massachusetts →

Southwick Package, Inc. Safe Harbor 401(k) Plan & Trust in the asset neighbourhood

Southwick Package, Inc. Safe Harbor 401(k) Plan & TrustSouthwick Package, Inc. Safe…$2MPds 401(k) Plan for It Sector EmployeesPds 401(k) Plan for It Secto…$2MCoa-Ffx, Inc. 401(k) Plan$2MExodyne, Inc. 401(k) Plan$2MShivers & Associates, LLC 401(k) Profit Sharing PlanShivers & Associates, LLC 40…$2M
End-of-year total assets ($M) among Southwick Package, Inc. Safe Harbor 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Southwick Package, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Southwick Package, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 39.437438933379866% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.13M $2.97M ▲ +39.4%
Year Plans Participants Total Assets
2022 1 6 $2M
2023 1 7 $3M
2024 1 7 $3M

Southwick Package, Inc. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$414K
Employer EIN042672011
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Southwick Package, Inc. Safe Harbor 401(k) Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Southwick Package, Inc. Safe Harbor 401(k) Plan & Trust, Total assets ($B): 0.002131893 · Participants: 6Southwick Package, Inc. Safe Harbor 401(k) Plan & TrustFidelity 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
Southwick Package, Inc. Safe Harbor 401(k) Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Southwick Package, Inc. Safe Harbor 401(k) Plan & Trust side-by-side with 3 peers →

Southwick Package, Inc. Safe Harbor 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Pds 401(k) Plan for It Sector Employees in TX ($2M); by covered participants it is Firetower Farms, Inc. 401(k) Profit Sharing Plan in TX (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Southwick Package, Inc. Safe Harbor 401(k) Plan & Trust assets move in 2022? ▼
Southwick Package, Inc. Safe Harbor 401(k) Plan & Trust declined sharply - down 16.2% during 2022, from $3M to $2M. Reported net income was -$414K.
How have Southwick Package, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwick Package, Inc.'s sponsor-wide assets grew 39.4%, from $2M to $3M.
Which 401(k) plans are similar in size to Southwick Package, Inc. Safe Harbor 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Pds 401(k) Plan for It Sector Employees in TX ($2M, 956 participants).
Which 401(k) plans cover a similar participant headcount to Southwick Package, Inc. Safe Harbor 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Firetower Farms, Inc. 401(k) Profit Sharing Plan in TX (6 participants, $302K 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 042672011.

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.