401(k) · DOL Form 5500 · 2022
Plansee USA LLC 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 124
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $115,996
- Avg per participant Below avg balance/head
Official DOL plan name: Plansee Employee Savings & Protection Plan · Sponsored by Plansee USA LLC · Massachusetts · Manufacturing
$14M in assets, 124 participants
Plansee USA LLC's Plansee Employee Savings & Protection Plan reported $14M in total assets and 124 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.
- #12,583 in Manufacturing (20,602 peers)
Coverage in Massachusetts
Plansee Employee Savings & Protection Plan covers 124 participants in Massachusetts, about 19% of the average Massachusetts filer (state average ~659 per filing). Assets: $14M.
- #12,583
- in Manufacturing (20,602 peers)
- -18.1%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Plansee Employee Savings & Protection Plan's outsized position by total assets
Plansee Employee Savings & Protection Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,383,488 Top 28% higher than 72% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Plansee Employee Savings & Protection 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. Plansee Employee Savings & Protection Plan sits mid-pack in the medium band (124 participants).
EBSA filing schedule strip
Filing strip 861098359 · Plansee USA LLC PY 2022 · 401(k)
Plansee Employee Savings & Protection Plan · $14M · 124 · 72nd
- IND $14M
- IND 124
- IND 72nd
- IND 401(k)
- IND near Uei Group 401(k) Plan
- IND ind #12583
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 →
Plansee Employee Savings & Protection Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$3M |
| Employer EIN | 861098359 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Plansee USA LLC)
Sponsor-wide plan assets over time
All Plansee USA LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 86.59663775573769% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 124 | $14M |
| 2023 | 1 | 128 | $24M |
| 2024 | 1 | 152 | $27M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
Plansee Employee Savings & Protection Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Uei Group 401(k) Plan in KS ($14M); by covered participants it is Mp Biomedicals, Inc. Retirement Savings Plan in CA (124 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Uei Group 401(k) Plan (KS) $14M · 155
- N.E.W. Plastics Corp. 401(k) Profit Sharing Plan (WI) $14M · 223
- Lanzen, Inc. 401(k) Plan (MI) $14M · 164
- Uptake Technologies, Inc. Retirement Trust (IL) $14M · 150
Similar participant headcount
Nearest other-state filings by covered participants (124 participants); asset peers above are excluded.
- Mp Biomedicals, Inc. Retirement Savings Plan (CA) 124 · 0 off
- Vitex Extrusion, LLC 401(k) Plan (NH) 124 · 0 off
- Dynalec Corporation Profit Sharing 401(k) Plan (NY) 124 · 0 off
- Nhd Nonunion Retirement Savings Plan (NH) 124 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.