ESOP · DOL Form 5500 · 2022

Packaging Consultants, Inc. ESOP

Data updated 2026-08-25

$155K
Total assets Small plan by assets
11
Participants Small participant base
9th
Percentile by assets National rank
$14,093
Avg per participant Low balance/head
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Official DOL plan name: Packaging Consultants, Inc. Employee Stock Ownership Plan & Trust · Sponsored by Packaging Consultants, Inc. · Massachusetts · Wholesale Trade

$155K in assets, 11 participants

Packaging Consultants, Inc.'s Packaging Consultants, Inc. Employee Stock Ownership Plan & Trust reported $155K in total assets and 11 participants in its 2022 DOL Form 5500 filing, ranking in the 9th 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.

  • #250 in Wholesale Trade (6,843 peers)

Packaging Consultants, Inc. multi-year trail

Packaging Consultants, Inc.'s plans moved -26.1% in assets from 2022 to 2024; this filing shows Packaging Consultants, Inc. Employee Stock Ownership Plan & Trust at $155K / 11 participants.

#250
in Wholesale Trade (6,843 peers)
-15.0%
assets change YoY

The plan reported a net loss of $27K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Packaging Consultants, Inc. Employee Stock Ownership Plan & Trust among the smaller filed plans by assets

Packaging Consultants, Inc. Employee Stock Ownership Plan & Trust vs every filed plan by assets

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

$155,019 9th percentile higher than 9% 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

Packaging Consultants, Inc. Employee Stock Ownership Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Packaging Consultants, Inc. Employee Stock Ownership Plan & Trust is a small filing (11 participants) on this national headcount ladder.

DOL schedule card

Filing strip 042699206 · Packaging Consultants, Inc. PY 2022 · ESOP

Packaging Consultants, Inc. Employee Stock Ownership Plan & Trust · $155K · 11 · 9th

  • PCT $155K
  • EIN 11
  • RANK 9th
  • PHOTO ESOP
  • IND near Meravic, Inc. Employee Stock Ownership Plan
  • EOY ind #250

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 What is an ESOP? → · Plans in Massachusetts →

Packaging Consultants, Inc. Employee Stock Ownership Plan & Trust in the asset neighbourhood

Packaging Consultants, Inc. Employee Stock Ownership Plan & TrustPackaging Consultants, Inc. …$155KMundie & Company Employee Stock Ownership Plan and TrustMundie & Company Employee St…$156KMeravic, Inc. Employee Stock Ownership PlanMeravic, Inc. Employee Stock…$155KSevern Savings Bank, Fsb Employee Stock Ownership PlanSevern Savings Bank, Fsb Emp…$154KMcwilliams Electric Co., Inc. Employee Stock Ownership PlanMcwilliams Electric Co., Inc…$154K
End-of-year total assets ($M) among Packaging Consultants, Inc. Employee Stock Ownership Plan & Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Packaging Consultants, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Packaging Consultants, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$115K 26.113573174901138% vs 2022
2024 filing year
$0.1M$0.12M$0.14M$0.16M$0.18M 202220232024 $0.16M $0.11M ▼ -31.3%
Year Plans Participants Total Assets
2022 1 11 $155K
2023 1 11 $171K
2024 1 10 $115K

Packaging Consultants, Inc. filing trail (2022)

Total Assets (Beginning of Year)$182K
Net Assets (End of Year)$155K
Net Income-$27K
Employer EIN042699206
Plan Effective Date1990-02-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Massachusetts

Peer ESOP plans, same state, same plan type, ranked by total assets.

Packaging Consultants, Inc. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -2000200400600 Total assets ($M) Participants Packaging Consultants, Inc. Employee Stock Ownership Plan & Trust, Total assets ($M): 0.155019 · Participants: 11Packaging Consultants, Inc. Employee Stock Ownership Plan & TrustConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 495.023943 · Participants: 1315Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 380.839397 · Participants: 193The Gillette Company Employee Stock Ownership PlanAbt Associates Inc. Employees Stock Ownership Plan, Total assets ($M): 312.177588 · Participants: 2426Abt Associates Inc. Employees Stock Ownership PlanNew England Biolabs, Inc. Voting Stock Ownership Plan, Total assets ($M): 272.105333 · Participants: 386New England Biolabs, Inc. Voting Stock Ownership PlanEastern Bank Employee Stock Ownership Plan, Total assets ($M): 258.836117 · Participants: 1646Eastern Bank Employee Stock Ownership Plan
Packaging Consultants, Inc. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Packaging Consultants, Inc. Employee Stock Ownership Plan & Trust side-by-side with 3 peers →

Packaging Consultants, Inc. Employee Stock Ownership Plan & Trust's out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is Meravic, Inc. Employee Stock Ownership Plan in MO ($155K); by covered participants it is Alaska Litho, Inc Employee Stock Ownership Plan in AK (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Packaging Consultants, Inc. Employee Stock Ownership Plan & Trust assets move in 2022? ▼
Packaging Consultants, Inc. Employee Stock Ownership Plan & Trust declined sharply - down 15.0% during 2022, from $182K to $155K. Reported net income was -$27K.
How have Packaging Consultants, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Packaging Consultants, Inc.'s sponsor-wide assets declined 26.1%, from $155K to $115K.
Where does Packaging Consultants, Inc. Employee Stock Ownership Plan & Trust rank by assets among Form 5500 filers? ▼
Packaging Consultants, Inc. Employee Stock Ownership Plan & Trust ranks in the 9th 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 ESOP plans are similar in size to Packaging Consultants, Inc. Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by assets is Meravic, Inc. Employee Stock Ownership Plan in MO ($155K, 40 participants).
Which ESOP plans cover a similar participant headcount to Packaging Consultants, Inc. Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Alaska Litho, Inc Employee Stock Ownership Plan in AK (11 participants, $171K 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 042699206.

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.