401(k) · DOL Form 5500 · 2022

Formulated Solutions, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
465
Participants Below avg headcount
55th
Percentile by assets National rank
$13,595
Avg per participant Low balance/head
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Official DOL plan name: Formulated Solutions 401(k) Plan · Sponsored by Formulated Solutions, LLC · Florida · Manufacturing

$6M in assets, 465 participants

Formulated Solutions, LLC's Formulated Solutions 401(k) Plan reported $6M in total assets and 465 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • #8,330 in Manufacturing (20,602 peers)

Formulated Solutions, LLC multi-year trail

Formulated Solutions, LLC's plans moved +125.6% in assets from 2022 to 2024; this filing shows Formulated Solutions 401(k) Plan at $6M / 465 participants.

#8,330
in Manufacturing (20,602 peers)
+11.0%
assets growth YoY

Formulated Solutions 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Formulated Solutions 401(k) Plan vs every filed plan by assets

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

$6,321,539 Top 45% higher than 55% 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

Formulated Solutions 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. Formulated Solutions 401(k) Plan sits mid-pack in the medium band (465 participants).

Form 5500 schedule snapshot

Filing strip 593679835 · Formulated Solutions, LLC PY 2022 · 401(k)

Formulated Solutions 401(k) Plan · $6M · 465 · 55th

  • RANK $6M
  • PHOTO 465
  • IND 55th
  • EOY 401(k)
  • 5500 near Ellis Mechanical 401(k) Plan
  • ASSETS ind #8330

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 Florida →

Formulated Solutions 401(k) Plan in the asset neighbourhood

Formulated Solutions 401(k) PlanFormulated Solutions 401(k) …$6MEllis Mechanical 401(k) Plan$6MA.D. Transport 401(k) Profit Sharing PlanA.D. Transport 401(k) Profit…$6MCore Spaces 401(k) Plan$6MFaber Construction, Inc 401(k) PlanFaber Construction, Inc 401(…$6M
End-of-year total assets ($M) among Formulated Solutions 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Formulated Solutions, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Formulated Solutions, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$14M 125.64135094318014% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $6.32M $14.3M ▲ +125.6%
Year Plans Participants Total Assets
2022 1 465 $6M
2023 1 549 $10M
2024 1 704 $14M

Formulated Solutions, LLC filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$618K
Employer EIN593679835
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Formulated Solutions 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Formulated Solutions 401(k) Plan, Total assets ($B): 0.006321539 · Participants: 465Formulated Solutions 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Formulated Solutions 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Formulated Solutions 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Ellis Mechanical 401(k) Plan in IN ($6M); by covered participants it is Texas Bank and Trust Company Employee Ps Plan and Trust in TX (465 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (465 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 Formulated Solutions 401(k) Plan assets move in 2022? ▼
Formulated Solutions 401(k) Plan grew at a solid clip - up 11.0% during 2022, from $6M to $6M. Reported net income was $618K.
How have Formulated Solutions, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Formulated Solutions, LLC's sponsor-wide assets grew 125.6%, from $6M to $14M.
Which 401(k) plans are similar in size to Formulated Solutions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ellis Mechanical 401(k) Plan in IN ($6M, 26 participants).
Which 401(k) plans cover a similar participant headcount to Formulated Solutions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Texas Bank and Trust Company Employee Ps Plan and Trust in TX (465 participants, $42M 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 593679835.

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.