401(k) · DOL Form 5500 · 2023
Box Options Market LLC 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 16
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $219,326
- Avg per participant Above avg balance/head
Official DOL plan name: The Box 401(k) Plan · Sponsored by Box Options Market LLC · Massachusetts · Finance & Insurance
$4M in assets, 16 participants
Box Options Market LLC's The Box 401(k) Plan reported $4M in total assets and 16 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.
- #2,352 in Finance & Insurance (8,869 peers)
Box Options Market LLC multi-year trail
Box Options Market LLC's plans moved +69.0% in assets from 2022 to 2024; this filing shows The Box 401(k) Plan at $4M / 16 participants.
- #2,352
- in Finance & Insurance (8,869 peers)
- +22.0%
- assets growth YoY
The Box 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
The Box 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,509,210 38th percentile higher than 38% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Box 401(k) Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Box 401(k) Plan is a small filing (16 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Box 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $633K in the plan year 2023 filing.
- The Box 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- The Box 401(k) Plan reported participants fell from 18 in the plan year 2022 filing to 16 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 300892635 · Box Options Market LLC PY 2023 · 401(k)
The Box 401(k) Plan · $4M · 16 · 38th
- PHOTO $4M
- IND 16
- EOY 38th
- 5500 401(k)
- ASSETS near Cure 4 the Kids Foundation Retirement Plan
- PCT ind #2352
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 Finance & Insurance retirement plans → · Plans in Massachusetts →
The Box 401(k) Plan in the asset neighbourhood
Box Options Market LLC multi-year asset trail
Sponsor-wide plan assets over time
All Box Options Market LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 69.04590386444676% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 18 | $3M |
| 2023 | 1 | 16 | $4M |
| 2024 | 1 | 21 | $5M |
Box Options Market LLC filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $633K |
| Employer EIN | 300892635 |
| Plan Effective Date | 2004-05-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
The Box 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Cure 4 the Kids Foundation Retirement Plan in NV ($4M); by covered participants it is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (16 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Cure 4 the Kids Foundation Retirement Plan (NV) $4M · 144
- Swain Dental, P.a. Profit Sharing Plan (NJ) $4M · 7
- Apogee 401(k) Plan (VA) $4M · 126
- Troy Honda 401(k) Plan (MI) $4M · 40
Similar participant headcount
Nearest other-state filings by covered participants (16 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.