401(k) · DOL Form 5500 · 2023

Paul USA, Inc 401(k) Plan

Data updated 2026-08-25

$118K
Total assets Small plan by assets
162
Participants Small participant base
7th
Percentile by assets National rank
$730
Avg per participant Low balance/head
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Official DOL plan name: Paul USA 401(k) Plan · Sponsored by Paul USA, Inc · Massachusetts · Food Services & Accommodation

$118K in assets, 162 participants

Paul USA, Inc's Paul USA 401(k) Plan reported $118K in total assets and 162 participants in its 2023 DOL Form 5500 filing, ranking in the 7th 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.

  • #688 in Food Services & Accommodation (3,828 peers)

Coverage in Massachusetts

Paul USA 401(k) Plan covers 162 participants in Massachusetts, about 25% of the average Massachusetts filer (state average ~659 per filing). Assets: $118K.

#688
in Food Services & Accommodation (3,828 peers)
+0.8%
assets growth YoY

Paul USA 401(k) Plan among the smaller filed plans by assets

Paul USA 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$118,214 7th percentile higher than 7% of 127,068 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 2023

Paul USA 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Paul USA 401(k) Plan sits mid-pack in the medium band (162 participants).

Plan-year Form 5500 strip

Filing strip 275254574 · Paul USA, Inc PY 2023 · 401(k)

Paul USA 401(k) Plan · $118K · 162 · 7th

  • NET $118K
  • NET 162
  • NET 7th
  • NET 401(k)
  • NET near Tallina, Inc. 401(k) Profit Sharing Plan
  • NET ind #688

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 Food Services & Accommodation retirement plans → · Plans in Massachusetts →

Paul USA 401(k) Plan in the asset neighbourhood

Paul USA 401(k) Plan$118KTallina, Inc. 401(k) Profit Sharing PlanTallina, Inc. 401(k) Profit …$118KMichele Klein, PLLC 401(k) PlanMichele Klein, PLLC 401(k) P…$118KB2c 401(k)$118KRtm Inc 401(k) Plan$118K
End-of-year total assets ($M) among Paul USA 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$117K
Net Assets (End of Year)$118K
Net Income$961
Employer EIN275254574
Plan Effective Date2014-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Paul USA 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Paul USA 401(k) Plan, Total assets ($B): 0.000118214 · Participants: 162Paul USA 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Paul USA 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

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

Outside Massachusetts, the nearest 401(k) by assets is Tallina, Inc. 401(k) Profit Sharing Plan in GA ($118K); by covered participants it is Marine Bank, Etal Employees' 401(k) Profit Sharing Plan & Trust in IL (162 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($118K here).

Similar participant headcount

Nearest other-state filings by covered participants (162 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.

Frequently Asked Questions

How did Paul USA 401(k) Plan assets move in 2023?
Paul USA 401(k) Plan held essentially flat - up 0.8% during 2023, from $117K to $118K. Reported net income was $961.
Where does Paul USA 401(k) Plan rank by assets among Form 5500 filers?
Paul USA 401(k) Plan ranks in the 7th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Paul USA 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Tallina, Inc. 401(k) Profit Sharing Plan in GA ($118K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Paul USA 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Marine Bank, Etal Employees' 401(k) Profit Sharing Plan & Trust in IL (162 participants, N/A in assets).