401(k) · DOL Form 5500 · 2023

Plexus Worldwide, LLC 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
357
Participants Below avg headcount
72nd
Percentile by assets National rank
$54,986
Avg per participant Low balance/head
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Official DOL plan name: Plexus Worldwide 401(k) Retirement Plan · Sponsored by Plexus Worldwide, LLC · Arizona · Retail Trade

$20M in assets, 357 participants

Plexus Worldwide, LLC's Plexus Worldwide 401(k) Retirement Plan reported $20M in total assets and 357 participants in its 2023 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.

  • #6,935 in Retail Trade (8,414 peers)

Plexus Worldwide, LLC multi-year trail

Plexus Worldwide, LLC's plans moved +37.7% in assets from 2022 to 2024; this filing shows Plexus Worldwide 401(k) Retirement Plan at $20M / 357 participants.

#6,935
in Retail Trade (8,414 peers)
+24.6%
assets growth YoY

Plexus Worldwide 401(k) Retirement Plan's outsized position by total assets

Plexus Worldwide 401(k) Retirement Plan vs every filed plan by assets

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

$19,630,027 Top 28% higher than 72% 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

Plexus Worldwide 401(k) Retirement 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. Plexus Worldwide 401(k) Retirement Plan sits mid-pack in the medium band (357 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Plexus Worldwide 401(k) Retirement Plan reported net income rose from -$569K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Plexus Worldwide 401(k) Retirement Plan end-of-year assets rose from $16M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Plexus Worldwide 401(k) Retirement Plan reported participants rose from 312 in the plan year 2022 filing to 357 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 465571152 · Plexus Worldwide, LLC PY 2023 · 401(k)

Plexus Worldwide 401(k) Retirement Plan · $20M · 357 · 72nd

  • EOY $20M
  • 5500 357
  • ASSETS 72nd
  • PCT 401(k)
  • EIN near Koam Engineering Systems, Inc. Retirement Savings Plan
  • RANK ind #6935

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 Retail Trade retirement plans → · Plans in Arizona →

Plexus Worldwide 401(k) Retirement Plan in the asset neighbourhood

Plexus Worldwide 401(k) Retirement PlanPlexus Worldwide 401(k) Reti…$20MKoam Engineering Systems, Inc. Retirement Savings PlanKoam Engineering Systems, In…$20MBerkshire Systems Group, Inc. 401(k) Profit Sharing PlanBerkshire Systems Group, Inc…$20MFlorida Canyon Mining, Inc 401(k) PlanFlorida Canyon Mining, Inc 4…$20MKlingbeil Capital Management, Ltd. 401(k) Profit Sharing PlanKlingbeil Capital Management…$20M
End-of-year total assets ($M) among Plexus Worldwide 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Plexus Worldwide, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Plexus Worldwide, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$22M 37.68775761397528% vs 2022
2024 filing year
$14M$16M$18M$20M$22M$24M 202220232024 $15.8M $21.7M ▲ +37.6%
Year Plans Participants Total Assets
2022 1 312 $16M
2023 1 357 $20M
2024 1 293 $22M

Plexus Worldwide, LLC filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$20M
Net Income$4M
Employer EIN465571152
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Plexus Worldwide 401(k) Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Plexus Worldwide 401(k) Retirement Plan, Total assets ($B): 0.019630027 · Participants: 357Plexus Worldwide 401(k) Retirement PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Plexus Worldwide 401(k) Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Plexus Worldwide 401(k) Retirement Plan side-by-side with 3 peers →

Plexus Worldwide 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Koam Engineering Systems, Inc. Retirement Savings Plan in CA ($20M); by covered participants it is Nexius Solutions, Inc. 401(k) Plan in DE (357 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (357 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 Plexus Worldwide 401(k) Retirement Plan assets move in 2023? ▼
Plexus Worldwide 401(k) Retirement Plan grew sharply - up 24.6% during 2023, from $16M to $20M. Reported net income was $4M.
How have Plexus Worldwide, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Plexus Worldwide, LLC's sponsor-wide assets grew 37.7%, from $16M to $22M.
Which 401(k) plans are similar in size to Plexus Worldwide 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Koam Engineering Systems, Inc. Retirement Savings Plan in CA ($20M, 250 participants).
Which 401(k) plans cover a similar participant headcount to Plexus Worldwide 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nexius Solutions, Inc. 401(k) Plan in DE (357 participants, $9M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 465571152.

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.