401(k) · DOL Form 5500 · 2023

Puma North America, Inc. 401(k) Plan

Data updated 2026-08-25

$108M
Total assets Near avg plan size
2,273
Participants Above avg headcount
92nd
Percentile by assets National rank
$47,565
Avg per participant Low balance/head
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Official DOL plan name: Puma North America, Inc. 401(k) Plan · Sponsored by Puma North America, Inc. · Massachusetts · Wholesale Trade

$108M in assets, 2,273 participants

Puma North America, Inc.'s Puma North America, Inc. 401(k) Plan reported $108M in total assets and 2,273 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #5,890 in Wholesale Trade (6,309 peers)

Coverage in Massachusetts

Puma North America, Inc. 401(k) Plan covers 2,273 participants in Massachusetts, 3.5x the typical Massachusetts plan (state average ~659 per filing). Assets: $108M.

#5,890
in Wholesale Trade (6,309 peers)
+25.6%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Puma North America, Inc. 401(k) Plan's outsized position by total assets

Puma North America, Inc. 401(k) Plan vs every filed plan by assets

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

$108,114,747 Top 8% higher than 92% 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

Puma North America, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Puma North America, Inc. 401(k) Plan lands in the large band (2,273 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Puma North America, Inc. 401(k) Plan reported net income rose from -$10M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Puma North America, Inc. 401(k) Plan reported participants rose from 1,721 in the plan year 2022 filing to 2,273 in the plan year 2023 filing.
  • Puma North America, Inc. 401(k) Plan end-of-year assets rose from $86M in the plan year 2022 filing to $108M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 043280787 · Puma North America, Inc. PY 2023 · 401(k)

Puma North America, Inc. 401(k) Plan · $108M · 2,273 · 92nd

  • RANK $108M
  • RANK 2,273
  • RANK 92nd
  • RANK 401(k)
  • RANK near J-W Power Company Employee Profit Sharing Trust and 401(k) Plan
  • RANK ind #5890

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 Wholesale Trade retirement plans → · Plans in Massachusetts →

Puma North America, Inc. 401(k) Plan in the asset neighbourhood

Viking Yacht Company Retirement Savings PlanViking Yacht Company Retirem…$108MJ-W Power Company Employee Profit Sharing Trust and 401(k) PlanJ-W Power Company Employee P…$108MPuma North America, Inc. 401(k) PlanPuma North America, Inc. 401…$108MDaseke, Inc. 401(k) Retirement PlanDaseke, Inc. 401(k) Retireme…$108MCitizen Watch America 401(k) and Profit Sharing PlanCitizen Watch America 401(k)…$108M
End-of-year total assets ($M) among Puma North America, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$86M
Net Assets (End of Year)$108M
Net Income$22M
Employer EIN043280787
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Puma North America, Inc.)

Sponsor-wide plan assets over time

All Puma North America, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$130M 50.56579538485104% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $86.1M $130M ▲ +50.6%
Year Plans Participants Total Assets
2022 1 1,721 $86M
2023 1 2,273 $108M
2024 1 2,018 $130M

Nearby 401(k) Plans in Massachusetts

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

Puma North America, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Puma North America, Inc. 401(k) Plan, Total assets ($B): 0.108114747 · Participants: 2273Puma North America, Inc. 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
Puma North America, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Puma North America, Inc. 401(k) Plan side-by-side with 3 peers →

Puma North America, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is J-W Power Company Employee Profit Sharing Trust and 401(k) Plan in TX ($108M); by covered participants it is Cowan Systems 401(k) Profit Sharing Plan in MD (2,273 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,273 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 Puma North America, Inc. 401(k) Plan assets move in 2023? ▼
Puma North America, Inc. 401(k) Plan grew sharply - up 25.6% during 2023, from $86M to $108M. Reported net income was $22M.
How have Puma North America, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Puma North America, Inc.'s sponsor-wide assets grew 50.6%, from $86M to $130M.
Where does Puma North America, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Puma North America, Inc. 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Puma North America, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is J-W Power Company Employee Profit Sharing Trust and 401(k) Plan in TX ($108M, 577 participants).
Which 401(k) plans cover a similar participant headcount to Puma North America, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cowan Systems 401(k) Profit Sharing Plan in MD (2,273 participants, $37M 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 043280787.

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.