401(k) · DOL Form 5500 · 2023

Harpak-Ulma Packaging, LLC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets: 130
Participants Small participant base: 66th
Percentile by assets National rank: $106,629
Avg per participant Below avg balance/head

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Official DOL plan name: Harpak-Ulma Packaging, LLC · Sponsored by Harpak-Ulma Packaging, LLC · Massachusetts · Manufacturing

$14M in assets, 130 participants

Harpak-Ulma Packaging, LLC's Harpak-Ulma Packaging, LLC reported $14M in total assets and 130 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

#10,028 in Manufacturing (18,722 peers)

Coverage in Massachusetts

Harpak-Ulma Packaging, LLC covers 130 participants in Massachusetts, about 20% of the average Massachusetts filer (state average ~659 per filing). Assets: $14M.

#10,028
in Manufacturing (18,722 peers): +19.4%
assets growth YoY

Harpak-Ulma Packaging, LLC's mid-pack asset rank among Manufacturing and all filers

Harpak-Ulma Packaging, LLC vs every filed plan by assets

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

$13,861,756 Top 34% higher than 66% 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

Harpak-Ulma Packaging, LLC 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. Harpak-Ulma Packaging, LLC sits mid-pack in the medium band (130 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Harpak-Ulma Packaging, LLC reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Harpak-Ulma Packaging, LLC end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
Harpak-Ulma Packaging, LLC reported participants rose from 116 in the plan year 2022 filing to 130 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 272323413 · Harpak-Ulma Packaging, LLC PY 2023 · 401(k)

Harpak-Ulma Packaging, LLC · $14M · 130 · 66th

NET $14M
NET 130
NET 66th
NET 401(k)
NET near Moore Grider & Company 401(k) Plan
NET ind #10028

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 Massachusetts →

End-of-year total assets ($M) among Harpak-Ulma Packaging, LLC and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)	$12M
Net Assets (End of Year)	$14M
Net Income	$2M
Employer EIN	272323413
Plan Effective Date	1994-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Harpak-Ulma Packaging, LLC)

Latest sponsor-wide plan assets: $16M 37.7634902956942% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	116	$12M
2023	1	130	$14M
2024	1	130	$16M

Nearby 401(k) Plans in Massachusetts

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

Harpak-Ulma Packaging, LLC vs. nearby 401(k) plans in Massachusetts, assets vs. participants

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

Compare Harpak-Ulma Packaging, LLC side-by-side with 3 peers →

Harpak-Ulma Packaging, LLC's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Moore Grider & Company 401(k) Plan in CA ($14M); by covered participants it is Animax Designs, Inc. in TN (130 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Moore Grider & Company 401(k) Plan (CA) $14M · 39
Xla 401(k) Plan (VA) $14M · 173
Toot'n Totum Food Stores 401(k) Plan (TX) $14M · 1,071
Pacifica Services, Inc. 401(k) Plan & Trust (CA) $14M · 59

Similar participant headcount

Nearest other-state filings by covered participants (130 participants); asset peers above are excluded.

Animax Designs, Inc. (TN) 130 · 0 off
American Portfolios Holdings, (NY) 130 · 0 off
Ambridge US Services Company, Inc 401(k) Plan (NY) 130 · 0 off
The Neuro Behavioral Center for Growth LLC-401(k) Plan (UT) 130 · 0 off

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 Harpak-Ulma Packaging, LLC assets move in 2023? ▼

Harpak-Ulma Packaging, LLC grew sharply - up 19.4% during 2023, from $12M to $14M. Reported net income was $2M.

How have Harpak-Ulma Packaging, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Harpak-Ulma Packaging, LLC's sponsor-wide assets grew 37.8%, from $12M to $16M.

Which 401(k) plans are similar in size to Harpak-Ulma Packaging, LLC? ▼

Among 401(k) plans in other states, the closest by assets is Moore Grider & Company 401(k) Plan in CA ($14M, 39 participants).

Which 401(k) plans cover a similar participant headcount to Harpak-Ulma Packaging, LLC? ▼

Among 401(k) plans in other states, the closest by covered participants is Animax Designs, Inc. in TN (130 participants, $3M 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 272323413.