401(k) · DOL Form 5500 · 2023

Biotage, LLC 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets: 129
Participants Small participant base: 73rd
Percentile by assets National rank: $157,156
Avg per participant Above avg balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Biotage 401(k) Plan · Sponsored by Biotage, LLC · North Carolina · Wholesale Trade

$20M in assets, 129 participants

Biotage, LLC's Biotage 401(k) Plan reported $20M in total assets and 129 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

#4,406 in Wholesale Trade (6,309 peers)

Coverage in North Carolina

Biotage 401(k) Plan covers 129 participants in North Carolina, about 16% of the average North Carolina filer (state average ~819 per filing). Assets: $20M.

#4,406
in Wholesale Trade (6,309 peers): +31.0%
assets growth YoY

Biotage 401(k) Plan's outsized position by total assets

Biotage 401(k) Plan vs every filed plan by assets

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

$20,273,147 Top 27% higher than 73% 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

Biotage 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. Biotage 401(k) Plan sits mid-pack in the medium band (129 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%)

Biotage 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
Biotage 401(k) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $20M in the plan year 2023 filing.
Biotage 401(k) Plan reported participants rose from 126 in the plan year 2022 filing to 129 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 043535072 · Biotage, LLC PY 2023 · 401(k)

Biotage 401(k) Plan · $20M · 129 · 73rd

VS-ST $20M
BOY 129
SCH 73rd
EBSA 401(k)
PART near Kinkisharyo International, LLC 401(k) Plan
TYPE ind #4406

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 North Carolina →

End-of-year total assets ($M) among Biotage 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)	$15M
Net Assets (End of Year)	$20M
Net Income	$5M
Employer EIN	043535072
Plan Effective Date	2003-11-17
Filing Status	FILING RECEIVED

Sponsor Plan History (Biotage, LLC)

Latest sponsor-wide plan assets: $24M 51.921024891265176% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	126	$15M
2023	1	129	$20M
2024	1	125	$24M

Nearby 401(k) Plans in North Carolina

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

Biotage 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

The Bank of America 401(k) Plan $54.8B · 173,899
Honeywell 401(k) Plan $15.4B · 40,004
Duke Energy Retirement Savings Plan $10.4B · 28,121
Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174

Compare Biotage 401(k) Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is Kinkisharyo International, LLC 401(k) Plan in CA ($20M); by covered participants it is Agmus Ventures Retirement Plan in FL (129 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Kinkisharyo International, LLC 401(k) Plan (CA) $20M · 214
Foster & Motley, Inc. Profit Sharing Plan (OH) $20M · 44
Project Enhancement Corporation 401(k) Profit Sharing Plan & Trust (MD) $20M · 224
Gallagher Flynn & Co., LLP 401(k) Profit Sharing Plan and Trust (VT) $20M · 82

Similar participant headcount

Nearest other-state filings by covered participants (129 participants); asset peers above are excluded.

Agmus Ventures Retirement Plan (FL) 129 · 0 off
Moulton Logistics Management (CA) 129 · 0 off
Southland Envelope Company, Inc. 401(k) Profit Sharing Plan (CA) 129 · 0 off
Pml, Inc. 401(k) Retirement Plan (TN) 129 · 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 Biotage 401(k) Plan assets move in 2023? ▼

Biotage 401(k) Plan surged - up 31.0% during 2023, from $15M to $20M. Reported net income was $5M.

How have Biotage, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Biotage, LLC's sponsor-wide assets grew 51.9%, from $15M to $24M.

Which 401(k) plans are similar in size to Biotage 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Kinkisharyo International, LLC 401(k) Plan in CA ($20M, 214 participants).

Which 401(k) plans cover a similar participant headcount to Biotage 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Agmus Ventures Retirement Plan in FL (129 participants, $2M 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 043535072.