401(k) · DOL Form 5500 · 2023

Packsize LLC 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
532
Participants Below avg headcount
78th
Percentile by assets National rank
$52,439
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Packsize 401(k) Plan · Sponsored by Packsize LLC · Utah · Manufacturing

$28M in assets, 532 participants

Packsize LLC's Packsize 401(k) Plan reported $28M in total assets and 532 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #13,050 in Manufacturing (18,722 peers)

Where Packsize 401(k) Plan sits by assets

Packsize 401(k) Plan sits in the top quartile of all filed plans by assets, $28M for 532 participants (~$52,439/participant), up 44.0% in 2023.

#13,050
in Manufacturing (18,722 peers)
+44.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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

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

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

$27,897,578 Top 22% higher than 78% 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

Packsize 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. Packsize 401(k) Plan sits mid-pack in the medium band (532 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Packsize 401(k) Plan reported net income rose from -$146K in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Packsize 401(k) Plan reported participants rose from 368 in the plan year 2022 filing to 532 in the plan year 2023 filing.
  • Packsize 401(k) Plan end-of-year assets rose from $19M in the plan year 2022 filing to $28M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 261241626 · Packsize LLC PY 2023 · 401(k)

Packsize 401(k) Plan · $28M · 532 · 78th

  • VS-ST $28M
  • VS-ST 532
  • VS-ST 78th
  • VS-ST 401(k)
  • VS-ST near Aa Obgyn, PLLC 401(k) Plan
  • VS-ST ind #13050

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 Utah →

Packsize 401(k) Plan in the asset neighbourhood

Packsize 401(k) Plan$28MAa Obgyn, PLLC 401(k) Plan$28MResa Power, LLC 401(k) Profit Sharing Plan and TrustResa Power, LLC 401(k) Profi…$28MElsa LLC 401(k) Savings and Profit Sharing Retirement PlanElsa LLC 401(k) Savings and …$28MCarolina Eye Retirement Savings Plan & Money Purchase PlanCarolina Eye Retirement Savi…$28M
End-of-year total assets ($M) among Packsize 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$28M
Net Income$9M
Employer EIN261241626
Plan Effective Date2011-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Packsize LLC)

Sponsor-wide plan assets over time

All Packsize LLC plans reported in each filing year

Latest sponsor-wide plan assets
$38M 94.18268603554817% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $19.4M $37.6M ▲ +94.2%
Year Plans Participants Total Assets
2022 1 368 $19M
2023 1 532 $28M
2024 1 637 $38M

Nearby 401(k) Plans in Utah

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

Packsize 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Packsize 401(k) Plan, Total assets ($B): 0.027897578 · Participants: 532Packsize 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Packsize 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Packsize 401(k) Plan side-by-side with 3 peers →

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

Outside Utah, the nearest 401(k) by assets is Aa Obgyn, PLLC 401(k) Plan in TX ($28M); by covered participants it is Team Elmer's 401(k) Profit Sharing Plan in MI (532 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (532 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 Packsize 401(k) Plan assets move in 2023? ▼
Packsize 401(k) Plan surged - up 44.0% during 2023, from $19M to $28M. Reported net income was $9M.
How have Packsize LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Packsize LLC's sponsor-wide assets grew 94.2%, from $19M to $38M.
Where does Packsize 401(k) Plan rank by assets among Form 5500 filers? ▼
Packsize 401(k) Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Packsize 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aa Obgyn, PLLC 401(k) Plan in TX ($28M, 120 participants).
Which 401(k) plans cover a similar participant headcount to Packsize 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Team Elmer's 401(k) Profit Sharing Plan in MI (532 participants, N/A 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 261241626.

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.