401(k) · DOL Form 5500 · 2023

Certex USA, LLC 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
242
Participants Below avg headcount
76th
Percentile by assets National rank
$102,420
Avg per participant Below avg balance/head
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Official DOL plan name: Certex USA 401(k) Plan · Sponsored by Certex USA, LLC · Arizona · Manufacturing

$25M in assets, 242 participants

Certex USA, LLC's Certex USA 401(k) Plan reported $25M in total assets and 242 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #12,577 in Manufacturing (18,722 peers)

Coverage in Arizona

Certex USA 401(k) Plan covers 242 participants in Arizona, about 43% of the average Arizona filer (state average ~564 per filing). Assets: $25M.

#12,577
in Manufacturing (18,722 peers)
+0.8%
assets growth YoY
0.2×
vs typical plan assets (national mean)

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

Certex USA 401(k) Plan vs every filed plan by assets

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

$24,785,734 Top 24% higher than 76% 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

Certex USA 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. Certex USA 401(k) Plan sits mid-pack in the medium band (242 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Certex USA 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $201K in the plan year 2023 filing.
  • Certex USA 401(k) Plan reported participants rose from 239 in the plan year 2022 filing to 242 in the plan year 2023 filing.
  • Certex USA 401(k) Plan end-of-year assets rose from $25M in the plan year 2022 filing to $25M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 201211126 · Certex USA, LLC PY 2023 · 401(k)

Certex USA 401(k) Plan · $25M · 242 · 76th

  • VS-ST $25M
  • BOY 242
  • SCH 76th
  • EBSA 401(k)
  • PART near Opus Packaging Group, Inc. 401(k) Profit Sharing Plan
  • TYPE ind #12577

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 Arizona →

Certex USA 401(k) Plan in the asset neighbourhood

Certex USA 401(k) Plan$25MOpus Packaging Group, Inc. 401(k) Profit Sharing PlanOpus Packaging Group, Inc. 4…$25MZazzle Inc. 401(k) Plan$25MRetirement Savings Plan for Employees of Westpoint Home LLCRetirement Savings Plan for …$25MDhr International/Jobplex 401(k) Retirement Saving PlanDhr International/Jobplex 40…$25M
End-of-year total assets ($M) among Certex USA 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$25M
Net Income$201K
Employer EIN201211126
Plan Effective Date2004-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Certex USA, LLC)

Sponsor-wide plan assets over time

All Certex USA, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$25M 0.8170966414603594% vs 2022
2023 filing year
$24.5M$24.6M$24.7M$24.8M$24.9M 20222023 $24.6M $24.8M ▲ +0.9%
Year Plans Participants Total Assets
2022 1 239 $25M
2023 1 242 $25M

Nearby 401(k) Plans in Arizona

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

Certex USA 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Certex USA 401(k) Plan, Total assets ($B): 0.024785734 · Participants: 242Certex USA 401(k) 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
Certex USA 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Certex USA 401(k) Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Opus Packaging Group, Inc. 401(k) Profit Sharing Plan in MI ($25M); by covered participants it is Activehours 401(k) Plan in CA (242 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (242 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 Certex USA 401(k) Plan assets move in 2023? ▼
Certex USA 401(k) Plan held essentially flat - up 0.8% during 2023, from $25M to $25M. Reported net income was $201K.
How have Certex USA, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Certex USA, LLC's sponsor-wide assets grew 0.8%, from $25M to $25M.
Where does Certex USA 401(k) Plan rank by assets among Form 5500 filers? ▼
Certex USA 401(k) Plan ranks in the 76th 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 Certex USA 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Opus Packaging Group, Inc. 401(k) Profit Sharing Plan in MI ($25M, 672 participants).
Which 401(k) plans cover a similar participant headcount to Certex USA 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Activehours 401(k) Plan in CA (242 participants, $17M 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 201211126.

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.