401(k) · DOL Form 5500 · 2023

Plansee USA LLC 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
128
Participants Small participant base
76th
Percentile by assets National rank
$186,734
Avg per participant Above avg balance/head
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Official DOL plan name: Plansee Employee Savings & Protection Plan · Sponsored by Plansee USA LLC · Massachusetts · Manufacturing

$24M in assets, 128 participants

Plansee USA LLC's Plansee Employee Savings & Protection Plan reported $24M in total assets and 128 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.

  • #12,440 in Manufacturing (18,722 peers)

Coverage in Massachusetts

Plansee Employee Savings & Protection Plan covers 128 participants in Massachusetts, about 19% of the average Massachusetts filer (state average ~659 per filing). Assets: $24M.

#12,440
in Manufacturing (18,722 peers)
+66.2%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Plansee Employee Savings & Protection Plan's outsized position by total assets

Plansee Employee Savings & Protection Plan vs every filed plan by assets

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

$23,901,927 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

Plansee Employee Savings & Protection 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. Plansee Employee Savings & Protection Plan sits mid-pack in the medium band (128 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Plansee Employee Savings & Protection Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Plansee Employee Savings & Protection Plan end-of-year assets rose from $14M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Plansee Employee Savings & Protection Plan reported participants rose from 124 in the plan year 2022 filing to 128 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 861098359 · Plansee USA LLC PY 2023 · 401(k)

Plansee Employee Savings & Protection Plan · $24M · 128 · 76th

  • TYPE $24M
  • NET 128
  • BOOK 76th
  • VS-ST 401(k)
  • BOY near Baker Commodities Supplemental Retirement Savings Plan and Trust
  • SCH ind #12440

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 →

Plansee Employee Savings & Protection Plan in the asset neighbourhood

Plansee Employee Savings & Protection PlanPlansee Employee Savings & P…$24MBaker Commodities Supplemental Retirement Savings Plan and TrustBaker Commodities Supplement…$24MDinse P.C. Retirement Plan$24MBiomatrix Specialty Pharmacy, LLC 401(k) PlanBiomatrix Specialty Pharmacy…$24MHarrison French & Associates, Ltd. 401(k) PlanHarrison French & Associates…$24M
End-of-year total assets ($M) among Plansee Employee Savings & Protection Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$24M
Net Income$1M
Employer EIN861098359
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Plansee USA LLC)

Sponsor-wide plan assets over time

All Plansee USA LLC plans reported in each filing year

Latest sponsor-wide plan assets
$27M 86.59663775573769% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $14.4M $26.8M ▲ +86.6%
Year Plans Participants Total Assets
2022 1 124 $14M
2023 1 128 $24M
2024 1 152 $27M

Nearby 401(k) Plans in Massachusetts

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

Plansee Employee Savings & Protection Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Plansee Employee Savings & Protection Plan, Total assets ($B): 0.023901927 · Participants: 128Plansee Employee Savings & Protection 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
Plansee Employee Savings & Protection Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Plansee Employee Savings & Protection Plan side-by-side with 3 peers →

Plansee Employee Savings & Protection Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Baker Commodities Supplemental Retirement Savings Plan and Trust in CA ($24M); by covered participants it is Powervac of Michigan, LLC 401(k) Profit Sharing Plan & Trust in MI (128 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (128 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 Plansee Employee Savings & Protection Plan assets move in 2023? ▼
Plansee Employee Savings & Protection Plan surged - up 66.2% during 2023, from $14M to $24M. Reported net income was $1M.
How have Plansee USA LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Plansee USA LLC's sponsor-wide assets grew 86.6%, from $14M to $27M.
Where does Plansee Employee Savings & Protection Plan rank by assets among Form 5500 filers? ▼
Plansee Employee Savings & Protection 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 Plansee Employee Savings & Protection Plan? ▼
Among 401(k) plans in other states, the closest by assets is Baker Commodities Supplemental Retirement Savings Plan and Trust in CA ($24M, 513 participants).
Which 401(k) plans cover a similar participant headcount to Plansee Employee Savings & Protection Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Powervac of Michigan, LLC 401(k) Profit Sharing Plan & Trust in MI (128 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 861098359.

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.