401(k) · DOL Form 5500 · 2023

Symbotic LLC 401(k) Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
1,047
Participants Near avg headcount
88th
Percentile by assets National rank
$60,948
Avg per participant Low balance/head
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Official DOL plan name: Symbotic LLC 401(k) Plan · Sponsored by Symbotic LLC · Massachusetts · Manufacturing

$64M in assets, 1,047 participants

Symbotic LLC's Symbotic LLC 401(k) Plan reported $64M in total assets and 1,047 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,370 in Manufacturing (18,722 peers)

Where Symbotic LLC 401(k) Plan sits by assets

Symbotic LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $64M for 1,047 participants (~$60,948/participant), up 47.5% in 2023.

#15,370
in Manufacturing (18,722 peers)
+47.5%
assets growth YoY
0.6×
vs typical plan assets (national mean)

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

Symbotic LLC 401(k) Plan vs every filed plan by assets

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

$63,812,475 Top 12% higher than 88% 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

Symbotic LLC 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Symbotic LLC 401(k) Plan lands in the large band (1,047 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Symbotic LLC 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Symbotic LLC 401(k) Plan reported participants rose from 668 in the plan year 2022 filing to 1,047 in the plan year 2023 filing.
  • Symbotic LLC 401(k) Plan end-of-year assets rose from $43M in the plan year 2022 filing to $64M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 208782926 · Symbotic LLC PY 2023 · 401(k)

Symbotic LLC 401(k) Plan · $64M · 1,047 · 88th

  • RANK $64M
  • PHOTO 1,047
  • IND 88th
  • EOY 401(k)
  • 5500 near Midland Cogeneration Venture Limited Partnership 401(k) Savings Plan
  • ASSETS ind #15370

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 →

Symbotic LLC 401(k) Plan in the asset neighbourhood

Avon Rubber and Plastics, Inc. Employees Retirement PlanAvon Rubber and Plastics, In…$64MMannkind Corporation 401(k) PlanMannkind Corporation 401(k) …$64MSymbotic LLC 401(k) Plan$64MMidland Cogeneration Venture Limited Partnership 401(k) Savings PlanMidland Cogeneration Venture…$64MSouthern Maryland Electric Cooperative, Inc.Southern Maryland Electric C…$64M
End-of-year total assets ($M) among Symbotic LLC 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)$43M
Net Assets (End of Year)$64M
Net Income$21M
Employer EIN208782926
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Symbotic LLC)

Sponsor-wide plan assets over time

All Symbotic LLC plans reported in each filing year

Latest sponsor-wide plan assets
$90M 107.25699981603152% vs 2022
2024 filing year
$20M$40M$60M$80M$100M 202220232024 $43.3M $89.7M ▲ +107.3%
Year Plans Participants Total Assets
2022 1 668 $43M
2023 1 1,047 $64M
2024 1 1,216 $90M

Nearby 401(k) Plans in Massachusetts

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

Symbotic LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Symbotic LLC 401(k) Plan, Total assets ($B): 0.063812475 · Participants: 1047Symbotic LLC 401(k) 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
Symbotic LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Symbotic LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Midland Cogeneration Venture Limited Partnership 401(k) Savings Plan in MI ($64M); by covered participants it is Modern Woodmen of America Employees' Savings Plan in IL (1,047 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,047 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 Symbotic LLC 401(k) Plan assets move in 2023? ▼
Symbotic LLC 401(k) Plan surged - up 47.5% during 2023, from $43M to $64M. Reported net income was $21M.
How have Symbotic LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Symbotic LLC's sponsor-wide assets grew 107.3%, from $43M to $90M.
Where does Symbotic LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Symbotic LLC 401(k) Plan ranks in the 88th 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 Symbotic LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Midland Cogeneration Venture Limited Partnership 401(k) Savings Plan in MI ($64M, 78 participants).
Which 401(k) plans cover a similar participant headcount to Symbotic LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Modern Woodmen of America Employees' Savings Plan in IL (1,047 participants, $234M 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 208782926.

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.