401(k) · DOL Form 5500 · 2024

Outside the Box Lifestyle, Inc. 401(k) Plan

Data updated 2026-08-25

$313K
Total assets Small plan by assets
2
Participants Small participant base
14th
Percentile by assets National rank
$156,635
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Outside the Box Lifestyle, Inc. 401(k) Profit Sharing Plan · Sponsored by Outside the Box Lifestyle, Inc. · Arizona · Other Services

$313K in assets, 2 participants

Outside the Box Lifestyle, Inc.'s Outside the Box Lifestyle, Inc. 401(k) Profit Sharing Plan reported $313K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 14th 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.

  • #2,297 in Other Services (7,719 peers)

2024 asset change

Outside the Box Lifestyle, Inc. 401(k) Profit Sharing Plan declined sharply 26.2% in 2024 ($424K → $313K) for 2 participants.

#2,297
in Other Services (7,719 peers)
-26.2%
assets change YoY

The plan reported a net loss of $111K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Outside the Box Lifestyle, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Outside the Box Lifestyle, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$313,269 14th percentile higher than 14% of 123,620 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 2024

Outside the Box Lifestyle, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Outside the Box Lifestyle, Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Outside the Box Lifestyle, Inc. 401(k) Profit Sharing Plan reported net income fell from $93K in the plan year 2023 filing to -$111K in the plan year 2024 filing.
  • Outside the Box Lifestyle, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $424K in the plan year 2023 filing to $313K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 863574200 · Outside the Box Lifestyle, Inc. PY 2024 · 401(k)

Outside the Box Lifestyle, Inc. 401(k) Profit Sharing Plan · $313K · 2 · 14th

  • BOY $313K
  • BOY 2
  • BOY 14th
  • BOY 401(k)
  • BOY near Hugill & Associates Executive Search, Inc. 401(k) Profit Sharing Plan
  • BOY ind #2297

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 Other Services retirement plans → · Plans in Arizona →

Outside the Box Lifestyle, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Outside the Box Lifestyle, Inc. 401(k) Profit Sharing PlanOutside the Box Lifestyle, I…$313KHugill & Associates Executive Search, Inc. 401(k) Profit Sharing PlanHugill & Associates Executiv…$313KMaximize Bio Inc. Retirement PlanMaximize Bio Inc. Retirement…$313KShields Insurance Group Retirement PlanShields Insurance Group Reti…$313KVirtually.Io 401(k) Plan$313K
End-of-year total assets ($M) among Outside the Box Lifestyle, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Outside the Box Lifestyle, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All Outside the Box Lifestyle, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$313K 5.514368786796641% vs 2022
2024 filing year
$0.25M$0.3M$0.35M$0.4M$0.45M 202220232024 $0.33M $0.31M ▼ -6.1%
Year Plans Participants Total Assets
2022 1 2 $332K
2023 1 2 $424K
2024 1 2 $313K

2024 asset-move particulars

Total Assets (Beginning of Year)$424K
Net Assets (End of Year)$313K
Net Income-$111K
Employer EIN863574200
Plan Effective Date2021-05-03
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Outside the Box Lifestyle, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Outside the Box Lifestyle, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000313269 · Participants: 2Outside the Box Lifestyle, Inc. 401(k) Profit Sharing PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Outside the Box Lifestyle, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Outside the Box Lifestyle, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Outside the Box Lifestyle, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Hugill & Associates Executive Search, Inc. 401(k) Profit Sharing Plan in FL ($313K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Outside the Box Lifestyle, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Outside the Box Lifestyle, Inc. 401(k) Profit Sharing Plan declined sharply - down 26.2% during 2024, from $424K to $313K. Reported net income was -$111K.
How have Outside the Box Lifestyle, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Outside the Box Lifestyle, Inc.'s sponsor-wide assets declined 5.5%, from $332K to $313K.
Where does Outside the Box Lifestyle, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Outside the Box Lifestyle, Inc. 401(k) Profit Sharing Plan ranks in the 14th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Outside the Box Lifestyle, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hugill & Associates Executive Search, Inc. 401(k) Profit Sharing Plan in FL ($313K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Outside the Box Lifestyle, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 863574200.

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.