401(k) · DOL Form 5500 · 2024

Biotage, LLC 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
125
Participants Small participant base
73rd
Percentile by assets National rank
$188,070
Avg per participant Above avg balance/head
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Official DOL plan name: Biotage 401(k) Plan · Sponsored by Biotage, LLC · North Carolina · Wholesale Trade

$24M in assets, 125 participants

Biotage, LLC's Biotage 401(k) Plan reported $24M in total assets and 125 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #4,277 in Wholesale Trade (6,080 peers)

Coverage in North Carolina

Biotage 401(k) Plan covers 125 participants in North Carolina, about 15% of the average North Carolina filer (state average ~819 per filing). Assets: $24M.

#4,277
in Wholesale Trade (6,080 peers)
+16.0%
assets growth YoY

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

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

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

$23,508,782 Top 27% higher than 73% 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

Biotage 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Biotage 401(k) Plan sits mid-pack in the medium band (125 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Biotage 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Biotage 401(k) Plan end-of-year assets rose from $20M in the plan year 2023 filing to $24M in the plan year 2024 filing.
  • Biotage 401(k) Plan reported participants fell from 129 in the plan year 2023 filing to 125 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 043535072 · Biotage, LLC PY 2024 · 401(k)

Biotage 401(k) Plan · $24M · 125 · 73rd

  • IND $24M
  • EOY 125
  • 5500 73rd
  • ASSETS 401(k)
  • PCT near John a. Marshall Company 401(k) Profit Sharing Plan
  • EIN ind #4277

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 Wholesale Trade retirement plans → · Plans in North Carolina →

Biotage 401(k) Plan in the asset neighbourhood

Biotage 401(k) Plan$24MJohn a. Marshall Company 401(k) Profit Sharing PlanJohn a. Marshall Company 401…$24MOne Planet Group, LLC 401(k) PlanOne Planet Group, LLC 401(k)…$24MMckinley Companies LLC 401(k) Retirement PlanMckinley Companies LLC 401(k…$24MMountain 401(k) Plan$24M
End-of-year total assets ($M) among Biotage 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$24M
Net Income$3M
Employer EIN043535072
Plan Effective Date2003-11-17
Filing StatusFILING RECEIVED

Sponsor Plan History (Biotage, LLC)

Sponsor-wide plan assets over time

All Biotage, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$24M 51.921024891265176% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $15.5M $23.5M ▲ +52.0%
Year Plans Participants Total Assets
2022 1 126 $15M
2023 1 129 $20M
2024 1 125 $24M

Nearby 401(k) Plans in North Carolina

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

Biotage 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Biotage 401(k) Plan, Total assets ($B): 0.023508782 · Participants: 125Biotage 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Biotage 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Biotage 401(k) Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is John a. Marshall Company 401(k) Profit Sharing Plan in KS ($24M); by covered participants it is Portland Forge Interim Manufacturing Plan in IN (125 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (125 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 Biotage 401(k) Plan assets move in 2024? ▼
Biotage 401(k) Plan grew sharply - up 16.0% during 2024, from $20M to $24M. Reported net income was $3M.
How have Biotage, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Biotage, LLC's sponsor-wide assets grew 51.9%, from $15M to $24M.
Which 401(k) plans are similar in size to Biotage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is John a. Marshall Company 401(k) Profit Sharing Plan in KS ($24M, 111 participants).
Which 401(k) plans cover a similar participant headcount to Biotage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Portland Forge Interim Manufacturing Plan in IN (125 participants, $2M 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 043535072.

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.