401(k) · DOL Form 5500 · 2024
Paperless Inc. 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 104
- Participants Small participant base
- 64th
- Percentile by assets National rank
- $140,059
- Avg per participant Near avg balance/head
Official DOL plan name: Paperless Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by Paperless Inc. · New York · Retail Trade
$15M in assets, 104 participants
Paperless Inc.'s Paperless Inc. 401(k) Profit Sharing Plan & Trust reported $15M in total assets and 104 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.
- #6,016 in Retail Trade (8,048 peers)
Coverage in New York
Paperless Inc. 401(k) Profit Sharing Plan & Trust covers 104 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $15M.
- #6,016
- in Retail Trade (8,048 peers)
- +34.1%
- assets growth YoY
Paperless Inc. 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Retail Trade and all filers
Paperless Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,566,103 Top 36% higher than 64% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Paperless Inc. 401(k) Profit Sharing Plan & Trust 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. Paperless Inc. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (104 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Paperless Inc. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $11M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Paperless Inc. 401(k) Profit Sharing Plan & Trust reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Paperless Inc. 401(k) Profit Sharing Plan & Trust reported participants rose from 87 in the plan year 2023 filing to 104 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 263488606 · Paperless Inc. PY 2024 · 401(k)
Paperless Inc. 401(k) Profit Sharing Plan & Trust · $15M · 104 · 64th
- BOY $15M
- BOY 104
- BOY 64th
- BOY 401(k)
- BOY near Kevane Grant Thornton Retirement Plan
- BOY ind #6016
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 Retail Trade retirement plans → · Plans in New York →
Paperless Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $4M |
| Employer EIN | 263488606 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Paperless Inc.)
Sponsor-wide plan assets over time
All Paperless Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 81.48195677680057% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 69 | $8M |
| 2023 | 1 | 87 | $11M |
| 2024 | 1 | 104 | $15M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Paperless Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Kevane Grant Thornton Retirement Plan in PR ($15M); by covered participants it is Ahold Ecommerce Sales Company 401(k) Plan in NJ (104 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (104 participants); asset peers above are excluded.
- Ahold Ecommerce Sales Company 401(k) Plan (NJ) 104 · 0 off
- Mossberg & Company, Inc. Employees' Profit Sharing Plan and Trust (IN) 104 · 0 off
- Latter & Blum Holding, LLC 401(k) Plan (LA) 104 · 0 off
- Cfe Group 401(k) Plan (VA) 104 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.