401(k) · DOL Form 5500 · 2024

Stax, LLC 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
123
Participants Small participant base
71st
Percentile by assets National rank
$167,602
Avg per participant Above avg balance/head
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Official DOL plan name: Stax LLC 401(k) Profit Sharing Plan · Sponsored by Stax, LLC · Massachusetts · Information & Media

$21M in assets, 123 participants

Stax, LLC's Stax LLC 401(k) Profit Sharing Plan reported $21M in total assets and 123 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #1,722 in Information & Media (2,822 peers)

Coverage in Massachusetts

Stax LLC 401(k) Profit Sharing Plan covers 123 participants in Massachusetts, about 19% of the average Massachusetts filer (state average ~659 per filing). Assets: $21M.

#1,722
in Information & Media (2,822 peers)
+16.4%
assets growth YoY

Stax LLC 401(k) Profit Sharing Plan's outsized position by total assets

Stax LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$20,615,074 Top 29% higher than 71% 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

Stax LLC 401(k) Profit Sharing 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. Stax LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stax LLC 401(k) Profit Sharing Plan reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Stax LLC 401(k) Profit Sharing Plan reported participants fell from 153 in the plan year 2023 filing to 123 in the plan year 2024 filing.
  • Stax LLC 401(k) Profit Sharing Plan end-of-year assets rose from $18M in the plan year 2023 filing to $21M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 043282288 · Stax, LLC PY 2024 · 401(k)

Stax LLC 401(k) Profit Sharing Plan · $21M · 123 · 71st

  • TYPE $21M
  • NET 123
  • BOOK 71st
  • VS-ST 401(k)
  • BOY near Unicity 401(k) Profit Sharing Plan
  • SCH ind #1722

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 Information & Media retirement plans → · Plans in Massachusetts →

Stax LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Stax LLC 401(k) Profit Sharing PlanStax LLC 401(k) Profit Shari…$21MUnicity 401(k) Profit Sharing PlanUnicity 401(k) Profit Sharin…$21MTahoe Truckee Disposal Co., Inc. 401(k) Profit Sharing PlanTahoe Truckee Disposal Co., …$21MCandlelight Legacy, LLC 401(k) Retirement PlanCandlelight Legacy, LLC 401(…$21MAmerican Outdoor Brands, Inc. Profit Sharing and Investment PlanAmerican Outdoor Brands, Inc…$21M
End-of-year total assets ($M) among Stax LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN043282288
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stax, LLC)

Sponsor-wide plan assets over time

All Stax, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 59.94304915141265% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $12.9M $20.6M ▲ +60.0%
Year Plans Participants Total Assets
2022 1 111 $13M
2023 1 153 $18M
2024 1 123 $21M

Nearby 401(k) Plans in Massachusetts

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

Stax LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Stax LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.020615074 · Participants: 123Stax LLC 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Stax LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Stax LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Unicity 401(k) Profit Sharing Plan in UT ($21M); by covered participants it is Clark's Termite & Pest Control 401(k) Plan in NJ (123 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (123 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 Stax LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Stax LLC 401(k) Profit Sharing Plan grew sharply - up 16.4% during 2024, from $18M to $21M. Reported net income was $3M.
How have Stax, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stax, LLC's sponsor-wide assets grew 59.9%, from $13M to $21M.
Which 401(k) plans are similar in size to Stax LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Unicity 401(k) Profit Sharing Plan in UT ($21M, 232 participants).
Which 401(k) plans cover a similar participant headcount to Stax LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Clark's Termite & Pest Control 401(k) Plan in NJ (123 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 043282288.

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.