401(k) · DOL Form 5500 · 2024
Stax, LLC 401(k) Plan
Data updated 2026-08-11
- $21M
- Total assets
- 123
- Participants
- 71st
- Percentile by assets
- $167,602
- Avg per participant
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.
- 71st percentile by assets (of 123,622 plans)
- #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.
- $21M
- total plan assets (2024 EOY)
- 123
- covered participants
- 71st
- percentile by assets (of 123,622 plans)
- $167,602
- avg assets per participant
Where Stax LLC 401(k) Profit Sharing Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
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.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Stax LLC 401(k) Profit Sharing Plan reports 123 participants - about 19% of that state average ($21M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $3M |
| Employer EIN | 043282288 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stax, LLC)
| 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.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Stax LLC 401(k) Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
How did Stax LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
How have Stax, LLC plan assets changed over time? ▼
Which 401(k) plans are similar in size to Stax LLC 401(k) Profit Sharing Plan? ▼
Next read for Stax LLC 401(k) Profit Sharing Plan
Filing takeaways
Ways to act on Stax LLC 401(k) Profit Sharing Plan's numbers.
- By total assets, Stax LLC 401(k) Profit Sharing Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
- Stax, LLC's sponsor-wide assets have grown 59.9% since 2022 across 3 plan years on file. More Information & Media plans