401(k) · DOL Form 5500 · 2024

Symbotic LLC 401(k) Plan

Data updated 2026-08-25

$90M
Total assets Below avg plan size
1,216
Participants Near avg headcount
90th
Percentile by assets National rank
$73,747
Avg per participant Below avg balance/head
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Official DOL plan name: Symbotic LLC 401(k) Plan · Sponsored by Symbotic LLC · Massachusetts · Manufacturing

$90M in assets, 1,216 participants

Symbotic LLC's Symbotic LLC 401(k) Plan reported $90M in total assets and 1,216 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #15,077 in Manufacturing (17,777 peers)

Where Symbotic LLC 401(k) Plan sits by assets

Symbotic LLC 401(k) Plan sits in the top 10% of all filed plans by assets, $90M for 1,216 participants (~$73,747/participant), up 40.5% in 2024.

#15,077
in Manufacturing (17,777 peers)
+40.5%
assets growth YoY
0.9×
vs typical plan assets (national mean)

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

Symbotic LLC 401(k) Plan vs every filed plan by assets

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

$89,676,539 Top 10% higher than 90% 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

Symbotic LLC 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Symbotic LLC 401(k) Plan lands in the large band (1,216 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Symbotic LLC 401(k) Plan end-of-year assets rose from $64M in the plan year 2023 filing to $90M in the plan year 2024 filing.
  • Symbotic LLC 401(k) Plan reported net income rose from $21M in the plan year 2023 filing to $25M in the plan year 2024 filing.
  • Symbotic LLC 401(k) Plan reported participants rose from 1,047 in the plan year 2023 filing to 1,216 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 208782926 · Symbotic LLC PY 2024 · 401(k)

Symbotic LLC 401(k) Plan · $90M · 1,216 · 90th

  • TYPE $90M
  • TYPE 1,216
  • TYPE 90th
  • TYPE 401(k)
  • TYPE near I.B.E.W. Local 540 Security Plan
  • TYPE ind #15077

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 Manufacturing retirement plans → · Plans in Massachusetts →

Symbotic LLC 401(k) Plan in the asset neighbourhood

Hme Retirement Savings Plan$90MSutton Bank Employee Stock Ownership & 401(k) PlanSutton Bank Employee Stock O…$90MSymbotic LLC 401(k) Plan$90MI.B.E.W. Local 540 Security PlanI.B.E.W. Local 540 Security …$90MThe Proconex Group 401(k) PlanThe Proconex Group 401(k) Pl…$90M
End-of-year total assets ($M) among Symbotic LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$89M
Net Income$25M
Employer EIN208782926
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Symbotic LLC)

Sponsor-wide plan assets over time

All Symbotic LLC plans reported in each filing year

Latest sponsor-wide plan assets
$90M 107.25699981603152% vs 2022
2024 filing year
$20M$40M$60M$80M$100M 202220232024 $43.3M $89.7M ▲ +107.3%
Year Plans Participants Total Assets
2022 1 668 $43M
2023 1 1,047 $64M
2024 1 1,216 $90M

Nearby 401(k) Plans in Massachusetts

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

Symbotic LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Symbotic LLC 401(k) Plan, Total assets ($B): 0.089676539 · Participants: 1216Symbotic LLC 401(k) 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
Symbotic LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Symbotic LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is I.B.E.W. Local 540 Security Plan in OH ($90M); by covered participants it is Epitec, Inc. 401(k) Profit Sharing Plan and Trust in MI (1,216 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($90M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,216 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 Symbotic LLC 401(k) Plan assets move in 2024? ▼
Symbotic LLC 401(k) Plan surged - up 40.5% during 2024, from $64M to $90M. Reported net income was $25M.
How have Symbotic LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Symbotic LLC's sponsor-wide assets grew 107.3%, from $43M to $90M.
Where does Symbotic LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Symbotic LLC 401(k) Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Symbotic LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is I.B.E.W. Local 540 Security Plan in OH ($90M, 919 participants).
Which 401(k) plans cover a similar participant headcount to Symbotic LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Epitec, Inc. 401(k) Profit Sharing Plan and Trust in MI (1,216 participants, $47M 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 208782926.

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.