401(k) · DOL Form 5500 · 2024

Formulated Solutions, LLC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
704
Participants Below avg headcount
63rd
Percentile by assets National rank
$20,261
Avg per participant Low balance/head
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Official DOL plan name: Formulated Solutions 401(k) Plan · Sponsored by Formulated Solutions, LLC · Florida · Manufacturing

$14M in assets, 704 participants

Formulated Solutions, LLC's Formulated Solutions 401(k) Plan reported $14M in total assets and 704 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #9,075 in Manufacturing (17,777 peers)

Formulated Solutions, LLC multi-year trail

Formulated Solutions, LLC's plans moved +125.6% in assets from 2022 to 2024; this filing shows Formulated Solutions 401(k) Plan at $14M / 704 participants.

#9,075
in Manufacturing (17,777 peers)
+38.7%
assets growth YoY

Formulated Solutions 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Formulated Solutions 401(k) Plan vs every filed plan by assets

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

$14,264,006 Top 37% higher than 63% 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

Formulated Solutions 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. Formulated Solutions 401(k) Plan sits mid-pack in the medium band (704 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Formulated Solutions 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Formulated Solutions 401(k) Plan reported participants rose from 549 in the plan year 2023 filing to 704 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 593679835 · Formulated Solutions, LLC PY 2024 · 401(k)

Formulated Solutions 401(k) Plan · $14M · 704 · 63rd

  • PCT $14M
  • PCT 704
  • PCT 63rd
  • PCT 401(k)
  • PCT near Covenant Group Holdings, L.P. 401(k) Plan
  • PCT ind #9075

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 Florida →

Formulated Solutions 401(k) Plan in the asset neighbourhood

Formulated Solutions 401(k) PlanFormulated Solutions 401(k) …$14MCovenant Group Holdings, L.P. 401(k) PlanCovenant Group Holdings, L.P…$14MGinger Labs 401(k) Plan$14MAlcom Printing Group, Inc. 401(k) PlanAlcom Printing Group, Inc. 4…$14MHawaii Community Foundation 401(k) Profit Sharing PlanHawaii Community Foundation …$14M
End-of-year total assets ($M) among Formulated Solutions 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Formulated Solutions, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Formulated Solutions, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$14M 125.64135094318014% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $6.32M $14.3M ▲ +125.6%
Year Plans Participants Total Assets
2022 1 465 $6M
2023 1 549 $10M
2024 1 704 $14M

Formulated Solutions, LLC filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$14M
Net Income$4M
Employer EIN593679835
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Formulated Solutions 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Formulated Solutions 401(k) Plan, Total assets ($B): 0.014264006 · Participants: 704Formulated Solutions 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Formulated Solutions 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Formulated Solutions 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Covenant Group Holdings, L.P. 401(k) Plan in TX ($14M); by covered participants it is Zimmerman Associates, Inc. 401(k) Savings Plan in VA (704 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (704 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 Formulated Solutions 401(k) Plan assets move in 2024? ▼
Formulated Solutions 401(k) Plan surged - up 38.7% during 2024, from $10M to $14M. Reported net income was $4M.
How have Formulated Solutions, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Formulated Solutions, LLC's sponsor-wide assets grew 125.6%, from $6M to $14M.
Which 401(k) plans are similar in size to Formulated Solutions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Covenant Group Holdings, L.P. 401(k) Plan in TX ($14M, 3,588 participants).
Which 401(k) plans cover a similar participant headcount to Formulated Solutions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Zimmerman Associates, Inc. 401(k) Savings Plan in VA (704 participants, $35M 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 593679835.

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.