ESOP · DOL Form 5500 · 2024

Packaging Consultants, Inc. ESOP

Data updated 2026-08-11

$115K
Total assets: 10
Participants: 7th
Percentile by assets: $11,454
Avg per participant

Official DOL plan name: Packaging Consultants, Inc. Employee Stock Ownership Plan & Trust · Sponsored by Packaging Consultants, Inc. · Massachusetts · Wholesale Trade

$115K in assets, 10 participants

Packaging Consultants, Inc.'s Packaging Consultants, Inc. Employee Stock Ownership Plan & Trust reported $115K in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 7th 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.

7th percentile by assets (of 123,622 plans)
#207 in Wholesale Trade (6,080 peers)

Packaging Consultants, Inc. multi-year trail

Packaging Consultants, Inc.'s plans moved -26.1% in assets from 2022 to 2024; this filing shows Packaging Consultants, Inc. Employee Stock Ownership Plan & Trust at $115K / 10 participants.

$115K
total plan assets (2024 EOY): 10
covered participants: 7th
percentile by assets (of 123,622 plans): $11,454
avg assets per participant

The plan reported a net loss of $56K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Packaging Consultants, Inc. Employee Stock Ownership Plan & Trust sits by total assets

Packaging Consultants, Inc. Employee Stock Ownership Plan & Trust vs every filed plan by assets

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

$114,538 7th percentile higher than 7% 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

Packaging Consultants, Inc. Employee Stock Ownership Plan & Trust reported net income fell from $16K in the plan year 2023 filing to -$56K in the plan year 2024 filing.
Packaging Consultants, Inc. Employee Stock Ownership Plan & Trust end-of-year assets fell from $171K in the plan year 2023 filing to $115K in the plan year 2024 filing.
Packaging Consultants, Inc. Employee Stock Ownership Plan & Trust reported participants fell from 11 in the plan year 2023 filing to 10 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Massachusetts

Industry

Wholesale Trade

Packaging Consultants, Inc. across 3 plan years on file

Across the 3 plan years Packaging Consultants, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $155K to $115K, a decline of 26.1%, while reported participants moved from 11 to 10 (-9.1%). Peak year by sponsor assets: 2023 ($171K); trough: 2024 ($115K).

Packaging Consultants, Inc. multi-year asset trail

Total plan assets by year, all Packaging Consultants, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	11	$155K
2023	1	11	$171K
2024	1	10	$115K

Packaging Consultants, Inc. filing trail (2024)

Total Assets (Beginning of Year)	$171K
Net Assets (End of Year)	$115K
Net Income	-$56K
Employer EIN	042699206
Plan Effective Date	1990-02-01
Filing Status	FILING RECEIVED

Nearby ESOP Plans in Massachusetts

Peer ESOP plans, same state, same plan type, ranked by total assets.

Packaging Consultants, Inc. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Massachusetts, assets vs. participants

Consigli Building Group Employee Stock Ownership Plan $729M · 1,684
The Gillette Company Employee Stock Ownership Plan $368M · 139
First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan $253M · 445
David Clark Employee Stock Ownership Plan $183M · 236
New England Biolabs, Inc. Non-Voting Stock Ownership Plan $163M · 424

Compare Packaging Consultants, Inc. Employee Sto… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Packaging Consultants, Inc. Employee Stock Ownership Plan & Trust by total assets, not by location.

Printing Service Company Employee Stock Ownership Plan (OH) $115K · 5
Medlock Employee Stock Ownership Plan (NC) $114K · 11
Advanced Health Services, Inc. Employee Stock Ownership Plan (IL) $115K · 54
Sift Employee Stock Ownership Plan (MN) $113K · 35

Frequently Asked Questions

How did Packaging Consultants, Inc. Employee Stock Ownership Plan & Trust assets move in 2024? ▼

Packaging Consultants, Inc. Employee Stock Ownership Plan & Trust contracted severely - down 33.0% during 2024, from $171K to $115K. Reported net income was -$56K.

How have Packaging Consultants, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Packaging Consultants, Inc.'s sponsor-wide assets declined 26.1%, from $155K to $115K.

Where does Packaging Consultants, Inc. Employee Stock Ownership Plan & Trust rank by assets among Form 5500 filers? ▼

Packaging Consultants, Inc. Employee Stock Ownership Plan & Trust ranks in the 7th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).

Which ESOP plans are similar in size to Packaging Consultants, Inc. Employee Stock Ownership Plan & Trust? ▼

Among ESOP plans in other states, the closest by assets is Printing Service Company Employee Stock Ownership Plan in OH ($115K, 5 participants).

Next read for Packaging Consultants, Inc. Employee Sto…

Multi-year trail

Ways to act on Packaging Consultants, Inc. Employee Stock Ownership Plan & Trust's numbers.

By total assets, Packaging Consultants, Inc. Employee Stock Ownership Plan & Trust ranks among the smaller plans by assets on file. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Massachusetts. Compare plans
Packaging Consultants, Inc.'s sponsor-wide assets have declined 26.1% since 2022 across 3 plan years on file. More Wholesale Trade plans

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 042699206.