ESOP · DOL Form 5500 · 2024

Packaging Consultants, Inc. ESOP

Data updated 2026-08-25

$115K
Total assets Small plan by assets
10
Participants Small participant base
7th
Percentile by assets National rank
$11,454
Avg per participant Low balance/head
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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.

  • #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.

#207
in Wholesale Trade (6,080 peers)
-33.0%
assets change YoY

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.

Packaging Consultants, Inc. Employee Stock Ownership Plan & Trust among the smaller filed plans by 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

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

Packaging Consultants, Inc. Employee Stock Ownership Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Packaging Consultants, Inc. Employee Stock Ownership Plan & Trust is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → 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 →

Plan-year Form 5500 strip

Filing strip 042699206 · Packaging Consultants, Inc. PY 2024 · ESOP

Packaging Consultants, Inc. Employee Stock Ownership Plan & Trust · $115K · 10 · 7th

  • PHOTO $115K
  • IND 10
  • EOY 7th
  • 5500 ESOP
  • ASSETS near Printing Service Company Employee Stock Ownership Plan
  • PCT ind #207

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 What is an ESOP? → · Plans in Massachusetts →

Packaging Consultants, Inc. Employee Stock Ownership Plan & Trust in the asset neighbourhood

Advanced Health Services, Inc. Employee Stock Ownership PlanAdvanced Health Services, In…$115KPackaging Consultants, Inc. Employee Stock Ownership Plan & TrustPackaging Consultants, Inc. …$115KPrinting Service Company Employee Stock Ownership PlanPrinting Service Company Emp…$115KMedlock Employee Stock Ownership PlanMedlock Employee Stock Owner…$114KSift Employee Stock Ownership PlanSift Employee Stock Ownershi…$113K
End-of-year total assets ($M) among Packaging Consultants, Inc. Employee Stock Ownership Plan & Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Packaging Consultants, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Packaging Consultants, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$115K 26.113573174901138% vs 2022
2024 filing year
$0.1M$0.12M$0.14M$0.16M$0.18M 202220232024 $0.16M $0.11M ▼ -31.3%
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 EIN042699206
Plan Effective Date1990-02-01
Filing StatusFILING 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 Scatter plot of 6 data points. -5000500100015002000 -2000200400600800 Total assets ($M) Participants Packaging Consultants, Inc. Employee Stock Ownership Plan & Trust, Total assets ($M): 0.114538 · Participants: 10Packaging Consultants, Inc. Employee Stock Ownership Plan & TrustConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 729.34706 · Participants: 1684Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 367.792322 · Participants: 139The Gillette Company Employee Stock Ownership PlanFirst Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan, Total assets ($M): 253.372727 · Participants: 445First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership PlanDavid Clark Employee Stock Ownership Plan, Total assets ($M): 182.6375 · Participants: 236David Clark Employee Stock Ownership PlanNew England Biolabs, Inc. Non-Voting Stock Ownership Plan, Total assets ($M): 162.974294 · Participants: 424New England Biolabs, Inc. Non-Voting Stock Ownership Plan
Packaging Consultants, Inc. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Packaging Consultants, Inc. Employee Stock Ownership Plan & Trust side-by-side with 3 peers →

Packaging Consultants, Inc. Employee Stock Ownership Plan & Trust's out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is Printing Service Company Employee Stock Ownership Plan in OH ($115K); by covered participants it is Micro USA, Inc. Employee Stock Ownership Plan in CA (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 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).
Which ESOP plans cover a similar participant headcount to Packaging Consultants, Inc. Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Micro USA, Inc. Employee Stock Ownership Plan in CA (10 participants, N/A 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 042699206.

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.