form5500lookup

Form 5500 · Retirement plan · WILMINGTON, MA

SYMBOTIC LLC

The filing calls this plan SYMBOTIC LLC 401(K) PLAN.

SYMBOTIC LLC of WILMINGTON, MA files a Form 5500 for its retirement plan. Schedule A discloses 2 annuity or guaranteed-interest contracts held by the plan, written by EMPOWER ANNUITY INSURANCE COMPANY and 1 other insurer. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-8782926 · plan 001 · plan year 2025, filed Sep 9, 2026

Participants at the start of the year
2,029
Contracts on file
2
Contract value
$66,181,210
Plan year end
December

Plan brief

Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with EMPOWER ANNUITY INSURANCE COMPANY.

The contracts held $66,181,210 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
EMPOWER ANNUITY INSURANCE COMPANYAnnuity / GIC2,168December$66,181,210$0
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICAAnnuity / GIC0December—$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
SYMBOTIC LLC
EIN 20-8782926

The plan administrator is from line 3a of the main form. We publish company names only.

Reported to OSHA

Reported to OSHA for 2025: 3,897 employees, 28 recordable cases, 937 days away from work.

EmployeesThe company's own average for the year
3,897
Hours worked
7,877,793
Recordable cases
28
Days away from work
937
Establishments filed under this EIN
60

Source: OSHA Injury Tracking Application establishment data, 2025.

What the plan holds

Plan assets at year end
$131,869,002
Paid out in benefits
$15,578,637
Participants at the start of the year
2,029
Participants with account balances
2,444

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 04-2571780
AAFCPAS, INC.
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

Other plans filed by this employer

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