401(k) · DOL Form 5500 · 2022
Planview, Inc. 401(k) Plan
Data updated 2026-08-11
- $84M
- Total assets
- 485
- Participants
- 92nd
- Percentile by assets
- $173,436
- Avg per participant
Official DOL plan name: Planview, Inc. 401(k) Retirement Plan · Sponsored by Planview, Inc. · Texas · Professional & Technical Services
$84M in assets, 485 participants
Planview, Inc.'s Planview, Inc. 401(k) Retirement Plan reported $84M in total assets and 485 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 139,126 plans)
- #20,033 in Professional & Technical Services (21,562 peers)
Where Planview, Inc. 401(k) Retirement Plan sits by assets
Planview, Inc. 401(k) Retirement Plan sits in the top 10% of all filed plans by assets, $84M for 485 participants (~$173,436/participant), down 4.0% in 2022.
- $84M
- total plan assets (2022 EOY)
- 485
- covered participants
- 92nd
- percentile by assets (of 139,126 plans)
- $173,436
- avg assets per participant
The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Planview, Inc. 401(k) Retirement Plan sits by total assets
Planview, Inc. 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$84,116,267 Top 8% higher than 92% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Planview, Inc. 401(k) Retirement Plan vs the 2022 asset distribution
By assets, Planview, Inc. 401(k) Retirement Plan outranks 92% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $88M |
|---|---|
| Net Assets (End of Year) | $84M |
| Net Income | -$14M |
| Employer EIN | 742548407 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Planview, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 485 | $84M |
| 2023 | 1 | 622 | $107M |
| 2024 | 1 | 571 | $115M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Planview, Inc. 401(k) Retirement Plan by total assets, not by location.
- Zones, Inc. 401(k) Plan (WA) $84M · 1,322
- Johnson & Bell, Ltd. 401(k) Profit Sharing Plan (IL) $84M · 161
- Savings Plan for Employees of Aquarion Water Company (CT) $84M · 350
- Datalogic 401(k) Plan (OR) $84M · 449
Frequently Asked Questions
How did Planview, Inc. 401(k) Retirement Plan assets move in 2022? ▼
How have Planview, Inc. plan assets changed over time? ▼
Where does Planview, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Planview, Inc. 401(k) Retirement Plan? ▼
Next read for Planview, Inc. 401(k) Retirement Plan
Scale reading
Ways to act on Planview, Inc. 401(k) Retirement Plan's numbers.
- By total assets, Planview, Inc. 401(k) Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
- Planview, Inc.'s sponsor-wide assets have grown 36.7% since 2022 across 3 plan years on file. More Professional & Technical Services plans