401(k) · DOL Form 5500 · 2022

Planview, Inc. 401(k) Plan

Data updated 2026-08-25

$84M
Total assets Below avg plan size
485
Participants Below avg headcount
92nd
Percentile by assets National rank
$173,436
Avg per participant Above avg balance/head
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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.

  • #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.

#20,033
in Professional & Technical Services (21,562 peers)
-4.0%
assets change YoY
0.8×
vs typical plan assets (national mean)

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.

Planview, Inc. 401(k) Retirement Plan's outsized position 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

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 2022

Planview, Inc. 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Planview, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (485 participants).

EBSA filing schedule strip

Filing strip 742548407 · Planview, Inc. PY 2022 · 401(k)

Planview, Inc. 401(k) Retirement Plan · $84M · 485 · 92nd

  • BOOK $84M
  • VS-ST 485
  • BOY 92nd
  • SCH 401(k)
  • EBSA near Zones, Inc. 401(k) Plan
  • PART ind #20033

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 Professional & Technical Services retirement plans → · Plans in Texas →

Planview, Inc. 401(k) Retirement Plan in the asset neighbourhood

Johnson & Bell, Ltd. 401(k) Profit Sharing PlanJohnson & Bell, Ltd. 401(k) …$84MPlanview, Inc. 401(k) Retirement PlanPlanview, Inc. 401(k) Retire…$84MZones, Inc. 401(k) Plan$84MSavings Plan for Employees of Aquarion Water CompanySavings Plan for Employees o…$84MDatalogic 401(k) Plan$84M
End-of-year total assets ($M) among Planview, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$88M
Net Assets (End of Year)$84M
Net Income-$14M
Employer EIN742548407
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Planview, Inc.)

Sponsor-wide plan assets over time

All Planview, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$115M 36.72626247191878% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $84.1M $115M ▲ +36.7%
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.

Planview, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Planview, Inc. 401(k) Retirement Plan, Total assets ($B): 0.084116267 · Participants: 485Planview, Inc. 401(k) Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Planview, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Planview, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Planview, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Zones, Inc. 401(k) Plan in WA ($84M); by covered participants it is Timpte 401(k) Retirement Savings and Profit Sharing Plan and Trust in CO (485 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($84M here).

Similar participant headcount

Nearest other-state filings by covered participants (485 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Planview, Inc. 401(k) Retirement Plan assets move in 2022? ▼
Planview, Inc. 401(k) Retirement Plan edged down modestly - down 4.0% during 2022, from $88M to $84M. Reported net income was -$14M.
How have Planview, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Planview, Inc.'s sponsor-wide assets grew 36.7%, from $84M to $115M.
Where does Planview, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Planview, Inc. 401(k) Retirement Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Planview, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Zones, Inc. 401(k) Plan in WA ($84M, 1,322 participants).
Which 401(k) plans cover a similar participant headcount to Planview, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Timpte 401(k) Retirement Savings and Profit Sharing Plan and Trust in CO (485 participants, $29M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 742548407.

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.