401(k) · DOL Form 5500 · 2022

Econone Research, Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
70
Participants Small participant base
81st
Percentile by assets National rank
$385,400
Avg per participant High balance/head
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Official DOL plan name: Econone Research, Inc. Cash or Deferred Profit Sharing Plan · Sponsored by Econone Research, Inc. · California · Professional & Technical Services

$27M in assets, 70 participants

Econone Research, Inc.'s Econone Research, Inc. Cash or Deferred Profit Sharing Plan reported $27M in total assets and 70 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #17,693 in Professional & Technical Services (21,562 peers)

Where Econone Research, Inc. Cash or Deferred Profit Sharing Plan sits by assets

Econone Research, Inc. Cash or Deferred Profit Sharing Plan sits in the top quartile of all filed plans by assets, $27M for 70 participants (~$385,400/participant), down 20.6% in 2022.

#17,693
in Professional & Technical Services (21,562 peers)
-20.6%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Econone Research, Inc. Cash or Deferred Profit Sharing Plan's outsized position by total assets

Econone Research, Inc. Cash or Deferred Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$26,978,004 Top 19% higher than 81% 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

Econone Research, Inc. Cash or Deferred Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Econone Research, Inc. Cash or Deferred Profit Sharing Plan is a small filing (70 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 954639689 · Econone Research, Inc. PY 2022 · 401(k)

Econone Research, Inc. Cash or Deferred Profit Sharing Plan · $27M · 70 · 81st

  • VS-ST $27M
  • VS-ST 70
  • VS-ST 81st
  • VS-ST 401(k)
  • VS-ST near Pressco Technology Inc. P/S 401(k) Plan
  • VS-ST ind #17693

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 California →

Econone Research, Inc. Cash or Deferred Profit Sharing Plan in the asset neighbourhood

Econone Research, Inc. Cash or Deferred Profit Sharing PlanEconone Research, Inc. Cash …$27MPressco Technology Inc. P/S 401(k) PlanPressco Technology Inc. P/S …$27MNorth Star Venture Management 2000, LLC 401(k) Plan & TrustNorth Star Venture Managemen…$27MJayhawk Fine Chemicals 401(k) Savings PlanJayhawk Fine Chemicals 401(k…$27MSchaumburg Toyota, Inc. Profit Sharing and 401(k) PlanSchaumburg Toyota, Inc. Prof…$27M
End-of-year total assets ($M) among Econone Research, Inc. Cash or Deferred Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$27M
Net Income-$7M
Employer EIN954639689
Plan Effective Date1997-07-16
Filing StatusFILING RECEIVED

Sponsor Plan History (Econone Research, Inc.)

Sponsor-wide plan assets over time

All Econone Research, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$46M 69.86017942617252% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $27M $45.8M ▲ +69.8%
Year Plans Participants Total Assets
2022 1 70 $27M
2023 2 153 $41M
2024 2 175 $46M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Econone Research, Inc. Cash or Deferred Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Econone Research, Inc. Cash or Deferred Profit Sharing Plan, Total assets ($B): 0.026978004 · Participants: 70Econone Research, Inc. Cash or Deferred Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Econone Research, Inc. Cash or Deferred Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Econone Research, Inc. Cash or Deferred Profit Sharing Plan side-by-side with 3 peers →

Econone Research, Inc. Cash or Deferred Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Pressco Technology Inc. P/S 401(k) Plan in OH ($27M); by covered participants it is Colfax Furniture of Greensboro 401(k) Profit Sharing Plan & Trust in NC (70 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (70 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 Econone Research, Inc. Cash or Deferred Profit Sharing Plan assets move in 2022? ▼
Econone Research, Inc. Cash or Deferred Profit Sharing Plan declined sharply - down 20.6% during 2022, from $34M to $27M. Reported net income was -$7M.
How have Econone Research, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Econone Research, Inc.'s sponsor-wide assets grew 69.9%, from $27M to $46M.
Where does Econone Research, Inc. Cash or Deferred Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Econone Research, Inc. Cash or Deferred Profit Sharing Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Econone Research, Inc. Cash or Deferred Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pressco Technology Inc. P/S 401(k) Plan in OH ($27M, 141 participants).
Which 401(k) plans cover a similar participant headcount to Econone Research, Inc. Cash or Deferred Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Colfax Furniture of Greensboro 401(k) Profit Sharing Plan & Trust in NC (70 participants, $89K 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 954639689.

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.