401(k) · DOL Form 5500 · 2022

Planisware USA, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
137
Participants Small participant base
74th
Percentile by assets National rank
$122,471
Avg per participant Near avg balance/head
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Official DOL plan name: Planisware 401(k) Plan · Sponsored by Planisware USA, Inc. · California · Professional & Technical Services

$17M in assets, 137 participants

Planisware USA, Inc.'s Planisware 401(k) Plan reported $17M in total assets and 137 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #16,029 in Professional & Technical Services (21,562 peers)

Coverage in California

Planisware 401(k) Plan covers 137 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $17M.

#16,029
in Professional & Technical Services (21,562 peers)
-10.8%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Planisware 401(k) Plan's outsized position by total assets

Planisware 401(k) Plan vs every filed plan by assets

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

$16,778,510 Top 26% higher than 74% 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

Planisware 401(k) 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. Planisware 401(k) Plan sits mid-pack in the medium band (137 participants).

DOL schedule card

Filing strip 943371445 · Planisware USA, Inc. PY 2022 · 401(k)

Planisware 401(k) Plan · $17M · 137 · 74th

  • RANK $17M
  • RANK 137
  • RANK 74th
  • RANK 401(k)
  • RANK near Washington Radiology Associates, PLLC Profit Sharing Plan
  • RANK ind #16029

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 →

Planisware 401(k) Plan in the asset neighbourhood

Planisware 401(k) Plan$17MWashington Radiology Associates, PLLC Profit Sharing PlanWashington Radiology Associa…$17MConsultant Engineering, Inc. 401(k) PlanConsultant Engineering, Inc.…$17MApogee Integration, LLC 401(k) PlanApogee Integration, LLC 401(…$17MTm Pay, Inc. 401(k) Plan$17M
End-of-year total assets ($M) among Planisware 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$17M
Net Income-$2M
Employer EIN943371445
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Planisware USA, Inc.)

Sponsor-wide plan assets over time

All Planisware USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 52.5474252481299% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $16.8M $25.6M ▲ +52.6%
Year Plans Participants Total Assets
2022 1 137 $17M
2023 1 146 $21M
2024 1 149 $26M

Nearby 401(k) Plans in California

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

Planisware 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Planisware 401(k) Plan, Total assets ($B): 0.01677851 · Participants: 137Planisware 401(k) 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
Planisware 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Planisware 401(k) Plan side-by-side with 3 peers →

Planisware 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Washington Radiology Associates, PLLC Profit Sharing Plan in VA ($17M); by covered participants it is C. H. Briggs Company Employees' Salary Reduction Savings Plan in PA (137 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (137 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 Planisware 401(k) Plan assets move in 2022? ▼
Planisware 401(k) Plan pulled back noticeably - down 10.8% during 2022, from $19M to $17M. Reported net income was -$2M.
How have Planisware USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Planisware USA, Inc.'s sponsor-wide assets grew 52.5%, from $17M to $26M.
Which 401(k) plans are similar in size to Planisware 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Washington Radiology Associates, PLLC Profit Sharing Plan in VA ($17M, 25 participants).
Which 401(k) plans cover a similar participant headcount to Planisware 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is C. H. Briggs Company Employees' Salary Reduction Savings Plan in PA (137 participants, $12M 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 943371445.

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.