401(k) · DOL Form 5500 · 2022
Planning Design Research Corporation 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 62
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $218,540
- Avg per participant Above avg balance/head
Official DOL plan name: Pdr 401(k) Plan · Sponsored by Planning Design Research Corporation · Texas · Professional & Technical Services
$14M in assets, 62 participants
Planning Design Research Corporation's Pdr 401(k) Plan reported $14M in total assets and 62 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.
- #15,118 in Professional & Technical Services (21,562 peers)
2022 asset change
Pdr 401(k) Plan pulled back noticeably 14.1% in 2022 ($16M → $14M) for 62 participants.
- #15,118
- in Professional & Technical Services (21,562 peers)
- -14.1%
- 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.
Pdr 401(k) Plan's outsized position by total assets
Pdr 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,549,475 Top 29% higher than 71% 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
Pdr 401(k) 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. Pdr 401(k) Plan is a small filing (62 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 741904393 · Planning Design Research Corporation PY 2022 · 401(k)
Pdr 401(k) Plan · $14M · 62 · 71st
- PHOTO $14M
- IND 62
- EOY 71st
- 5500 401(k)
- ASSETS near Union League Club Employees' Savings Plan
- PCT ind #15118
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 →
Pdr 401(k) Plan in the asset neighbourhood
Planning Design Research Corporation years around the 2022 move
Sponsor-wide plan assets over time
All Planning Design Research Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 2.070655874120584% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 62 | $14M |
| 2023 | 1 | 48 | $13M |
| 2024 | 1 | 40 | $14M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$2M |
| Employer EIN | 741904393 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
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
Pdr 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Union League Club Employees' Savings Plan in IL ($14M); by covered participants it is Technology Investment Corporation 401(k) Plan in WI (62 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Union League Club Employees' Savings Plan (IL) $14M · 152
- The Computer Merchant, Ltd. 401(k) Retirement Savings Plan (MA) $14M · 657
- Lynch Management Company 401(k) Plan (FL) $14M · 191
- Ttg Equipment LLC 401(k) Plan (IN) $14M · 180
Similar participant headcount
Nearest other-state filings by covered participants (62 participants); asset peers above are excluded.
- Technology Investment Corporation 401(k) Plan (WI) 62 · 0 off
- Peppers Automotive Group 401(k) Plan (TN) 62 · 0 off
- Foresight Imaging, LLC 401(k) and Profit Sharing Plan (MA) 62 · 0 off
- G. J. Oliver, Inc. 401(k) (NJ) 62 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.