401(k) · DOL Form 5500 · 2022
Retrospect, Inc. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 11
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $188,680
- Avg per participant Above avg balance/head
Official DOL plan name: Retrospect, Inc. Retirement Plan · Sponsored by Retrospect, Inc. · California · Information & Media
$2M in assets, 11 participants
Retrospect, Inc.'s Retrospect, Inc. Retirement Plan reported $2M in total assets and 11 participants in its 2022 DOL Form 5500 filing, ranking in the 34th 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.
- #571 in Information & Media (2,911 peers)
2022 asset change
Retrospect, Inc. Retirement Plan declined sharply 26.7% in 2022 ($3M → $2M) for 11 participants.
- #571
- in Information & Media (2,911 peers)
- -26.7%
- assets change YoY
The plan reported a net loss of $758K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Retrospect, Inc. Retirement Plan's mid-pack asset rank among Information & Media and all filers
Retrospect, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,075,482 34th percentile higher than 34% 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
Retrospect, Inc. Retirement 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. Retrospect, Inc. Retirement Plan is a small filing (11 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 900760638 · Retrospect, Inc. PY 2022 · 401(k)
Retrospect, Inc. Retirement Plan · $2M · 11 · 34th
- ASSETS $2M
- PCT 11
- EIN 34th
- RANK 401(k)
- PHOTO near Patriot Development 401(k) Plan
- IND ind #571
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 Information & Media retirement plans → · Plans in California →
Retrospect, Inc. Retirement Plan in the asset neighbourhood
Retrospect, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Retrospect, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 11 | $2M |
| 2023 | 1 | 9 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$758K |
| Employer EIN | 900760638 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Retrospect, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Patriot Development 401(k) Plan in VA ($2M); by covered participants it is The Princeton Club of New York, Inc. 401(k) Plan in MA (11 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.
- The Princeton Club of New York, Inc. 401(k) Plan (MA) 11 · 0 off
- Rhg Profit Sharing Plan (GA) 11 · 0 off
- Thrive Wealth Management, LLC 401(k) Plan (PA) 11 · 0 off
- Tacappel Enterprises Retirement Plan (NE) 11 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.