401(k) · DOL Form 5500 · 2022
Policy Analysis Inc. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 28
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $147,104
- Avg per participant Above avg balance/head
Official DOL plan name: Pai 401(k) Plan · Sponsored by Policy Analysis Inc. · Massachusetts · Professional & Technical Services
$4M in assets, 28 participants
Policy Analysis Inc.'s Pai 401(k) Plan reported $4M in total assets and 28 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.
- #9,521 in Professional & Technical Services (21,562 peers)
2022 asset change
Pai 401(k) Plan contracted severely 35.1% in 2022 ($6M → $4M) for 28 participants.
- #9,521
- in Professional & Technical Services (21,562 peers)
- -35.1%
- 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.
Pai 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Pai 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,118,909 47th percentile higher than 47% 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
Pai 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. Pai 401(k) Plan is a small filing (28 participants) on this national headcount ladder.
DOL schedule card
Filing strip 042521605 · Policy Analysis Inc. PY 2022 · 401(k)
Pai 401(k) Plan · $4M · 28 · 47th
- BOOK $4M
- BOOK 28
- BOOK 47th
- BOOK 401(k)
- BOOK near Superior Performance, Inc. 401(k) Plan
- BOOK ind #9521
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 Massachusetts →
Pai 401(k) Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$2M |
| Employer EIN | 042521605 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
Pai 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Superior Performance, Inc. 401(k) Plan in LA ($4M); by covered participants it is Boatner & Pugh, LLC 401(k) and Profit Sharing Plan in AL (28 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Superior Performance, Inc. 401(k) Plan (LA) $4M · 74
- Lichter Law Firm Retirement Plan (FL) $4M · 3
- Weller Management Retirement Plan (FL) $4M · 184
- Enmet, LLC 401(k) Plan (MI) $4M · 30
Similar participant headcount
Nearest other-state filings by covered participants (28 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.