401(k) · DOL Form 5500 · 2022

P10 Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
114
Participants Small participant base
71st
Percentile by assets National rank
$123,188
Avg per participant Near avg balance/head
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Official DOL plan name: P10 401(k) Profit Sharing Plan · Sponsored by P10 Holdings, Inc. · Texas · Finance & Insurance

$14M in assets, 114 participants

P10 Holdings, Inc.'s P10 401(k) Profit Sharing Plan reported $14M in total assets and 114 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.

  • #5,180 in Finance & Insurance (9,261 peers)

Coverage in Texas

P10 401(k) Profit Sharing Plan covers 114 participants in Texas, about 17% of the average Texas filer (state average ~688 per filing). Assets: $14M.

#5,180
in Finance & Insurance (9,261 peers)
+5.5%
assets growth YoY

P10 401(k) Profit Sharing Plan's outsized position by total assets

P10 401(k) Profit Sharing Plan vs every filed plan by assets

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

$14,043,437 Top 29% higher than 71% 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

P10 401(k) Profit Sharing 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. P10 401(k) Profit Sharing Plan sits mid-pack in the medium band (114 participants).

Form 5500 schedule snapshot

Filing strip 742961657 · P10 Holdings, Inc. PY 2022 · 401(k)

P10 401(k) Profit Sharing Plan · $14M · 114 · 71st

  • RANK $14M
  • PHOTO 114
  • IND 71st
  • EOY 401(k)
  • 5500 near Monterey Peninsula Surgery Center, LLC 401(k) Plan
  • ASSETS ind #5180

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 Finance & Insurance retirement plans → · Plans in Texas →

P10 401(k) Profit Sharing Plan in the asset neighbourhood

P10 401(k) Profit Sharing PlanP10 401(k) Profit Sharing Pl…$14MMonterey Peninsula Surgery Center, LLC 401(k) PlanMonterey Peninsula Surgery C…$14MUS Signal Company 401(k) Plan$14MAmerican Consulting Professionals, LLC 401(k) PlanAmerican Consulting Professi…$14MTapjoy, Inc. Retirement Plan$14M
End-of-year total assets ($M) among P10 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$738K
Employer EIN742961657
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (P10 Holdings, Inc.)

Sponsor-wide plan assets over time

All P10 Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 101.33665284360231% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $14M $28.3M ▲ +101.4%
Year Plans Participants Total Assets
2022 1 114 $14M
2023 1 158 $22M
2024 1 177 $28M

Nearby 401(k) Plans in Texas

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

P10 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants P10 401(k) Profit Sharing Plan, Total assets ($B): 0.014043437 · Participants: 114P10 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
P10 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare P10 401(k) Profit Sharing Plan side-by-side with 3 peers →

P10 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Monterey Peninsula Surgery Center, LLC 401(k) Plan in CA ($14M); by covered participants it is Blue Ocean Realty, LLC Retirement Plan in MD (114 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (114 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 P10 401(k) Profit Sharing Plan assets move in 2022? ▼
P10 401(k) Profit Sharing Plan grew at a solid clip - up 5.5% during 2022, from $13M to $14M. Reported net income was $738K.
How have P10 Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), P10 Holdings, Inc.'s sponsor-wide assets grew 101.3%, from $14M to $28M.
Which 401(k) plans are similar in size to P10 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Monterey Peninsula Surgery Center, LLC 401(k) Plan in CA ($14M, 192 participants).
Which 401(k) plans cover a similar participant headcount to P10 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Blue Ocean Realty, LLC Retirement Plan in MD (114 participants, $288K 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 742961657.

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.