401(k) · DOL Form 5500 · 2022

Reference Data Services, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
5
Participants Small participant base
36th
Percentile by assets National rank
$450,575
Avg per participant High balance/head
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Official DOL plan name: Reference Data Services, LLC 401(k) Plan · Sponsored by Reference Data Services, LLC · New York · Professional & Technical Services

$2M in assets, 5 participants

Reference Data Services, LLC's Reference Data Services, LLC 401(k) Plan reported $2M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,964 in Professional & Technical Services (21,562 peers)

Reference Data Services, LLC multi-year trail

Reference Data Services, LLC's plans moved +41.1% in assets from 2022 to 2024; this filing shows Reference Data Services, LLC 401(k) Plan at $2M / 5 participants.

#6,964
in Professional & Technical Services (21,562 peers)
-12.3%
assets change YoY

The plan reported a net loss of $317K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Reference Data Services, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Reference Data Services, LLC 401(k) Plan vs every filed plan by assets

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

$2,252,877 36th percentile higher than 36% 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

Reference Data Services, LLC 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Reference Data Services, LLC 401(k) Plan is a micro filing (5 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 473925272 · Reference Data Services, LLC PY 2022 · 401(k)

Reference Data Services, LLC 401(k) Plan · $2M · 5 · 36th

  • PART $2M
  • PART 5
  • PART 36th
  • PART 401(k)
  • PART near Jrc Mechanical, LLC 401(k) Plan
  • PART ind #6964

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 New York →

Reference Data Services, LLC 401(k) Plan in the asset neighbourhood

Reference Data Services, LLC 401(k) PlanReference Data Services, LLC…$2MJrc Mechanical, LLC 401(k) PlanJrc Mechanical, LLC 401(k) P…$2MChickahominy Business Development Co. Retirement PlanChickahominy Business Develo…$2MGary Platt Manufacturing, LLC 401(k) PlanGary Platt Manufacturing, LL…$2MManaged Resources, Inc 401(k) Profit Sharing Plan and TrustManaged Resources, Inc 401(k…$2M
End-of-year total assets ($M) among Reference Data Services, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Reference Data Services, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Reference Data Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 41.071172549588816% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.25M $3.18M ▲ +41.3%
Year Plans Participants Total Assets
2022 1 5 $2M
2023 1 4 $3M
2024 1 4 $3M

Reference Data Services, LLC filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$317K
Employer EIN473925272
Plan Effective Date2015-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Reference Data Services, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Reference Data Services, LLC 401(k) Plan, Total assets ($B): 0.002252877 · Participants: 5Reference Data Services, LLC 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Reference Data Services, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Reference Data Services, LLC 401(k) Plan side-by-side with 3 peers →

Reference Data Services, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Jrc Mechanical, LLC 401(k) Plan in VA ($2M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Reference Data Services, LLC 401(k) Plan assets move in 2022? ▼
Reference Data Services, LLC 401(k) Plan pulled back noticeably - down 12.3% during 2022, from $3M to $2M. Reported net income was -$317K.
How have Reference Data Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Reference Data Services, LLC's sponsor-wide assets grew 41.1%, from $2M to $3M.
Which 401(k) plans are similar in size to Reference Data Services, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jrc Mechanical, LLC 401(k) Plan in VA ($2M, 215 participants).
Which 401(k) plans cover a similar participant headcount to Reference Data Services, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (5 participants, $48K 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 473925272.

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.