401(k) · DOL Form 5500 · 2022
Pdt Partners, LLC 401(k) Plan
Data updated 2026-08-25
- $61M
- Total assets Below avg plan size
- 231
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $265,584
- Avg per participant High balance/head
Official DOL plan name: Pdt 401(k) Plan · Sponsored by Pdt Partners, LLC · New York · Finance & Insurance
$61M in assets, 231 participants
Pdt Partners, LLC's Pdt 401(k) Plan reported $61M in total assets and 231 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.
- #7,701 in Finance & Insurance (9,261 peers)
Coverage in New York
Pdt 401(k) Plan covers 231 participants in New York, about 29% of the average New York filer (state average ~798 per filing). Assets: $61M.
- #7,701
- in Finance & Insurance (9,261 peers)
- -7.5%
- assets change YoY
- 0.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Pdt 401(k) Plan's outsized position by total assets
Pdt 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$61,349,858 Top 10% higher than 90% 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
Pdt 401(k) 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. Pdt 401(k) Plan sits mid-pack in the medium band (231 participants).
EBSA filing schedule strip
Filing strip 274684334 · Pdt Partners, LLC PY 2022 · 401(k)
Pdt 401(k) Plan · $61M · 231 · 90th
- ASSETS $61M
- PCT 231
- EIN 90th
- RANK 401(k)
- PHOTO near Calyx 401(k) Plan
- IND ind #7701
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 New York →
Pdt 401(k) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $66M |
|---|---|
| Net Assets (End of Year) | $61M |
| Net Income | -$5M |
| Employer EIN | 274684334 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pdt Partners, LLC)
Sponsor-wide plan assets over time
All Pdt Partners, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $101M 65.34885378218806% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 231 | $61M |
| 2023 | 1 | 236 | $80M |
| 2024 | 1 | 244 | $101M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Pdt 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Calyx 401(k) Plan in NC ($61M); by covered participants it is Thousandeyes, Inc. 401(k) Retirement Plan in CA (231 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($61M here).
- Calyx 401(k) Plan (NC) $61M · 392
- World Acceptance Corporation Retirement Savings Plan (SC) $61M · 2,492
- Mclane Middleton 401(k) Plan (NH) $61M · 204
- Sea, Ltd. 401(k) Plan (OH) $61M · 332
Similar participant headcount
Nearest other-state filings by covered participants (231 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.