401(k)
2022 plan-year 401(k) DOL Form 5500

PROTIVITI INC. 401K AND PROFIT SHARING PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

PROTIVITI INC

This 401(k) plan holds $497M in total assets and serves 4,036 participants as of 2022. It is sponsored by PROTIVITI INC in California. The plan reported a net loss of $64M for the year.

Total Assets (2023)
$497M
Participants
4,036
State
Industry
Professional & Technical Services

What the Filing Says About PROTIVITI INC. 401K AND PROFIT SHARING PLAN

PROTIVITI INC. 401K AND PROFIT SHARING PLAN is a 401(k) retirement plan sponsored by PROTIVITI INC, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $497M in total end-of-year assets and covers 4,036 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 043661951, and the plan has been effective since 2002-12-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $558M at the beginning of 2022 to $497M at year-end — a decline of 11.0%. Net assets (after liabilities) closed the year at $497M, with reported net income of $-63,957,297 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$558M
Total Assets (End of Year)$497M
Net Assets (End of Year)$497M
Net Income$-63,957,297
Plan Type401(k)
Employer EIN043661951
Plan Effective Date2002-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (PROTIVITI INC)

Year Plans Participants Total Assets
2022 1 4,036 $497M
2023 1 4,911 $655M
2024 1 4,866 $814M

Nearby 401(k) Plans in California

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Frequently Asked Questions

How much money is in the PROTIVITI INC. 401K AND PROFIT SHARING PLAN?
As of the 2022 Form 5500 filing, PROTIVITI INC. 401K AND PROFIT SHARING PLAN holds $497M in total assets with 4,036 participants. It is sponsored by PROTIVITI INC.
What type of plan is PROTIVITI INC. 401K AND PROFIT SHARING PLAN?
PROTIVITI INC. 401K AND PROFIT SHARING PLAN is a 401(k) plan. It has been effective since 2002-12-01. The plan is filed with the U.S. Department of Labor under EIN 043661951.
Who sponsors the PROTIVITI INC. 401K AND PROFIT SHARING PLAN?
PROTIVITI INC. 401K AND PROFIT SHARING PLAN is sponsored by PROTIVITI INC, located in California. The sponsor's EIN is 043661951 and the plan operates in the Professional & Technical Services industry.
How did PROTIVITI INC. 401K AND PROFIT SHARING PLAN perform in 2022?
PROTIVITI INC. 401K AND PROFIT SHARING PLAN declined by 11.0% during 2022, moving from $558M to $497M in total assets. Net income was $-63,957,297.
Where can I find official filings for PROTIVITI INC. 401K AND PROFIT SHARING PLAN?
Official Form 5500 filings for PROTIVITI INC. 401K AND PROFIT SHARING PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 043661951 or plan name at efast.dol.gov.
How does PROTIVITI INC. 401K AND PROFIT SHARING PLAN compare to other plans?
You can compare PROTIVITI INC. 401K AND PROFIT SHARING PLAN against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 043661951.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.