401(k) · DOL Form 5500 · 2022
Predictive Index, LLC 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 211
- Participants Below avg headcount
- 74th
- Percentile by assets National rank
- $79,118
- Avg per participant Below avg balance/head
Official DOL plan name: Predictive Index Retirement Trust Plan · Sponsored by Predictive Index, LLC · Massachusetts · Professional & Technical Services
$17M in assets, 211 participants
Predictive Index, LLC's Predictive Index Retirement Trust Plan reported $17M in total assets and 211 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.
- #16,004 in Professional & Technical Services (21,562 peers)
Coverage in Massachusetts
Predictive Index Retirement Trust Plan covers 211 participants in Massachusetts, about 32% of the average Massachusetts filer (state average ~659 per filing). Assets: $17M.
- #16,004
- in Professional & Technical Services (21,562 peers)
- +1.5%
- assets growth YoY
Predictive Index Retirement Trust Plan's outsized position by total assets
Predictive Index Retirement Trust Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$16,693,859 Top 26% higher than 74% 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
Predictive Index Retirement Trust 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. Predictive Index Retirement Trust Plan sits mid-pack in the medium band (211 participants).
Form 5500 schedule snapshot
Filing strip 611748187 · Predictive Index, LLC PY 2022 · 401(k)
Predictive Index Retirement Trust Plan · $17M · 211 · 74th
- NET $17M
- NET 211
- NET 74th
- NET 401(k)
- NET near Baffetto, Inc. 401(k) Plan and Trust
- NET ind #16004
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 →
Predictive Index Retirement Trust Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $242K |
| Employer EIN | 611748187 |
| Plan Effective Date | 1991-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Predictive Index, LLC)
Sponsor-wide plan assets over time
All Predictive Index, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $31M 85.05976359330698% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 211 | $17M |
| 2023 | 1 | 207 | $24M |
| 2024 | 1 | 208 | $31M |
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
Predictive Index Retirement Trust Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Baffetto, Inc. 401(k) Plan and Trust in WA ($17M); by covered participants it is Combs Concrete Construction Company 401(k) Plan in NC (211 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Baffetto, Inc. 401(k) Plan and Trust (WA) $17M · 646
- Companion Professional Services, LLC Dba Tm Floyd & Company 401(k) Retirement Plan (SC) $17M · 172
- Vapotherm, Inc. 401(k) Plan (NH) $17M · 353
- Indegene 401(k) Plan (NJ) $17M · 368
Similar participant headcount
Nearest other-state filings by covered participants (211 participants); asset peers above are excluded.
- Combs Concrete Construction Company 401(k) Plan (NC) 211 · 0 off
- Dir Holdings, LLC Retirement Savings Plan (TN) 211 · 0 off
- Auto Meter Products 401(k) Plan (IL) 211 · 0 off
- Charley's Concrete Company Ltd 401(k) Plan (TX) 211 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.