401(k) · DOL Form 5500 · 2023

Plan First Technologies 401(k) Plan

Data updated 2026-08-25

$803K
Total assets Small plan by assets
9
Participants Small participant base
22nd
Percentile by assets National rank
$89,228
Avg per participant Below avg balance/head
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Official DOL plan name: Plan First Technologies 401(k) Profit Sharing Plan · Sponsored by Plan First Technologies · New York · Professional & Technical Services

$803K in assets, 9 participants

Plan First Technologies's Plan First Technologies 401(k) Profit Sharing Plan reported $803K in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,429 in Professional & Technical Services (20,321 peers)

Plan First Technologies multi-year trail

Plan First Technologies's plans moved +58.2% in assets from 2022 to 2024; this filing shows Plan First Technologies 401(k) Profit Sharing Plan at $803K / 9 participants.

#3,429
in Professional & Technical Services (20,321 peers)
+32.7%
assets growth YoY

Plan First Technologies 401(k) Profit Sharing Plan among the smaller filed plans by assets

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

End-of-year total assets · plan year 2023 · DOL Form 5500

$803,049 22nd percentile higher than 22% of 127,068 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 2023

Plan First Technologies 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Plan First Technologies 401(k) Profit Sharing Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Plan First Technologies 401(k) Profit Sharing Plan reported net income rose from -$16K in the plan year 2022 filing to $198K in the plan year 2023 filing.
  • Plan First Technologies 401(k) Profit Sharing Plan reported participants fell from 16 in the plan year 2022 filing to 9 in the plan year 2023 filing.
  • Plan First Technologies 401(k) Profit Sharing Plan end-of-year assets rose from $605K in the plan year 2022 filing to $803K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 205635889 · Plan First Technologies PY 2023 · 401(k)

Plan First Technologies 401(k) Profit Sharing Plan · $803K · 9 · 22nd

  • ASSETS $803K
  • PCT 9
  • EIN 22nd
  • RANK 401(k)
  • PHOTO near Scovil Ventures Inc. Retirement Plan
  • IND ind #3429

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 →

Plan First Technologies 401(k) Profit Sharing Plan in the asset neighbourhood

Plan First Technologies 401(k) Profit Sharing PlanPlan First Technologies 401(…$803KScovil Ventures Inc. Retirement PlanScovil Ventures Inc. Retirem…$803KEverest Realty Group$803KSherrell Chevrolet Inc. 401(k) Profit Sharing Plan & TrustSherrell Chevrolet Inc. 401(…$803KS&s Cargo, Inc. Retirement PlanS&s Cargo, Inc. Retirement P…$803K
End-of-year total assets ($M) among Plan First Technologies 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Plan First Technologies multi-year asset trail

Sponsor-wide plan assets over time

All Plan First Technologies plans reported in each filing year

Latest sponsor-wide plan assets
$957K 58.2223103684789% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M 202220232024 $0.61M $0.96M ▲ +57.4%
Year Plans Participants Total Assets
2022 1 16 $605K
2023 1 9 $803K
2024 1 9 $957K

Plan First Technologies filing trail (2023)

Total Assets (Beginning of Year)$605K
Net Assets (End of Year)$803K
Net Income$198K
Employer EIN205635889
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Plan First Technologies 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Plan First Technologies 401(k) Profit Sharing Plan, Total assets ($B): 0.000803049 · Participants: 9Plan First Technologies 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Plan First Technologies 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Plan First Technologies 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Scovil Ventures Inc. Retirement Plan in CA ($803K); by covered participants it is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($803K here).

Similar participant headcount

Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Plan First Technologies 401(k) Profit Sharing Plan assets move in 2023? ▼
Plan First Technologies 401(k) Profit Sharing Plan surged - up 32.7% during 2023, from $605K to $803K. Reported net income was $198K.
How have Plan First Technologies plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Plan First Technologies's sponsor-wide assets grew 58.2%, from $605K to $957K.
Where does Plan First Technologies 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Plan First Technologies 401(k) Profit Sharing Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Plan First Technologies 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Scovil Ventures Inc. Retirement Plan in CA ($803K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Plan First Technologies 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants, $459K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 205635889.

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.