401(k) · DOL Form 5500 · 2023

Planview, Inc. 401(k) Plan

Data updated 2026-08-25

$107M
Total assets Near avg plan size
622
Participants Below avg headcount
92nd
Percentile by assets National rank
$172,093
Avg per participant Above avg balance/head
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Official DOL plan name: Planview, Inc. 401(k) Retirement Plan · Sponsored by Planview, Inc. · Texas · Professional & Technical Services

$107M in assets, 622 participants

Planview, Inc.'s Planview, Inc. 401(k) Retirement Plan reported $107M in total assets and 622 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,864 in Professional & Technical Services (20,321 peers)

Where Planview, Inc. 401(k) Retirement Plan sits by assets

Planview, Inc. 401(k) Retirement Plan sits in the top 10% of all filed plans by assets, $107M for 622 participants (~$172,093/participant), up 27.3% in 2023.

#18,864
in Professional & Technical Services (20,321 peers)
+27.3%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Planview, Inc. 401(k) Retirement Plan's outsized position by total assets

Planview, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$107,041,543 Top 8% higher than 92% 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

Planview, Inc. 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Planview, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (622 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Planview, Inc. 401(k) Retirement Plan reported net income rose from -$14M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Planview, Inc. 401(k) Retirement Plan reported participants rose from 485 in the plan year 2022 filing to 622 in the plan year 2023 filing.
  • Planview, Inc. 401(k) Retirement Plan end-of-year assets rose from $84M in the plan year 2022 filing to $107M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 742548407 · Planview, Inc. PY 2023 · 401(k)

Planview, Inc. 401(k) Retirement Plan · $107M · 622 · 92nd

  • PHOTO $107M
  • IND 622
  • EOY 92nd
  • 5500 401(k)
  • ASSETS near Information Services Group, Inc. Profit Sharing Plan
  • PCT ind #18864

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 Texas →

Planview, Inc. 401(k) Retirement Plan in the asset neighbourhood

Information Services Group, Inc. Profit Sharing PlanInformation Services Group, …$107MJeol USA Inc. Employees Retirement Plan and TrustJeol USA Inc. Employees Reti…$107MPlanview, Inc. 401(k) Retirement PlanPlanview, Inc. 401(k) Retire…$107MGmg Employees Savings Plan$107MN & M Transfer Co. Inc. 401(k) Profit Sharing PlanN & M Transfer Co. Inc. 401(…$107M
End-of-year total assets ($M) among Planview, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$84M
Net Assets (End of Year)$107M
Net Income$20M
Employer EIN742548407
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Planview, Inc.)

Sponsor-wide plan assets over time

All Planview, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$115M 36.72626247191878% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $84.1M $115M ▲ +36.7%
Year Plans Participants Total Assets
2022 1 485 $84M
2023 1 622 $107M
2024 1 571 $115M

Nearby 401(k) Plans in Texas

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

Planview, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Planview, Inc. 401(k) Retirement Plan, Total assets ($B): 0.107041543 · Participants: 622Planview, Inc. 401(k) Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Planview, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Planview, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Planview, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Information Services Group, Inc. Profit Sharing Plan in CT ($107M); by covered participants it is Telamon Corporation 401(k) Plan in IN (622 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (622 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 Planview, Inc. 401(k) Retirement Plan assets move in 2023? ▼
Planview, Inc. 401(k) Retirement Plan grew sharply - up 27.3% during 2023, from $84M to $107M. Reported net income was $20M.
How have Planview, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Planview, Inc.'s sponsor-wide assets grew 36.7%, from $84M to $115M.
Where does Planview, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Planview, Inc. 401(k) Retirement Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Planview, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Information Services Group, Inc. Profit Sharing Plan in CT ($107M, 417 participants).
Which 401(k) plans cover a similar participant headcount to Planview, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Telamon Corporation 401(k) Plan in IN (622 participants, $42M 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 742548407.

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.