401(k) · DOL Form 5500 · 2023

People, Technology and Processe 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
237
Participants Below avg headcount
43rd
Percentile by assets National rank
$19,257
Avg per participant Low balance/head
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Official DOL plan name: People Technology and Processe 401(k) Profit Sharing Plan & Trust · Sponsored by People, Technology and Processe · Florida · Professional & Technical Services

$5M in assets, 237 participants

People, Technology and Processe's People Technology and Processe 401(k) Profit Sharing Plan & Trust reported $5M in total assets and 237 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,161 in Professional & Technical Services (20,321 peers)

Coverage in Florida

People Technology and Processe 401(k) Profit Sharing Plan & Trust covers 237 participants in Florida, about 38% of the average Florida filer (state average ~628 per filing). Assets: $5M.

#8,161
in Professional & Technical Services (20,321 peers)
+77.0%
assets growth YoY

People Technology and Processe 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

People Technology and Processe 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$4,563,839 43rd percentile higher than 43% 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

People Technology and Processe 401(k) Profit Sharing Plan & Trust 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. People Technology and Processe 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (237 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • People Technology and Processe 401(k) Profit Sharing Plan & Trust reported net income rose from -$39K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • People Technology and Processe 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • People Technology and Processe 401(k) Profit Sharing Plan & Trust reported participants rose from 234 in the plan year 2022 filing to 237 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 274171805 · People, Technology and Processe PY 2023 · 401(k)

People Technology and Processe 401(k) Profit Sharing Plan & Trust · $5M · 237 · 43rd

  • SCH $5M
  • SCH 237
  • SCH 43rd
  • SCH 401(k)
  • SCH near Lbc 401(k) Plan
  • SCH ind #8161

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 Florida →

People Technology and Processe 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

People Technology and Processe 401(k) Profit Sharing Plan & TrustPeople Technology and Proces…$5MLbc 401(k) Plan$5MLevain Bakery Cookie Company, LLC Profit SharingLevain Bakery Cookie Company…$5MLcmhs Savings and Retirement PlanLcmhs Savings and Retirement…$5MGovdocs, Inc. 401(k) Plan$5M
End-of-year total assets ($M) among People Technology and Processe 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$5M
Net Income$2M
Employer EIN274171805
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (People, Technology and Processe)

Sponsor-wide plan assets over time

All People, Technology and Processe plans reported in each filing year

Latest sponsor-wide plan assets
$6M 136.2856717235472% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $2.58M $6.09M ▲ +136.0%
Year Plans Participants Total Assets
2022 1 234 $3M
2023 1 237 $5M
2024 1 264 $6M

Nearby 401(k) Plans in Florida

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

People Technology and Processe 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants People Technology and Processe 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.004563839 · Participants: 237People Technology and Processe 401(k) Profit Sharing Plan & TrustL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
People Technology and Processe 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants

People Technology and Processe 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Lbc 401(k) Plan in IN ($5M); by covered participants it is Precision Document Solutions, Inc. 401(k) Plan in TX (237 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (237 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 People Technology and Processe 401(k) Profit Sharing Plan & Trust assets move in 2023?
People Technology and Processe 401(k) Profit Sharing Plan & Trust surged - up 77.0% during 2023, from $3M to $5M. Reported net income was $2M.
How have People, Technology and Processe plan assets changed over time?
Across 3 plan years on file (2022-2024), People, Technology and Processe's sponsor-wide assets grew 136.3%, from $3M to $6M.
Which 401(k) plans are similar in size to People Technology and Processe 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Lbc 401(k) Plan in IN ($5M, 68 participants).
Which 401(k) plans cover a similar participant headcount to People Technology and Processe 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Precision Document Solutions, Inc. 401(k) Plan in TX (237 participants, $845K in assets).