401(k) · DOL Form 5500 · 2023

Posit Software, Pbc 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
285
Participants Below avg headcount
78th
Percentile by assets National rank
$98,573
Avg per participant Below avg balance/head
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Official DOL plan name: Posit Software 401(k) Plan · Sponsored by Posit Software, Pbc · Massachusetts · Information & Media

$28M in assets, 285 participants

Posit Software, Pbc's Posit Software 401(k) Plan reported $28M in total assets and 285 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #1,983 in Information & Media (2,818 peers)

Coverage in Massachusetts

Posit Software 401(k) Plan covers 285 participants in Massachusetts, about 43% of the average Massachusetts filer (state average ~659 per filing). Assets: $28M.

#1,983
in Information & Media (2,818 peers)
+68.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Posit Software 401(k) Plan's outsized position by total assets

Posit Software 401(k) Plan vs every filed plan by assets

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

$28,093,407 Top 22% higher than 78% 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

Posit Software 401(k) 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. Posit Software 401(k) Plan sits mid-pack in the medium band (285 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Posit Software 401(k) Plan reported net income rose from $1M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Posit Software 401(k) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Posit Software 401(k) Plan reported participants rose from 213 in the plan year 2022 filing to 285 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 264457115 · Posit Software, Pbc PY 2023 · 401(k)

Posit Software 401(k) Plan · $28M · 285 · 78th

  • NET $28M
  • NET 285
  • NET 78th
  • NET 401(k)
  • NET near Etc Hotels 401(k) Plan
  • NET ind #1983

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 Information & Media retirement plans → · Plans in Massachusetts →

Posit Software 401(k) Plan in the asset neighbourhood

Sigmatron International, Inc 401(k) Retirement Savings PlanSigmatron International, Inc…$28MIowa Bankers Insurance & Services, Inc. 401(k) Plan & TrustIowa Bankers Insurance & Ser…$28MPosit Software 401(k) Plan$28MEtc Hotels 401(k) Plan$28MLegal Aid of North Carolina Ret PlanLegal Aid of North Carolina …$28M
End-of-year total assets ($M) among Posit Software 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$28M
Net Income$11M
Employer EIN264457115
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Posit Software, Pbc)

Sponsor-wide plan assets over time

All Posit Software, Pbc plans reported in each filing year

Latest sponsor-wide plan assets
$38M 125.26958320410122% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $16.7M $37.6M ▲ +125.3%
Year Plans Participants Total Assets
2022 1 213 $17M
2023 1 285 $28M
2024 1 272 $38M

Nearby 401(k) Plans in Massachusetts

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

Posit Software 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Posit Software 401(k) Plan, Total assets ($B): 0.028093407 · Participants: 285Posit Software 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Posit Software 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Posit Software 401(k) Plan side-by-side with 3 peers →

Posit Software 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Etc Hotels 401(k) Plan in CA ($28M); by covered participants it is Don Miller 401(k) Plan in WI (285 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (285 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 Posit Software 401(k) Plan assets move in 2023? ▼
Posit Software 401(k) Plan surged - up 68.1% during 2023, from $17M to $28M. Reported net income was $11M.
How have Posit Software, Pbc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Posit Software, Pbc's sponsor-wide assets grew 125.3%, from $17M to $38M.
Where does Posit Software 401(k) Plan rank by assets among Form 5500 filers? ▼
Posit Software 401(k) Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Posit Software 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Etc Hotels 401(k) Plan in CA ($28M, 557 participants).
Which 401(k) plans cover a similar participant headcount to Posit Software 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Don Miller 401(k) Plan in WI (285 participants, $6M 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 264457115.

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.