401(k) · DOL Form 5500 · 2023

Listrak Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
399
Participants Below avg headcount
78th
Percentile by assets National rank
$68,831
Avg per participant Below avg balance/head
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Official DOL plan name: Listrak, Inc. 401(k) Plan · Sponsored by Listrak Inc. · Pennsylvania · Professional & Technical Services

$27M in assets, 399 participants

Listrak Inc.'s Listrak, Inc. 401(k) Plan reported $27M in total assets and 399 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.

  • #15,911 in Professional & Technical Services (20,321 peers)

Coverage in Pennsylvania

Listrak, Inc. 401(k) Plan covers 399 participants in Pennsylvania, about 49% of the average Pennsylvania filer (state average ~822 per filing). Assets: $27M.

#15,911
in Professional & Technical Services (20,321 peers)
+38.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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

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

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

$27,463,527 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

Listrak, Inc. 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. Listrak, Inc. 401(k) Plan sits mid-pack in the medium band (399 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Listrak, Inc. 401(k) Plan reported net income rose from -$352K in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Listrak, Inc. 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Listrak, Inc. 401(k) Plan reported participants rose from 373 in the plan year 2022 filing to 399 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 233025990 · Listrak Inc. PY 2023 · 401(k)

Listrak, Inc. 401(k) Plan · $27M · 399 · 78th

  • NET $27M
  • NET 399
  • NET 78th
  • NET 401(k)
  • NET near Mmc Holding of Brooklyn, Inc. 401(k) Plan
  • NET ind #15911

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 Pennsylvania →

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

Mmc Holding of Brooklyn, Inc. 401(k) PlanMmc Holding of Brooklyn, Inc…$27MNexus Engineering Group, LLC 401(k) Retirement Plan & TrustNexus Engineering Group, LLC…$27MListrak, Inc. 401(k) Plan$27MHope Gas Retirement Savings PlanHope Gas Retirement Savings …$27MWhitfield & Eddy P.L.C. 401(k) PlanWhitfield & Eddy P.L.C. 401(…$27M
End-of-year total assets ($M) among Listrak, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$27M
Net Income$8M
Employer EIN233025990
Plan Effective Date2006-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Listrak Inc.)

Sponsor-wide plan assets over time

All Listrak Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 68.62747856827328% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $19.9M $33.6M ▲ +68.6%
Year Plans Participants Total Assets
2022 1 373 $20M
2023 1 399 $27M
2024 1 377 $34M

Nearby 401(k) Plans in Pennsylvania

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

Listrak, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Listrak, Inc. 401(k) Plan, Total assets ($B): 0.027463527 · Participants: 399Listrak, Inc. 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Listrak, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Listrak, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Mmc Holding of Brooklyn, Inc. 401(k) Plan in NY ($27M); by covered participants it is Longbridge Financial LLC 401(k) Profit Sharing Plan in NJ (399 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (399 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 Listrak, Inc. 401(k) Plan assets move in 2023? ▼
Listrak, Inc. 401(k) Plan surged - up 38.0% during 2023, from $20M to $27M. Reported net income was $8M.
How have Listrak Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Listrak Inc.'s sponsor-wide assets grew 68.6%, from $20M to $34M.
Where does Listrak, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Listrak, Inc. 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 Listrak, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mmc Holding of Brooklyn, Inc. 401(k) Plan in NY ($27M, 195 participants).
Which 401(k) plans cover a similar participant headcount to Listrak, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Longbridge Financial LLC 401(k) Profit Sharing Plan in NJ (399 participants, $16M 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 233025990.

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.