401(k) · DOL Form 5500 · 2023

Pedrick & Associates Strategic Marketing, Inc. 401(k) Plan

Data updated 2026-08-25

$681K
Total assets Small plan by assets: 14
Participants Small participant base: 20th
Percentile by assets National rank: $48,636
Avg per participant Low balance/head

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Official DOL plan name: Pedrick & Associates Strategic Marketing, Inc. 401(k) Plan · Sponsored by Pedrick & Associates Strategic Marketing, Inc. · Connecticut · Other Services

$681K in assets, 14 participants

Pedrick & Associates Strategic Marketing, Inc.'s Pedrick & Associates Strategic Marketing, Inc. 401(k) Plan reported $681K in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

#3,375 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Pedrick & Associates Strategic Marketing, Inc. 401(k) Plan ranks #3,375 of 7,857 2023 filers by assets (2948% of the sector average)-$681K for 14 participants.

#3,375
in Other Services (7,857 peers): +8.4%
assets growth YoY

Pedrick & Associates Strategic Marketing, Inc. 401(k) Plan among the smaller filed plans by assets

Pedrick & Associates Strategic Marketing, Inc. 401(k) Plan vs every filed plan by assets

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

$680,903 20th percentile higher than 20% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Pedrick & Associates Strategic Marketing, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pedrick & Associates Strategic Marketing, Inc. 401(k) Plan is a small filing (14 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Pedrick & Associates Strategic Marketing, Inc. 401(k) Plan reported net income fell from $82K in the plan year 2022 filing to $53K in the plan year 2023 filing.
Pedrick & Associates Strategic Marketing, Inc. 401(k) Plan end-of-year assets rose from $628K in the plan year 2022 filing to $681K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 270798624 · Pedrick & Associates Strategic Marketing, Inc. PY 2023 · 401(k)

Pedrick & Associates Strategic Marketing, Inc. 401(k) Plan · $681K · 14 · 20th

BOY $681K
BOY 14
BOY 20th
BOY 401(k)
BOY near Jzm Retirement Plan
BOY ind #3375

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 Other Services retirement plans → · Plans in Connecticut →

End-of-year total assets ($M) among Pedrick & Associates Strategic Marketing, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)	$628K
Net Assets (End of Year)	$681K
Net Income	$53K
Employer EIN	270798624
Plan Effective Date	2009-08-22
Filing Status	FILING RECEIVED

Sponsor Plan History (Pedrick & Associates Strategic Marketing, Inc.)

Latest sponsor-wide plan assets: $625K 0.546053888782725% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	14	$628K
2023	1	14	$681K
2024	1	16	$625K

Nearby 401(k) Plans in Connecticut

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

Pedrick & Associates Strategic Marketing, Inc. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants

Rtx Savings Plan $52.8B · 123,037
Citi Retirement Savings Plan $20.7B · 77,865
The Hartford Investment and Savings Plan $6.5B · 18,377
Xerox Corporation Savings Plan $3.9B · 10,291
Eversource 401(k) Plan $3.8B · 9,504

Compare Pedrick & Associates Strategic Marketing, Inc. 401(k) Plan side-by-side with 3 peers →

Pedrick & Associates Strategic Marketing, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Jzm Retirement Plan in CO ($681K); by covered participants it is Gibbs Maintenance, Profit Sharing Plan and Trust in CA (14 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($681K here).

Jzm Retirement Plan (CO) $681K · 2
Z&d Engineering Inc 401(k) Profit Sharing Plan & Trust (MD) $681K · 4
Loiodice Excavating, Inc. 401(k) Profit Sharing Plan (NY) $681K · 6
Specialty Care Pediatrics 401(k) Plan (OK) $681K · 111

Similar participant headcount

Nearest other-state filings by covered participants (14 participants); asset peers above are excluded.

Gibbs Maintenance, Profit Sharing Plan and Trust (CA) 14 · 0 off
Marietta Railroad Properties, Inc. 401(k) Plan (NY) 14 · 0 off
Christopher Mullenix Dmd Md PC 401(k) Profit Sharing Plan (AL) 14 · 0 off
River's Edge Dental Clinic 401(k)/Profit Sharing Plan (MN) 14 · 0 off

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 Pedrick & Associates Strategic Marketing, Inc. 401(k) Plan assets move in 2023? ▼

Pedrick & Associates Strategic Marketing, Inc. 401(k) Plan grew at a solid clip - up 8.4% during 2023, from $628K to $681K. Reported net income was $53K.

How have Pedrick & Associates Strategic Marketing, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Pedrick & Associates Strategic Marketing, Inc.'s sponsor-wide assets declined 0.5%, from $628K to $625K.

Where does Pedrick & Associates Strategic Marketing, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼

Pedrick & Associates Strategic Marketing, Inc. 401(k) Plan ranks in the 20th 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 Pedrick & Associates Strategic Marketing, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Jzm Retirement Plan in CO ($681K, 2 participants).

Which 401(k) plans cover a similar participant headcount to Pedrick & Associates Strategic Marketing, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Gibbs Maintenance, Profit Sharing Plan and Trust in CA (14 participants, N/A 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 270798624.