401(k) · DOL Form 5500 · 2023

Econone Research, Inc. 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
76
Participants Small participant base
81st
Percentile by assets National rank
$451,644
Avg per participant High balance/head
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Official DOL plan name: Econone Research, Inc. Cash or Deferred Profit Sharing Plan · Sponsored by Econone Research, Inc. · California · Professional & Technical Services

$34M in assets, 76 participants

Econone Research, Inc.'s Econone Research, Inc. Cash or Deferred Profit Sharing Plan reported $34M in total assets and 76 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #16,606 in Professional & Technical Services (20,321 peers)

Where Econone Research, Inc. Cash or Deferred Profit Sharing Plan sits by assets

Econone Research, Inc. Cash or Deferred Profit Sharing Plan sits in the top quartile of all filed plans by assets, $34M for 76 participants (~$451,644/participant), up 27.2% in 2023.

#16,606
in Professional & Technical Services (20,321 peers)
+27.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Econone Research, Inc. Cash or Deferred Profit Sharing Plan's outsized position by total assets

Econone Research, Inc. Cash or Deferred Profit Sharing Plan vs every filed plan by assets

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

$34,324,906 Top 19% higher than 81% 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

Econone Research, Inc. Cash or Deferred Profit Sharing 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. Econone Research, Inc. Cash or Deferred Profit Sharing Plan is a small filing (76 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Econone Research, Inc. Cash or Deferred Profit Sharing Plan reported net income rose from -$7M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Econone Research, Inc. Cash or Deferred Profit Sharing Plan end-of-year assets rose from $27M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Econone Research, Inc. Cash or Deferred Profit Sharing Plan reported participants rose from 70 in the plan year 2022 filing to 76 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 954639689 · Econone Research, Inc. PY 2023 · 401(k)

Econone Research, Inc. Cash or Deferred Profit Sharing Plan · $34M · 76 · 81st

  • PCT $34M
  • EIN 76
  • RANK 81st
  • PHOTO 401(k)
  • IND near Csm Corporation 401(k) Retirement Plan
  • EOY ind #16606

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 California →

Econone Research, Inc. Cash or Deferred Profit Sharing Plan in the asset neighbourhood

Csm Corporation 401(k) Retirement PlanCsm Corporation 401(k) Retir…$34MMichigan Institute for Neurological Disorders 401(k) & Profit Sharing PlanMichigan Institute for Neuro…$34MEsi-US Holdings 401(k) Plan$34MKnoxville Tva Employees Credit Union Employee Savings PlanKnoxville Tva Employees Cred…$34MEconone Research, Inc. Cash or Deferred Profit Sharing PlanEconone Research, Inc. Cash …$34M
End-of-year total assets ($M) among Econone Research, Inc. Cash or Deferred Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$34M
Net Income$7M
Employer EIN954639689
Plan Effective Date1997-07-16
Filing StatusFILING RECEIVED

Sponsor Plan History (Econone Research, Inc.)

Sponsor-wide plan assets over time

All Econone Research, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$46M 69.86017942617252% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $27M $45.8M ▲ +69.8%
Year Plans Participants Total Assets
2022 1 70 $27M
2023 2 153 $41M
2024 2 175 $46M

Nearby 401(k) Plans in California

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

Econone Research, Inc. Cash or Deferred Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Econone Research, Inc. Cash or Deferred Profit Sharing Plan, Total assets ($B): 0.034324906 · Participants: 76Econone Research, Inc. Cash or Deferred Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Econone Research, Inc. Cash or Deferred Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Econone Research, Inc. Cash or Deferred Profit Sharing Plan side-by-side with 3 peers →

Econone Research, Inc. Cash or Deferred Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Csm Corporation 401(k) Retirement Plan in MN ($34M); by covered participants it is Ovia Health 401(k) Plan in NC (76 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (76 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 Econone Research, Inc. Cash or Deferred Profit Sharing Plan assets move in 2023? ▼
Econone Research, Inc. Cash or Deferred Profit Sharing Plan grew sharply - up 27.2% during 2023, from $27M to $34M. Reported net income was $7M.
How have Econone Research, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Econone Research, Inc.'s sponsor-wide assets grew 69.9%, from $27M to $46M.
Where does Econone Research, Inc. Cash or Deferred Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Econone Research, Inc. Cash or Deferred Profit Sharing Plan ranks in the 81st 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 Econone Research, Inc. Cash or Deferred Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Csm Corporation 401(k) Retirement Plan in MN ($34M, 1,435 participants).
Which 401(k) plans cover a similar participant headcount to Econone Research, Inc. Cash or Deferred Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ovia Health 401(k) Plan in NC (76 participants, $4M 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 954639689.

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.