401(k) · DOL Form 5500 · 2023

Planning Design Research Corporation 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets: 48
Participants Small participant base: 65th
Percentile by assets National rank: $279,134
Avg per participant High balance/head

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Official DOL plan name: Pdr 401(k) Plan · Sponsored by Planning Design Research Corporation · Texas · Professional & Technical Services

$13M in assets, 48 participants

Planning Design Research Corporation's Pdr 401(k) Plan reported $13M in total assets and 48 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

#13,034 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Pdr 401(k) Plan holds $13M for 48 participants - about $279,134 per participant, above the median plan by assets.

#13,034
in Professional & Technical Services (20,321 peers): -1.1%
assets change YoY

The plan reported a net loss of $151K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pdr 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Pdr 401(k) Plan vs every filed plan by assets

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

$13,398,426 Top 35% higher than 65% 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

Pdr 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. Pdr 401(k) Plan is a small filing (48 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%)

Pdr 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to -$151K in the plan year 2023 filing.
Pdr 401(k) Plan reported participants fell from 62 in the plan year 2022 filing to 48 in the plan year 2023 filing.
Pdr 401(k) Plan end-of-year assets fell from $14M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 741904393 · Planning Design Research Corporation PY 2023 · 401(k)

Pdr 401(k) Plan · $13M · 48 · 65th

EBSA $13M
PART 48
TYPE 65th
NET 401(k)
BOOK near Figs 401(k) Plan
VS-ST ind #13034

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 Texas →

End-of-year total assets ($M) among Pdr 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$14M
Net Assets (End of Year)	$13M
Net Income	-$151K
Employer EIN	741904393
Plan Effective Date	1998-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Planning Design Research Corporation)

Latest sponsor-wide plan assets: $14M 2.070655874120584% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	62	$14M
2023	1	48	$13M
2024	1	40	$14M

Nearby 401(k) Plans in Texas

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

Pdr 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Pdr 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Figs 401(k) Plan in CA ($13M); by covered participants it is Thomson & Thomson, Inc. Safe Harbor 401(k) Plan in TN (48 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Figs 401(k) Plan (CA) $13M · 286
The Cirius Group, Inc. Profit Sharing Plan (CA) $13M · 15
Kalmar Solutions 401(k) Plan for Ibt Local 838 Union Members (KS) $13M · 245
Custom Foods of America Incorporated Retirement Plan (TN) $13M · 246

Similar participant headcount

Nearest other-state filings by covered participants (48 participants); asset peers above are excluded.

Thomson & Thomson, Inc. Safe Harbor 401(k) Plan (TN) 48 · 0 off
Centers for Foot and Ankle Care, Ltd. Profit Sharing Plan (MI) 48 · 0 off
Bitovi 401(k) Plan and Trust (IL) 48 · 0 off
Neal and Harwell Profit Sharing Plan (TN) 48 · 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 Pdr 401(k) Plan assets move in 2023? ▼

Pdr 401(k) Plan edged down modestly - down 1.1% during 2023, from $14M to $13M. Reported net income was -$151K.

How have Planning Design Research Corporation plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Planning Design Research Corporation's sponsor-wide assets grew 2.1%, from $14M to $14M.

Which 401(k) plans are similar in size to Pdr 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Figs 401(k) Plan in CA ($13M, 286 participants).

Which 401(k) plans cover a similar participant headcount to Pdr 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Thomson & Thomson, Inc. Safe Harbor 401(k) Plan in TN (48 participants, $2M 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 741904393.