401(k) · DOL Form 5500 · 2023
Pride Tree Holdings, Inc. 401(k) Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 103
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $217,540
- Avg per participant Above avg balance/head
Official DOL plan name: Pride Tree Holdings, Inc. 401(k) Savings Plan · Sponsored by Pride Tree Holdings, Inc. · New York · Retail Trade
$22M in assets, 103 participants
Pride Tree Holdings, Inc.'s Pride Tree Holdings, Inc. 401(k) Savings Plan reported $22M in total assets and 103 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.
- #7,086 in Retail Trade (8,414 peers)
Coverage in New York
Pride Tree Holdings, Inc. 401(k) Savings Plan covers 103 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $22M.
- #7,086
- in Retail Trade (8,414 peers)
- +17.6%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Pride Tree Holdings, Inc. 401(k) Savings Plan's outsized position by total assets
Pride Tree Holdings, Inc. 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$22,406,598 Top 25% higher than 75% 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
Pride Tree Holdings, Inc. 401(k) Savings 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. Pride Tree Holdings, Inc. 401(k) Savings Plan sits mid-pack in the medium band (103 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pride Tree Holdings, Inc. 401(k) Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Pride Tree Holdings, Inc. 401(k) Savings Plan end-of-year assets rose from $19M in the plan year 2022 filing to $22M in the plan year 2023 filing.
- Pride Tree Holdings, Inc. 401(k) Savings Plan reported participants rose from 91 in the plan year 2022 filing to 103 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 352464347 · Pride Tree Holdings, Inc. PY 2023 · 401(k)
Pride Tree Holdings, Inc. 401(k) Savings Plan · $22M · 103 · 75th
- BOY $22M
- BOY 103
- BOY 75th
- BOY 401(k)
- BOY near Voce 401(k) Profit Sharing Plan
- BOY ind #7086
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 Retail Trade retirement plans → · Plans in New York →
Pride Tree Holdings, Inc. 401(k) Savings Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $3M |
| Employer EIN | 352464347 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pride Tree Holdings, Inc.)
Sponsor-wide plan assets over time
All Pride Tree Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 22.700752054593497% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 91 | $19M |
| 2023 | 1 | 103 | $22M |
| 2024 | 1 | 100 | $23M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Pride Tree Holdings, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Voce 401(k) Profit Sharing Plan in PA ($22M); by covered participants it is Obstetrics & Gynecology of Indiana, P.C. 401(k) Profit Sharing Plan in IN (103 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
Similar participant headcount
Nearest other-state filings by covered participants (103 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.