401(k) · DOL Form 5500 · 2023

Reference Data Services, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 4
Participants Small participant base: 34th
Percentile by assets National rank: $682,967
Avg per participant High balance/head

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Official DOL plan name: Reference Data Services, LLC 401(k) Plan · Sponsored by Reference Data Services, LLC · New York · Professional & Technical Services

$3M in assets, 4 participants

Reference Data Services, LLC's Reference Data Services, LLC 401(k) Plan reported $3M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

#6,306 in Professional & Technical Services (20,321 peers)

Reference Data Services, LLC multi-year trail

Reference Data Services, LLC's plans moved +41.1% in assets from 2022 to 2024; this filing shows Reference Data Services, LLC 401(k) Plan at $3M / 4 participants.

#6,306
in Professional & Technical Services (20,321 peers): +21.3%
assets growth YoY

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

Reference Data Services, LLC 401(k) Plan vs every filed plan by assets

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

$2,731,868 34th percentile higher than 34% 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

Reference Data Services, LLC 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Reference Data Services, LLC 401(k) Plan is a micro filing (4 participants), the leftmost band.

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%)

Reference Data Services, LLC 401(k) Plan reported net income rose from -$317K in the plan year 2022 filing to $479K in the plan year 2023 filing.
Reference Data Services, LLC 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Reference Data Services, LLC 401(k) Plan reported participants fell from 5 in the plan year 2022 filing to 4 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 473925272 · Reference Data Services, LLC PY 2023 · 401(k)

Reference Data Services, LLC 401(k) Plan · $3M · 4 · 34th

NET $3M
BOOK 4
VS-ST 34th
BOY 401(k)
SCH near One Aviation Corporation Retirement Plan
EBSA ind #6306

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 New York →

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

Reference Data Services, LLC multi-year asset trail

Latest sponsor-wide plan assets: $3M 41.071172549588816% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	5	$2M
2023	1	4	$3M
2024	1	4	$3M

Reference Data Services, LLC filing trail (2023)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$3M
Net Income	$479K
Employer EIN	473925272
Plan Effective Date	2015-10-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in New York

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

Reference Data Services, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

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

Compare Reference Data Services, LLC 401(k) Plan side-by-side with 3 peers →

Reference Data Services, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is One Aviation Corporation Retirement Plan in NM ($3M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

One Aviation Corporation Retirement Plan (NM) $3M · 7
Long Shadows Vintners 401(k) Plan (WA) $3M · 12
Viasun Corporation 401(k) Profit Sharing Plan and Trust (AZ) $3M · 88
Monument Economics Group LLC (VA) $3M · 25

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

Makingchg, Inc. Retirement Plan (TN) 4 · 0 off
Dolan Law Offices, P.C. Profit Sharing Plan & Trust (IL) 4 · 0 off
Cromie Bros. 3 Inc. Retirement Plan (NH) 4 · 0 off
Br3 Enterprises, Inc. 401(k) Plan (MO) 4 · 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 Reference Data Services, LLC 401(k) Plan assets move in 2023? ▼

Reference Data Services, LLC 401(k) Plan grew sharply - up 21.3% during 2023, from $2M to $3M. Reported net income was $479K.

How have Reference Data Services, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Reference Data Services, LLC's sponsor-wide assets grew 41.1%, from $2M to $3M.

Which 401(k) plans are similar in size to Reference Data Services, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is One Aviation Corporation Retirement Plan in NM ($3M, 7 participants).

Which 401(k) plans cover a similar participant headcount to Reference Data Services, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 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 473925272.