401(k) · DOL Form 5500 · 2023

Plannernet, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
29
Participants Small participant base
38th
Percentile by assets National rank
$118,316
Avg per participant Near avg balance/head
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Official DOL plan name: Plannernet, Inc. 401(k) and Profit Sharing Plan · Sponsored by Plannernet, Inc. · North Carolina · Administrative & Support Services

$3M in assets, 29 participants

Plannernet, Inc.'s Plannernet, Inc. 401(k) and Profit Sharing Plan reported $3M in total assets and 29 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #2,672 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Plannernet, Inc. 401(k) and Profit Sharing Plan ranks #2,672 of 4,372 2023 filers by assets (841% of the sector average)-$3M for 29 participants.

#2,672
in Administrative & Support Services (4,372 peers)
+27.9%
assets growth YoY

Plannernet, Inc. 401(k) and Profit Sharing Plan's mid-pack asset rank among Administrative & Support Services and all filers

Plannernet, Inc. 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$3,431,161 38th percentile higher than 38% 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

Plannernet, Inc. 401(k) and 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. Plannernet, Inc. 401(k) and Profit Sharing Plan is a small filing (29 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Plannernet, Inc. 401(k) and Profit Sharing Plan reported net income rose from -$185K in the plan year 2022 filing to $748K in the plan year 2023 filing.
  • Plannernet, Inc. 401(k) and Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Plannernet, Inc. 401(k) and Profit Sharing Plan reported participants rose from 24 in the plan year 2022 filing to 29 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 753094075 · Plannernet, Inc. PY 2023 · 401(k)

Plannernet, Inc. 401(k) and Profit Sharing Plan · $3M · 29 · 38th

  • 5500 $3M
  • ASSETS 29
  • PCT 38th
  • EIN 401(k)
  • RANK near Gallagher Enterprises, LLC 401(k) Plan
  • PHOTO ind #2672

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 Administrative & Support Services retirement plans → · Plans in North Carolina →

Plannernet, Inc. 401(k) and Profit Sharing Plan in the asset neighbourhood

Plannernet, Inc. 401(k) and Profit Sharing PlanPlannernet, Inc. 401(k) and …$3MGallagher Enterprises, LLC 401(k) PlanGallagher Enterprises, LLC 4…$3MCabrera Retirement Plan$3MFabtex, Inc. 401(k) Profit Sharing PlanFabtex, Inc. 401(k) Profit S…$3MMcmahon Tire Service, Inc. 401(k) Retirement PlanMcmahon Tire Service, Inc. 4…$3M
End-of-year total assets ($M) among Plannernet, Inc. 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$748K
Employer EIN753094075
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Plannernet, Inc.)

Sponsor-wide plan assets over time

All Plannernet, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 55.7780265365304% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.68M $4.18M ▲ +56.0%
Year Plans Participants Total Assets
2022 1 24 $3M
2023 1 29 $3M
2024 1 37 $4M

Nearby 401(k) Plans in North Carolina

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

Plannernet, Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Plannernet, Inc. 401(k) and Profit Sharing Plan, Total assets ($B): 0.003431161 · Participants: 29Plannernet, Inc. 401(k) and Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Plannernet, Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Plannernet, Inc. 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Plannernet, Inc. 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Gallagher Enterprises, LLC 401(k) Plan in CO ($3M); by covered participants it is Kizer Pharmacy, LLC Safe Harbor 401(k) Plan in TN (29 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

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

Similar participant headcount

Nearest other-state filings by covered participants (29 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 Plannernet, Inc. 401(k) and Profit Sharing Plan assets move in 2023? ▼
Plannernet, Inc. 401(k) and Profit Sharing Plan grew sharply - up 27.9% during 2023, from $3M to $3M. Reported net income was $748K.
How have Plannernet, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Plannernet, Inc.'s sponsor-wide assets grew 55.8%, from $3M to $4M.
Which 401(k) plans are similar in size to Plannernet, Inc. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gallagher Enterprises, LLC 401(k) Plan in CO ($3M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Plannernet, Inc. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kizer Pharmacy, LLC Safe Harbor 401(k) Plan in TN (29 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 753094075.

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.