401(k) · DOL Form 5500 · 2023

Pdt Partners, LLC 401(k) Plan

Data updated 2026-08-25

$80M
Total assets Below avg plan size
236
Participants Below avg headcount
90th
Percentile by assets National rank
$340,304
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pdt 401(k) Plan · Sponsored by Pdt Partners, LLC · New York · Finance & Insurance

$80M in assets, 236 participants

Pdt Partners, LLC's Pdt 401(k) Plan reported $80M in total assets and 236 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,458 in Finance & Insurance (8,869 peers)

Coverage in New York

Pdt 401(k) Plan covers 236 participants in New York, about 30% of the average New York filer (state average ~798 per filing). Assets: $80M.

#7,458
in Finance & Insurance (8,869 peers)
+30.9%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Pdt 401(k) Plan's outsized position by total assets

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

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

$80,311,661 Top 10% higher than 90% 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

Pdt 401(k) 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. Pdt 401(k) Plan sits mid-pack in the medium band (236 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pdt 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Pdt 401(k) Plan end-of-year assets rose from $61M in the plan year 2022 filing to $80M in the plan year 2023 filing.
  • Pdt 401(k) Plan reported participants rose from 231 in the plan year 2022 filing to 236 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 274684334 · Pdt Partners, LLC PY 2023 · 401(k)

Pdt 401(k) Plan · $80M · 236 · 90th

  • PART $80M
  • PART 236
  • PART 90th
  • PART 401(k)
  • PART near San Gabriel Valley Water Company Retirement and Savings Plan
  • PART ind #7458

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 Finance & Insurance retirement plans → · Plans in New York →

Pdt 401(k) Plan in the asset neighbourhood

Orthopedic Centers of Colorado, LLC 401(k) Profit Sharing PlanOrthopedic Centers of Colora…$80MPdt 401(k) Plan$80MSan Gabriel Valley Water Company Retirement and Savings PlanSan Gabriel Valley Water Com…$80MSiemer Milling Company Employee Stock Ownership Plan and TrustSiemer Milling Company Emplo…$80MWebster Savings Plan$80M
End-of-year total assets ($M) among Pdt 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$80M
Net Income$19M
Employer EIN274684334
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pdt Partners, LLC)

Sponsor-wide plan assets over time

All Pdt Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$101M 65.34885378218806% vs 2022
2024 filing year
$40M$60M$80M$100M$120M 202220232024 $61.4M $101M ▲ +65.3%
Year Plans Participants Total Assets
2022 1 231 $61M
2023 1 236 $80M
2024 1 244 $101M

Nearby 401(k) Plans in New York

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

Pdt 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Pdt 401(k) Plan, Total assets ($B): 0.080311661 · Participants: 236Pdt 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Pdt 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Pdt 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is San Gabriel Valley Water Company Retirement and Savings Plan in CA ($80M); by covered participants it is Cap Government Retirement Plan in FL (236 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (236 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 Pdt 401(k) Plan assets move in 2023? ▼
Pdt 401(k) Plan surged - up 30.9% during 2023, from $61M to $80M. Reported net income was $19M.
How have Pdt Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pdt Partners, LLC's sponsor-wide assets grew 65.3%, from $61M to $101M.
Where does Pdt 401(k) Plan rank by assets among Form 5500 filers? ▼
Pdt 401(k) Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Pdt 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is San Gabriel Valley Water Company Retirement and Savings Plan in CA ($80M, 251 participants).
Which 401(k) plans cover a similar participant headcount to Pdt 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cap Government Retirement Plan in FL (236 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 274684334.

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.