401(k) · DOL Form 5500 · 2023

Statistics & Data Corporation 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
138
Participants Small participant base
62nd
Percentile by assets National rank
$84,107
Avg per participant Below avg balance/head
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Official DOL plan name: Statistics & Data Corporation 401(k) Plan · Sponsored by Statistics & Data Corporation · Arizona · Professional & Technical Services

$12M in assets, 138 participants

Statistics & Data Corporation's Statistics & Data Corporation 401(k) Plan reported $12M in total assets and 138 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #12,345 in Professional & Technical Services (20,321 peers)

Coverage in Arizona

Statistics & Data Corporation 401(k) Plan covers 138 participants in Arizona, about 24% of the average Arizona filer (state average ~564 per filing). Assets: $12M.

#12,345
in Professional & Technical Services (20,321 peers)
+29.4%
assets growth YoY

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

Statistics & Data Corporation 401(k) Plan vs every filed plan by assets

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

$11,606,830 Top 38% higher than 62% 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

Statistics & Data Corporation 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. Statistics & Data Corporation 401(k) Plan sits mid-pack in the medium band (138 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Statistics & Data Corporation 401(k) Plan reported net income rose from -$802K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Statistics & Data Corporation 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Statistics & Data Corporation 401(k) Plan reported participants fell from 151 in the plan year 2022 filing to 138 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 203804399 · Statistics & Data Corporation PY 2023 · 401(k)

Statistics & Data Corporation 401(k) Plan · $12M · 138 · 62nd

  • VS-ST $12M
  • VS-ST 138
  • VS-ST 62nd
  • VS-ST 401(k)
  • VS-ST near Gearheart Communications Company, Inc. 401(k) Plan
  • VS-ST ind #12345

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 Arizona →

Statistics & Data Corporation 401(k) Plan in the asset neighbourhood

Statistics & Data Corporation 401(k) PlanStatistics & Data Corporatio…$12MGearheart Communications Company, Inc. 401(k) PlanGearheart Communications Com…$12MLemo USA Inc 401(k) Profit Sharing PlanLemo USA Inc 401(k) Profit S…$12MArchbright Multiple Employer Plan as Adopted by Association Services of Washington, Inc.Archbright Multiple Employer…$12MBrown Stove Works, Inc. 401(k) PlanBrown Stove Works, Inc. 401(…$12M
End-of-year total assets ($M) among Statistics & Data Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN203804399
Plan Effective Date2008-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Statistics & Data Corporation)

Sponsor-wide plan assets over time

All Statistics & Data Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$12M 34.76444347391716% vs 2022
2024 filing year
$8M$9M$10M$11M$12M$13M 202220232024 $8.97M $12.1M ▲ +34.7%
Year Plans Participants Total Assets
2022 1 151 $9M
2023 1 138 $12M
2024 1 136 $12M

Nearby 401(k) Plans in Arizona

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

Statistics & Data Corporation 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Statistics & Data Corporation 401(k) Plan, Total assets ($B): 0.01160683 · Participants: 138Statistics & Data Corporation 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Statistics & Data Corporation 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Statistics & Data Corporation 401(k) Plan side-by-side with 3 peers →

Statistics & Data Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Gearheart Communications Company, Inc. 401(k) Plan in KY ($12M); by covered participants it is Pmt Group, Inc. Profit Sharing 401(k) Plan in CT (138 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (138 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 Statistics & Data Corporation 401(k) Plan assets move in 2023? ▼
Statistics & Data Corporation 401(k) Plan grew sharply - up 29.4% during 2023, from $9M to $12M. Reported net income was $3M.
How have Statistics & Data Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Statistics & Data Corporation's sponsor-wide assets grew 34.8%, from $9M to $12M.
Which 401(k) plans are similar in size to Statistics & Data Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gearheart Communications Company, Inc. 401(k) Plan in KY ($12M, 123 participants).
Which 401(k) plans cover a similar participant headcount to Statistics & Data Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pmt Group, Inc. Profit Sharing 401(k) Plan in CT (138 participants, $28M 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 203804399.

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.