401(k) · DOL Form 5500 · 2023

Pro-Dex Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
130
Participants Small participant base
55th
Percentile by assets National rank
$63,815
Avg per participant Low balance/head
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Official DOL plan name: Pro-Dex, Inc. Retirement Savings 401(k) Plan · Sponsored by Pro-Dex Inc. · California · Manufacturing

$8M in assets, 130 participants

Pro-Dex Inc.'s Pro-Dex, Inc. Retirement Savings 401(k) Plan reported $8M in total assets and 130 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #7,467 in Manufacturing (18,722 peers)

Coverage in California

Pro-Dex, Inc. Retirement Savings 401(k) Plan covers 130 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $8M.

#7,467
in Manufacturing (18,722 peers)
+34.3%
assets growth YoY

Pro-Dex, Inc. Retirement Savings 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Pro-Dex, Inc. Retirement Savings 401(k) Plan vs every filed plan by assets

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

$8,295,965 Top 45% higher than 55% 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

Pro-Dex, Inc. Retirement Savings 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. Pro-Dex, Inc. Retirement Savings 401(k) Plan sits mid-pack in the medium band (130 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pro-Dex, Inc. Retirement Savings 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Pro-Dex, Inc. Retirement Savings 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Pro-Dex, Inc. Retirement Savings 401(k) Plan reported participants rose from 119 in the plan year 2022 filing to 130 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 841261240 · Pro-Dex Inc. PY 2023 · 401(k)

Pro-Dex, Inc. Retirement Savings 401(k) Plan · $8M · 130 · 55th

  • PART $8M
  • PART 130
  • PART 55th
  • PART 401(k)
  • PART near Little River Band of Ottawa Indians 401(k) Profit Sharing Plan & Trust
  • PART ind #7467

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 Manufacturing retirement plans → · Plans in California →

Pro-Dex, Inc. Retirement Savings 401(k) Plan in the asset neighbourhood

Pro-Dex, Inc. Retirement Savings 401(k) PlanPro-Dex, Inc. Retirement Sav…$8MLittle River Band of Ottawa Indians 401(k) Profit Sharing Plan & TrustLittle River Band of Ottawa …$8MLatshaw Drilling Co., LLC 401(k) PlanLatshaw Drilling Co., LLC 40…$8MHabilitation Assistance Corporation 401(k) PlanHabilitation Assistance Corp…$8MFirst Bank of Manhattan Employees Profit Sharing PlanFirst Bank of Manhattan Empl…$8M
End-of-year total assets ($M) among Pro-Dex, Inc. Retirement Savings 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN841261240
Plan Effective Date1990-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pro-Dex Inc.)

Sponsor-wide plan assets over time

All Pro-Dex Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 62.19999485376021% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $6.18M $10M ▲ +62.1%
Year Plans Participants Total Assets
2022 1 119 $6M
2023 1 130 $8M
2024 1 145 $10M

Nearby 401(k) Plans in California

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

Pro-Dex, Inc. Retirement Savings 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Pro-Dex, Inc. Retirement Savings 401(k) Plan, Total assets ($B): 0.008295965 · Participants: 130Pro-Dex, Inc. Retirement Savings 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Pro-Dex, Inc. Retirement Savings 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Pro-Dex, Inc. Retirement Savings 401(k) Plan side-by-side with 3 peers →

Pro-Dex, Inc. Retirement Savings 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Little River Band of Ottawa Indians 401(k) Profit Sharing Plan & Trust in MI ($8M); by covered participants it is Animax Designs, Inc. in TN (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Pro-Dex, Inc. Retirement Savings 401(k) Plan assets move in 2023? ▼
Pro-Dex, Inc. Retirement Savings 401(k) Plan surged - up 34.3% during 2023, from $6M to $8M. Reported net income was $2M.
How have Pro-Dex Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pro-Dex Inc.'s sponsor-wide assets grew 62.2%, from $6M to $10M.
Which 401(k) plans are similar in size to Pro-Dex, Inc. Retirement Savings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Little River Band of Ottawa Indians 401(k) Profit Sharing Plan & Trust in MI ($8M, 164 participants).
Which 401(k) plans cover a similar participant headcount to Pro-Dex, Inc. Retirement Savings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Animax Designs, Inc. in TN (130 participants, $3M 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 841261240.

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.