401(k) · DOL Form 5500 · 2023

98point6 Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
379
Participants Below avg headcount
75th
Percentile by assets National rank
$61,654
Avg per participant Low balance/head
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Official DOL plan name: 98point6 Inc. Retirement Trust · Sponsored by 98point6 Inc. · Washington · Professional & Technical Services

$23M in assets, 379 participants

98point6 Inc.'s 98point6 Inc. Retirement Trust reported $23M in total assets and 379 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,360 in Professional & Technical Services (20,321 peers)

Coverage in Washington

98point6 Inc. Retirement Trust covers 379 participants in Washington, about 26% of the average Washington filer (state average ~1,476 per filing). Assets: $23M.

#15,360
in Professional & Technical Services (20,321 peers)
+13.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

98point6 Inc. Retirement Trust's outsized position by total assets

98point6 Inc. Retirement Trust vs every filed plan by assets

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

$23,366,687 Top 25% higher than 75% 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

98point6 Inc. Retirement Trust 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. 98point6 Inc. Retirement Trust sits mid-pack in the medium band (379 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 98point6 Inc. Retirement Trust reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • 98point6 Inc. Retirement Trust end-of-year assets rose from $21M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • 98point6 Inc. Retirement Trust reported participants fell from 403 in the plan year 2022 filing to 379 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 473490194 · 98point6 Inc. PY 2023 · 401(k)

98point6 Inc. Retirement Trust · $23M · 379 · 75th

  • EIN $23M
  • RANK 379
  • PHOTO 75th
  • IND 401(k)
  • EOY near Wac Lighting Co. 401(k) Profit Sharing Plan
  • 5500 ind #15360

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 Washington →

98point6 Inc. Retirement Trust in the asset neighbourhood

98point6 Inc. Retirement Trust98point6 Inc. Retirement Tru…$23MWac Lighting Co. 401(k) Profit Sharing PlanWac Lighting Co. 401(k) Prof…$23MStock Development Associates, Inc. 401(k) Profit Sharing PlanStock Development Associates…$23MMccabe Heidrich & Wong, P.C. 401(k) Profit Sharing PlanMccabe Heidrich & Wong, P.C.…$23MBenchmark Bank Employees 401(k) Plan and TrustBenchmark Bank Employees 401…$23M
End-of-year total assets ($M) among 98point6 Inc. Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$23M
Net Income$3M
Employer EIN473490194
Plan Effective Date2015-10-06
Filing StatusFILING RECEIVED

Sponsor Plan History (98point6 Inc.)

Sponsor-wide plan assets over time

All 98point6 Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 5.675915473028457% vs 2022
2024 filing year
$20M$21M$22M$23M$24M 202220232024 $20.5M $21.7M ▲ +5.7%
Year Plans Participants Total Assets
2022 1 403 $21M
2023 1 379 $23M
2024 1 118 $22M

Nearby 401(k) Plans in Washington

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

98point6 Inc. Retirement Trust vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants 98point6 Inc. Retirement Trust, Total assets ($B): 0.023366687 · Participants: 37998point6 Inc. Retirement TrustThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
98point6 Inc. Retirement Trust vs. nearby 401(k) plans in Washington, assets vs. participants
Compare 98point6 Inc. Retirement Trust side-by-side with 3 peers →

98point6 Inc. Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Wac Lighting Co. 401(k) Profit Sharing Plan in NY ($23M); by covered participants it is Excelsior Defense Inc Retirement Plan in FL (379 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (379 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 98point6 Inc. Retirement Trust assets move in 2023? ▼
98point6 Inc. Retirement Trust grew at a solid clip - up 13.9% during 2023, from $21M to $23M. Reported net income was $3M.
How have 98point6 Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), 98point6 Inc.'s sponsor-wide assets grew 5.7%, from $21M to $22M.
Where does 98point6 Inc. Retirement Trust rank by assets among Form 5500 filers? ▼
98point6 Inc. Retirement Trust ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to 98point6 Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Wac Lighting Co. 401(k) Profit Sharing Plan in NY ($23M, 366 participants).
Which 401(k) plans cover a similar participant headcount to 98point6 Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Excelsior Defense Inc Retirement Plan in FL (379 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 473490194.

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.