401(k) · DOL Form 5500 · 2023

P10 Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
158
Participants Small participant base
74th
Percentile by assets National rank
$136,336
Avg per participant Near avg balance/head
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Official DOL plan name: P10 401(k) Profit Sharing Plan · Sponsored by P10 Holdings, Inc. · Texas · Finance & Insurance

$22M in assets, 158 participants

P10 Holdings, Inc.'s P10 401(k) Profit Sharing Plan reported $22M in total assets and 158 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,405 in Finance & Insurance (8,869 peers)

Coverage in Texas

P10 401(k) Profit Sharing Plan covers 158 participants in Texas, about 23% of the average Texas filer (state average ~688 per filing). Assets: $22M.

#5,405
in Finance & Insurance (8,869 peers)
+53.4%
assets growth YoY

P10 401(k) Profit Sharing Plan's outsized position by total assets

P10 401(k) Profit Sharing Plan vs every filed plan by assets

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

$21,541,053 Top 26% higher than 74% 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

P10 401(k) Profit Sharing 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. P10 401(k) Profit Sharing Plan sits mid-pack in the medium band (158 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • P10 401(k) Profit Sharing Plan reported net income rose from $738K in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • P10 401(k) Profit Sharing Plan end-of-year assets rose from $14M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • P10 401(k) Profit Sharing Plan reported participants rose from 114 in the plan year 2022 filing to 158 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 742961657 · P10 Holdings, Inc. PY 2023 · 401(k)

P10 401(k) Profit Sharing Plan · $22M · 158 · 74th

  • RANK $22M
  • RANK 158
  • RANK 74th
  • RANK 401(k)
  • RANK near Renaissance Financial Corporation 401(k) Profit Sharing Plan & Trust
  • RANK ind #5405

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 Texas →

P10 401(k) Profit Sharing Plan in the asset neighbourhood

P10 401(k) Profit Sharing PlanP10 401(k) Profit Sharing Pl…$22MRenaissance Financial Corporation 401(k) Profit Sharing Plan & TrustRenaissance Financial Corpor…$22MKlaben Automotive Group Employees Retirement PlanKlaben Automotive Group Empl…$22MDelta Dental Plan of Arkansas, Inc. 401(k) Profit Sharing PlanDelta Dental Plan of Arkansa…$22MAlpine Pediatrics, P.C. Profit Sharing PlanAlpine Pediatrics, P.C. Prof…$22M
End-of-year total assets ($M) among P10 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$22M
Net Income$7M
Employer EIN742961657
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (P10 Holdings, Inc.)

Sponsor-wide plan assets over time

All P10 Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 101.33665284360231% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $14M $28.3M ▲ +101.4%
Year Plans Participants Total Assets
2022 1 114 $14M
2023 1 158 $22M
2024 1 177 $28M

Nearby 401(k) Plans in Texas

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

P10 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants P10 401(k) Profit Sharing Plan, Total assets ($B): 0.021541053 · Participants: 158P10 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
P10 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare P10 401(k) Profit Sharing Plan side-by-side with 3 peers →

P10 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Renaissance Financial Corporation 401(k) Profit Sharing Plan & Trust in MO ($22M); by covered participants it is Harbinder S Brar Md Inc 401(k) Profit Sharing Plan & Trust in CA (158 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (158 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 P10 401(k) Profit Sharing Plan assets move in 2023? ▼
P10 401(k) Profit Sharing Plan surged - up 53.4% during 2023, from $14M to $22M. Reported net income was $7M.
How have P10 Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), P10 Holdings, Inc.'s sponsor-wide assets grew 101.3%, from $14M to $28M.
Which 401(k) plans are similar in size to P10 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Renaissance Financial Corporation 401(k) Profit Sharing Plan & Trust in MO ($22M, 131 participants).
Which 401(k) plans cover a similar participant headcount to P10 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Harbinder S Brar Md Inc 401(k) Profit Sharing Plan & Trust in CA (158 participants, $650K 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 742961657.

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.