401(k) · DOL Form 5500 · 2023

Process Insights, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
200
Participants Below avg headcount
68th
Percentile by assets National rank
$79,624
Avg per participant Below avg balance/head
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Official DOL plan name: Process Insights, Inc. Employees' Profit Sharing and 401(k) Plan · Sponsored by Process Insights, Inc. · New York · Healthcare & Social Assistance

$16M in assets, 200 participants

Process Insights, Inc.'s Process Insights, Inc. Employees' Profit Sharing and 401(k) Plan reported $16M in total assets and 200 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #12,969 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

Process Insights, Inc. Employees' Profit Sharing and 401(k) Plan covers 200 participants in New York, about 25% of the average New York filer (state average ~798 per filing). Assets: $16M.

#12,969
in Healthcare & Social Assistance (17,684 peers)
+29.5%
assets growth YoY

Process Insights, Inc. Employees' Profit Sharing and 401(k) Plan's outsized position by total assets

Process Insights, Inc. Employees' Profit Sharing and 401(k) Plan vs every filed plan by assets

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

$15,924,791 Top 32% higher than 68% 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

Process Insights, Inc. Employees' Profit Sharing and 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. Process Insights, Inc. Employees' Profit Sharing and 401(k) Plan sits mid-pack in the medium band (200 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Process Insights, Inc. Employees' Profit Sharing and 401(k) Plan reported net income rose from -$556K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Process Insights, Inc. Employees' Profit Sharing and 401(k) Plan reported participants rose from 146 in the plan year 2022 filing to 200 in the plan year 2023 filing.
  • Process Insights, Inc. Employees' Profit Sharing and 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 822531633 · Process Insights, Inc. PY 2023 · 401(k)

Process Insights, Inc. Employees' Profit Sharing and 401(k) Plan · $16M · 200 · 68th

  • EBSA $16M
  • EBSA 200
  • EBSA 68th
  • EBSA 401(k)
  • EBSA near Stein Industries, Inc. 401(k) and Profit Sharing Plan
  • EBSA ind #12969

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Process Insights, Inc. Employees' Profit Sharing and 401(k) Plan in the asset neighbourhood

Stein Industries, Inc. 401(k) and Profit Sharing PlanStein Industries, Inc. 401(k…$16MVanair Manufacturing, Inc. Employees' Investment FundVanair Manufacturing, Inc. E…$16MProcess Insights, Inc. Employees' Profit Sharing and 401(k) PlanProcess Insights, Inc. Emplo…$16MInsitro 401(k) Plan$16MTropical Financial Credit Union 401(k) Profit Sharing PlanTropical Financial Credit Un…$16M
End-of-year total assets ($M) among Process Insights, Inc. Employees' Profit Sharing and 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)$12M
Net Assets (End of Year)$16M
Net Income$4M
Employer EIN822531633
Plan Effective Date1984-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Process Insights, Inc.)

Sponsor-wide plan assets over time

All Process Insights, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 38.48911454276785% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $12.3M $17M ▲ +38.6%
Year Plans Participants Total Assets
2022 1 146 $12M
2023 1 200 $16M
2024 1 222 $17M

Nearby 401(k) Plans in New York

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

Process Insights, Inc. Employees' Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Process Insights, Inc. Employees' Profit Sharing and 401(k) Plan, Total assets ($B): 0.015924791 · Participants: 200Process Insights, Inc. Employees' Profit Sharing and 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
Process Insights, Inc. Employees' Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Process Insights, Inc. Employees' Profit Sharing and 401(k) Plan side-by-side with 3 peers →

Process Insights, Inc. Employees' Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Stein Industries, Inc. 401(k) and Profit Sharing Plan in MN ($16M); by covered participants it is Factorial Restaurant Holdings LLC 401(k) Profit Sharing Plan in IL (200 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (200 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 Process Insights, Inc. Employees' Profit Sharing and 401(k) Plan assets move in 2023? ▼
Process Insights, Inc. Employees' Profit Sharing and 401(k) Plan grew sharply - up 29.5% during 2023, from $12M to $16M. Reported net income was $4M.
How have Process Insights, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Process Insights, Inc.'s sponsor-wide assets grew 38.5%, from $12M to $17M.
Which 401(k) plans are similar in size to Process Insights, Inc. Employees' Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stein Industries, Inc. 401(k) and Profit Sharing Plan in MN ($16M, 156 participants).
Which 401(k) plans cover a similar participant headcount to Process Insights, Inc. Employees' Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Factorial Restaurant Holdings LLC 401(k) Profit Sharing Plan in IL (200 participants, $443 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 822531633.

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.