401(k) · DOL Form 5500 · 2023

Predictive Index, LLC 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
207
Participants Below avg headcount
76th
Percentile by assets National rank
$116,727
Avg per participant Below avg balance/head
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Official DOL plan name: Predictive Index Retirement Trust Plan · Sponsored by Predictive Index, LLC · Massachusetts · Professional & Technical Services

$24M in assets, 207 participants

Predictive Index, LLC's Predictive Index Retirement Trust Plan reported $24M in total assets and 207 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #15,489 in Professional & Technical Services (20,321 peers)

Coverage in Massachusetts

Predictive Index Retirement Trust Plan covers 207 participants in Massachusetts, about 31% of the average Massachusetts filer (state average ~659 per filing). Assets: $24M.

#15,489
in Professional & Technical Services (20,321 peers)
+44.7%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Predictive Index Retirement Trust Plan's outsized position by total assets

Predictive Index Retirement Trust Plan vs every filed plan by assets

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

$24,162,573 Top 24% higher than 76% 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

Predictive Index Retirement Trust 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. Predictive Index Retirement Trust Plan sits mid-pack in the medium band (207 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Predictive Index Retirement Trust Plan reported net income rose from $242K in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Predictive Index Retirement Trust Plan end-of-year assets rose from $17M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Predictive Index Retirement Trust Plan reported participants fell from 211 in the plan year 2022 filing to 207 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 611748187 · Predictive Index, LLC PY 2023 · 401(k)

Predictive Index Retirement Trust Plan · $24M · 207 · 76th

  • PART $24M
  • TYPE 207
  • NET 76th
  • BOOK 401(k)
  • VS-ST near Northwest Pump & Equipment Co. 401(k) Profit Sharing Plan
  • BOY ind #15489

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 Massachusetts →

Predictive Index Retirement Trust Plan in the asset neighbourhood

Predictive Index Retirement Trust PlanPredictive Index Retirement …$24MNorthwest Pump & Equipment Co. 401(k) Profit Sharing PlanNorthwest Pump & Equipment C…$24MRiver City Bank 401(k) Plan$24M22nd Century Technologies, Inc. 401(k) Profit Sharing Plan & Trust22nd Century Technologies, I…$24MGolden Artist Colors, Inc. 401(k) Profit SharingGolden Artist Colors, Inc. 4…$24M
End-of-year total assets ($M) among Predictive Index Retirement Trust Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$24M
Net Income$7M
Employer EIN611748187
Plan Effective Date1991-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Predictive Index, LLC)

Sponsor-wide plan assets over time

All Predictive Index, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$31M 85.05976359330698% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $16.7M $30.9M ▲ +85.1%
Year Plans Participants Total Assets
2022 1 211 $17M
2023 1 207 $24M
2024 1 208 $31M

Nearby 401(k) Plans in Massachusetts

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

Predictive Index Retirement Trust Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Predictive Index Retirement Trust Plan, Total assets ($B): 0.024162573 · Participants: 207Predictive Index Retirement Trust PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Predictive Index Retirement Trust Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Predictive Index Retirement Trust Plan side-by-side with 3 peers →

Predictive Index Retirement Trust Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Northwest Pump & Equipment Co. 401(k) Profit Sharing Plan in OR ($24M); by covered participants it is Rp Construction Services, Inc. 401(k) Plan in CA (207 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (207 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 Predictive Index Retirement Trust Plan assets move in 2023? ▼
Predictive Index Retirement Trust Plan surged - up 44.7% during 2023, from $17M to $24M. Reported net income was $7M.
How have Predictive Index, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Predictive Index, LLC's sponsor-wide assets grew 85.1%, from $17M to $31M.
Where does Predictive Index Retirement Trust Plan rank by assets among Form 5500 filers? ▼
Predictive Index Retirement Trust Plan ranks in the 76th 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 Predictive Index Retirement Trust Plan? ▼
Among 401(k) plans in other states, the closest by assets is Northwest Pump & Equipment Co. 401(k) Profit Sharing Plan in OR ($24M, 234 participants).
Which 401(k) plans cover a similar participant headcount to Predictive Index Retirement Trust Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rp Construction Services, Inc. 401(k) Plan in CA (207 participants, N/A 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 611748187.

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.