401(k) · DOL Form 5500 · 2023

Persado, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
254
Participants Below avg headcount
63rd
Percentile by assets National rank
$47,814
Avg per participant Low balance/head
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Official DOL plan name: Persado, Inc. 401(k) Retirement Plan and Trust · Sponsored by Persado, Inc. · New York · Professional & Technical Services

$12M in assets, 254 participants

Persado, Inc.'s Persado, Inc. 401(k) Retirement Plan and Trust reported $12M in total assets and 254 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,571 in Professional & Technical Services (20,321 peers)

Coverage in New York

Persado, Inc. 401(k) Retirement Plan and Trust covers 254 participants in New York, about 32% of the average New York filer (state average ~798 per filing). Assets: $12M.

#12,571
in Professional & Technical Services (20,321 peers)
+6.7%
assets growth YoY

Persado, Inc. 401(k) Retirement Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Persado, Inc. 401(k) Retirement Plan and Trust vs every filed plan by assets

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

$12,144,742 Top 37% higher than 63% 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

Persado, Inc. 401(k) Retirement Plan and 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. Persado, Inc. 401(k) Retirement Plan and Trust sits mid-pack in the medium band (254 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Persado, Inc. 401(k) Retirement Plan and Trust reported net income fell from $3M in the plan year 2022 filing to $764K in the plan year 2023 filing.
  • Persado, Inc. 401(k) Retirement Plan and Trust end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 800725748 · Persado, Inc. PY 2023 · 401(k)

Persado, Inc. 401(k) Retirement Plan and Trust · $12M · 254 · 63rd

  • ASSETS $12M
  • ASSETS 254
  • ASSETS 63rd
  • ASSETS 401(k)
  • ASSETS near Florida Community Health Centers , Inc. 401(k) Plan
  • ASSETS ind #12571

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 New York →

Persado, Inc. 401(k) Retirement Plan and Trust in the asset neighbourhood

Florida Community Health Centers , Inc. 401(k) PlanFlorida Community Health Cen…$12MRealty Trust Group, LLC 401(k) Profit Sharing PlanRealty Trust Group, LLC 401(…$12MLeon Farmer & Company 401(k) PlanLeon Farmer & Company 401(k)…$12MBully Pulpit Interactive, LLC 401(k) PlanBully Pulpit Interactive, LL…$12MPersado, Inc. 401(k) Retirement Plan and TrustPersado, Inc. 401(k) Retirem…$12M
End-of-year total assets ($M) among Persado, Inc. 401(k) Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$764K
Employer EIN800725748
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Persado, Inc.)

Sponsor-wide plan assets over time

All Persado, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 19.60329070083359% vs 2022
2024 filing year
$11M$12M$13M$14M 202220232024 $11.4M $13.6M ▲ +19.6%
Year Plans Participants Total Assets
2022 1 256 $11M
2023 1 254 $12M
2024 1 145 $14M

Nearby 401(k) Plans in New York

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

Persado, Inc. 401(k) Retirement Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Persado, Inc. 401(k) Retirement Plan and Trust, Total assets ($B): 0.012144742 · Participants: 254Persado, Inc. 401(k) Retirement Plan and TrustIBM 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
Persado, Inc. 401(k) Retirement Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Persado, Inc. 401(k) Retirement Plan and Trust side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Florida Community Health Centers , Inc. 401(k) Plan in FL ($12M); by covered participants it is The Restated Thrift/Profit Sharing Plan for Cooperatives in IA (254 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (254 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 Persado, Inc. 401(k) Retirement Plan and Trust assets move in 2023? ▼
Persado, Inc. 401(k) Retirement Plan and Trust grew at a solid clip - up 6.7% during 2023, from $11M to $12M. Reported net income was $764K.
How have Persado, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Persado, Inc.'s sponsor-wide assets grew 19.6%, from $11M to $14M.
Which 401(k) plans are similar in size to Persado, Inc. 401(k) Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Florida Community Health Centers , Inc. 401(k) Plan in FL ($12M, 377 participants).
Which 401(k) plans cover a similar participant headcount to Persado, Inc. 401(k) Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is The Restated Thrift/Profit Sharing Plan for Cooperatives in IA (254 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 800725748.

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.