401(k) · DOL Form 5500 · 2023

Project Management Institute, Inc. 401(k) Plan

Data updated 2026-08-25

$86M
Total assets Below avg plan size
597
Participants Below avg headcount
90th
Percentile by assets National rank
$143,385
Avg per participant Near avg balance/head
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Official DOL plan name: Project Management Institute Employee Savings Plan · Sponsored by Project Management Institute, Inc. · Pennsylvania · Other Services

$86M in assets, 597 participants

Project Management Institute, Inc.'s Project Management Institute Employee Savings Plan reported $86M in total assets and 597 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,560 in Other Services (7,857 peers)

Where Project Management Institute Employee Savings Plan sits by assets

Project Management Institute Employee Savings Plan sits in the top 10% of all filed plans by assets, $86M for 597 participants (~$143,385/participant), up 29.0% in 2023.

#7,560
in Other Services (7,857 peers)
+29.0%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Project Management Institute Employee Savings Plan's outsized position by total assets

Project Management Institute Employee Savings Plan vs every filed plan by assets

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

$85,600,646 Top 10% higher than 90% 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

Project Management Institute Employee Savings 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. Project Management Institute Employee Savings Plan sits mid-pack in the medium band (597 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Project Management Institute Employee Savings Plan reported net income rose from -$9M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Project Management Institute Employee Savings Plan end-of-year assets rose from $66M in the plan year 2022 filing to $86M in the plan year 2023 filing.
  • Project Management Institute Employee Savings Plan reported participants rose from 527 in the plan year 2022 filing to 597 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 231887442 · Project Management Institute, Inc. PY 2023 · 401(k)

Project Management Institute Employee Savings Plan · $86M · 597 · 90th

  • BOOK $86M
  • BOOK 597
  • BOOK 90th
  • BOOK 401(k)
  • BOOK near The Finish Line, Inc. Profit Sharing and 401(k) Plan
  • BOOK ind #7560

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 Other Services retirement plans → · Plans in Pennsylvania →

Project Management Institute Employee Savings Plan in the asset neighbourhood

Fts International, LLC 401(k) Profit Sharing PlanFts International, LLC 401(k…$86MProject Management Institute Employee Savings PlanProject Management Institute…$86MThe Finish Line, Inc. Profit Sharing and 401(k) PlanThe Finish Line, Inc. Profit…$86MAdvance Trading, Inc. 401(k) Plan and ESOPAdvance Trading, Inc. 401(k)…$86MGroup Voyagers, Inc. Employees' 401(k) PlanGroup Voyagers, Inc. Employe…$86M
End-of-year total assets ($M) among Project Management Institute Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$86M
Net Income$19M
Employer EIN231887442
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Project Management Institute, Inc.)

Sponsor-wide plan assets over time

All Project Management Institute, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$101M 52.74953900089703% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $66.4M $101M ▲ +52.7%
Year Plans Participants Total Assets
2022 1 527 $66M
2023 1 597 $86M
2024 1 616 $101M

Nearby 401(k) Plans in Pennsylvania

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

Project Management Institute Employee Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Project Management Institute Employee Savings Plan, Total assets ($B): 0.085600646 · Participants: 597Project Management Institute Employee Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Project Management Institute Employee Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Project Management Institute Employee Savings Plan side-by-side with 3 peers →

Project Management Institute Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is The Finish Line, Inc. Profit Sharing and 401(k) Plan in IN ($86M); by covered participants it is Trail King Industries Employees' Retirement Savings Plan in SD (597 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (597 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 Project Management Institute Employee Savings Plan assets move in 2023? ▼
Project Management Institute Employee Savings Plan grew sharply - up 29.0% during 2023, from $66M to $86M. Reported net income was $19M.
How have Project Management Institute, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Project Management Institute, Inc.'s sponsor-wide assets grew 52.7%, from $66M to $101M.
Where does Project Management Institute Employee Savings Plan rank by assets among Form 5500 filers? ▼
Project Management Institute Employee Savings Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Project Management Institute Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Finish Line, Inc. Profit Sharing and 401(k) Plan in IN ($86M, 14,151 participants).
Which 401(k) plans cover a similar participant headcount to Project Management Institute Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trail King Industries Employees' Retirement Savings Plan in SD (597 participants, $63M 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 231887442.

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.