401(k) · DOL Form 5500 · 2023

Product Handling Design, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
47
Participants Small participant base
32nd
Percentile by assets National rank
$46,705
Avg per participant Low balance/head
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Official DOL plan name: Product Handling Design, Inc. 401(k) Plan · Sponsored by Product Handling Design, Inc. · Texas · Manufacturing

$2M in assets, 47 participants

Product Handling Design, Inc.'s Product Handling Design, Inc. 401(k) Plan reported $2M in total assets and 47 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #2,951 in Manufacturing (18,722 peers)

2023 asset change

Product Handling Design, Inc. 401(k) Plan declined sharply 18.3% in 2023 ($3M → $2M) for 47 participants.

#2,951
in Manufacturing (18,722 peers)
-18.3%
assets change YoY

The plan reported a net loss of $491K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Product Handling Design, Inc. 401(k) Plan among the smaller filed plans by assets

Product Handling Design, Inc. 401(k) Plan vs every filed plan by assets

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

$2,195,150 32nd percentile higher than 32% 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

Product Handling Design, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Product Handling Design, Inc. 401(k) Plan is a small filing (47 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Product Handling Design, Inc. 401(k) Plan reported net income fell from $436K in the plan year 2022 filing to -$491K in the plan year 2023 filing.
  • Product Handling Design, Inc. 401(k) Plan reported participants rose from 28 in the plan year 2022 filing to 47 in the plan year 2023 filing.
  • Product Handling Design, Inc. 401(k) Plan end-of-year assets fell from $3M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 751169009 · Product Handling Design, Inc. PY 2023 · 401(k)

Product Handling Design, Inc. 401(k) Plan · $2M · 47 · 32nd

  • EOY $2M
  • 5500 47
  • ASSETS 32nd
  • PCT 401(k)
  • EIN near Rodriguez Hidalgo Retirement Plan
  • RANK ind #2951

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 Manufacturing retirement plans → · Plans in Texas →

Product Handling Design, Inc. 401(k) Plan in the asset neighbourhood

Product Handling Design, Inc. 401(k) PlanProduct Handling Design, Inc…$2MRodriguez Hidalgo Retirement PlanRodriguez Hidalgo Retirement…$2MM.K. Masonry, Inc. 401(k) Retirement PlanM.K. Masonry, Inc. 401(k) Re…$2MDrs. Love & Miller, P.C. 401(k) Plan and TrustDrs. Love & Miller, P.C. 401…$2MClk Management Co., Inc. 401(k) Profit Sharing PlanClk Management Co., Inc. 401…$2M
End-of-year total assets ($M) among Product Handling Design, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Product Handling Design, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Product Handling Design, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 2.3109775528863765% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M 202220232024 $2.69M $2.62M ▼ -2.6%
Year Plans Participants Total Assets
2022 1 28 $3M
2023 1 47 $2M
2024 1 41 $3M

2023 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$491K
Employer EIN751169009
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Product Handling Design, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Product Handling Design, Inc. 401(k) Plan, Total assets ($B): 0.00219515 · Participants: 47Product Handling Design, Inc. 401(k) 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
Product Handling Design, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Product Handling Design, Inc. 401(k) Plan side-by-side with 3 peers →

Product Handling Design, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Rodriguez Hidalgo Retirement Plan in PR ($2M); by covered participants it is Southern Tea, LLC Salaried Employees 401(k) Plan in GA (47 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (47 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 Product Handling Design, Inc. 401(k) Plan assets move in 2023? ▼
Product Handling Design, Inc. 401(k) Plan declined sharply - down 18.3% during 2023, from $3M to $2M. Reported net income was -$491K.
How have Product Handling Design, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Product Handling Design, Inc.'s sponsor-wide assets declined 2.3%, from $3M to $3M.
Which 401(k) plans are similar in size to Product Handling Design, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rodriguez Hidalgo Retirement Plan in PR ($2M, 42 participants).
Which 401(k) plans cover a similar participant headcount to Product Handling Design, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southern Tea, LLC Salaried Employees 401(k) Plan in GA (47 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 751169009.

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.