401(k) · DOL Form 5500 · 2023

Persefoni Ai Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
248
Participants Below avg headcount
55th
Percentile by assets National rank
$33,848
Avg per participant Low balance/head
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Official DOL plan name: Persefoni Ai 401(k) Plan · Sponsored by Persefoni Ai Inc. · Arizona · Professional & Technical Services

$8M in assets, 248 participants

Persefoni Ai Inc.'s Persefoni Ai 401(k) Plan reported $8M in total assets and 248 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,838 in Professional & Technical Services (20,321 peers)

Coverage in Arizona

Persefoni Ai 401(k) Plan covers 248 participants in Arizona, about 44% of the average Arizona filer (state average ~564 per filing). Assets: $8M.

#10,838
in Professional & Technical Services (20,321 peers)
+120.1%
assets growth YoY

Persefoni Ai 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Persefoni Ai 401(k) Plan vs every filed plan by assets

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

$8,394,182 Top 45% higher than 55% 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

Persefoni Ai 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. Persefoni Ai 401(k) Plan sits mid-pack in the medium band (248 participants).

Published 5500 schedule card

Filing strip 844382783 · Persefoni Ai Inc. PY 2023 · 401(k)

Persefoni Ai 401(k) Plan · $8M · 248 · 55th

  • NET $8M
  • NET 248
  • NET 55th
  • NET 401(k)
  • NET near Dandy 401(k) Plan
  • NET ind #10838

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 Arizona →

Persefoni Ai 401(k) Plan in the asset neighbourhood

Persefoni Ai 401(k) Plan$8MDandy 401(k) Plan$8MAvant Communications LLC 401(k) PlanAvant Communications LLC 401…$8MPitman Farms, Inc. 401(k) Retirement PlanPitman Farms, Inc. 401(k) Re…$8MShalom International 401(k) PlanShalom International 401(k) …$8M
End-of-year total assets ($M) among Persefoni Ai 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$8M
Net Income$5M
Employer EIN844382783
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Persefoni Ai Inc.)

Sponsor-wide plan assets over time

All Persefoni Ai Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 8.840992487415688% vs 2023
2024 filing year
$8M$8.5M$9M$9.5M 20232024 $8.39M $9.14M ▲ +8.9%
Year Plans Participants Total Assets
2023 1 248 $8M
2024 1 169 $9M

Nearby 401(k) Plans in Arizona

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

Persefoni Ai 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Persefoni Ai 401(k) Plan, Total assets ($B): 0.008394182 · Participants: 248Persefoni Ai 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Persefoni Ai 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Persefoni Ai 401(k) Plan side-by-side with 3 peers →

Persefoni Ai 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Dandy 401(k) Plan in NY ($8M); by covered participants it is Teal's Management Group, Inc. 401(k) Plan in MN (248 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (248 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 Persefoni Ai 401(k) Plan assets move in 2023? ▼
Persefoni Ai 401(k) Plan surged - up 120.1% during 2023, from $4M to $8M. Reported net income was $5M.
How have Persefoni Ai Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Persefoni Ai Inc.'s sponsor-wide assets grew 8.8%, from $8M to $9M.
Which 401(k) plans are similar in size to Persefoni Ai 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dandy 401(k) Plan in NY ($8M, 830 participants).
Which 401(k) plans cover a similar participant headcount to Persefoni Ai 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Teal's Management Group, Inc. 401(k) Plan in MN (248 participants, $5M 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 844382783.

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.