401(k) · DOL Form 5500 · 2024

Planview, Inc. 401(k) Plan

Data updated 2026-08-25

$115M
Total assets Near avg plan size
571
Participants Below avg headcount
91st
Percentile by assets National rank
$201,417
Avg per participant Above avg balance/head
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Official DOL plan name: Planview, Inc. 401(k) Retirement Plan · Sponsored by Planview, Inc. · Texas · Professional & Technical Services

$115M in assets, 571 participants

Planview, Inc.'s Planview, Inc. 401(k) Retirement Plan reported $115M in total assets and 571 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #18,674 in Professional & Technical Services (20,173 peers)

Where Planview, Inc. 401(k) Retirement Plan sits by assets

Planview, Inc. 401(k) Retirement Plan sits in the top 10% of all filed plans by assets, $115M for 571 participants (~$201,417/participant), up 7.4% in 2024.

#18,674
in Professional & Technical Services (20,173 peers)
+7.4%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Planview, Inc. 401(k) Retirement Plan's outsized position by total assets

Planview, Inc. 401(k) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$115,009,028 Top 9% higher than 91% of 123,620 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 2024

Planview, Inc. 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Planview, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (571 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Planview, Inc. 401(k) Retirement Plan reported net income fell from $20M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Planview, Inc. 401(k) Retirement Plan reported participants fell from 622 in the plan year 2023 filing to 571 in the plan year 2024 filing.
  • Planview, Inc. 401(k) Retirement Plan end-of-year assets rose from $107M in the plan year 2023 filing to $115M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 742548407 · Planview, Inc. PY 2024 · 401(k)

Planview, Inc. 401(k) Retirement Plan · $115M · 571 · 91st

  • EOY $115M
  • 5500 571
  • ASSETS 91st
  • PCT 401(k)
  • EIN near Alithya USA, Inc. 401(k) Savings Plan
  • RANK ind #18674

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 Texas →

Planview, Inc. 401(k) Retirement Plan in the asset neighbourhood

Del Monte Foods Corporation II Inc. Savings PlanDel Monte Foods Corporation …$115MPlanview, Inc. 401(k) Retirement PlanPlanview, Inc. 401(k) Retire…$115MAlithya USA, Inc. 401(k) Savings PlanAlithya USA, Inc. 401(k) Sav…$115MCtm North America 401(k) Plan$115MSearles Valley Minerals 401(k) PlanSearles Valley Minerals 401(…$115M
End-of-year total assets ($M) among Planview, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$107M
Net Assets (End of Year)$115M
Net Income$8M
Employer EIN742548407
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Planview, Inc.)

Sponsor-wide plan assets over time

All Planview, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$115M 36.72626247191878% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $84.1M $115M ▲ +36.7%
Year Plans Participants Total Assets
2022 1 485 $84M
2023 1 622 $107M
2024 1 571 $115M

Nearby 401(k) Plans in Texas

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

Planview, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Planview, Inc. 401(k) Retirement Plan, Total assets ($B): 0.115009028 · Participants: 571Planview, Inc. 401(k) Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Planview, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Planview, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Alithya USA, Inc. 401(k) Savings Plan in GA ($115M); by covered participants it is Gtt Americas 401(k) Plan in VA (571 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($115M here).

Similar participant headcount

Nearest other-state filings by covered participants (571 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Planview, Inc. 401(k) Retirement Plan assets move in 2024? ▼
Planview, Inc. 401(k) Retirement Plan grew at a solid clip - up 7.4% during 2024, from $107M to $115M. Reported net income was $8M.
How have Planview, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Planview, Inc.'s sponsor-wide assets grew 36.7%, from $84M to $115M.
Where does Planview, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Planview, Inc. 401(k) Retirement Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Planview, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alithya USA, Inc. 401(k) Savings Plan in GA ($115M, 552 participants).
Which 401(k) plans cover a similar participant headcount to Planview, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gtt Americas 401(k) Plan in VA (571 participants, $76M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 742548407.

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.