401(k) · DOL Form 5500 · 2024

Statistics & Data Corporation 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
136
Participants Small participant base
60th
Percentile by assets National rank
$88,850
Avg per participant Below avg balance/head
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Official DOL plan name: Statistics & Data Corporation 401(k) Plan · Sponsored by Statistics & Data Corporation · Arizona · Professional & Technical Services

$12M in assets, 136 participants

Statistics & Data Corporation's Statistics & Data Corporation 401(k) Plan reported $12M in total assets and 136 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #11,780 in Professional & Technical Services (20,173 peers)

Coverage in Arizona

Statistics & Data Corporation 401(k) Plan covers 136 participants in Arizona, about 24% of the average Arizona filer (state average ~564 per filing). Assets: $12M.

#11,780
in Professional & Technical Services (20,173 peers)
+4.1%
assets growth YoY

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

Statistics & Data Corporation 401(k) Plan vs every filed plan by assets

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

$12,083,639 Top 40% higher than 60% 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

Statistics & Data Corporation 401(k) 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. Statistics & Data Corporation 401(k) Plan sits mid-pack in the medium band (136 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Statistics & Data Corporation 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $477K in the plan year 2024 filing.
  • Statistics & Data Corporation 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Statistics & Data Corporation 401(k) Plan reported participants fell from 138 in the plan year 2023 filing to 136 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 203804399 · Statistics & Data Corporation PY 2024 · 401(k)

Statistics & Data Corporation 401(k) Plan · $12M · 136 · 60th

  • RANK $12M
  • RANK 136
  • RANK 60th
  • RANK 401(k)
  • RANK near Callaway Security Banks, Inc. 401(k) and Employee Stock Ownership Plan
  • RANK ind #11780

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 →

Statistics & Data Corporation 401(k) Plan in the asset neighbourhood

Statistics & Data Corporation 401(k) PlanStatistics & Data Corporatio…$12MCallaway Security Banks, Inc. 401(k) and Employee Stock Ownership PlanCallaway Security Banks, Inc…$12MRidley's Food Corporation 401(k) PlanRidley's Food Corporation 40…$12MNalu Medical, Inc. 401(k) PlanNalu Medical, Inc. 401(k) Pl…$12MPencom Systems Incorporated Profit Sharing PlanPencom Systems Incorporated …$12M
End-of-year total assets ($M) among Statistics & Data Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Arizona filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$12M
Net Income$477K
Employer EIN203804399
Plan Effective Date2008-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Statistics & Data Corporation)

Sponsor-wide plan assets over time

All Statistics & Data Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$12M 34.76444347391716% vs 2022
2024 filing year
$8M$9M$10M$11M$12M$13M 202220232024 $8.97M $12.1M ▲ +34.7%
Year Plans Participants Total Assets
2022 1 151 $9M
2023 1 138 $12M
2024 1 136 $12M

Nearby 401(k) Plans in Arizona

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

Statistics & Data Corporation 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Statistics & Data Corporation 401(k) Plan, Total assets ($B): 0.012083639 · Participants: 136Statistics & Data Corporation 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Statistics & Data Corporation 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

Statistics & Data Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Callaway Security Banks, Inc. 401(k) and Employee Stock Ownership Plan in MO ($12M); by covered participants it is Coretelligent LLC 401(k) Profit Sharing Plan and Trust in MA (136 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (136 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 Statistics & Data Corporation 401(k) Plan assets move in 2024?
Statistics & Data Corporation 401(k) Plan edged up modestly - up 4.1% during 2024, from $12M to $12M. Reported net income was $477K.
How have Statistics & Data Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Statistics & Data Corporation's sponsor-wide assets grew 34.8%, from $9M to $12M.
Which 401(k) plans are similar in size to Statistics & Data Corporation 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Callaway Security Banks, Inc. 401(k) and Employee Stock Ownership Plan in MO ($12M, 113 participants).
Which 401(k) plans cover a similar participant headcount to Statistics & Data Corporation 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Coretelligent LLC 401(k) Profit Sharing Plan and Trust in MA (136 participants, $4M in assets).