401(k) · DOL Form 5500 · 2024

Posit Software, Pbc 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
272
Participants Below avg headcount
81st
Percentile by assets National rank
$138,399
Avg per participant Near avg balance/head
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Official DOL plan name: Posit Software 401(k) Plan · Sponsored by Posit Software, Pbc · Massachusetts · Information & Media

$38M in assets, 272 participants

Posit Software, Pbc's Posit Software 401(k) Plan reported $38M in total assets and 272 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #2,076 in Information & Media (2,822 peers)

Coverage in Massachusetts

Posit Software 401(k) Plan covers 272 participants in Massachusetts, about 41% of the average Massachusetts filer (state average ~659 per filing). Assets: $38M.

#2,076
in Information & Media (2,822 peers)
+34.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Posit Software 401(k) Plan's outsized position by total assets

Posit Software 401(k) Plan vs every filed plan by assets

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

$37,644,550 Top 19% higher than 81% 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

Posit Software 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. Posit Software 401(k) Plan sits mid-pack in the medium band (272 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Posit Software 401(k) Plan end-of-year assets rose from $28M in the plan year 2023 filing to $38M in the plan year 2024 filing.
  • Posit Software 401(k) Plan reported net income fell from $11M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Posit Software 401(k) Plan reported participants fell from 285 in the plan year 2023 filing to 272 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 264457115 · Posit Software, Pbc PY 2024 · 401(k)

Posit Software 401(k) Plan · $38M · 272 · 81st

  • BOY $38M
  • SCH 272
  • EBSA 81st
  • PART 401(k)
  • TYPE near Keller, Inc. 401(k) Retirement Savings Plan
  • NET ind #2076

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 Information & Media retirement plans → · Plans in Massachusetts →

Posit Software 401(k) Plan in the asset neighbourhood

Keller, Inc. 401(k) Retirement Savings PlanKeller, Inc. 401(k) Retireme…$38MThe Communications Group 401(k) PlanThe Communications Group 401…$38MPosit Software 401(k) Plan$38MThe Hilliard Corporation-Union Savings & Investment PlanThe Hilliard Corporation-Uni…$38MTourneau/Bucherer 401(k) Plan$38M
End-of-year total assets ($M) among Posit Software 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$38M
Net Income$10M
Employer EIN264457115
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Posit Software, Pbc)

Sponsor-wide plan assets over time

All Posit Software, Pbc plans reported in each filing year

Latest sponsor-wide plan assets
$38M 125.26958320410122% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $16.7M $37.6M ▲ +125.3%
Year Plans Participants Total Assets
2022 1 213 $17M
2023 1 285 $28M
2024 1 272 $38M

Nearby 401(k) Plans in Massachusetts

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

Posit Software 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Posit Software 401(k) Plan, Total assets ($B): 0.03764455 · Participants: 272Posit Software 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Posit Software 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Posit Software 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Keller, Inc. 401(k) Retirement Savings Plan in WI ($38M); by covered participants it is Derry Medical Center 401(k) Plan in NH (272 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($38M here).

Similar participant headcount

Nearest other-state filings by covered participants (272 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 Posit Software 401(k) Plan assets move in 2024? ▼
Posit Software 401(k) Plan surged - up 34.0% during 2024, from $28M to $38M. Reported net income was $10M.
How have Posit Software, Pbc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Posit Software, Pbc's sponsor-wide assets grew 125.3%, from $17M to $38M.
Where does Posit Software 401(k) Plan rank by assets among Form 5500 filers? ▼
Posit Software 401(k) Plan ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Posit Software 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Keller, Inc. 401(k) Retirement Savings Plan in WI ($38M, 262 participants).
Which 401(k) plans cover a similar participant headcount to Posit Software 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Derry Medical Center 401(k) Plan in NH (272 participants, $47M 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 264457115.

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.