401(k) · DOL Form 5500 · 2024

Planned Results, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
10
Participants Small participant base
52nd
Percentile by assets National rank
$854,525
Avg per participant High balance/head
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Official DOL plan name: Planned Results, Inc. Employees' Deferred Savings and Profit Sharing Plan and Trust · Sponsored by Planned Results, Inc. · New York · Finance & Insurance

$9M in assets, 10 participants

Planned Results, Inc.'s Planned Results, Inc. Employees' Deferred Savings and Profit Sharing Plan and Trust reported $9M in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #3,114 in Finance & Insurance (8,549 peers)

Planned Results, Inc. multi-year trail

Planned Results, Inc.'s plans moved +29.0% in assets from 2022 to 2024; this filing shows Planned Results, Inc. Employees' Deferred Savings and Profit Sharing Plan and Trust at $9M / 10 participants.

#3,114
in Finance & Insurance (8,549 peers)
+24.6%
assets growth YoY

Planned Results, Inc. Employees' Deferred Savings and Profit Sharing Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Planned Results, Inc. Employees' Deferred Savings and Profit Sharing Plan and Trust vs every filed plan by assets

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

$8,545,252 Top 48% higher than 52% 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

Planned Results, Inc. Employees' Deferred Savings and Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Planned Results, Inc. Employees' Deferred Savings and Profit Sharing Plan and Trust is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Planned Results, Inc. Employees' Deferred Savings and Profit Sharing Plan and Trust reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Planned Results, Inc. Employees' Deferred Savings and Profit Sharing Plan and Trust end-of-year assets rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 161055456 · Planned Results, Inc. PY 2024 · 401(k)

Planned Results, Inc. Employees' Deferred Savings and Profit Sharing Plan and Trust · $9M · 10 · 52nd

  • PHOTO $9M
  • PHOTO 10
  • PHOTO 52nd
  • PHOTO 401(k)
  • PHOTO near Keslow Camera, Inc. 401(k) Retirement Savings Plan
  • PHOTO ind #3114

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 Finance & Insurance retirement plans → · Plans in New York →

Planned Results, Inc. Employees' Deferred Savings and Profit Sharing Plan and Trust in the asset neighbourhood

Planned Results, Inc. Employees' Deferred Savings and Profit Sharing Plan and TrustPlanned Results, Inc. Employ…$9MKeslow Camera, Inc. 401(k) Retirement Savings PlanKeslow Camera, Inc. 401(k) R…$9MCorporate Fitness Works, Inc. Retirement PlanCorporate Fitness Works, Inc…$9MHalker Consulting LLC 401(k) P/S PlanHalker Consulting LLC 401(k)…$9MCpi, Employees' Savings Trust$9M
End-of-year total assets ($M) among Planned Results, Inc. Employees' Deferred Savings and Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Planned Results, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Planned Results, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 29.040681423431526% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.62M $8.55M ▲ +29.2%
Year Plans Participants Total Assets
2022 2 16 $7M
2023 1 10 $7M
2024 1 10 $9M

Planned Results, Inc. filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN161055456
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Planned Results, Inc. Employees' Deferred Savings and Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Planned Results, Inc. Employees' Deferred Savings and Profit Sharing Plan and Trust, Total assets ($B): 0.008545252 · Participants: 10Planned Results, Inc. Employees' Deferred Savings and Profit Sharing Plan and TrustIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Planned Results, Inc. Employees' Deferred Savings and Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Planned Results, Inc. Employees' Deferred Savings and Profit Sharing Plan and Trust side-by-side with 3 peers →

Planned Results, Inc. Employees' Deferred Savings and Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Keslow Camera, Inc. 401(k) Retirement Savings Plan in CA ($9M); by covered participants it is Hero Home Services 401(k) Plan in MN (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Planned Results, Inc. Employees' Deferred Savings and Profit Sharing Plan and Trust assets move in 2024? ▼
Planned Results, Inc. Employees' Deferred Savings and Profit Sharing Plan and Trust grew sharply - up 24.6% during 2024, from $7M to $9M. Reported net income was $2M.
How have Planned Results, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Planned Results, Inc.'s sponsor-wide assets grew 29.0%, from $7M to $9M.
Which 401(k) plans are similar in size to Planned Results, Inc. Employees' Deferred Savings and Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Keslow Camera, Inc. 401(k) Retirement Savings Plan in CA ($9M, 115 participants).
Which 401(k) plans cover a similar participant headcount to Planned Results, Inc. Employees' Deferred Savings and Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Hero Home Services 401(k) Plan in MN (10 participants, N/A 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 161055456.

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.