401(k) · DOL Form 5500 · 2024

Planning Design Research Corporation 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets: 40
Participants Small participant base: 63rd
Percentile by assets National rank: $345,751
Avg per participant High balance/head

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Official DOL plan name: Pdr 401(k) Plan · Sponsored by Planning Design Research Corporation · Texas · Professional & Technical Services

$14M in assets, 40 participants

Planning Design Research Corporation's Pdr 401(k) Plan reported $14M in total assets and 40 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

#12,451 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Pdr 401(k) Plan holds $14M for 40 participants - about $345,751 per participant, above the median plan by assets.

#12,451
in Professional & Technical Services (20,173 peers): +3.2%
assets growth YoY

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

Pdr 401(k) Plan vs every filed plan by assets

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

$13,830,038 Top 37% higher than 63% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Pdr 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pdr 401(k) Plan is a small filing (40 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Pdr 401(k) Plan reported net income rose from -$151K in the plan year 2023 filing to $432K in the plan year 2024 filing.
Pdr 401(k) Plan reported participants fell from 48 in the plan year 2023 filing to 40 in the plan year 2024 filing.
Pdr 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 741904393 · Planning Design Research Corporation PY 2024 · 401(k)

Pdr 401(k) Plan · $14M · 40 · 63rd

EOY $14M
5500 40
ASSETS 63rd
PCT 401(k)
EIN near Banner Solutions 401(k) Retirement Savings Plan
RANK ind #12451

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 →

End-of-year total assets ($M) among Pdr 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)	$13M
Net Assets (End of Year)	$14M
Net Income	$432K
Employer EIN	741904393
Plan Effective Date	1998-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Planning Design Research Corporation)

Latest sponsor-wide plan assets: $14M 2.070655874120584% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	62	$14M
2023	1	48	$13M
2024	1	40	$14M

Nearby 401(k) Plans in Texas

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

Pdr 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare Pdr 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Banner Solutions 401(k) Retirement Savings Plan in IL ($14M); by covered participants it is Sri Technologies, Inc. Retirement Savings Plan in IL (40 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Banner Solutions 401(k) Retirement Savings Plan (IL) $14M · 269
Paxos 401(k) Plan (NY) $14M · 269
Western Rivers Boat Management, Inc. Retirement Savings Plan (KY) $14M · 340
Marten Law, PLLC 401(k) Plan (WA) $14M · 35

Similar participant headcount

Nearest other-state filings by covered participants (40 participants); asset peers above are excluded.

Sri Technologies, Inc. Retirement Savings Plan (IL) 40 · 0 off
Cooperativa De Ahorro Y Credito Aibonitena 1165(e) Plan (PR) 40 · 0 off
Reliable Office Systems and Su 401(k) Profit Sharing Plan & Trust (NY) 40 · 0 off
Provident Research Inc 401(k) Profit Sharing Plan & Trust (MD) 40 · 0 off

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 Pdr 401(k) Plan assets move in 2024? ▼

Pdr 401(k) Plan edged up modestly - up 3.2% during 2024, from $13M to $14M. Reported net income was $432K.

How have Planning Design Research Corporation plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Planning Design Research Corporation's sponsor-wide assets grew 2.1%, from $14M to $14M.

Which 401(k) plans are similar in size to Pdr 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Banner Solutions 401(k) Retirement Savings Plan in IL ($14M, 269 participants).

Which 401(k) plans cover a similar participant headcount to Pdr 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Sri Technologies, Inc. Retirement Savings Plan in IL (40 participants, $982K 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 741904393.