401(k) · DOL Form 5500 · 2024

Pdt Partners, LLC 401(k) Plan

Data updated 2026-08-25

$101M
Total assets Near avg plan size
244
Participants Below avg headcount
91st
Percentile by assets National rank
$415,743
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pdt 401(k) Plan · Sponsored by Pdt Partners, LLC · New York · Finance & Insurance

$101M in assets, 244 participants

Pdt Partners, LLC's Pdt 401(k) Plan reported $101M in total assets and 244 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.

  • #7,286 in Finance & Insurance (8,549 peers)

Coverage in New York

Pdt 401(k) Plan covers 244 participants in New York, about 31% of the average New York filer (state average ~798 per filing). Assets: $101M.

#7,286
in Finance & Insurance (8,549 peers)
+26.3%
assets growth YoY
1.0×
vs typical plan assets (national mean)

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

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

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

$101,441,287 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

Pdt 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. Pdt 401(k) Plan sits mid-pack in the medium band (244 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pdt 401(k) Plan end-of-year assets rose from $80M in the plan year 2023 filing to $101M in the plan year 2024 filing.
  • Pdt 401(k) Plan reported net income rose from $19M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Pdt 401(k) Plan reported participants rose from 236 in the plan year 2023 filing to 244 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 274684334 · Pdt Partners, LLC PY 2024 · 401(k)

Pdt 401(k) Plan · $101M · 244 · 91st

  • EIN $101M
  • EIN 244
  • EIN 91st
  • EIN 401(k)
  • EIN near Northrim Bank Savings Incentive Plan
  • EIN ind #7286

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 →

Pdt 401(k) Plan in the asset neighbourhood

A.I. Solutions, Inc. 401(k) PlanA.I. Solutions, Inc. 401(k) …$101MPdt 401(k) Plan$101MNorthrim Bank Savings Incentive PlanNorthrim Bank Savings Incent…$101MUrban Engineers, Inc. 401(k) Retirement PlanUrban Engineers, Inc. 401(k)…$101MDeroyal Employees' Savings & Retirement PlanDeroyal Employees' Savings &…$101M
End-of-year total assets ($M) among Pdt 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$80M
Net Assets (End of Year)$101M
Net Income$21M
Employer EIN274684334
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pdt Partners, LLC)

Sponsor-wide plan assets over time

All Pdt Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$101M 65.34885378218806% vs 2022
2024 filing year
$40M$60M$80M$100M$120M 202220232024 $61.4M $101M ▲ +65.3%
Year Plans Participants Total Assets
2022 1 231 $61M
2023 1 236 $80M
2024 1 244 $101M

Nearby 401(k) Plans in New York

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

Pdt 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Pdt 401(k) Plan, Total assets ($B): 0.101441287 · Participants: 244Pdt 401(k) PlanIBM 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
Pdt 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Pdt 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Northrim Bank Savings Incentive Plan in AK ($101M); by covered participants it is Cansortium Holdings 401(k) Plan in FL (244 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($101M here).

Similar participant headcount

Nearest other-state filings by covered participants (244 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 Pdt 401(k) Plan assets move in 2024? ▼
Pdt 401(k) Plan grew sharply - up 26.3% during 2024, from $80M to $101M. Reported net income was $21M.
How have Pdt Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pdt Partners, LLC's sponsor-wide assets grew 65.3%, from $61M to $101M.
Where does Pdt 401(k) Plan rank by assets among Form 5500 filers? ▼
Pdt 401(k) 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 Pdt 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Northrim Bank Savings Incentive Plan in AK ($101M, 468 participants).
Which 401(k) plans cover a similar participant headcount to Pdt 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cansortium Holdings 401(k) Plan in FL (244 participants, $165K 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 274684334.

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.