401(k) · DOL Form 5500 · 2024

P10 Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
177
Participants Small participant base
76th
Percentile by assets National rank
$159,743
Avg per participant Above avg balance/head
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Official DOL plan name: P10 401(k) Profit Sharing Plan · Sponsored by P10 Holdings, Inc. · Texas · Finance & Insurance

$28M in assets, 177 participants

P10 Holdings, Inc.'s P10 401(k) Profit Sharing Plan reported $28M in total assets and 177 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,430 in Finance & Insurance (8,549 peers)

Coverage in Texas

P10 401(k) Profit Sharing Plan covers 177 participants in Texas, about 26% of the average Texas filer (state average ~688 per filing). Assets: $28M.

#5,430
in Finance & Insurance (8,549 peers)
+31.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

P10 401(k) Profit Sharing Plan's outsized position by total assets

P10 401(k) Profit Sharing Plan vs every filed plan by assets

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

$28,274,586 Top 24% higher than 76% 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

P10 401(k) Profit Sharing 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. P10 401(k) Profit Sharing Plan sits mid-pack in the medium band (177 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • P10 401(k) Profit Sharing Plan end-of-year assets rose from $22M in the plan year 2023 filing to $28M in the plan year 2024 filing.
  • P10 401(k) Profit Sharing Plan reported participants rose from 158 in the plan year 2023 filing to 177 in the plan year 2024 filing.
  • P10 401(k) Profit Sharing Plan reported net income fell from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 742961657 · P10 Holdings, Inc. PY 2024 · 401(k)

P10 401(k) Profit Sharing Plan · $28M · 177 · 76th

  • VS-ST $28M
  • BOY 177
  • SCH 76th
  • EBSA 401(k)
  • PART near IBEW Local 288 Retirement and 401(k) Plan
  • TYPE ind #5430

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 Texas →

P10 401(k) Profit Sharing Plan in the asset neighbourhood

Research Products Corporation Production Staff 401(k) Savings PlanResearch Products Corporatio…$28MP10 401(k) Profit Sharing PlanP10 401(k) Profit Sharing Pl…$28MIBEW Local 288 Retirement and 401(k) PlanIBEW Local 288 Retirement an…$28MChdi Management,Inc. 401(k) PlanChdi Management,Inc. 401(k) …$28MAmerican Service Center Associates of Arlington 401(k) PlanAmerican Service Center Asso…$28M
End-of-year total assets ($M) among P10 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$28M
Net Income$7M
Employer EIN742961657
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (P10 Holdings, Inc.)

Sponsor-wide plan assets over time

All P10 Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 101.33665284360231% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $14M $28.3M ▲ +101.4%
Year Plans Participants Total Assets
2022 1 114 $14M
2023 1 158 $22M
2024 1 177 $28M

Nearby 401(k) Plans in Texas

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

P10 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants P10 401(k) Profit Sharing Plan, Total assets ($B): 0.028274586 · Participants: 177P10 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
P10 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare P10 401(k) Profit Sharing Plan side-by-side with 3 peers →

P10 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is IBEW Local 288 Retirement and 401(k) Plan in IA ($28M); by covered participants it is Discovery Park of America, Inc. 401(k) Plan in TN (177 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (177 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 P10 401(k) Profit Sharing Plan assets move in 2024? ▼
P10 401(k) Profit Sharing Plan surged - up 31.3% during 2024, from $22M to $28M. Reported net income was $7M.
How have P10 Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), P10 Holdings, Inc.'s sponsor-wide assets grew 101.3%, from $14M to $28M.
Where does P10 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
P10 401(k) Profit Sharing Plan ranks in the 76th 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 P10 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is IBEW Local 288 Retirement and 401(k) Plan in IA ($28M, 203 participants).
Which 401(k) plans cover a similar participant headcount to P10 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Discovery Park of America, Inc. 401(k) Plan in TN (177 participants, $589K 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 742961657.

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.