401(k) · DOL Form 5500 · 2024

Reference Data Services, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
4
Participants Small participant base
35th
Percentile by assets National rank
$794,540
Avg per participant High balance/head
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Official DOL plan name: Reference Data Services, LLC 401(k) Plan · Sponsored by Reference Data Services, LLC · New York · Professional & Technical Services

$3M in assets, 4 participants

Reference Data Services, LLC's Reference Data Services, LLC 401(k) Plan reported $3M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,342 in Professional & Technical Services (20,173 peers)

Reference Data Services, LLC multi-year trail

Reference Data Services, LLC's plans moved +41.1% in assets from 2022 to 2024; this filing shows Reference Data Services, LLC 401(k) Plan at $3M / 4 participants.

#6,342
in Professional & Technical Services (20,173 peers)
+16.3%
assets growth YoY

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

Reference Data Services, LLC 401(k) Plan vs every filed plan by assets

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

$3,178,160 35th percentile higher than 35% 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

Reference Data Services, LLC 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Reference Data Services, LLC 401(k) Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Reference Data Services, LLC 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Reference Data Services, LLC 401(k) Plan reported net income fell from $479K in the plan year 2023 filing to $446K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 473925272 · Reference Data Services, LLC PY 2024 · 401(k)

Reference Data Services, LLC 401(k) Plan · $3M · 4 · 35th

  • PART $3M
  • TYPE 4
  • NET 35th
  • BOOK 401(k)
  • VS-ST near Triple S Alarm Company, Inc 401(k) Savings Plan
  • BOY ind #6342

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 New York →

Reference Data Services, LLC 401(k) Plan in the asset neighbourhood

Reference Data Services, LLC 401(k) PlanReference Data Services, LLC…$3MTriple S Alarm Company, Inc 401(k) Savings PlanTriple S Alarm Company, Inc …$3MViasun Corporation 401(k) Profit Sharing Plan and TrustViasun Corporation 401(k) Pr…$3MUnchained Capital 401(k) Plan$3MCarillon Hotel Management, LLC 401(k) PlanCarillon Hotel Management, L…$3M
End-of-year total assets ($M) among Reference Data Services, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Reference Data Services, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Reference Data Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 41.071172549588816% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.25M $3.18M ▲ +41.3%
Year Plans Participants Total Assets
2022 1 5 $2M
2023 1 4 $3M
2024 1 4 $3M

Reference Data Services, LLC filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$446K
Employer EIN473925272
Plan Effective Date2015-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Reference Data Services, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Reference Data Services, LLC 401(k) Plan, Total assets ($B): 0.00317816 · Participants: 4Reference Data Services, LLC 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
Reference Data Services, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Reference Data Services, LLC 401(k) Plan side-by-side with 3 peers →

Reference Data Services, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Triple S Alarm Company, Inc 401(k) Savings Plan in AR ($3M); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Reference Data Services, LLC 401(k) Plan assets move in 2024? ▼
Reference Data Services, LLC 401(k) Plan grew sharply - up 16.3% during 2024, from $3M to $3M. Reported net income was $446K.
How have Reference Data Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Reference Data Services, LLC's sponsor-wide assets grew 41.1%, from $2M to $3M.
Which 401(k) plans are similar in size to Reference Data Services, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Triple S Alarm Company, Inc 401(k) Savings Plan in AR ($3M, 21 participants).
Which 401(k) plans cover a similar participant headcount to Reference Data Services, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 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 473925272.

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.