401(k) · DOL Form 5500 · 2024

Econone Research, Inc. 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
84
Participants Small participant base
82nd
Percentile by assets National rank
$481,408
Avg per participant High balance/head
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Official DOL plan name: Econone Research, Inc. Cash or Deferred Profit Sharing Plan · Sponsored by Econone Research, Inc. · California · Professional & Technical Services

$40M in assets, 84 participants

Econone Research, Inc.'s Econone Research, Inc. Cash or Deferred Profit Sharing Plan reported $40M in total assets and 84 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,566 in Professional & Technical Services (20,173 peers)

Where Econone Research, Inc. Cash or Deferred Profit Sharing Plan sits by assets

Econone Research, Inc. Cash or Deferred Profit Sharing Plan sits in the top quartile of all filed plans by assets, $40M for 84 participants (~$481,408/participant), up 17.8% in 2024.

#16,566
in Professional & Technical Services (20,173 peers)
+17.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Econone Research, Inc. Cash or Deferred Profit Sharing Plan's outsized position by total assets

Econone Research, Inc. Cash or Deferred Profit Sharing Plan vs every filed plan by assets

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

$40,438,300 Top 18% higher than 82% 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

Econone Research, Inc. Cash or Deferred Profit Sharing 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. Econone Research, Inc. Cash or Deferred Profit Sharing Plan is a small filing (84 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Econone Research, Inc. Cash or Deferred Profit Sharing Plan end-of-year assets rose from $34M in the plan year 2023 filing to $40M in the plan year 2024 filing.
  • Econone Research, Inc. Cash or Deferred Profit Sharing Plan reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Econone Research, Inc. Cash or Deferred Profit Sharing Plan reported participants rose from 76 in the plan year 2023 filing to 84 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 954639689 · Econone Research, Inc. PY 2024 · 401(k)

Econone Research, Inc. Cash or Deferred Profit Sharing Plan · $40M · 84 · 82nd

  • VS-ST $40M
  • BOY 84
  • SCH 82nd
  • EBSA 401(k)
  • PART near Sba 401(k) Plan
  • TYPE ind #16566

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 California →

Econone Research, Inc. Cash or Deferred Profit Sharing Plan in the asset neighbourhood

Blue Cross Blue Shield of Wyoming Tax-Favored Savings ProgramBlue Cross Blue Shield of Wy…$40MBig Rock 401(k) Savings Plan$40MEconone Research, Inc. Cash or Deferred Profit Sharing PlanEconone Research, Inc. Cash …$40MPaulson & Co., Inc. 401(k) PlanPaulson & Co., Inc. 401(k) P…$40MSba 401(k) Plan$40M
End-of-year total assets ($M) among Econone Research, Inc. Cash or Deferred Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$40M
Net Income$6M
Employer EIN954639689
Plan Effective Date1997-07-16
Filing StatusFILING RECEIVED

Sponsor Plan History (Econone Research, Inc.)

Sponsor-wide plan assets over time

All Econone Research, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$46M 69.86017942617252% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $27M $45.8M ▲ +69.8%
Year Plans Participants Total Assets
2022 1 70 $27M
2023 2 153 $41M
2024 2 175 $46M

Nearby 401(k) Plans in California

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

Econone Research, Inc. Cash or Deferred Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Econone Research, Inc. Cash or Deferred Profit Sharing Plan, Total assets ($B): 0.0404383 · Participants: 84Econone Research, Inc. Cash or Deferred Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Econone Research, Inc. Cash or Deferred Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Econone Research, Inc. Cash or Deferred Profit Sharing Plan side-by-side with 3 peers →

Econone Research, Inc. Cash or Deferred Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Sba 401(k) Plan in TX ($40M); by covered participants it is Sentrillion Savings Investment Plan in AZ (84 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($40M here).

Similar participant headcount

Nearest other-state filings by covered participants (84 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 Econone Research, Inc. Cash or Deferred Profit Sharing Plan assets move in 2024? ▼
Econone Research, Inc. Cash or Deferred Profit Sharing Plan grew sharply - up 17.8% during 2024, from $34M to $40M. Reported net income was $6M.
How have Econone Research, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Econone Research, Inc.'s sponsor-wide assets grew 69.9%, from $27M to $46M.
Where does Econone Research, Inc. Cash or Deferred Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Econone Research, Inc. Cash or Deferred Profit Sharing Plan ranks in the 82nd 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 Econone Research, Inc. Cash or Deferred Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sba 401(k) Plan in TX ($40M, 616 participants).
Which 401(k) plans cover a similar participant headcount to Econone Research, Inc. Cash or Deferred Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sentrillion Savings Investment Plan in AZ (84 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 954639689.

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.