401(k) · DOL Form 5500 · 2024

Planned Systems International, Inc. 401(k) Plan

Data updated 2026-08-25

$107M
Total assets Near avg plan size
1,205
Participants Near avg headcount
91st
Percentile by assets National rank
$88,687
Avg per participant Below avg balance/head
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Official DOL plan name: Planned Systems International, Inc. 401(k) Plan · Sponsored by Planned Systems International, Inc. · Maryland · Professional & Technical Services

$107M in assets, 1,205 participants

Planned Systems International, Inc.'s Planned Systems International, Inc. 401(k) Plan reported $107M in total assets and 1,205 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.

  • #18,574 in Professional & Technical Services (20,173 peers)

Where Planned Systems International, Inc. 401(k) Plan sits by assets

Planned Systems International, Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $107M for 1,205 participants (~$88,687/participant), up 7.1% in 2024.

#18,574
in Professional & Technical Services (20,173 peers)
+7.1%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Planned Systems International, Inc. 401(k) Plan's outsized position by total assets

Planned Systems International, Inc. 401(k) Plan vs every filed plan by assets

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

$106,868,192 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

Planned Systems International, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Planned Systems International, Inc. 401(k) Plan lands in the large band (1,205 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Planned Systems International, Inc. 401(k) Plan reported net income fell from $11M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Planned Systems International, Inc. 401(k) Plan reported participants fell from 1,301 in the plan year 2023 filing to 1,205 in the plan year 2024 filing.
  • Planned Systems International, Inc. 401(k) Plan end-of-year assets rose from $100M in the plan year 2023 filing to $107M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 521576690 · Planned Systems International, Inc. PY 2024 · 401(k)

Planned Systems International, Inc. 401(k) Plan · $107M · 1,205 · 91st

  • RANK $107M
  • RANK 1,205
  • RANK 91st
  • RANK 401(k)
  • RANK near United States Bakery Profit Sharing & 401(k) Plan
  • RANK ind #18574

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 Maryland →

Planned Systems International, Inc. 401(k) Plan in the asset neighbourhood

Hand Arendall Harrison Sale LLC Retirement Plan and TrustHand Arendall Harrison Sale …$107MDavidson Hospitality Group 401(k) PlanDavidson Hospitality Group 4…$107MPlanned Systems International, Inc. 401(k) PlanPlanned Systems Internationa…$107MUnited States Bakery Profit Sharing & 401(k) PlanUnited States Bakery Profit …$107MIss Facility Services 401(k) Savings PlanIss Facility Services 401(k)…$107M
End-of-year total assets ($M) among Planned Systems International, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$100M
Net Assets (End of Year)$107M
Net Income$7M
Employer EIN521576690
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Planned Systems International, Inc.)

Sponsor-wide plan assets over time

All Planned Systems International, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$107M 20.83344489349924% vs 2022
2024 filing year
$80M$90M$100M$110M 202220232024 $88.4M $107M ▲ +20.8%
Year Plans Participants Total Assets
2022 1 1,329 $88M
2023 1 1,301 $100M
2024 1 1,205 $107M

Nearby 401(k) Plans in Maryland

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

Planned Systems International, Inc. 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Planned Systems International, Inc. 401(k) Plan, Total assets ($B): 0.106868192 · Participants: 1205Planned Systems International, Inc. 401(k) PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 51.448624264 · Participants: 96812Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 11.712016434 · Participants: 101417Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.948487009 · Participants: 6639T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 4.08462816 · Participants: 2771Nfl Player Second Career Savings PlanLockheed Martin Corporation Performance Sharing Plan for Bargaining Employees, Total assets ($B): 2.987191008 · Participants: 18370Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees
Planned Systems International, Inc. 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants

Planned Systems International, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is United States Bakery Profit Sharing & 401(k) Plan in OR ($107M); by covered participants it is Newport Harbor Corporation Employees Retirement Savings Plan in RI (1,205 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,205 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 Planned Systems International, Inc. 401(k) Plan assets move in 2024?
Planned Systems International, Inc. 401(k) Plan grew at a solid clip - up 7.1% during 2024, from $100M to $107M. Reported net income was $7M.
How have Planned Systems International, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Planned Systems International, Inc.'s sponsor-wide assets grew 20.8%, from $88M to $107M.
Where does Planned Systems International, Inc. 401(k) Plan rank by assets among Form 5500 filers?
Planned Systems International, Inc. 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 Planned Systems International, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is United States Bakery Profit Sharing & 401(k) Plan in OR ($107M, 1,036 participants).
Which 401(k) plans cover a similar participant headcount to Planned Systems International, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Newport Harbor Corporation Employees Retirement Savings Plan in RI (1,205 participants, $12M in assets).