401(k) · DOL Form 5500 · 2024

98point6 Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
118
Participants Small participant base
72nd
Percentile by assets National rank
$183,735
Avg per participant Above avg balance/head
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Official DOL plan name: 98point6 Inc. Retirement Trust · Sponsored by 98point6 Inc. · Washington · Professional & Technical Services

$22M in assets, 118 participants

98point6 Inc.'s 98point6 Inc. Retirement Trust reported $22M in total assets and 118 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #14,363 in Professional & Technical Services (20,173 peers)

Coverage in Washington

98point6 Inc. Retirement Trust covers 118 participants in Washington, about 8% of the average Washington filer (state average ~1,476 per filing). Assets: $22M.

#14,363
in Professional & Technical Services (20,173 peers)
-7.2%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

98point6 Inc. Retirement Trust's outsized position by total assets

98point6 Inc. Retirement Trust vs every filed plan by assets

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

$21,680,679 Top 28% higher than 72% 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

98point6 Inc. Retirement Trust 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. 98point6 Inc. Retirement Trust sits mid-pack in the medium band (118 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 98point6 Inc. Retirement Trust reported net income fell from $3M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • 98point6 Inc. Retirement Trust reported participants fell from 379 in the plan year 2023 filing to 118 in the plan year 2024 filing.
  • 98point6 Inc. Retirement Trust end-of-year assets fell from $23M in the plan year 2023 filing to $22M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 473490194 · 98point6 Inc. PY 2024 · 401(k)

98point6 Inc. Retirement Trust · $22M · 118 · 72nd

  • EOY $22M
  • EOY 118
  • EOY 72nd
  • EOY 401(k)
  • EOY near Hoffman, Stewart & Schmidt, P.C. 401(k) Profit Sharing Plan
  • EOY ind #14363

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 Washington →

98point6 Inc. Retirement Trust in the asset neighbourhood

98point6 Inc. Retirement Trust98point6 Inc. Retirement Tru…$22MHoffman, Stewart & Schmidt, P.C. 401(k) Profit Sharing PlanHoffman, Stewart & Schmidt, …$22MCadillac Products Automotive Company 401(k) PlanCadillac Products Automotive…$22MThe Bloc 401(k) Plan$22MRetirement Income Plan of United Planning OrganizationRetirement Income Plan of Un…$22M
End-of-year total assets ($M) among 98point6 Inc. Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Washington filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$22M
Net Income-$2M
Employer EIN473490194
Plan Effective Date2015-10-06
Filing StatusFILING RECEIVED

Sponsor Plan History (98point6 Inc.)

Sponsor-wide plan assets over time

All 98point6 Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 5.675915473028457% vs 2022
2024 filing year
$20M$21M$22M$23M$24M 202220232024 $20.5M $21.7M ▲ +5.7%
Year Plans Participants Total Assets
2022 1 403 $21M
2023 1 379 $23M
2024 1 118 $22M

Nearby 401(k) Plans in Washington

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

98point6 Inc. Retirement Trust vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants 98point6 Inc. Retirement Trust, Total assets ($B): 0.021680679 · Participants: 11898point6 Inc. Retirement TrustThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 34.593744657 · Participants: 1209303Amazon 401(k) Plan401(k) Savings Plan, Total assets ($B): 10.074085187 · Participants: 86668401(k) Savings Plan
98point6 Inc. Retirement Trust vs. nearby 401(k) plans in Washington, assets vs. participants
Compare 98point6 Inc. Retirement Trust side-by-side with 3 peers →

98point6 Inc. Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Hoffman, Stewart & Schmidt, P.C. 401(k) Profit Sharing Plan in OR ($22M); by covered participants it is Hyperform, Inc. 401(k) Profit Sharing Plan and Trust in FL (118 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (118 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 98point6 Inc. Retirement Trust assets move in 2024? ▼
98point6 Inc. Retirement Trust pulled back noticeably - down 7.2% during 2024, from $23M to $22M. Reported net income was -$2M.
How have 98point6 Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), 98point6 Inc.'s sponsor-wide assets grew 5.7%, from $21M to $22M.
Which 401(k) plans are similar in size to 98point6 Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Hoffman, Stewart & Schmidt, P.C. 401(k) Profit Sharing Plan in OR ($22M, 71 participants).
Which 401(k) plans cover a similar participant headcount to 98point6 Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Hyperform, Inc. 401(k) Profit Sharing Plan and Trust in FL (118 participants, $3M 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 473490194.

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.