401(k) · DOL Form 5500 · 2024

Process Insights, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
222
Participants Below avg headcount
67th
Percentile by assets National rank
$76,699
Avg per participant Below avg balance/head
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Official DOL plan name: Process Insights, Inc. Employees' Profit Sharing and 401(k) Plan · Sponsored by Process Insights, Inc. · New York · Healthcare & Social Assistance

$17M in assets, 222 participants

Process Insights, Inc.'s Process Insights, Inc. Employees' Profit Sharing and 401(k) Plan reported $17M in total assets and 222 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #12,168 in Healthcare & Social Assistance (16,916 peers)

Coverage in New York

Process Insights, Inc. Employees' Profit Sharing and 401(k) Plan covers 222 participants in New York, about 28% of the average New York filer (state average ~798 per filing). Assets: $17M.

#12,168
in Healthcare & Social Assistance (16,916 peers)
+6.9%
assets growth YoY

Process Insights, Inc. Employees' Profit Sharing and 401(k) Plan's outsized position by total assets

Process Insights, Inc. Employees' Profit Sharing and 401(k) Plan vs every filed plan by assets

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

$17,027,148 Top 33% higher than 67% 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

Process Insights, Inc. Employees' Profit Sharing and 401(k) 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. Process Insights, Inc. Employees' Profit Sharing and 401(k) Plan sits mid-pack in the medium band (222 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Process Insights, Inc. Employees' Profit Sharing and 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Process Insights, Inc. Employees' Profit Sharing and 401(k) Plan reported participants rose from 200 in the plan year 2023 filing to 222 in the plan year 2024 filing.
  • Process Insights, Inc. Employees' Profit Sharing and 401(k) Plan end-of-year assets rose from $16M in the plan year 2023 filing to $17M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 822531633 · Process Insights, Inc. PY 2024 · 401(k)

Process Insights, Inc. Employees' Profit Sharing and 401(k) Plan · $17M · 222 · 67th

  • PHOTO $17M
  • IND 222
  • EOY 67th
  • 5500 401(k)
  • ASSETS near Giglio Distributing Co. 401(k) Plan
  • PCT ind #12168

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Process Insights, Inc. Employees' Profit Sharing and 401(k) Plan in the asset neighbourhood

Process Insights, Inc. Employees' Profit Sharing and 401(k) PlanProcess Insights, Inc. Emplo…$17MGiglio Distributing Co. 401(k) PlanGiglio Distributing Co. 401(…$17MAllergy and Clinical Holdings, LLC 401(k) PlanAllergy and Clinical Holding…$17MTurn 14 Distribution, Inc. 401(k) Profit Sharing PlanTurn 14 Distribution, Inc. 4…$17MViam 401(k) Retirement Plan$17M
End-of-year total assets ($M) among Process Insights, Inc. Employees' Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$17M
Net Income$1M
Employer EIN822531633
Plan Effective Date1984-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Process Insights, Inc.)

Sponsor-wide plan assets over time

All Process Insights, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 38.48911454276785% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $12.3M $17M ▲ +38.6%
Year Plans Participants Total Assets
2022 1 146 $12M
2023 1 200 $16M
2024 1 222 $17M

Nearby 401(k) Plans in New York

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

Process Insights, Inc. Employees' Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Process Insights, Inc. Employees' Profit Sharing and 401(k) Plan, Total assets ($B): 0.017027148 · Participants: 222Process Insights, Inc. Employees' Profit Sharing and 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
Process Insights, Inc. Employees' Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Process Insights, Inc. Employees' Profit Sharing and 401(k) Plan side-by-side with 3 peers →

Process Insights, Inc. Employees' Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Giglio Distributing Co. 401(k) Plan in TX ($17M); by covered participants it is Brown & Crouppen, P. C. 401(k) Retirement Plan in MO (222 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (222 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 Process Insights, Inc. Employees' Profit Sharing and 401(k) Plan assets move in 2024? ▼
Process Insights, Inc. Employees' Profit Sharing and 401(k) Plan grew at a solid clip - up 6.9% during 2024, from $16M to $17M. Reported net income was $1M.
How have Process Insights, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Process Insights, Inc.'s sponsor-wide assets grew 38.5%, from $12M to $17M.
Which 401(k) plans are similar in size to Process Insights, Inc. Employees' Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Giglio Distributing Co. 401(k) Plan in TX ($17M, 323 participants).
Which 401(k) plans cover a similar participant headcount to Process Insights, Inc. Employees' Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brown & Crouppen, P. C. 401(k) Retirement Plan in MO (222 participants, $17M 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 822531633.

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.