401(k) · DOL Form 5500 · 2024

Pinnacle Clinical Research, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
149
Participants Small participant base
37th
Percentile by assets National rank
$24,824
Avg per participant Low balance/head
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Official DOL plan name: Pinnacle Clinical Research 401(k) Profit Sharing Plan and Trust · Sponsored by Pinnacle Clinical Research, LLC · Texas · Healthcare & Social Assistance

$4M in assets, 149 participants

Pinnacle Clinical Research, LLC's Pinnacle Clinical Research 401(k) Profit Sharing Plan and Trust reported $4M in total assets and 149 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,473 in Healthcare & Social Assistance (16,916 peers)

Coverage in Texas

Pinnacle Clinical Research 401(k) Profit Sharing Plan and Trust covers 149 participants in Texas, about 22% of the average Texas filer (state average ~688 per filing). Assets: $4M.

#6,473
in Healthcare & Social Assistance (16,916 peers)
+43.8%
assets growth YoY

Pinnacle Clinical Research 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Pinnacle Clinical Research 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$3,698,714 37th percentile higher than 37% 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

Pinnacle Clinical Research 401(k) Profit Sharing Plan and 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. Pinnacle Clinical Research 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (149 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pinnacle Clinical Research 401(k) Profit Sharing Plan and Trust reported participants rose from 94 in the plan year 2023 filing to 149 in the plan year 2024 filing.
  • Pinnacle Clinical Research 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Pinnacle Clinical Research 401(k) Profit Sharing Plan and Trust reported net income rose from $840K in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 920289832 · Pinnacle Clinical Research, LLC PY 2024 · 401(k)

Pinnacle Clinical Research 401(k) Profit Sharing Plan and Trust · $4M · 149 · 37th

  • SCH $4M
  • EBSA 149
  • PART 37th
  • TYPE 401(k)
  • NET near Lodgco Management, LLC 401(k) Plan
  • BOOK ind #6473

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 Texas →

Pinnacle Clinical Research 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Pinnacle Clinical Research 401(k) Profit Sharing Plan and TrustPinnacle Clinical Research 4…$4MLodgco Management, LLC 401(k) PlanLodgco Management, LLC 401(k…$4MAthena Technology Group, Inc. 401(k) PlanAthena Technology Group, Inc…$4MAccutronics, LLC. 401(k) Plan$4MCw Industrial Partners, LLC 401(k) PlanCw Industrial Partners, LLC …$4M
End-of-year total assets ($M) among Pinnacle Clinical Research 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN920289832
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pinnacle Clinical Research, LLC)

Sponsor-wide plan assets over time

All Pinnacle Clinical Research, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 43.7745546395271% vs 2023
2024 filing year
$2M$2.5M$3M$3.5M$4M 20232024 $2.57M $3.7M ▲ +44.0%
Year Plans Participants Total Assets
2023 1 94 $3M
2024 1 149 $4M

Nearby 401(k) Plans in Texas

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

Pinnacle Clinical Research 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Pinnacle Clinical Research 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.003698714 · Participants: 149Pinnacle Clinical Research 401(k) Profit Sharing Plan and TrustAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Pinnacle Clinical Research 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Pinnacle Clinical Research 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Pinnacle Clinical Research 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Lodgco Management, LLC 401(k) Plan in MI ($4M); by covered participants it is H.E.P. Materials Corp. 401(k) Profit Sharing Plan in NY (149 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (149 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 Pinnacle Clinical Research 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Pinnacle Clinical Research 401(k) Profit Sharing Plan and Trust surged - up 43.8% during 2024, from $3M to $4M. Reported net income was $1M.
How have Pinnacle Clinical Research, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Pinnacle Clinical Research, LLC's sponsor-wide assets grew 43.8%, from $3M to $4M.
Which 401(k) plans are similar in size to Pinnacle Clinical Research 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Lodgco Management, LLC 401(k) Plan in MI ($4M, 407 participants).
Which 401(k) plans cover a similar participant headcount to Pinnacle Clinical Research 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is H.E.P. Materials Corp. 401(k) Profit Sharing Plan in NY (149 participants, $4M 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 920289832.

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.