401(k) · DOL Form 5500 · 2024

Complete Discovery Source Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
236
Participants Below avg headcount
71st
Percentile by assets National rank
$88,918
Avg per participant Below avg balance/head
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Official DOL plan name: Complete Discovery Source 401(k) Plan & Trust · Sponsored by Complete Discovery Source Inc. · New York · Information & Media

$21M in assets, 236 participants

Complete Discovery Source Inc.'s Complete Discovery Source 401(k) Plan & Trust reported $21M in total assets and 236 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #1,735 in Information & Media (2,822 peers)

Coverage in New York

Complete Discovery Source 401(k) Plan & Trust covers 236 participants in New York, about 30% of the average New York filer (state average ~798 per filing). Assets: $21M.

#1,735
in Information & Media (2,822 peers)
+27.4%
assets growth YoY

Complete Discovery Source 401(k) Plan & Trust's outsized position by total assets

Complete Discovery Source 401(k) Plan & Trust vs every filed plan by assets

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

$20,984,618 Top 29% higher than 71% 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

Complete Discovery Source 401(k) Plan & 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. Complete Discovery Source 401(k) Plan & Trust sits mid-pack in the medium band (236 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Complete Discovery Source 401(k) Plan & Trust reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Complete Discovery Source 401(k) Plan & Trust end-of-year assets rose from $16M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Complete Discovery Source 401(k) Plan & Trust reported participants rose from 212 in the plan year 2023 filing to 236 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 260074903 · Complete Discovery Source Inc. PY 2024 · 401(k)

Complete Discovery Source 401(k) Plan & Trust · $21M · 236 · 71st

  • PHOTO $21M
  • IND 236
  • EOY 71st
  • 5500 401(k)
  • ASSETS near Pulmonx 401(k) Profit Sharing Plan
  • PCT ind #1735

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 Information & Media retirement plans → · Plans in New York →

Complete Discovery Source 401(k) Plan & Trust in the asset neighbourhood

Pulmonx 401(k) Profit Sharing PlanPulmonx 401(k) Profit Sharin…$21MRed Ball Oxygen Co., Inc. Retirement Savings PlanRed Ball Oxygen Co., Inc. Re…$21MFil-Tec, Inc. Profit Sharing PlanFil-Tec, Inc. Profit Sharing…$21MComplete Discovery Source 401(k) Plan & TrustComplete Discovery Source 40…$21MPremier Select Sires 401(k) PlanPremier Select Sires 401(k) …$21M
End-of-year total assets ($M) among Complete Discovery Source 401(k) Plan & Trust 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)$21M
Net Income$5M
Employer EIN260074903
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Complete Discovery Source Inc.)

Sponsor-wide plan assets over time

All Complete Discovery Source Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 62.168897209013586% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $12.9M $21M ▲ +62.1%
Year Plans Participants Total Assets
2022 1 223 $13M
2023 1 212 $16M
2024 1 236 $21M

Nearby 401(k) Plans in New York

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

Complete Discovery Source 401(k) Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Complete Discovery Source 401(k) Plan & Trust, Total assets ($B): 0.020984618 · Participants: 236Complete Discovery Source 401(k) Plan & TrustIBM 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
Complete Discovery Source 401(k) Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Complete Discovery Source 401(k) Plan & Trust side-by-side with 3 peers →

Complete Discovery Source 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Pulmonx 401(k) Profit Sharing Plan in CA ($21M); by covered participants it is J.B. Sullivan, Inc. Retirement Plan in IL (236 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (236 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 Complete Discovery Source 401(k) Plan & Trust assets move in 2024? ▼
Complete Discovery Source 401(k) Plan & Trust grew sharply - up 27.4% during 2024, from $16M to $21M. Reported net income was $5M.
How have Complete Discovery Source Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Complete Discovery Source Inc.'s sponsor-wide assets grew 62.2%, from $13M to $21M.
Which 401(k) plans are similar in size to Complete Discovery Source 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Pulmonx 401(k) Profit Sharing Plan in CA ($21M, 213 participants).
Which 401(k) plans cover a similar participant headcount to Complete Discovery Source 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is J.B. Sullivan, Inc. Retirement Plan in IL (236 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 260074903.

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.