401(k) · DOL Form 5500 · 2024

Predictive Index, LLC 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
208
Participants Below avg headcount
78th
Percentile by assets National rank
$148,527
Avg per participant Above avg balance/head
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Official DOL plan name: Predictive Index Retirement Trust Plan · Sponsored by Predictive Index, LLC · Massachusetts · Professional & Technical Services

$31M in assets, 208 participants

Predictive Index, LLC's Predictive Index Retirement Trust Plan reported $31M in total assets and 208 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #15,710 in Professional & Technical Services (20,173 peers)

Coverage in Massachusetts

Predictive Index Retirement Trust Plan covers 208 participants in Massachusetts, about 32% of the average Massachusetts filer (state average ~659 per filing). Assets: $31M.

#15,710
in Professional & Technical Services (20,173 peers)
+27.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Predictive Index Retirement Trust Plan's outsized position by total assets

Predictive Index Retirement Trust Plan vs every filed plan by assets

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

$30,893,616 Top 22% higher than 78% 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

Predictive Index Retirement Trust 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. Predictive Index Retirement Trust Plan sits mid-pack in the medium band (208 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Predictive Index Retirement Trust Plan end-of-year assets rose from $24M in the plan year 2023 filing to $31M in the plan year 2024 filing.
  • Predictive Index Retirement Trust Plan reported net income fell from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 611748187 · Predictive Index, LLC PY 2024 · 401(k)

Predictive Index Retirement Trust Plan · $31M · 208 · 78th

  • IND $31M
  • EOY 208
  • 5500 78th
  • ASSETS 401(k)
  • PCT near Fairfield County Healthcare Associates, P.C. 401(k) Profit Sharing Plan
  • EIN ind #15710

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 Massachusetts →

Predictive Index Retirement Trust Plan in the asset neighbourhood

Robertshaw Controls Company 401(k) PlanRobertshaw Controls Company …$31MRosenstein Fist & Ringold 401(k) Profit Sharing PlanRosenstein Fist & Ringold 40…$31MPredictive Index Retirement Trust PlanPredictive Index Retirement …$31MFairfield County Healthcare Associates, P.C. 401(k) Profit Sharing PlanFairfield County Healthcare …$31MVimo, Inc. 401(k) P/S Plan$31M
End-of-year total assets ($M) among Predictive Index Retirement Trust Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$31M
Net Income$7M
Employer EIN611748187
Plan Effective Date1991-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Predictive Index, LLC)

Sponsor-wide plan assets over time

All Predictive Index, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$31M 85.05976359330698% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $16.7M $30.9M ▲ +85.1%
Year Plans Participants Total Assets
2022 1 211 $17M
2023 1 207 $24M
2024 1 208 $31M

Nearby 401(k) Plans in Massachusetts

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

Predictive Index Retirement Trust Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Predictive Index Retirement Trust Plan, Total assets ($B): 0.030893616 · Participants: 208Predictive Index Retirement Trust PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Predictive Index Retirement Trust Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Predictive Index Retirement Trust Plan side-by-side with 3 peers →

Predictive Index Retirement Trust Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Fairfield County Healthcare Associates, P.C. 401(k) Profit Sharing Plan in CT ($31M); by covered participants it is Valley Stream Payroll Corp. 401(k) Plan in NY (208 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (208 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 Predictive Index Retirement Trust Plan assets move in 2024? ▼
Predictive Index Retirement Trust Plan grew sharply - up 27.9% during 2024, from $24M to $31M. Reported net income was $7M.
How have Predictive Index, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Predictive Index, LLC's sponsor-wide assets grew 85.1%, from $17M to $31M.
Where does Predictive Index Retirement Trust Plan rank by assets among Form 5500 filers? ▼
Predictive Index Retirement Trust Plan ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Predictive Index Retirement Trust Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fairfield County Healthcare Associates, P.C. 401(k) Profit Sharing Plan in CT ($31M, 113 participants).
Which 401(k) plans cover a similar participant headcount to Predictive Index Retirement Trust Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Valley Stream Payroll Corp. 401(k) Plan in NY (208 participants, $24M 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 611748187.

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.