401(k) · DOL Form 5500 · 2024

Persado, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
145
Participants Small participant base
62nd
Percentile by assets National rank
$93,874
Avg per participant Below avg balance/head
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Official DOL plan name: Persado, Inc. 401(k) Retirement Plan and Trust · Sponsored by Persado, Inc. · New York · Professional & Technical Services

$14M in assets, 145 participants

Persado, Inc.'s Persado, Inc. 401(k) Retirement Plan and Trust reported $14M in total assets and 145 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #12,370 in Professional & Technical Services (20,173 peers)

Coverage in New York

Persado, Inc. 401(k) Retirement Plan and Trust covers 145 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $14M.

#12,370
in Professional & Technical Services (20,173 peers)
+12.1%
assets growth YoY

Persado, Inc. 401(k) Retirement Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Persado, Inc. 401(k) Retirement Plan and Trust vs every filed plan by assets

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

$13,611,663 Top 38% higher than 62% 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

Persado, Inc. 401(k) Retirement 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. Persado, Inc. 401(k) Retirement Plan and Trust sits mid-pack in the medium band (145 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Persado, Inc. 401(k) Retirement Plan and Trust reported net income rose from $764K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Persado, Inc. 401(k) Retirement Plan and Trust reported participants fell from 254 in the plan year 2023 filing to 145 in the plan year 2024 filing.
  • Persado, Inc. 401(k) Retirement Plan and Trust end-of-year assets rose from $12M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 800725748 · Persado, Inc. PY 2024 · 401(k)

Persado, Inc. 401(k) Retirement Plan and Trust · $14M · 145 · 62nd

  • EOY $14M
  • 5500 145
  • ASSETS 62nd
  • PCT 401(k)
  • EIN near Retirement Group Pooled Employer Plan
  • RANK ind #12370

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 New York →

Persado, Inc. 401(k) Retirement Plan and Trust in the asset neighbourhood

Persado, Inc. 401(k) Retirement Plan and TrustPersado, Inc. 401(k) Retirem…$14MRetirement Group Pooled Employer PlanRetirement Group Pooled Empl…$14MSystems Unlimited, Inc. 401(k) PlanSystems Unlimited, Inc. 401(…$14MRealty Management Services, Inc. 401(k) PlanRealty Management Services, …$14MAdams Electric Company, Inc. 401(k) Retirement PlanAdams Electric Company, Inc.…$14M
End-of-year total assets ($M) among Persado, Inc. 401(k) Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$1M
Employer EIN800725748
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Persado, Inc.)

Sponsor-wide plan assets over time

All Persado, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 19.60329070083359% vs 2022
2024 filing year
$11M$12M$13M$14M 202220232024 $11.4M $13.6M ▲ +19.6%
Year Plans Participants Total Assets
2022 1 256 $11M
2023 1 254 $12M
2024 1 145 $14M

Nearby 401(k) Plans in New York

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

Persado, Inc. 401(k) Retirement Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Persado, Inc. 401(k) Retirement Plan and Trust, Total assets ($B): 0.013611663 · Participants: 145Persado, Inc. 401(k) Retirement Plan and 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
Persado, Inc. 401(k) Retirement Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Persado, Inc. 401(k) Retirement Plan and Trust side-by-side with 3 peers →

Persado, Inc. 401(k) Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Retirement Group Pooled Employer Plan in CA ($14M); by covered participants it is Lashbrook Jewelry Designs 401(k) Plan in UT (145 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (145 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 Persado, Inc. 401(k) Retirement Plan and Trust assets move in 2024? ▼
Persado, Inc. 401(k) Retirement Plan and Trust grew at a solid clip - up 12.1% during 2024, from $12M to $14M. Reported net income was $1M.
How have Persado, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Persado, Inc.'s sponsor-wide assets grew 19.6%, from $11M to $14M.
Which 401(k) plans are similar in size to Persado, Inc. 401(k) Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Retirement Group Pooled Employer Plan in CA ($14M, 756 participants).
Which 401(k) plans cover a similar participant headcount to Persado, Inc. 401(k) Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Lashbrook Jewelry Designs 401(k) Plan in UT (145 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 800725748.

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.