401(k) · DOL Form 5500 · 2024
Pedrick & Associates Strategic Marketing, Inc. 401(k) Plan
Data updated 2026-08-25
- $625K
- Total assets Small plan by assets
- 16
- Participants Small participant base
- 19th
- Percentile by assets National rank
- $39,033
- Avg per participant Low balance/head
Official DOL plan name: Pedrick & Associates Strategic Marketing, Inc. 401(k) Plan · Sponsored by Pedrick & Associates Strategic Marketing, Inc. · Connecticut · Other Services
$625K in assets, 16 participants
Pedrick & Associates Strategic Marketing, Inc.'s Pedrick & Associates Strategic Marketing, Inc. 401(k) Plan reported $625K in total assets and 16 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.
- #3,162 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Pedrick & Associates Strategic Marketing, Inc. 401(k) Plan ranks #3,162 of 7,719 2024 filers by assets (3214% of the sector average)-$625K for 16 participants.
- #3,162
- in Other Services (7,719 peers)
- -8.3%
- assets change YoY
The plan reported a net loss of $56K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Pedrick & Associates Strategic Marketing, Inc. 401(k) Plan among the smaller filed plans by assets
Pedrick & Associates Strategic Marketing, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$624,531 19th percentile higher than 19% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Pedrick & Associates Strategic Marketing, Inc. 401(k) Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pedrick & Associates Strategic Marketing, Inc. 401(k) Plan is a small filing (16 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Pedrick & Associates Strategic Marketing, Inc. 401(k) Plan reported net income fell from $53K in the plan year 2023 filing to -$56K in the plan year 2024 filing.
- Pedrick & Associates Strategic Marketing, Inc. 401(k) Plan reported participants rose from 14 in the plan year 2023 filing to 16 in the plan year 2024 filing.
- Pedrick & Associates Strategic Marketing, Inc. 401(k) Plan end-of-year assets fell from $681K in the plan year 2023 filing to $625K in the plan year 2024 filing.
DOL schedule card
Filing strip 270798624 · Pedrick & Associates Strategic Marketing, Inc. PY 2024 · 401(k)
Pedrick & Associates Strategic Marketing, Inc. 401(k) Plan · $625K · 16 · 19th
- EIN $625K
- EIN 16
- EIN 19th
- EIN 401(k)
- EIN near Porters Tool Shack Retirement Plan
- EIN ind #3162
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 Other Services retirement plans → · Plans in Connecticut →
Pedrick & Associates Strategic Marketing, Inc. 401(k) Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $681K |
|---|---|
| Net Assets (End of Year) | $625K |
| Net Income | -$56K |
| Employer EIN | 270798624 |
| Plan Effective Date | 2009-08-22 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pedrick & Associates Strategic Marketing, Inc.)
Sponsor-wide plan assets over time
All Pedrick & Associates Strategic Marketing, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $625K 0.546053888782725% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 14 | $628K |
| 2023 | 1 | 14 | $681K |
| 2024 | 1 | 16 | $625K |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Rtx Savings Plan $58.6B · 124,876
- Citi Retirement Savings Plan $23.2B · 78,741
- The Hartford Investment and Savings Plan $7.2B · 18,614
- Eversource 401(k) Plan $4.0B · 10,041
- Xerox Corporation Savings Plan $4.0B · 9,876
Pedrick & Associates Strategic Marketing, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Connecticut, the nearest 401(k) by assets is Porters Tool Shack Retirement Plan in NE ($625K); by covered participants it is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (16 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($625K here).
- Porters Tool Shack Retirement Plan (NE) $625K · 2
- Evangelia Wold Incorporated Retirement Plan (MN) $625K · 17
- Barrett Brewing Company 401(k) Plan (CA) $625K · 2
- Generation Tool Inc 401(k) Plan (MI) $624K · 4
Similar participant headcount
Nearest other-state filings by covered participants (16 participants); asset peers above are excluded.
- I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust (OH) 16 · 0 off
- Texas Midwest Emergency Physicians PA 401(k) Profit Sharing Plan & Trust (TX) 16 · 0 off
- River's Edge Dental Clinic 401(k)/Profit Sharing Plan (MN) 16 · 0 off
- Kelley-Mackenzie Auto Parts, Inc. 401(k) Profit Sharing Plan and Trust (NH) 16 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.