401(k) · DOL Form 5500 · 2024
Pdt Retail Holdings Inc. 401(k) Plan
Data updated 2026-08-25
- $912K
- Total assets Small plan by assets
- 16
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $56,978
- Avg per participant Low balance/head
Official DOL plan name: Pdt Retail Holdings Inc. 401(k) Plan · Sponsored by Pdt Retail Holdings Inc. · California · Retail Trade
$912K in assets, 16 participants
Pdt Retail Holdings Inc.'s Pdt Retail Holdings Inc. 401(k) Plan reported $912K in total assets and 16 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.
- #2,779 in Retail Trade (8,048 peers)
2024 asset change
Pdt Retail Holdings Inc. 401(k) Plan grew at a solid clip 9.3% in 2024 ($834K → $912K) for 16 participants.
- #2,779
- in Retail Trade (8,048 peers)
- +9.3%
- assets growth YoY
Pdt Retail Holdings Inc. 401(k) Plan among the smaller filed plans by assets
Pdt Retail Holdings Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$911,650 22nd percentile higher than 22% 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
Pdt Retail Holdings 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. Pdt Retail Holdings 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
- Pdt Retail Holdings Inc. 401(k) Plan reported net income fell from $134K in the plan year 2023 filing to $78K in the plan year 2024 filing.
- Pdt Retail Holdings Inc. 401(k) Plan reported participants rose from 13 in the plan year 2023 filing to 16 in the plan year 2024 filing.
- Pdt Retail Holdings Inc. 401(k) Plan end-of-year assets rose from $834K in the plan year 2023 filing to $912K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 852130382 · Pdt Retail Holdings Inc. PY 2024 · 401(k)
Pdt Retail Holdings Inc. 401(k) Plan · $912K · 16 · 22nd
- EOY $912K
- EOY 16
- EOY 22nd
- EOY 401(k)
- EOY near Lake Effect Investments, Inc. 401(k) Profit Sharing Plan
- EOY ind #2779
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 Retail Trade retirement plans → · Plans in California →
Pdt Retail Holdings Inc. 401(k) Plan in the asset neighbourhood
Pdt Retail Holdings Inc. years around the 2024 move
Sponsor-wide plan assets over time
All Pdt Retail Holdings Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $912K 9.294563624985313% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 13 | $834K |
| 2024 | 1 | 16 | $912K |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $834K |
|---|---|
| Net Assets (End of Year) | $912K |
| Net Income | $78K |
| Employer EIN | 852130382 |
| Plan Effective Date | 2020-07-21 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Pdt Retail Holdings Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Lake Effect Investments, Inc. 401(k) Profit Sharing Plan in CT ($912K); 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 ($912K here).
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.