401(k) · DOL Form 5500 · 2024

Person Directed Supports 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
336
Participants Below avg headcount
55th
Percentile by assets National rank
$28,293
Avg per participant Low balance/head
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Official DOL plan name: Person Directed Supports 401(k) Plan · Sponsored by Person Directed Supports · Pennsylvania · Healthcare & Social Assistance

$10M in assets, 336 participants

Person Directed Supports's Person Directed Supports 401(k) Plan reported $10M in total assets and 336 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,159 in Healthcare & Social Assistance (16,916 peers)

Coverage in Pennsylvania

Person Directed Supports 401(k) Plan covers 336 participants in Pennsylvania, about 41% of the average Pennsylvania filer (state average ~822 per filing). Assets: $10M.

#10,159
in Healthcare & Social Assistance (16,916 peers)
+28.8%
assets growth YoY

Person Directed Supports 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Person Directed Supports 401(k) Plan vs every filed plan by assets

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

$9,506,575 Top 45% higher than 55% 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

Person Directed Supports 401(k) 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. Person Directed Supports 401(k) Plan sits mid-pack in the medium band (336 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Person Directed Supports 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Person Directed Supports 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 233039587 · Person Directed Supports PY 2024 · 401(k)

Person Directed Supports 401(k) Plan · $10M · 336 · 55th

  • NET $10M
  • NET 336
  • NET 55th
  • NET 401(k)
  • NET near Datacon, Inc. Retirement Savings Plan
  • NET ind #10159

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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →

Person Directed Supports 401(k) Plan in the asset neighbourhood

Person Directed Supports 401(k) PlanPerson Directed Supports 401…$10MDatacon, Inc. Retirement Savings PlanDatacon, Inc. Retirement Sav…$10MCarlie Cs 401(k) Plan$10MBarkman Honey, LLC 401(k) PlanBarkman Honey, LLC 401(k) Pl…$10MExchangeright Real Estate, LLC Retirement TrustExchangeright Real Estate, L…$10M
End-of-year total assets ($M) among Person Directed Supports 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN233039587
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Person Directed Supports)

Sponsor-wide plan assets over time

All Person Directed Supports plans reported in each filing year

Latest sponsor-wide plan assets
$10M 59.11565766728394% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $5.97M $9.51M ▲ +59.3%
Year Plans Participants Total Assets
2022 1 305 $6M
2023 1 336 $7M
2024 1 336 $10M

Nearby 401(k) Plans in Pennsylvania

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

Person Directed Supports 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Person Directed Supports 401(k) Plan, Total assets ($B): 0.009506575 · Participants: 336Person Directed Supports 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Person Directed Supports 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Person Directed Supports 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Datacon, Inc. Retirement Savings Plan in MA ($10M); by covered participants it is To-Ricos Employee Savings and Retirement Plan in PR (336 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (336 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 Person Directed Supports 401(k) Plan assets move in 2024?
Person Directed Supports 401(k) Plan grew sharply - up 28.8% during 2024, from $7M to $10M. Reported net income was $2M.
How have Person Directed Supports plan assets changed over time?
Across 3 plan years on file (2022-2024), Person Directed Supports's sponsor-wide assets grew 59.1%, from $6M to $10M.
Which 401(k) plans are similar in size to Person Directed Supports 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Datacon, Inc. Retirement Savings Plan in MA ($10M, 48 participants).
Which 401(k) plans cover a similar participant headcount to Person Directed Supports 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is To-Ricos Employee Savings and Retirement Plan in PR (336 participants, $5M in assets).