Planview Inc.
Plan context: Planview Inc. 401K Retirement Plan
EIN 74-2548407 • 123 filings • 23 plans
Current Snapshot
Latest Year
2024
2024 Participants
516
2024 Assets
$115,009,028
2024 Contributions
$12,175,747
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 516 | $115,009,028 | $12,175,747 | $23,596iApproximate average salary by contribution assumption: employee only about $589,910 at 4% or $393,273 at 6%; with 50% employer match about $393,273 at 4% or $262,182 at 6%; with 100% employer match about $294,955 at 4% or $196,637 at 6%. |
| Planview Inc. 401K Retirement Plan | - | 516 | $115,009,028 | $12,175,747 | $23,596iApproximate average salary by contribution assumption: employee only about $589,910 at 4% or $393,273 at 6%; with 50% employer match about $393,273 at 4% or $262,182 at 6%; with 100% employer match about $294,955 at 4% or $196,637 at 6%. |
| Planview Inc. Welfare Benefits Plan | - | 481 | - | - | - |
| 2023 | 2 | 571 | $107,041,543 | $13,735,854 | $24,056iApproximate average salary by contribution assumption: employee only about $601,395 at 4% or $400,930 at 6%; with 50% employer match about $400,930 at 4% or $267,287 at 6%; with 100% employer match about $300,697 at 4% or $200,465 at 6%. |
| Planview Inc. 401K Retirement Plan | - | 571 | $107,041,543 | $13,735,854 | $24,056iApproximate average salary by contribution assumption: employee only about $601,395 at 4% or $400,930 at 6%; with 50% employer match about $400,930 at 4% or $267,287 at 6%; with 100% employer match about $300,697 at 4% or $200,465 at 6%. |
| Planview Inc. Welfare Benefits Plan | - | 566 | - | - | - |
| 2022 | 2 | 622 | $84,116,267 | $12,384,803 | $19,911iApproximate average salary by contribution assumption: employee only about $497,781 at 4% or $331,854 at 6%; with 50% employer match about $331,854 at 4% or $221,236 at 6%; with 100% employer match about $248,891 at 4% or $165,927 at 6%. |
| Planview Inc. 401K Retirement Plan | - | 622 | $84,116,267 | $12,384,803 | $19,911iApproximate average salary by contribution assumption: employee only about $497,781 at 4% or $331,854 at 6%; with 50% employer match about $331,854 at 4% or $221,236 at 6%; with 100% employer match about $248,891 at 4% or $165,927 at 6%. |
| Planview Inc. Welfare Benefits Plan | - | 613 | - | - | - |
| 2021 | 2 | 494 | $87,604,878 | $14,242,521 | $28,831iApproximate average salary by contribution assumption: employee only about $720,775 at 4% or $480,517 at 6%; with 50% employer match about $480,517 at 4% or $320,345 at 6%; with 100% employer match about $360,388 at 4% or $240,258 at 6%. |
| Planview Inc. 401K Retirement Plan | - | 485 | $87,604,878 | $14,242,521 | $29,366iApproximate average salary by contribution assumption: employee only about $734,151 at 4% or $489,434 at 6%; with 50% employer match about $489,434 at 4% or $326,289 at 6%; with 100% employer match about $367,075 at 4% or $244,717 at 6%. |
| Planview Inc. Welfare Benefits Plan | - | 494 | - | - | - |
| 2020 | 2 | 456 | $71,632,116 | $6,495,213 | $14,244iApproximate average salary by contribution assumption: employee only about $356,097 at 4% or $237,398 at 6%; with 50% employer match about $237,398 at 4% or $158,265 at 6%; with 100% employer match about $178,049 at 4% or $118,699 at 6%. |
| Planview Inc. 401K Retirement Plan | - | 456 | $71,632,116 | $6,495,213 | $14,244iApproximate average salary by contribution assumption: employee only about $356,097 at 4% or $237,398 at 6%; with 50% employer match about $237,398 at 4% or $158,265 at 6%; with 100% employer match about $178,049 at 4% or $118,699 at 6%. |
| Planview Inc. Welfare Benefits Plan | - | 454 | - | - | - |
| 2019 | 2 | 467 | $63,738,879 | $6,378,972 | $13,659iApproximate average salary by contribution assumption: employee only about $341,487 at 4% or $227,658 at 6%; with 50% employer match about $227,658 at 4% or $151,772 at 6%; with 100% employer match about $170,743 at 4% or $113,829 at 6%. |
| Planview Inc. 401K Retirement Plan | - | 467 | $63,738,879 | $6,378,972 | $13,659iApproximate average salary by contribution assumption: employee only about $341,487 at 4% or $227,658 at 6%; with 50% employer match about $227,658 at 4% or $151,772 at 6%; with 100% employer match about $170,743 at 4% or $113,829 at 6%. |
| Planview Inc. Welfare Benefits Plan | - | 431 | - | - | - |
| 2018 | 2 | 379 | $40,158,466 | $5,771,668 | $15,229iApproximate average salary by contribution assumption: employee only about $380,717 at 4% or $253,811 at 6%; with 50% employer match about $253,811 at 4% or $169,208 at 6%; with 100% employer match about $190,358 at 4% or $126,906 at 6%. |
| Planview Inc. 401K Retirement Plan | - | 371 | $40,158,466 | $5,771,668 | $15,557iApproximate average salary by contribution assumption: employee only about $388,926 at 4% or $259,284 at 6%; with 50% employer match about $259,284 at 4% or $172,856 at 6%; with 100% employer match about $194,463 at 4% or $129,642 at 6%. |
| Planview Inc. Welfare Benefits Plan | - | 379 | - | - | - |
| 2017 | 2 | 425 | $43,501,825 | $5,094,296 | $11,987iApproximate average salary by contribution assumption: employee only about $299,664 at 4% or $199,776 at 6%; with 50% employer match about $199,776 at 4% or $133,184 at 6%; with 100% employer match about $149,832 at 4% or $99,888 at 6%. |
| Planview Inc. 401K Retirement Plan | - | 413 | $43,501,825 | $5,094,296 | $12,335iApproximate average salary by contribution assumption: employee only about $308,371 at 4% or $205,581 at 6%; with 50% employer match about $205,581 at 4% or $137,054 at 6%; with 100% employer match about $154,186 at 4% or $102,790 at 6%. |
| Planview Inc. Welfare Benefits Plan | - | 425 | - | - | - |
| 2016 | 2 | 340 | $32,859,118 | $3,587,399 | $10,551iApproximate average salary by contribution assumption: employee only about $263,779 at 4% or $175,853 at 6%; with 50% employer match about $175,853 at 4% or $117,235 at 6%; with 100% employer match about $131,890 at 4% or $87,926 at 6%. |
| Planview Inc. 401K Retirement Plan | - | 340 | $32,859,118 | $3,587,399 | $10,551iApproximate average salary by contribution assumption: employee only about $263,779 at 4% or $175,853 at 6%; with 50% employer match about $175,853 at 4% or $117,235 at 6%; with 100% employer match about $131,890 at 4% or $87,926 at 6%. |
| Planview Inc. Welfare Benefits Plan | - | 339 | - | - | - |
| 2015 | 8 | 320 | $31,743,071 | $2,594,080 | $8,107iApproximate average salary by contribution assumption: employee only about $202,663 at 4% or $135,108 at 6%; with 50% employer match about $135,108 at 4% or $90,072 at 6%; with 100% employer match about $101,331 at 4% or $67,554 at 6%. |
| Planview Inc. 401K Retirement Plan | - | 320 | $31,743,071 | $2,594,080 | $8,107iApproximate average salary by contribution assumption: employee only about $202,663 at 4% or $135,108 at 6%; with 50% employer match about $135,108 at 4% or $90,072 at 6%; with 100% employer match about $101,331 at 4% or $67,554 at 6%. |
| 125 DENTAL PLAN | - | 0 | - | - | - |
| 125 MEDICAL PLAN | - | 0 | - | - | - |
| 125 Vision | - | 0 | - | - | - |
| EMPLOYEE ASSISTANCE PROGRAM | - | 0 | - | - | - |
| LIFE AND AD&D INSURANCE | - | 0 | - | - | - |
| Weekly Income Short Term Disability | - | 0 | - | - | - |
| LONG TERM DISABILITY | - | 0 | - | - | - |
| 2014 | 8 | 852 | $26,722,770 | $3,023,957 | $3,549iApproximate average salary by contribution assumption: employee only about $88,731 at 4% or $59,154 at 6%; with 50% employer match about $59,154 at 4% or $39,436 at 6%; with 100% employer match about $44,366 at 4% or $29,577 at 6%. |
| Planview Inc. 401K Retirement Plan | - | 222 | $26,722,770 | $3,023,957 | $13,621iApproximate average salary by contribution assumption: employee only about $340,536 at 4% or $227,024 at 6%; with 50% employer match about $227,024 at 4% or $151,349 at 6%; with 100% employer match about $170,268 at 4% or $113,512 at 6%. |
| 125 MEDICAL PLAN | - | 740 | - | - | - |
| 125 DENTAL PLAN | - | 291 | - | - | - |
| LONG TERM DISABILITY | - | 291 | - | - | - |
| LIFE AND ADD INSURANCE | - | 291 | - | - | - |
| 125 Vision | - | 292 | - | - | - |
| EMPLOYEE ASSISTANCE PROGRAM | - | 852 | - | - | - |
| Weekly Income Short Term Disability | - | 291 | - | - | - |
| 2013 | 8 | 535 | $23,821,079 | $2,856,107 | $5,339iApproximate average salary by contribution assumption: employee only about $133,463 at 4% or $88,975 at 6%; with 50% employer match about $88,975 at 4% or $59,317 at 6%; with 100% employer match about $66,731 at 4% or $44,488 at 6%. |
| Planview Inc. 401K Retirement Plan | - | 234 | $23,821,079 | $2,856,107 | $12,206iApproximate average salary by contribution assumption: employee only about $305,140 at 4% or $203,426 at 6%; with 50% employer match about $203,426 at 4% or $135,618 at 6%; with 100% employer match about $152,570 at 4% or $101,713 at 6%. |
| 125 MEDICAL PLAN | - | 535 | - | - | - |
| 125 DENTAL PLAN | - | 220 | - | - | - |
| LONG TERM DISABILITY | - | 232 | - | - | - |
| LIFE AND ADD INSURANCE | - | 232 | - | - | - |
| 125 Vision | - | 122 | - | - | - |
| EMPLOYEE ASSISTANCE PROGRAM | - | 225 | - | - | - |
| Weekly Income Short Term Disability | - | 232 | - | - | - |
| 2012 | 10 | 488 | $17,508,978 | $1,939,075 | $3,974iApproximate average salary by contribution assumption: employee only about $99,338 at 4% or $66,225 at 6%; with 50% employer match about $66,225 at 4% or $44,150 at 6%; with 100% employer match about $49,669 at 4% or $33,113 at 6%. |
| Planview Inc. 401K Retirement Plan | - | 217 | $17,508,978 | $1,939,075 | $8,936iApproximate average salary by contribution assumption: employee only about $223,396 at 4% or $148,930 at 6%; with 50% employer match about $148,930 at 4% or $99,287 at 6%; with 100% employer match about $111,698 at 4% or $74,465 at 6%. |
| Weekly Income Short Term Disability | - | 189 | - | - | - |
| Voluntary Child Life, Voluntary Spouse Add Life, Voluntary Add Life | - | 70 | - | - | - |
| 125 MEDICAL PLAN | - | 488 | - | - | - |
| 125 DENTAL PLAN | - | 212 | - | - | - |
| LONG TERM DISABILITY | - | 224 | - | - | - |
| LIFE AND ADD INSURANCE | - | 224 | - | - | - |
| 125 Vision | - | 113 | - | - | - |
| EMPLOYEE ASSISTANCE PROGRAM | - | 192 | - | - | - |
| Weekly Income Short Term Disability | - | 224 | - | - | - |
| 2011 | 8 | 488 | $14,415,738 | $1,821,095 | $3,732iApproximate average salary by contribution assumption: employee only about $93,294 at 4% or $62,196 at 6%; with 50% employer match about $62,196 at 4% or $41,464 at 6%; with 100% employer match about $46,647 at 4% or $31,098 at 6%. |
| Planview Inc. 401K Retirement Plan | - | 197 | $14,415,738 | $1,821,095 | $9,244iApproximate average salary by contribution assumption: employee only about $231,103 at 4% or $154,069 at 6%; with 50% employer match about $154,069 at 4% or $102,713 at 6%; with 100% employer match about $115,552 at 4% or $77,034 at 6%. |
| Weekly Income Short Term Disability | - | 214 | - | - | - |
| EMPLOYEE ASSISTANCE PROGRAM | - | 192 | - | - | - |
| 125 Vision | - | 240 | - | - | - |
| LIFE AND ADD INSURANCE | - | 214 | - | - | - |
| LONG TERM DISABILITY | - | 214 | - | - | - |
| 125 DENTAL PLAN | - | 202 | - | - | - |
| 125 MEDICAL PLAN | - | 488 | - | - | - |
| 2010 | 8 | 437 | $13,369,548 | $1,577,069 | $3,609iApproximate average salary by contribution assumption: employee only about $90,221 at 4% or $60,148 at 6%; with 50% employer match about $60,148 at 4% or $40,098 at 6%; with 100% employer match about $45,111 at 4% or $30,074 at 6%. |
| Planview Inc. 401K Retirement Plan | - | 183 | $13,369,548 | $1,577,069 | $8,618iApproximate average salary by contribution assumption: employee only about $215,447 at 4% or $143,631 at 6%; with 50% employer match about $143,631 at 4% or $95,754 at 6%; with 100% employer match about $107,723 at 4% or $71,816 at 6%. |
| Weekly Income Short Term Disability | - | 191 | - | - | - |
| EMPLOYEE ASSISTANCE PROGRAM | - | 192 | - | - | - |
| 125 Vision | - | 194 | - | - | - |
| LIFE AND ADD INSURANCE | - | 192 | - | - | - |
| LONG TERM DISABILITY | - | 192 | - | - | - |
| 125 DENTAL PLAN | - | 181 | - | - | - |
| 125 MEDICAL PLAN | - | 437 | - | - | - |
| 2009 | 8 | 434 | $10,797,507 | $1,719,222 | $3,961iApproximate average salary by contribution assumption: employee only about $99,034 at 4% or $66,022 at 6%; with 50% employer match about $66,022 at 4% or $44,015 at 6%; with 100% employer match about $49,517 at 4% or $33,011 at 6%. |
| Planview Inc. 401K Retirement Plan | - | 190 | $10,797,507 | $1,719,222 | $9,049iApproximate average salary by contribution assumption: employee only about $226,213 at 4% or $150,809 at 6%; with 50% employer match about $150,809 at 4% or $100,539 at 6%; with 100% employer match about $113,107 at 4% or $75,404 at 6%. |
| Weekly Income Short Term Disability | - | 178 | - | - | - |
| EMPLOYEE ASSISTANCE PROGRAM | - | 200 | - | - | - |
| 125 Vision | - | 168 | - | - | - |
| LIFE AND ADD INSURANCE | - | 179 | - | - | - |
| LONG TERM DISABILITY | - | 179 | - | - | - |
| 125 DENTAL PLAN | - | 173 | - | - | - |
| 125 MEDICAL PLAN | - | 434 | - | - | - |
| 2008 | 8 | 465 | $7,548,325 | $1,642,657 | $3,533iApproximate average salary by contribution assumption: employee only about $88,315 at 4% or $58,877 at 6%; with 50% employer match about $58,877 at 4% or $39,251 at 6%; with 100% employer match about $44,157 at 4% or $29,438 at 6%. |
| Planview Inc. 401K Retirement Plan | - | 193 | $7,548,325 | $1,642,657 | $8,511iApproximate average salary by contribution assumption: employee only about $212,779 at 4% or $141,853 at 6%; with 50% employer match about $141,853 at 4% or $94,569 at 6%; with 100% employer match about $106,390 at 4% or $70,926 at 6%. |
| LONG TERM DISABILITY | - | 189 | - | - | - |
| 125 MEDICAL PLAN | - | 465 | - | - | - |
| 125 DENTAL PLAN | - | 184 | - | - | - |
| Voluntary Child Life, Voluntary Spouse Add Life, Voluntary Add Life | - | 134 | - | - | - |
| EMPLOYEE ASSISTANCE PROGRAM | - | 200 | - | - | - |
| LIFE AND AD&D INSURANCE | - | 189 | - | - | - |
| 125 VISION | - | 92 | - | - | - |
| 2007 | 9 | 490 | $9,564,834 | $1,949,608 | $3,979iApproximate average salary by contribution assumption: employee only about $99,470 at 4% or $66,313 at 6%; with 50% employer match about $66,313 at 4% or $44,209 at 6%; with 100% employer match about $49,735 at 4% or $33,157 at 6%. |
| Planview Inc. 401K Retirement Plan | - | 203 | $9,564,834 | $1,949,608 | $9,604iApproximate average salary by contribution assumption: employee only about $240,100 at 4% or $160,066 at 6%; with 50% employer match about $160,066 at 4% or $106,711 at 6%; with 100% employer match about $120,050 at 4% or $80,033 at 6%. |
| 125 DENTAI PIAN | - | 215 | - | - | - |
| 125 Vision | - | 112 | - | - | - |
| 125 MEDICAI PIAN | - | 490 | - | - | - |
| LIFE AND AD&D | - | 219 | - | - | - |
| EMPIOYEE ASSISTONCE PROGRAM | - | 126 | - | - | - |
| Voluntary Child Life, Voluntary Spouse Add Life, Voluntary Add Life | - | 168 | - | - | - |
| Weekly Income Short Term Disability | - | 219 | - | - | - |
| LONG TERM DISABIIITY | - | 219 | - | - | - |
| 2006 | 8 | 447 | $7,549,566 | $1,439,766 | $3,221iApproximate average salary by contribution assumption: employee only about $80,524 at 4% or $53,683 at 6%; with 50% employer match about $53,683 at 4% or $35,788 at 6%; with 100% employer match about $40,262 at 4% or $26,841 at 6%. |
| Planview Inc. 401K Retirement Plan | - | 176 | $7,549,566 | $1,439,766 | $8,180iApproximate average salary by contribution assumption: employee only about $204,512 at 4% or $136,341 at 6%; with 50% employer match about $136,341 at 4% or $90,894 at 6%; with 100% employer match about $102,256 at 4% or $68,171 at 6%. |
| Voluntary Child Life, Voluntary Spouse Add Life, Voluntary Add Life | - | 154 | - | - | - |
| 125 Vision | - | 101 | - | - | - |
| LIFE AND AD&D | - | 206 | - | - | - |
| 125 DENTAL PLAN | - | 201 | - | - | - |
| 125 MEDICAI PLAN | - | 447 | - | - | - |
| EMPLOYEE ASSISTANCE PROGRAM | - | 169 | - | - | - |
| LONG TERM DISABILITY | - | 206 | - | - | - |
| 2005 | 5 | 348 | $5,909,431 | $1,417,911 | $4,074iApproximate average salary by contribution assumption: employee only about $101,861 at 4% or $67,908 at 6%; with 50% employer match about $67,908 at 4% or $45,272 at 6%; with 100% employer match about $50,931 at 4% or $33,954 at 6%. |
| Planview Inc. 401K Retirement Plan | - | 158 | $5,909,431 | $1,417,911 | $8,974iApproximate average salary by contribution assumption: employee only about $224,353 at 4% or $149,569 at 6%; with 50% employer match about $149,569 at 4% or $99,712 at 6%; with 100% employer match about $112,177 at 4% or $74,784 at 6%. |
| 125 MEDICAL PLAN | - | 348 | - | - | - |
| LONG TERM DISABILITY | - | 172 | - | - | - |
| LIFE AND AD&D | - | 172 | - | - | - |
| 125 DENTAL PLAN | - | 171 | - | - | - |
| 2004 | 5 | 172 | $4,218,447 | $1,005,717 | $5,847iApproximate average salary by contribution assumption: employee only about $146,180 at 4% or $97,453 at 6%; with 50% employer match about $97,453 at 4% or $64,969 at 6%; with 100% employer match about $73,090 at 4% or $48,727 at 6%. |
| Planview Inc. 401K Retirement Plan | - | 144 | $4,218,447 | $1,005,717 | $6,984iApproximate average salary by contribution assumption: employee only about $174,604 at 4% or $116,402 at 6%; with 50% employer match about $116,402 at 4% or $77,602 at 6%; with 100% employer match about $87,302 at 4% or $58,201 at 6%. |
| 125 MEDICAL PLAN | - | 167 | - | - | - |
| LONG TERM DISABILITY | - | 172 | - | - | - |
| 125 DENTAL PLAN | - | 171 | - | - | - |
| LIFE AND AD&D | - | 172 | - | - | - |
| 2003 | 4 | 130 | $3,175,586 | $590,787 | $4,545iApproximate average salary by contribution assumption: employee only about $113,613 at 4% or $75,742 at 6%; with 50% employer match about $75,742 at 4% or $50,495 at 6%; with 100% employer match about $56,806 at 4% or $37,871 at 6%. |
| Planview Inc. 401K Retirement Plan | - | 109 | $3,175,586 | $590,787 | $5,420iApproximate average salary by contribution assumption: employee only about $135,502 at 4% or $90,334 at 6%; with 50% employer match about $90,334 at 4% or $60,223 at 6%; with 100% employer match about $67,751 at 4% or $45,167 at 6%. |
| LONG TERM DISABILITY | - | 127 | - | - | - |
| LIFE AND AD & D | - | 127 | - | - | - |
| 125 DENTAL PLAN | - | 130 | - | - | - |
| 2002 | 5 | 114 | $2,089,354 | $511,328 | $4,485iApproximate average salary by contribution assumption: employee only about $112,133 at 4% or $74,756 at 6%; with 50% employer match about $74,756 at 4% or $49,837 at 6%; with 100% employer match about $56,067 at 4% or $37,378 at 6%. |
| Planview Inc. 401K Retirement Plan | - | 98 | $2,089,354 | $511,328 | $5,218iApproximate average salary by contribution assumption: employee only about $130,441 at 4% or $86,961 at 6%; with 50% employer match about $86,961 at 4% or $57,974 at 6%; with 100% employer match about $65,220 at 4% or $43,480 at 6%. |
| 125 DENTAL PLAN | - | 108 | - | - | - |
| 125 MEDICAL PLAN | - | 108 | - | - | - |
| LONG TERM DISABILITY | - | 114 | - | - | - |
| LIFE AND AD&D | - | 114 | - | - | - |
| 2001 | 1 | 89 | $0 | $0 | - |
| 2000 | 1 | 87 | $1,555,906 | $420,305 | $4,831iApproximate average salary by contribution assumption: employee only about $120,777 at 4% or $80,518 at 6%; with 50% employer match about $80,518 at 4% or $53,679 at 6%; with 100% employer match about $60,389 at 4% or $40,259 at 6%. |
| 1999 | 1 | 66 | $1,248,730 | $285,801 | $4,330iApproximate average salary by contribution assumption: employee only about $108,258 at 4% or $72,172 at 6%; with 50% employer match about $72,172 at 4% or $48,115 at 6%; with 100% employer match about $54,129 at 4% or $36,086 at 6%. |