401(k)
2022 plan-year 401(k) DOL Form 5500

Pomeroy Technologies LLC Retirement Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Pomeroy Technologies LLC · Kentucky · Professional & Technical Services

What the 2023 filing shows

Pomeroy Technologies LLC Retirement Savings Plan holds $103M for 2,253 participants — about $45,781 per participant, down 23.8% over the 2022 plan year.

$103M
total plan assets (2022 EOY)
2,253
covered participants
$45,781
avg assets per participant
-23.8%
assets change YoY

The plan reported a net loss of $32M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$103M
Participants
2,253
State
Industry
Professional & Technical Services

What the Filing Says About Pomeroy Technologies LLC Retirement Savings Plan

Pomeroy Technologies LLC Retirement Savings Plan is a 401(k) retirement plan sponsored by Pomeroy Technologies LLC, headquartered in Kentucky. As of the 2022 Form 5500 filing, the plan reports $103M in total end-of-year assets and covers 2,253 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 850862996, and the plan has been effective since 1988-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $135M at the beginning of 2022 to $103M at year-end — a decline of 23.8%. Net assets (after liabilities) closed the year at $103M, with reported net income of $-32,199,912 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$135M
Total Assets (End of Year)$103M
Net Assets (End of Year)$103M
Net Income$-32,199,912
Plan Type401(k)
Employer EIN850862996
Plan Effective Date1988-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pomeroy Technologies LLC)

Year Plans Participants Total Assets
2022 1 2,253 $103M
2023 1 1,798 $111M
2024 1 1,512 $109M

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Frequently Asked Questions

How much money is in the Pomeroy Technologies LLC Retirement Savings Plan?
As of the 2022 Form 5500 filing, Pomeroy Technologies LLC Retirement Savings Plan holds $103M in total assets with 2,253 participants. It is sponsored by Pomeroy Technologies LLC.
What type of plan is Pomeroy Technologies LLC Retirement Savings Plan?
Pomeroy Technologies LLC Retirement Savings Plan is a 401(k) plan. It has been effective since 1988-09-01. The plan is filed with the U.S. Department of Labor under EIN 850862996.
Who sponsors the Pomeroy Technologies LLC Retirement Savings Plan?
Pomeroy Technologies LLC Retirement Savings Plan is sponsored by Pomeroy Technologies LLC, located in Kentucky. The sponsor's EIN is 850862996 and the plan operates in the Professional & Technical Services industry.
How did Pomeroy Technologies LLC Retirement Savings Plan perform in 2022?
Pomeroy Technologies LLC Retirement Savings Plan declined by 23.8% during 2022, moving from $135M to $103M in total assets. Net income was $-32,199,912.
Where can I find official filings for Pomeroy Technologies LLC Retirement Savings Plan?
Official Form 5500 filings for Pomeroy Technologies LLC Retirement Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 850862996 or plan name at efast.dol.gov.
How does Pomeroy Technologies LLC Retirement Savings Plan compare to other plans?
You can compare Pomeroy Technologies LLC Retirement Savings Plan against other 401(k) plans on the plan type page, or view plans in Kentucky on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 850862996.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.