401(k) · DOL Form 5500 · 2022

Pfm Financial Advisors LLC 401(k) Plan

Data updated 2026-08-25

$140M
Total assets Near avg plan size
350
Participants Below avg headcount
94th
Percentile by assets National rank
$400,305
Avg per participant High balance/head
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Official DOL plan name: Pfm 401(k) Plan · Sponsored by Pfm Financial Advisors LLC · Pennsylvania · Finance & Insurance

$140M in assets, 350 participants

Pfm Financial Advisors LLC's Pfm 401(k) Plan reported $140M in total assets and 350 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #8,395 in Finance & Insurance (9,261 peers)

Coverage in Pennsylvania

Pfm 401(k) Plan covers 350 participants in Pennsylvania, about 43% of the average Pennsylvania filer (state average ~822 per filing). Assets: $140M.

#8,395
in Finance & Insurance (9,261 peers)
-27.4%
assets change YoY
1.4×
vs typical plan assets (national mean)

The plan reported a net loss of $53M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pfm 401(k) Plan's outsized position by total assets

Pfm 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$140,106,781 Top 6% higher than 94% of 139,123 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 2022

Pfm 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pfm 401(k) Plan sits mid-pack in the medium band (350 participants).

Published 5500 schedule card

Filing strip 811642787 · Pfm Financial Advisors LLC PY 2022 · 401(k)

Pfm 401(k) Plan · $140M · 350 · 94th

  • RANK $140M
  • PHOTO 350
  • IND 94th
  • EOY 401(k)
  • 5500 near Veridian Credit Union 401(k) Plan and Trust
  • ASSETS ind #8395

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

Pfm 401(k) Plan in the asset neighbourhood

Learfield Img College 401(k) Retirement PlanLearfield Img College 401(k)…$140MVeridian Credit Union 401(k) Plan and TrustVeridian Credit Union 401(k)…$140MPfm 401(k) Plan$140MRivkin Radler LLP 401(k) Savings & Profit Sharing PlanRivkin Radler LLP 401(k) Sav…$140MThe Baton Rouge Clinic (a Medical Corporation) 401(k) Profit Sharing PlanThe Baton Rouge Clinic (a Me…$140M
End-of-year total assets ($M) among Pfm 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$193M
Net Assets (End of Year)$140M
Net Income-$53M
Employer EIN811642787
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pfm Financial Advisors LLC)

Sponsor-wide plan assets over time

All Pfm Financial Advisors LLC plans reported in each filing year

Latest sponsor-wide plan assets
$164M 16.93236817709772% vs 2022
2024 filing year
$130M$140M$150M$160M$170M 202220232024 $140M $164M ▲ +16.9%
Year Plans Participants Total Assets
2022 1 350 $140M
2023 1 331 $151M
2024 1 340 $164M

Nearby 401(k) Plans in Pennsylvania

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

Pfm 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Pfm 401(k) Plan, Total assets ($B): 0.140106781 · Participants: 350Pfm 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Pfm 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Pfm 401(k) Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Veridian Credit Union 401(k) Plan and Trust in IA ($140M); by covered participants it is Online Labels Group Retirement Plan in FL (350 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (350 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Pfm 401(k) Plan assets move in 2022? ▼
Pfm 401(k) Plan declined sharply - down 27.4% during 2022, from $193M to $140M. Reported net income was -$53M.
How have Pfm Financial Advisors LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pfm Financial Advisors LLC's sponsor-wide assets grew 16.9%, from $140M to $164M.
Where does Pfm 401(k) Plan rank by assets among Form 5500 filers? ▼
Pfm 401(k) Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Pfm 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Veridian Credit Union 401(k) Plan and Trust in IA ($140M, 926 participants).
Which 401(k) plans cover a similar participant headcount to Pfm 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Online Labels Group Retirement Plan in FL (350 participants, $12M in assets).

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 811642787.

Read our methodology - how this data is sourced, computed, and verified.

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