401(k) · DOL Form 5500 · 2022

Poema Enterprises Inc 401(k) Plan

Data updated 2026-08-25

$303K
Total assets Small plan by assets
3
Participants Small participant base
14th
Percentile by assets National rank
$100,847
Avg per participant Below avg balance/head
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Official DOL plan name: Poema Enterprises Inc 401(k) Plan · Sponsored by Poema Enterprises Inc · Indiana · Other Services

$303K in assets, 3 participants

Poema Enterprises Inc's Poema Enterprises Inc 401(k) Plan reported $303K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 14th 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.

  • #2,524 in Other Services (8,398 peers)

2022 asset change

Poema Enterprises Inc 401(k) Plan surged 31.2% in 2022 ($231K → $303K) for 3 participants.

#2,524
in Other Services (8,398 peers)
+31.2%
assets growth YoY

Poema Enterprises Inc 401(k) Plan among the smaller filed plans by assets

Poema Enterprises Inc 401(k) Plan vs every filed plan by assets

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

$302,541 14th percentile higher than 14% 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

Poema Enterprises Inc 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Poema Enterprises Inc 401(k) Plan is a micro filing (3 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 454686582 · Poema Enterprises Inc PY 2022 · 401(k)

Poema Enterprises Inc 401(k) Plan · $303K · 3 · 14th

  • SCH $303K
  • EBSA 3
  • PART 14th
  • TYPE 401(k)
  • NET near Lisa J Martin Ventures, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #2524

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 Other Services retirement plans → · Plans in Indiana →

Poema Enterprises Inc 401(k) Plan in the asset neighbourhood

Poema Enterprises Inc 401(k) PlanPoema Enterprises Inc 401(k)…$303KLisa J Martin Ventures, Inc. 401(k) Profit Sharing PlanLisa J Martin Ventures, Inc.…$303KRaleigh Hills Management LLC 401(k) Profit Sharing Plan & TrustRaleigh Hills Management LLC…$303KJfmm Inc. 401(k) Plan$303KJoseph's Classic Market Retirement PlanJoseph's Classic Market Reti…$303K
End-of-year total assets ($M) among Poema Enterprises Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Poema Enterprises Inc years around the 2022 move

Sponsor-wide plan assets over time

All Poema Enterprises Inc plans reported in each filing year

Latest sponsor-wide plan assets
$287K 5.022129232071025% vs 2022
2024 filing year
$0.27M$0.28M$0.29M$0.3M$0.31M 202220232024 $0.3M $0.29M ▼ -3.3%
Year Plans Participants Total Assets
2022 1 3 $303K
2023 1 4 $284K
2024 1 4 $287K

2022 asset-move particulars

Total Assets (Beginning of Year)$231K
Net Assets (End of Year)$303K
Net Income$72K
Employer EIN454686582
Plan Effective Date2012-02-18
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Poema Enterprises Inc 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Poema Enterprises Inc 401(k) Plan, Total assets ($B): 0.000302541 · Participants: 3Poema Enterprises Inc 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Poema Enterprises Inc 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants

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

Outside Indiana, the nearest 401(k) by assets is Lisa J Martin Ventures, Inc. 401(k) Profit Sharing Plan in NE ($303K); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Poema Enterprises Inc 401(k) Plan assets move in 2022?
Poema Enterprises Inc 401(k) Plan surged - up 31.2% during 2022, from $231K to $303K. Reported net income was $72K.
How have Poema Enterprises Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Poema Enterprises Inc's sponsor-wide assets declined 5.0%, from $303K to $287K.
Where does Poema Enterprises Inc 401(k) Plan rank by assets among Form 5500 filers?
Poema Enterprises Inc 401(k) Plan ranks in the 14th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Poema Enterprises Inc 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Lisa J Martin Ventures, Inc. 401(k) Profit Sharing Plan in NE ($303K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Poema Enterprises Inc 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants, N/A in assets).