401(k) · DOL Form 5500 · 2022

Palmetto Moon, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
216
Participants Below avg headcount
30th
Percentile by assets National rank
$7,043
Avg per participant Low balance/head
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Official DOL plan name: Palmetto Moon 401(k) Plan · Sponsored by Palmetto Moon, LLC · South Carolina · Retail Trade

$2M in assets, 216 participants

Palmetto Moon, LLC's Palmetto Moon 401(k) Plan reported $2M in total assets and 216 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.

  • #3,781 in Retail Trade (9,519 peers)

Palmetto Moon, LLC multi-year trail

Palmetto Moon, LLC's plans moved +86.1% in assets from 2022 to 2024; this filing shows Palmetto Moon 401(k) Plan at $2M / 216 participants.

#3,781
in Retail Trade (9,519 peers)
-0.6%
assets change YoY

The plan reported a net loss of $10K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Palmetto Moon 401(k) Plan among the smaller filed plans by assets

Palmetto Moon 401(k) Plan vs every filed plan by assets

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

$1,521,219 30th percentile higher than 30% 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

Palmetto Moon 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. Palmetto Moon 401(k) Plan sits mid-pack in the medium band (216 participants).

Form 5500 schedule snapshot

Filing strip 542065775 · Palmetto Moon, LLC PY 2022 · 401(k)

Palmetto Moon 401(k) Plan · $2M · 216 · 30th

  • BOOK $2M
  • VS-ST 216
  • BOY 30th
  • SCH 401(k)
  • EBSA near Venus Concept U.S. 401(k) Plan
  • PART ind #3781

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 Retail Trade retirement plans → · Plans in South Carolina →

Palmetto Moon 401(k) Plan in the asset neighbourhood

Palmetto Moon 401(k) Plan$2MVenus Concept U.S. 401(k) PlanVenus Concept U.S. 401(k) Pl…$2MMagnum Foods 401(k) Plan$2MLaurel Pediatrics Medical Group, Inc. 401(k) PlanLaurel Pediatrics Medical Gr…$2MDalton Wholesale Floors of Gordon County 401(k) PlanDalton Wholesale Floors of G…$2M
End-of-year total assets ($M) among Palmetto Moon 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Palmetto Moon, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Palmetto Moon, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 86.08484379961071% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M 202220232024 $1.52M $2.83M ▲ +86.2%
Year Plans Participants Total Assets
2022 1 216 $2M
2023 1 238 $2M
2024 1 433 $3M

Palmetto Moon, LLC filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$10K
Employer EIN542065775
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in South Carolina

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

Palmetto Moon 401(k) Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Palmetto Moon 401(k) Plan, Total assets ($B): 0.001521219 · Participants: 216Palmetto Moon 401(k) PlanMichelin 401(k) Savings Plan, Total assets ($B): 3.615828322 · Participants: 13708Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.219673264 · Participants: 7829The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.214442524 · Participants: 9714Sonoco Retirement & Savings PlanThe Milliken Retirement Plan, Total assets ($B): 1.154082573 · Participants: 6185The Milliken Retirement PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.085276125 · Participants: 11881Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan
Palmetto Moon 401(k) Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare Palmetto Moon 401(k) Plan side-by-side with 3 peers →

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

Outside South Carolina, the nearest 401(k) by assets is Venus Concept U.S. 401(k) Plan in ($2M); by covered participants it is Navitas Midstream Management L 401(k) Profit Sharing Plan & Trust in TX (216 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (216 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 Palmetto Moon 401(k) Plan assets move in 2022? ▼
Palmetto Moon 401(k) Plan held essentially flat - down 0.6% during 2022, from $2M to $2M. Reported net income was -$10K.
How have Palmetto Moon, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Palmetto Moon, LLC's sponsor-wide assets grew 86.1%, from $2M to $3M.
Which 401(k) plans are similar in size to Palmetto Moon 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Venus Concept U.S. 401(k) Plan in ($2M, 121 participants).
Which 401(k) plans cover a similar participant headcount to Palmetto Moon 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Navitas Midstream Management L 401(k) Profit Sharing Plan & Trust in TX (216 participants, N/A 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 542065775.

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.