401(k) · DOL Form 5500 · 2022

Pan Am Equities, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
119
Participants Small participant base
77th
Percentile by assets National rank
$159,719
Avg per participant Above avg balance/head
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Official DOL plan name: Pan Am Equities, Inc. 401(k) Plan · Sponsored by Pan Am Equities, Inc. · New York · Real Estate

$19M in assets, 119 participants

Pan Am Equities, Inc.'s Pan Am Equities, Inc. 401(k) Plan reported $19M in total assets and 119 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #4,493 in Real Estate (5,057 peers)

Coverage in New York

Pan Am Equities, Inc. 401(k) Plan covers 119 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $19M.

#4,493
in Real Estate (5,057 peers)
-14.4%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pan Am Equities, Inc. 401(k) Plan's outsized position by total assets

Pan Am Equities, Inc. 401(k) Plan vs every filed plan by assets

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

$19,006,513 Top 23% higher than 77% 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

Pan Am Equities, Inc. 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. Pan Am Equities, Inc. 401(k) Plan sits mid-pack in the medium band (119 participants).

DOL schedule card

Filing strip 132602877 · Pan Am Equities, Inc. PY 2022 · 401(k)

Pan Am Equities, Inc. 401(k) Plan · $19M · 119 · 77th

  • 5500 $19M
  • 5500 119
  • 5500 77th
  • 5500 401(k)
  • 5500 near Venables Bell & Partners LLC 401(k) Profit Sharing Plan
  • 5500 ind #4493

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 Real Estate retirement plans → · Plans in New York →

Pan Am Equities, Inc. 401(k) Plan in the asset neighbourhood

Pan Am Equities, Inc. 401(k) PlanPan Am Equities, Inc. 401(k)…$19MVenables Bell & Partners LLC 401(k) Profit Sharing PlanVenables Bell & Partners LLC…$19MAllied Benefit Systems, LLC Retirement Savings PlanAllied Benefit Systems, LLC …$19MPlumas Bank 401(k) Profit Sharing PlanPlumas Bank 401(k) Profit Sh…$19MCytomx Therapeutics Inc.401(k) Profit Sharing Plan and TrustCytomx Therapeutics Inc.401(…$19M
End-of-year total assets ($M) among Pan Am Equities, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$19M
Net Income-$3M
Employer EIN132602877
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pan Am Equities, Inc.)

Sponsor-wide plan assets over time

All Pan Am Equities, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 20.183423440164958% vs 2022
2024 filing year
$18M$20M$22M$24M 202220232024 $19M $22.8M ▲ +20.1%
Year Plans Participants Total Assets
2022 1 119 $19M
2023 1 117 $21M
2024 1 126 $23M

Nearby 401(k) Plans in New York

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

Pan Am Equities, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Pan Am Equities, Inc. 401(k) Plan, Total assets ($B): 0.019006513 · Participants: 119Pan Am Equities, Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Pan Am Equities, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Pan Am Equities, Inc. 401(k) Plan side-by-side with 3 peers →

Pan Am Equities, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Venables Bell & Partners LLC 401(k) Profit Sharing Plan in CA ($19M); by covered participants it is Apreva Hospice 401(k) Plan in CA (119 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (119 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 Pan Am Equities, Inc. 401(k) Plan assets move in 2022? ▼
Pan Am Equities, Inc. 401(k) Plan pulled back noticeably - down 14.4% during 2022, from $22M to $19M. Reported net income was -$3M.
How have Pan Am Equities, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pan Am Equities, Inc.'s sponsor-wide assets grew 20.2%, from $19M to $23M.
Where does Pan Am Equities, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Pan Am Equities, Inc. 401(k) Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Pan Am Equities, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Venables Bell & Partners LLC 401(k) Profit Sharing Plan in CA ($19M, 93 participants).
Which 401(k) plans cover a similar participant headcount to Pan Am Equities, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Apreva Hospice 401(k) Plan in CA (119 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 132602877.

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.