401(k) · DOL Form 5500 · 2022
Pfm Consulting, Inc. 401(k) Plan
Data updated 2026-08-25
- $184K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 10th
- Percentile by assets National rank
- $184,300
- Avg per participant Above avg balance/head
Official DOL plan name: Pfm Consulting, Inc. - Pension Transfer Trust Plan · Sponsored by Pfm Consulting, Inc. · Iowa · Finance & Insurance
$184K in assets, 1 participants
Pfm Consulting, Inc.'s Pfm Consulting, Inc. - Pension Transfer Trust Plan reported $184K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 10th 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.
- #576 in Finance & Insurance (9,261 peers)
What the 2022 filing shows
Pfm Consulting, Inc. - Pension Transfer Trust Plan holds $184K for 1 participant - about $184,300 per participant, among the smaller plans by assets on file.
- #576
- in Finance & Insurance (9,261 peers)
- -0.1%
- assets change YoY
The plan reported a net loss of $118 for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Pfm Consulting, Inc. - Pension Transfer Trust Plan among the smaller filed plans by assets
Pfm Consulting, Inc. - Pension Transfer Trust Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$184,300 10th percentile higher than 10% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Pfm Consulting, Inc. - Pension Transfer Trust 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. Pfm Consulting, Inc. - Pension Transfer Trust Plan is a micro filing (1 participant), the leftmost band.
DOL schedule card
Filing strip 272334140 · Pfm Consulting, Inc. PY 2022 · 401(k)
Pfm Consulting, Inc. - Pension Transfer Trust Plan · $184K · 1 · 10th
- ASSETS $184K
- PCT 1
- EIN 10th
- RANK 401(k)
- PHOTO near Hood Ventures Inc 401(k) Plan
- IND ind #576
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 Iowa →
Pfm Consulting, Inc. - Pension Transfer Trust Plan in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $184K |
|---|---|
| Net Assets (End of Year) | $184K |
| Net Income | -$118 |
| Employer EIN | 272334140 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pfm Consulting, Inc.)
Sponsor-wide plan assets over time
All Pfm Consulting, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $184K 0.0705371676614216% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $184K |
| 2023 | 1 | 1 | $184K |
| 2024 | 1 | 1 | $184K |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $3.6B · 12,201
- Iowa Health System Section 401(k) Retirement Savings Plan $2.7B · 28,603
- The Hy-Vee and Affiliates 401(k) Plan $2.4B · 59,826
- The Rsm US LLP Retirement Plan $2.3B · 13,793
- Transamerica 401(k) Retirement Savings Plan $2.1B · 7,262
Pfm Consulting, Inc. - Pension Transfer Trust Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Hood Ventures Inc 401(k) Plan in TX ($184K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($184K here).
- Hood Ventures Inc 401(k) Plan (TX) $184K · 5
- Lighthouse Healthcare Center LLC 401(k) Plan (CA) $184K · 95
- Puget Sound Systematics, Inc 401(k) Plan (WA) $184K · 1
- Corydon Tire Co. 401(k) Plan (IN) $184K · 6
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.