401(k) · DOL Form 5500 · 2022

Pal Management, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
139
Participants Small participant base
49th
Percentile by assets National rank
$33,667
Avg per participant Low balance/head
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Official DOL plan name: Pal Management, Inc. Employee Savings Plan · Sponsored by Pal Management, Inc. · Minnesota · Retail Trade

$5M in assets, 139 participants

Pal Management, Inc.'s Pal Management, Inc. Employee Savings Plan reported $5M in total assets and 139 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.

  • #5,610 in Retail Trade (9,519 peers)

Coverage in Minnesota

Pal Management, Inc. Employee Savings Plan covers 139 participants in Minnesota, about 12% of the average Minnesota filer (state average ~1,126 per filing). Assets: $5M.

#5,610
in Retail Trade (9,519 peers)
-15.9%
assets change YoY

The plan reported a net loss of $883K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pal Management, Inc. Employee Savings Plan's mid-pack asset rank among Retail Trade and all filers

Pal Management, Inc. Employee Savings Plan vs every filed plan by assets

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

$4,679,663 49th percentile higher than 49% 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

Pal Management, Inc. Employee Savings 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. Pal Management, Inc. Employee Savings Plan sits mid-pack in the medium band (139 participants).

EBSA filing schedule strip

Filing strip 411704817 · Pal Management, Inc. PY 2022 · 401(k)

Pal Management, Inc. Employee Savings Plan · $5M · 139 · 49th

  • SCH $5M
  • SCH 139
  • SCH 49th
  • SCH 401(k)
  • SCH near Epic Aircraft LLC 401(k) Plan
  • SCH ind #5610

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 Minnesota →

Pal Management, Inc. Employee Savings Plan in the asset neighbourhood

Pal Management, Inc. Employee Savings PlanPal Management, Inc. Employe…$5MEpic Aircraft LLC 401(k) Plan$5MPatuxent-Gardiner Companies 401(k) PlanPatuxent-Gardiner Companies …$5MProletariat 401(k) Plan$5MApg Polytech Savings Plan for Bargaining Unit EmployeesApg Polytech Savings Plan fo…$5M
End-of-year total assets ($M) among Pal Management, Inc. Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$883K
Employer EIN411704817
Plan Effective Date1997-09-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Pal Management, Inc.)

Sponsor-wide plan assets over time

All Pal Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 23.480451476954645% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M 202220232024 $4.68M $5.78M ▲ +23.5%
Year Plans Participants Total Assets
2022 1 139 $5M
2023 1 135 $6M
2024 1 127 $6M

Nearby 401(k) Plans in Minnesota

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

Pal Management, Inc. Employee Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Pal Management, Inc. Employee Savings Plan, Total assets ($B): 0.004679663 · Participants: 139Pal Management, Inc. Employee Savings PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Pal Management, Inc. Employee Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Pal Management, Inc. Employee Savings Plan side-by-side with 3 peers →

Pal Management, Inc. Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Epic Aircraft LLC 401(k) Plan in OR ($5M); by covered participants it is Semper Valens Solutions, Inc. 401(k) Plan in TX (139 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (139 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 Pal Management, Inc. Employee Savings Plan assets move in 2022? ▼
Pal Management, Inc. Employee Savings Plan declined sharply - down 15.9% during 2022, from $6M to $5M. Reported net income was -$883K.
How have Pal Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pal Management, Inc.'s sponsor-wide assets grew 23.5%, from $5M to $6M.
Which 401(k) plans are similar in size to Pal Management, Inc. Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Epic Aircraft LLC 401(k) Plan in OR ($5M, 314 participants).
Which 401(k) plans cover a similar participant headcount to Pal Management, Inc. Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Semper Valens Solutions, Inc. 401(k) Plan in TX (139 participants, $5M 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 411704817.

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.