401(k) · DOL Form 5500 · 2022

Pinnacle Advisor Group, Inc. 401(k) Plan

Data updated 2026-08-25

$51K
Total assets Small plan by assets
5
Participants Small participant base
4th
Percentile by assets National rank
$10,185
Avg per participant Low balance/head
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Official DOL plan name: Pinnacle Advisor Group, Inc. 401(k) Plan · Sponsored by Pinnacle Advisor Group, Inc. · Pennsylvania · Professional & Technical Services

$51K in assets, 5 participants

Pinnacle Advisor Group, Inc.'s Pinnacle Advisor Group, Inc. 401(k) Plan reported $51K in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 4th 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.

  • #686 in Professional & Technical Services (21,562 peers)

Pinnacle Advisor Group, Inc. multi-year trail

Pinnacle Advisor Group, Inc.'s plans moved +478.9% in assets from 2022 to 2024; this filing shows Pinnacle Advisor Group, Inc. 401(k) Plan at $51K / 5 participants.

#686
in Professional & Technical Services (21,562 peers)
$51K
reported net income

Pinnacle Advisor Group, Inc. 401(k) Plan among the smaller filed plans by assets

Pinnacle Advisor Group, Inc. 401(k) Plan vs every filed plan by assets

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

$50,923 4th percentile higher than 4% 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

Pinnacle Advisor Group, 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. Pinnacle Advisor Group, Inc. 401(k) Plan is a micro filing (5 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 204042939 · Pinnacle Advisor Group, Inc. PY 2022 · 401(k)

Pinnacle Advisor Group, Inc. 401(k) Plan · $51K · 5 · 4th

  • EOY $51K
  • 5500 5
  • ASSETS 4th
  • PCT 401(k)
  • EIN near Mississippi Gem Inc. Retirement Plan
  • RANK ind #686

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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →

Pinnacle Advisor Group, Inc. 401(k) Plan in the asset neighbourhood

Pinnacle Advisor Group, Inc. 401(k) PlanPinnacle Advisor Group, Inc.…$51KMississippi Gem Inc. Retirement PlanMississippi Gem Inc. Retirem…$51KGood Care Agency 401(k) Plan$51KErol Tech, Inc. 401(k) Plan$51KOak Haven Massage 401(k) Plan$51K
End-of-year total assets ($M) among Pinnacle Advisor Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pinnacle Advisor Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Pinnacle Advisor Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$295K 478.88184121124044% vs 2022
2024 filing year
$0M$0.1M$0.2M$0.3M$0.4M 202220232024 $0.05M $0.29M ▲ +480.0%
Year Plans Participants Total Assets
2022 1 5 $51K
2023 1 5 $162K
2024 1 6 $295K

Pinnacle Advisor Group, Inc. filing trail (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$51K
Net Income$51K
Employer EIN204042939
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Pinnacle Advisor Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Pinnacle Advisor Group, Inc. 401(k) Plan, Total assets ($B): 0.000050923 · Participants: 5Pinnacle Advisor Group, Inc. 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Pinnacle Advisor Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Pinnacle Advisor Group, Inc. 401(k) Plan side-by-side with 3 peers →

Pinnacle Advisor Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Mississippi Gem Inc. Retirement Plan in TX ($51K); by covered participants it is Stel Pro Inc 401(k) Plan in TX (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($51K here).

Similar participant headcount

Nearest other-state filings by covered participants (5 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 have Pinnacle Advisor Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pinnacle Advisor Group, Inc.'s sponsor-wide assets grew 478.9%, from $51K to $295K.
Where does Pinnacle Advisor Group, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Pinnacle Advisor Group, Inc. 401(k) Plan ranks in the 4th 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 Pinnacle Advisor Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mississippi Gem Inc. Retirement Plan in TX ($51K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Pinnacle Advisor Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (5 participants, $48K 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 204042939.

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.