401(k) · DOL Form 5500 · 2022

Pbm Capital Group, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
137
Participants Small participant base
48th
Percentile by assets National rank
$31,940
Avg per participant Low balance/head
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Official DOL plan name: Pbm Capital Group, LLC. 401(k) Plan · Sponsored by Pbm Capital Group, LLC · Virginia · Professional & Technical Services

$4M in assets, 137 participants

Pbm Capital Group, LLC's Pbm Capital Group, LLC. 401(k) Plan reported $4M in total assets and 137 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.

  • #9,805 in Professional & Technical Services (21,562 peers)

Coverage in Virginia

Pbm Capital Group, LLC. 401(k) Plan covers 137 participants in Virginia, about 18% of the average Virginia filer (state average ~782 per filing). Assets: $4M.

#9,805
in Professional & Technical Services (21,562 peers)
+10.5%
assets growth YoY

Pbm Capital Group, LLC. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Pbm Capital Group, LLC. 401(k) Plan vs every filed plan by assets

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

$4,375,762 48th percentile higher than 48% 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

Pbm Capital Group, LLC. 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. Pbm Capital Group, LLC. 401(k) Plan sits mid-pack in the medium band (137 participants).

DOL schedule card

Filing strip 274392286 · Pbm Capital Group, LLC PY 2022 · 401(k)

Pbm Capital Group, LLC. 401(k) Plan · $4M · 137 · 48th

  • EIN $4M
  • RANK 137
  • PHOTO 48th
  • IND 401(k)
  • EOY near U.S. Dynamics Corp 401(k) Plan
  • 5500 ind #9805

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 Virginia →

Pbm Capital Group, LLC. 401(k) Plan in the asset neighbourhood

Pbm Capital Group, LLC. 401(k) PlanPbm Capital Group, LLC. 401(…$4MU.S. Dynamics Corp 401(k) PlanU.S. Dynamics Corp 401(k) Pl…$4MCharles Ingram Lumber Co. , Inc. 401(k) Profit Sharing PlanCharles Ingram Lumber Co. , …$4MThe Partnership for Maternal Andamp; Child Health of Northern Nj 403(b) TdaThe Partnership for Maternal…$4MBrecon Knitting Mill, Inc. 401(k) PlanBrecon Knitting Mill, Inc. 4…$4M
End-of-year total assets ($M) among Pbm Capital Group, LLC. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Virginia filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$414K
Employer EIN274392286
Plan Effective Date2010-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pbm Capital Group, LLC)

Sponsor-wide plan assets over time

All Pbm Capital Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 50.108461109173675% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.38M $6.57M ▲ +50.0%
Year Plans Participants Total Assets
2022 1 137 $4M
2023 1 80 $6M
2024 1 70 $7M

Nearby 401(k) Plans in Virginia

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

Pbm Capital Group, LLC. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -10010203040 Total assets ($B) Participants Pbm Capital Group, LLC. 401(k) Plan, Total assets ($B): 0.004375762 · Participants: 137Pbm Capital Group, LLC. 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 32.567331218 · Participants: 92420Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 12.972737361 · Participants: 61481401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 9.624791923 · Participants: 36822General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 8.665678993 · Participants: 26125Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 8.232987243 · Participants: 31556Bae Systems Employees' Savings and Investment Plan
Pbm Capital Group, LLC. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Pbm Capital Group, LLC. 401(k) Plan side-by-side with 3 peers →

Pbm Capital Group, LLC. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is U.S. Dynamics Corp 401(k) Plan in NY ($4M); by covered participants it is C. H. Briggs Company Employees' Salary Reduction Savings Plan in PA (137 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (137 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 Pbm Capital Group, LLC. 401(k) Plan assets move in 2022? ▼
Pbm Capital Group, LLC. 401(k) Plan grew at a solid clip - up 10.5% during 2022, from $4M to $4M. Reported net income was $414K.
How have Pbm Capital Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pbm Capital Group, LLC's sponsor-wide assets grew 50.1%, from $4M to $7M.
Which 401(k) plans are similar in size to Pbm Capital Group, LLC. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is U.S. Dynamics Corp 401(k) Plan in NY ($4M, 105 participants).
Which 401(k) plans cover a similar participant headcount to Pbm Capital Group, LLC. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is C. H. Briggs Company Employees' Salary Reduction Savings Plan in PA (137 participants, $12M 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 274392286.

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.