401(k) · DOL Form 5500 · 2022

Pma Financial Network, LLC 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
139
Participants Small participant base
84th
Percentile by assets National rank
$242,693
Avg per participant Above avg balance/head
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Official DOL plan name: Pma Financial Network, LLC 401(k) Plan · Sponsored by Pma Financial Network, LLC · Illinois · Finance & Insurance

$34M in assets, 139 participants

Pma Financial Network, LLC's Pma Financial Network, LLC 401(k) Plan reported $34M in total assets and 139 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,885 in Finance & Insurance (9,261 peers)

Coverage in Illinois

Pma Financial Network, LLC 401(k) Plan covers 139 participants in Illinois, about 18% of the average Illinois filer (state average ~779 per filing). Assets: $34M.

#6,885
in Finance & Insurance (9,261 peers)
-13.5%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pma Financial Network, LLC 401(k) Plan's outsized position by total assets

Pma Financial Network, LLC 401(k) Plan vs every filed plan by assets

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

$33,734,278 Top 16% higher than 84% 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

Pma Financial Network, 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. Pma Financial Network, LLC 401(k) Plan sits mid-pack in the medium band (139 participants).

Form 5500 schedule snapshot

Filing strip 363270709 · Pma Financial Network, LLC PY 2022 · 401(k)

Pma Financial Network, LLC 401(k) Plan · $34M · 139 · 84th

  • PCT $34M
  • EIN 139
  • RANK 84th
  • PHOTO 401(k)
  • IND near Vernier Software & Technology LLC 401(k) Profit Sharing Plan
  • EOY ind #6885

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 Illinois →

Pma Financial Network, LLC 401(k) Plan in the asset neighbourhood

Delta Dental of Missouri 401(k) PlanDelta Dental of Missouri 401…$34MPma Financial Network, LLC 401(k) PlanPma Financial Network, LLC 4…$34MVernier Software & Technology LLC 401(k) Profit Sharing PlanVernier Software & Technolog…$34MC-P Flexpack 401(k) Plan$34MFingerpaint Marketing, Inc. 401(k) PlanFingerpaint Marketing, Inc. …$34M
End-of-year total assets ($M) among Pma Financial Network, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$34M
Net Income-$5M
Employer EIN363270709
Plan Effective Date1998-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pma Financial Network, LLC)

Sponsor-wide plan assets over time

All Pma Financial Network, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$50M 48.028068067738104% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $33.7M $49.9M ▲ +48.1%
Year Plans Participants Total Assets
2022 1 139 $34M
2023 1 151 $41M
2024 1 166 $50M

Nearby 401(k) Plans in Illinois

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

Pma Financial Network, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Pma Financial Network, LLC 401(k) Plan, Total assets ($B): 0.033734278 · Participants: 139Pma Financial Network, LLC 401(k) PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Pma Financial Network, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Pma Financial Network, LLC 401(k) Plan side-by-side with 3 peers →

Pma Financial Network, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Vernier Software & Technology LLC 401(k) Profit Sharing Plan in OR ($34M); 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 ($34M 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 Pma Financial Network, LLC 401(k) Plan assets move in 2022? ▼
Pma Financial Network, LLC 401(k) Plan pulled back noticeably - down 13.5% during 2022, from $39M to $34M. Reported net income was -$5M.
How have Pma Financial Network, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pma Financial Network, LLC's sponsor-wide assets grew 48.0%, from $34M to $50M.
Where does Pma Financial Network, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Pma Financial Network, LLC 401(k) Plan ranks in the 84th 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 Pma Financial Network, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vernier Software & Technology LLC 401(k) Profit Sharing Plan in OR ($34M, 103 participants).
Which 401(k) plans cover a similar participant headcount to Pma Financial Network, LLC 401(k) 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 363270709.

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.