Pma Financial Network, LLC 401(k) Plan

Reviewed by PlainRetire Editorial, Retirement Plans Editorial Team

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Pma Financial Network, LLC · Illinois · Finance & Insurance

What the 2023 filing shows

Pma Financial Network, LLC 401(k) Plan holds $34M for 139 participants — about $242,693 per participant, down 13.5% over the 2022 plan year.

$34M
total plan assets (2022 EOY): 139
covered participants: $242,693
avg assets per participant: -13.5%
assets change YoY

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.

Total Assets (2023)

$34M

Participants

139

State

Illinois

Industry

Finance & Insurance

What the Filing Says About Pma Financial Network, LLC 401(k) Plan

Pma Financial Network, LLC 401(k) Plan is a 401(k) retirement plan sponsored by Pma Financial Network, LLC, headquartered in Illinois. As of the 2022 Form 5500 filing, the plan reports $34M in total end-of-year assets and covers 139 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 363270709, and the plan has been effective since 1998-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $39M at the beginning of 2022 to $34M at year-end — a decline of 13.5%. Net assets (after liabilities) closed the year at $34M, with reported net income of $-5,264,664 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	$39M
Total Assets (End of Year)	$34M
Net Assets (End of Year)	$34M
Net Income	$-5,264,664
Plan Type	401(k)
Employer EIN	363270709
Plan Effective Date	1998-10-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Pma Financial Network, LLC)

Year	Plans	Participants	Total Assets
2022	1	139	$34M
2023	1	151	$41M
2024	1	166	$50M

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Compare Pma Financial Network, LLC 401(k) Plan side-by-side with 3 peers →

Related Data

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Frequently Asked Questions

How much money is in the Pma Financial Network, LLC 401(k) Plan? ▼

As of the 2022 Form 5500 filing, Pma Financial Network, LLC 401(k) Plan holds $34M in total assets with 139 participants. It is sponsored by Pma Financial Network, LLC.

What type of plan is Pma Financial Network, LLC 401(k) Plan? ▼

Pma Financial Network, LLC 401(k) Plan is a 401(k) plan. It has been effective since 1998-10-01. The plan is filed with the U.S. Department of Labor under EIN 363270709.

Who sponsors the Pma Financial Network, LLC 401(k) Plan? ▼

Pma Financial Network, LLC 401(k) Plan is sponsored by Pma Financial Network, LLC, located in Illinois. The sponsor's EIN is 363270709 and the plan operates in the Finance & Insurance industry.

How did Pma Financial Network, LLC 401(k) Plan perform in 2022? ▼

Pma Financial Network, LLC 401(k) Plan declined by 13.5% during 2022, moving from $39M to $34M in total assets. Net income was $-5,264,664.

Where can I find official filings for Pma Financial Network, LLC 401(k) Plan? ▼

Official Form 5500 filings for Pma Financial Network, LLC 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 363270709 or plan name at efast.dol.gov.

How does Pma Financial Network, LLC 401(k) Plan compare to other plans? ▼

You can compare Pma Financial Network, LLC 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.