401(k) · DOL Form 5500 · 2022

Pbg Financial Services PLLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
48
Participants Small participant base
68th
Percentile by assets National rank
$247,684
Avg per participant Above avg balance/head
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Official DOL plan name: Pbg Financial Services PLLC Retirement and Savings Plan · Sponsored by Pbg Financial Services PLLC · Illinois · Professional & Technical Services

$12M in assets, 48 participants

Pbg Financial Services PLLC's Pbg Financial Services PLLC Retirement and Savings Plan reported $12M in total assets and 48 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #14,553 in Professional & Technical Services (21,562 peers)

Pbg Financial Services PLLC multi-year trail

Pbg Financial Services PLLC's plans moved +28.6% in assets from 2022 to 2024; this filing shows Pbg Financial Services PLLC Retirement and Savings Plan at $12M / 48 participants.

#14,553
in Professional & Technical Services (21,562 peers)
+4.6%
assets growth YoY

Pbg Financial Services PLLC Retirement and Savings Plan's outsized position by total assets

Pbg Financial Services PLLC Retirement and Savings Plan vs every filed plan by assets

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

$11,888,816 Top 32% higher than 68% 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

Pbg Financial Services PLLC Retirement and Savings Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pbg Financial Services PLLC Retirement and Savings Plan is a small filing (48 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 844107940 · Pbg Financial Services PLLC PY 2022 · 401(k)

Pbg Financial Services PLLC Retirement and Savings Plan · $12M · 48 · 68th

  • 5500 $12M
  • ASSETS 48
  • PCT 68th
  • EIN 401(k)
  • RANK near Skowhegan Savings Bank 401(k) Retirement Plan
  • PHOTO ind #14553

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 Illinois →

Pbg Financial Services PLLC Retirement and Savings Plan in the asset neighbourhood

Pbg Financial Services PLLC Retirement and Savings PlanPbg Financial Services PLLC …$12MSkowhegan Savings Bank 401(k) Retirement PlanSkowhegan Savings Bank 401(k…$12MKompass Kapital Management, LLC 401(k) RetirementKompass Kapital Management, …$12MSouthern National Banks, Inc. 401(k) PlanSouthern National Banks, Inc…$12MStradley, Ronon, Stevens & Young LLP 401(k) PlanStradley, Ronon, Stevens & Y…$12M
End-of-year total assets ($M) among Pbg Financial Services PLLC Retirement and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pbg Financial Services PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Pbg Financial Services PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 28.586412641931712% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $11.9M $15.3M ▲ +28.6%
Year Plans Participants Total Assets
2022 1 48 $12M
2023 1 54 $12M
2024 1 57 $15M

Pbg Financial Services PLLC filing trail (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$529K
Employer EIN844107940
Plan Effective Date1988-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Pbg Financial Services PLLC Retirement and Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Pbg Financial Services PLLC Retirement and Savings Plan, Total assets ($B): 0.011888816 · Participants: 48Pbg Financial Services PLLC Retirement and Savings 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
Pbg Financial Services PLLC Retirement and Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Pbg Financial Services PLLC Retirement and Savings Plan side-by-side with 3 peers →

Pbg Financial Services PLLC Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Skowhegan Savings Bank 401(k) Retirement Plan in ME ($12M); by covered participants it is Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions in IN (48 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (48 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 Pbg Financial Services PLLC Retirement and Savings Plan assets move in 2022? ▼
Pbg Financial Services PLLC Retirement and Savings Plan edged up modestly - up 4.6% during 2022, from $11M to $12M. Reported net income was $529K.
How have Pbg Financial Services PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pbg Financial Services PLLC's sponsor-wide assets grew 28.6%, from $12M to $15M.
Which 401(k) plans are similar in size to Pbg Financial Services PLLC Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Skowhegan Savings Bank 401(k) Retirement Plan in ME ($12M, 128 participants).
Which 401(k) plans cover a similar participant headcount to Pbg Financial Services PLLC Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions in IN (48 participants, $8M 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 844107940.

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.