401(k)
2022 plan-year 401(k) DOL Form 5500

Pbi-Gordon Companies, Inc. 401(k) Retirement Savings Plan

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

Sponsored by Pbi-Gordon Companies, Inc · Kansas · Manufacturing

What the 2023 filing shows

Pbi-Gordon Companies, Inc. 401(k) Retirement Savings Plan holds $25M for 486 participants — about $51,126 per participant, down 13.6% over the 2022 plan year.

$25M
total plan assets (2022 EOY)
486
covered participants
$51,126
avg assets per participant
-13.6%
assets change YoY

The plan reported a net loss of $4M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$25M
Participants
486
State
Industry
Manufacturing

What the Filing Says About Pbi-Gordon Companies, Inc. 401(k) Retirement Savings Plan

Pbi-Gordon Companies, Inc. 401(k) Retirement Savings Plan is a 401(k) retirement plan sponsored by Pbi-Gordon Companies, Inc, headquartered in Kansas. As of the 2022 Form 5500 filing, the plan reports $25M in total end-of-year assets and covers 486 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 852832459, and the plan has been effective since 1993-05-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $29M at the beginning of 2022 to $25M at year-end — a decline of 13.6%. Net assets (after liabilities) closed the year at $25M, with reported net income of $-3,901,315 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)$29M
Total Assets (End of Year)$25M
Net Assets (End of Year)$25M
Net Income$-3,901,315
Plan Type401(k)
Employer EIN852832459
Plan Effective Date1993-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pbi-Gordon Companies, Inc)

Year Plans Participants Total Assets
2022 2 992 $394M
2023 2 980 $389M
2024 1 488 $33M

Nearby 401(k) Plans in Kansas

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

Frequently Asked Questions

How much money is in the Pbi-Gordon Companies, Inc. 401(k) Retirement Savings Plan?
As of the 2022 Form 5500 filing, Pbi-Gordon Companies, Inc. 401(k) Retirement Savings Plan holds $25M in total assets with 486 participants. It is sponsored by Pbi-Gordon Companies, Inc.
What type of plan is Pbi-Gordon Companies, Inc. 401(k) Retirement Savings Plan?
Pbi-Gordon Companies, Inc. 401(k) Retirement Savings Plan is a 401(k) plan. It has been effective since 1993-05-01. The plan is filed with the U.S. Department of Labor under EIN 852832459.
Who sponsors the Pbi-Gordon Companies, Inc. 401(k) Retirement Savings Plan?
Pbi-Gordon Companies, Inc. 401(k) Retirement Savings Plan is sponsored by Pbi-Gordon Companies, Inc, located in Kansas. The sponsor's EIN is 852832459 and the plan operates in the Manufacturing industry.
How did Pbi-Gordon Companies, Inc. 401(k) Retirement Savings Plan perform in 2022?
Pbi-Gordon Companies, Inc. 401(k) Retirement Savings Plan declined by 13.6% during 2022, moving from $29M to $25M in total assets. Net income was $-3,901,315.
Where can I find official filings for Pbi-Gordon Companies, Inc. 401(k) Retirement Savings Plan?
Official Form 5500 filings for Pbi-Gordon Companies, Inc. 401(k) Retirement Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 852832459 or plan name at efast.dol.gov.
How does Pbi-Gordon Companies, Inc. 401(k) Retirement Savings Plan compare to other plans?
You can compare Pbi-Gordon Companies, Inc. 401(k) Retirement Savings Plan against other 401(k) plans on the plan type page, or view plans in Kansas on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 852832459.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.