401(k) · DOL Form 5500 · 2023

Poitevint Financial, Inc. 401(k) Plan

Data updated 2026-08-25

$215K
Total assets Small plan by assets
2
Participants Small participant base
11th
Percentile by assets National rank
$107,723
Avg per participant Below avg balance/head
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Official DOL plan name: Poitevint Financial, Inc. 401(k) Profit Sharing Plan · Sponsored by Poitevint Financial, Inc. · Alabama · Finance & Insurance

$215K in assets, 2 participants

Poitevint Financial, Inc.'s Poitevint Financial, Inc. 401(k) Profit Sharing Plan reported $215K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 11th 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.

  • #573 in Finance & Insurance (8,869 peers)

Poitevint Financial, Inc. multi-year trail

Poitevint Financial, Inc.'s plans moved +183.2% in assets from 2022 to 2024; this filing shows Poitevint Financial, Inc. 401(k) Profit Sharing Plan at $215K / 2 participants.

#573
in Finance & Insurance (8,869 peers)
+84.4%
assets growth YoY

Poitevint Financial, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Poitevint Financial, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$215,445 11th percentile higher than 11% of 127,068 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 2023

Poitevint Financial, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Poitevint Financial, Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Poitevint Financial, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $117K in the plan year 2022 filing to $215K in the plan year 2023 filing.
  • Poitevint Financial, Inc. 401(k) Profit Sharing Plan reported net income rose from $57K in the plan year 2022 filing to $99K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 834159269 · Poitevint Financial, Inc. PY 2023 · 401(k)

Poitevint Financial, Inc. 401(k) Profit Sharing Plan · $215K · 2 · 11th

  • EBSA $215K
  • EBSA 2
  • EBSA 11th
  • EBSA 401(k)
  • EBSA near Debbie Knight Enterprises Inc. 401(k) Plan
  • EBSA ind #573

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 Alabama →

Poitevint Financial, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Poitevint Financial, Inc. 401(k) Profit Sharing PlanPoitevint Financial, Inc. 40…$215KDebbie Knight Enterprises Inc. 401(k) PlanDebbie Knight Enterprises In…$215KBlue Cow Dairy LLC 401(k) Profit Sharing Plan & TrustBlue Cow Dairy LLC 401(k) Pr…$215KKantola Services, Inc. 401(k) Profit Sharing PlanKantola Services, Inc. 401(k…$215KBuilding Men Corp. 401(k) Profit Sharing PlanBuilding Men Corp. 401(k) Pr…$215K
End-of-year total assets ($M) among Poitevint Financial, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Poitevint Financial, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Poitevint Financial, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$331K 183.20578668036296% vs 2022
2024 filing year
$0M$0.1M$0.2M$0.3M$0.4M 202220232024 $0.12M $0.33M ▲ +175.0%
Year Plans Participants Total Assets
2022 1 2 $117K
2023 1 2 $215K
2024 1 3 $331K

Poitevint Financial, Inc. filing trail (2023)

Total Assets (Beginning of Year)$117K
Net Assets (End of Year)$215K
Net Income$99K
Employer EIN834159269
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Poitevint Financial, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Poitevint Financial, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000215445 · Participants: 2Poitevint Financial, Inc. 401(k) Profit Sharing PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Poitevint Financial, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Poitevint Financial, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Poitevint Financial, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Debbie Knight Enterprises Inc. 401(k) Plan in AR ($215K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Poitevint Financial, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Poitevint Financial, Inc. 401(k) Profit Sharing Plan surged - up 84.4% during 2023, from $117K to $215K. Reported net income was $99K.
How have Poitevint Financial, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Poitevint Financial, Inc.'s sponsor-wide assets grew 183.2%, from $117K to $331K.
Where does Poitevint Financial, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Poitevint Financial, Inc. 401(k) Profit Sharing Plan ranks in the 11th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Poitevint Financial, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Debbie Knight Enterprises Inc. 401(k) Plan in AR ($215K, N/A participants).
Which 401(k) plans cover a similar participant headcount to Poitevint Financial, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 834159269.

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.