401(k) · DOL Form 5500 · 2023

Pfr Acquisition, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
77
Participants Small participant base
50th
Percentile by assets National rank
$87,403
Avg per participant Below avg balance/head
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Official DOL plan name: Employee Benefit Plan of Pfr Acquisition, LLC · Sponsored by Pfr Acquisition, LLC · Massachusetts · Retail Trade

$7M in assets, 77 participants

Pfr Acquisition, LLC's Employee Benefit Plan of Pfr Acquisition, LLC reported $7M in total assets and 77 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #5,083 in Retail Trade (8,414 peers)

Pfr Acquisition, LLC multi-year trail

Pfr Acquisition, LLC's plans moved +27.9% in assets from 2022 to 2024; this filing shows Employee Benefit Plan of Pfr Acquisition, LLC at $7M / 77 participants.

#5,083
in Retail Trade (8,414 peers)
+24.9%
assets growth YoY

Employee Benefit Plan of Pfr Acquisition, LLC's mid-pack asset rank among Retail Trade and all filers

Employee Benefit Plan of Pfr Acquisition, LLC vs every filed plan by assets

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

$6,730,023 Top 50% higher than 50% 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

Employee Benefit Plan of Pfr Acquisition, LLC among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employee Benefit Plan of Pfr Acquisition, LLC is a small filing (77 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Employee Benefit Plan of Pfr Acquisition, LLC reported net income rose from -$692K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Employee Benefit Plan of Pfr Acquisition, LLC end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Employee Benefit Plan of Pfr Acquisition, LLC reported participants fell from 80 in the plan year 2022 filing to 77 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 710986135 · Pfr Acquisition, LLC PY 2023 · 401(k)

Employee Benefit Plan of Pfr Acquisition, LLC · $7M · 77 · 50th

  • EOY $7M
  • EOY 77
  • EOY 50th
  • EOY 401(k)
  • EOY near Pecos County Bancshares, Inc. Employee Stock Ownership Plan (with 401(k) Features)
  • EOY ind #5083

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 Retail Trade retirement plans → · Plans in Massachusetts →

Employee Benefit Plan of Pfr Acquisition, LLC in the asset neighbourhood

Employee Benefit Plan of Pfr Acquisition, LLCEmployee Benefit Plan of Pfr…$7MPecos County Bancshares, Inc. Employee Stock Ownership Plan (with 401(k) Features)Pecos County Bancshares, Inc…$7MPriority Financial Group 401(k) PlanPriority Financial Group 401…$7MWorld Optics, Inc. 401-K Profit Sharing PlanWorld Optics, Inc. 401-K Pro…$7MRichmond Electric Co Inc Employees Profit Sharing PlanRichmond Electric Co Inc Emp…$7M
End-of-year total assets ($M) among Employee Benefit Plan of Pfr Acquisition, LLC and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pfr Acquisition, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Pfr Acquisition, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 27.87754422691295% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M$7.5M 202220232024 $5.39M $6.89M ▲ +27.8%
Year Plans Participants Total Assets
2022 1 80 $5M
2023 1 77 $7M
2024 1 94 $7M

Pfr Acquisition, LLC filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN710986135
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Employee Benefit Plan of Pfr Acquisition, LLC vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Employee Benefit Plan of Pfr Acquisition, LLC, Total assets ($B): 0.006730023 · Participants: 77Employee Benefit Plan of Pfr Acquisition, LLCFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Employee Benefit Plan of Pfr Acquisition, LLC vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Employee Benefit Plan of Pfr Acquisition, LLC side-by-side with 3 peers →

Employee Benefit Plan of Pfr Acquisition, LLC's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Pecos County Bancshares, Inc. Employee Stock Ownership Plan (with 401(k) Features) in TX ($7M); by covered participants it is Sme Inc of Seattle 401(k) Plan & Trust in WA (77 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (77 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 Employee Benefit Plan of Pfr Acquisition, LLC assets move in 2023? ▼
Employee Benefit Plan of Pfr Acquisition, LLC grew sharply - up 24.9% during 2023, from $5M to $7M. Reported net income was $1M.
How have Pfr Acquisition, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pfr Acquisition, LLC's sponsor-wide assets grew 27.9%, from $5M to $7M.
Which 401(k) plans are similar in size to Employee Benefit Plan of Pfr Acquisition, LLC? ▼
Among 401(k) plans in other states, the closest by assets is Pecos County Bancshares, Inc. Employee Stock Ownership Plan (with 401(k) Features) in TX ($7M, 46 participants).
Which 401(k) plans cover a similar participant headcount to Employee Benefit Plan of Pfr Acquisition, LLC? ▼
Among 401(k) plans in other states, the closest by covered participants is Sme Inc of Seattle 401(k) Plan & Trust in WA (77 participants, $9M 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 710986135.

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.