401(k) · DOL Form 5500 · 2023

Palfreyman and Associates PLLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
25th
Percentile by assets National rank
$606,705
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Palfreyman and Associates PLLC · Sponsored by Palfreyman and Associates PLLC · Idaho · Professional & Technical Services

$1M in assets, 2 participants

Palfreyman and Associates PLLC's Palfreyman and Associates PLLC reported $1M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,219 in Professional & Technical Services (20,321 peers)

Palfreyman and Associates PLLC multi-year trail

Palfreyman and Associates PLLC's plans moved +57.9% in assets from 2022 to 2024; this filing shows Palfreyman and Associates PLLC at $1M / 2 participants.

#4,219
in Professional & Technical Services (20,321 peers)
+20.0%
assets growth YoY

Palfreyman and Associates PLLC among the smaller filed plans by assets

Palfreyman and Associates PLLC vs every filed plan by assets

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

$1,213,409 25th percentile higher than 25% 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

Palfreyman and Associates PLLC among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Palfreyman and Associates PLLC is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Palfreyman and Associates PLLC reported net income rose from $81K in the plan year 2022 filing to $202K in the plan year 2023 filing.
  • Palfreyman and Associates PLLC end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 200538831 · Palfreyman and Associates PLLC PY 2023 · 401(k)

Palfreyman and Associates PLLC · $1M · 2 · 25th

  • PART $1M
  • PART 2
  • PART 25th
  • PART 401(k)
  • PART near Klm VI Enterprises, Inc. 401(k) Profit Sharing Plan
  • PART ind #4219

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 Idaho →

Palfreyman and Associates PLLC in the asset neighbourhood

Palfreyman and Associates PLLCPalfreyman and Associates PL…$1MKlm VI Enterprises, Inc. 401(k) Profit Sharing PlanKlm VI Enterprises, Inc. 401…$1MU.S. Graphite 401(k) Salary & Union PlanU.S. Graphite 401(k) Salary …$1MCortland Standard Retirement PlanCortland Standard Retirement…$1MRicoma International Corporati 401(k) Profit Sharing Plan & TrustRicoma International Corpora…$1M
End-of-year total assets ($M) among Palfreyman and Associates PLLC and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Palfreyman and Associates PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Palfreyman and Associates PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 57.93207144022989% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.01M $1.6M ▲ +58.4%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $1M
2024 1 2 $2M

Palfreyman and Associates PLLC filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$202K
Employer EIN200538831
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Idaho

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

Palfreyman and Associates PLLC vs. nearby 401(k) plans in Idaho, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Palfreyman and Associates PLLC, Total assets ($B): 0.001213409 · Participants: 2Palfreyman and Associates PLLCMicron Technology Inc. Retirement at Micron (Ram) Plan, Total assets ($B): 3.248376347 · Participants: 9865Micron Technology Inc. Retirement at Micron (Ram) PlanIdaho National Laboratory Employee Investment Plan, Total assets ($B): 2.322477073 · Participants: 6419Idaho National Laboratory Employee Investment PlanSimplot Retirement Savings Plan, Total assets ($B): 1.387440309 · Participants: 8746Simplot Retirement Savings PlanIdaho Power Company Employee Savings Plan, Total assets ($B): 0.794478746 · Participants: 2089Idaho Power Company Employee Savings PlanBoise Cascade Company Savings Plan, Total assets ($B): 0.655532616 · Participants: 3476Boise Cascade Company Savings Plan
Palfreyman and Associates PLLC vs. nearby 401(k) plans in Idaho, assets vs. participants
Compare Palfreyman and Associates PLLC side-by-side with 3 peers →

Palfreyman and Associates PLLC's out-of-state 401(k) peers by assets and headcount

Outside Idaho, the nearest 401(k) by assets is Klm VI Enterprises, Inc. 401(k) Profit Sharing Plan in KS ($1M); 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 Palfreyman and Associates PLLC assets move in 2023? ▼
Palfreyman and Associates PLLC grew sharply - up 20.0% during 2023, from $1M to $1M. Reported net income was $202K.
How have Palfreyman and Associates PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Palfreyman and Associates PLLC's sponsor-wide assets grew 57.9%, from $1M to $2M.
Where does Palfreyman and Associates PLLC rank by assets among Form 5500 filers? ▼
Palfreyman and Associates PLLC ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Palfreyman and Associates PLLC? ▼
Among 401(k) plans in other states, the closest by assets is Klm VI Enterprises, Inc. 401(k) Profit Sharing Plan in KS ($1M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Palfreyman and Associates PLLC? ▼
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 200538831.

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.