401(k) · DOL Form 5500 · 2023

Pesner Altmiller Melnick & Demers, PC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
12
Participants Small participant base
29th
Percentile by assets National rank
$150,023
Avg per participant Above avg balance/head
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Official DOL plan name: Pesner Altmiller Melnick & Demers, PC 401 K Plan · Sponsored by Pesner Altmiller Melnick & Demers, PC · Virginia · Professional & Technical Services

$2M in assets, 12 participants

Pesner Altmiller Melnick & Demers, PC's Pesner Altmiller Melnick & Demers, PC 401 K Plan reported $2M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #5,062 in Professional & Technical Services (20,321 peers)

2023 asset change

Pesner Altmiller Melnick & Demers, PC 401 K Plan pulled back noticeably 13.2% in 2023 ($2M → $2M) for 12 participants.

#5,062
in Professional & Technical Services (20,321 peers)
-13.2%
assets change YoY

The plan reported a net loss of $273K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pesner Altmiller Melnick & Demers, PC 401 K Plan among the smaller filed plans by assets

Pesner Altmiller Melnick & Demers, PC 401 K Plan vs every filed plan by assets

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

$1,800,279 29th percentile higher than 29% 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

Pesner Altmiller Melnick & Demers, PC 401 K Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pesner Altmiller Melnick & Demers, PC 401 K Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pesner Altmiller Melnick & Demers, PC 401 K Plan reported net income fell from -$129K in the plan year 2022 filing to -$273K in the plan year 2023 filing.
  • Pesner Altmiller Melnick & Demers, PC 401 K Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Pesner Altmiller Melnick & Demers, PC 401 K Plan reported participants fell from 13 in the plan year 2022 filing to 12 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 541966076 · Pesner Altmiller Melnick & Demers, PC PY 2023 · 401(k)

Pesner Altmiller Melnick & Demers, PC 401 K Plan · $2M · 12 · 29th

  • VS-ST $2M
  • BOY 12
  • SCH 29th
  • EBSA 401(k)
  • PART near Beacon Icg LLC 401(k) Plan
  • TYPE ind #5062

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 Virginia →

Pesner Altmiller Melnick & Demers, PC 401 K Plan in the asset neighbourhood

Pesner Altmiller Melnick & Demers, PC 401 K PlanPesner Altmiller Melnick & D…$2MBeacon Icg LLC 401(k) Plan$2MThermo/Cense, Inc. Employee Savings PlanThermo/Cense, Inc. Employee …$2MReed's Stars, Inc. 401(k) Plan & TrustReed's Stars, Inc. 401(k) Pl…$2MDavid J. Tierney, Jr., Inc. Employees' Profit Sharing TrustDavid J. Tierney, Jr., Inc. …$2M
End-of-year total assets ($M) among Pesner Altmiller Melnick & Demers, PC 401 K Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pesner Altmiller Melnick & Demers, PC years around the 2023 move

Sponsor-wide plan assets over time

All Pesner Altmiller Melnick & Demers, PC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 4.714805128655315% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M$2.4M 202220232024 $2.07M $2.17M ▲ +4.8%
Year Plans Participants Total Assets
2022 1 13 $2M
2023 1 12 $2M
2024 1 14 $2M

2023 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$273K
Employer EIN541966076
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

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

Pesner Altmiller Melnick & Demers, PC 401 K Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Pesner Altmiller Melnick & Demers, PC 401 K Plan, Total assets ($B): 0.001800279 · Participants: 12Pesner Altmiller Melnick & Demers, PC 401 K PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Pesner Altmiller Melnick & Demers, PC 401 K Plan vs. nearby 401(k) plans in Virginia, assets vs. participants

Pesner Altmiller Melnick & Demers, PC 401 K Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Beacon Icg LLC 401(k) Plan in NY ($2M); by covered participants it is Maryland Home Care Solutions Retirement Plan in MD (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Pesner Altmiller Melnick & Demers, PC 401 K Plan assets move in 2023?
Pesner Altmiller Melnick & Demers, PC 401 K Plan pulled back noticeably - down 13.2% during 2023, from $2M to $2M. Reported net income was -$273K.
How have Pesner Altmiller Melnick & Demers, PC plan assets changed over time?
Across 3 plan years on file (2022-2024), Pesner Altmiller Melnick & Demers, PC's sponsor-wide assets grew 4.7%, from $2M to $2M.
Which 401(k) plans are similar in size to Pesner Altmiller Melnick & Demers, PC 401 K Plan?
Among 401(k) plans in other states, the closest by assets is Beacon Icg LLC 401(k) Plan in NY ($2M, 5 participants).
Which 401(k) plans cover a similar participant headcount to Pesner Altmiller Melnick & Demers, PC 401 K Plan?
Among 401(k) plans in other states, the closest by covered participants is Maryland Home Care Solutions Retirement Plan in MD (12 participants, $2M in assets).