401(k) · DOL Form 5500 · 2023

Petra Funds Group LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets: 119
Participants Small participant base: 60th
Percentile by assets National rank: $89,804
Avg per participant Below avg balance/head

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Official DOL plan name: Petra Funds Group LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Petra Funds Group LLC · New York · Finance & Insurance

$11M in assets, 119 participants

Petra Funds Group LLC's Petra Funds Group LLC 401(k) Profit Sharing Plan & Trust reported $11M in total assets and 119 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

#3,974 in Finance & Insurance (8,869 peers)

Coverage in New York

Petra Funds Group LLC 401(k) Profit Sharing Plan & Trust covers 119 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $11M.

#3,974
in Finance & Insurance (8,869 peers): $147K
reported net income

Petra Funds Group LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers

Petra Funds Group LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$10,686,630 Top 40% higher than 60% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Petra Funds Group LLC 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Petra Funds Group LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (119 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

DOL schedule card

Filing strip 872474456 · Petra Funds Group LLC PY 2023 · 401(k)

Petra Funds Group LLC 401(k) Profit Sharing Plan & Trust · $11M · 119 · 60th

NET $11M
BOOK 119
VS-ST 60th
BOY 401(k)
SCH near Acculynx 401(k) Plan
EBSA ind #3974

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 New York →

End-of-year total assets ($M) among Petra Funds Group LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)	N/A
Net Assets (End of Year)	$11M
Net Income	$147K
Employer EIN	872474456
Plan Effective Date	2023-12-15
Filing Status	FILING RECEIVED

Sponsor Plan History (Petra Funds Group LLC)

Latest sponsor-wide plan assets: $20M 86.57351288479155% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	119	$11M
2024	1	123	$20M

Nearby 401(k) Plans in New York

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

Petra Funds Group LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401 (K) Plus Plan $57.4B · 54,912
Pfizer Savings Plan $19.6B · 30,033
Morgan Stanley 401(k) Plan $19.2B · 55,363
The Pepsico Savings Plan $13.7B · 133,597
The Goldman Sachs 401(k) Plan $11.4B · 24,866

Compare Petra Funds Group LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Petra Funds Group LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Acculynx 401(k) Plan in WI ($11M); by covered participants it is Shared Service Systems Defined Contribution Retirement Plan in NE (119 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Acculynx 401(k) Plan (WI) $11M · 133
Ikeyless, LLC 401(k) P/S Plan (KY) $11M · 432
Cortica Behavioral Health 401(k) Profit Sharing Plan Trust (CA) $11M · 1,148
East Bay Restaurant Supply, Inc. 401(k) Profit Sharing Plan (CA) $11M · 131

Similar participant headcount

Nearest other-state filings by covered participants (119 participants); asset peers above are excluded.

Shared Service Systems Defined Contribution Retirement Plan (NE) 119 · 0 off
Rombauer Vineyards, Inc. 401(k) Salary Savings Plan (CA) 119 · 0 off
Homewerks Worldwide LLC 401(k) (IL) 119 · 0 off
Onix Networking 401(k) Plan (OH) 119 · 0 off

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 have Petra Funds Group LLC plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Petra Funds Group LLC's sponsor-wide assets grew 86.6%, from $11M to $20M.

Which 401(k) plans are similar in size to Petra Funds Group LLC 401(k) Profit Sharing Plan & Trust? ▼

Among 401(k) plans in other states, the closest by assets is Acculynx 401(k) Plan in WI ($11M, 133 participants).

Which 401(k) plans cover a similar participant headcount to Petra Funds Group LLC 401(k) Profit Sharing Plan & Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Shared Service Systems Defined Contribution Retirement Plan in NE (119 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 872474456.