401(k) · DOL Form 5500 · 2023

Preferred Lending Solutions Ll 401(k) Plan

Data updated 2026-08-25

$532K
Total assets Small plan by assets
1
Participants Small participant base
18th
Percentile by assets National rank
$531,556
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Preferred Lending Solutions Ll 401(k) Profit Sharing Plan & Trust · Sponsored by Preferred Lending Solutions Ll · Georgia · Professional & Technical Services

$532K in assets, 1 participants

Preferred Lending Solutions Ll's Preferred Lending Solutions Ll 401(k) Profit Sharing Plan & Trust reported $532K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #2,811 in Professional & Technical Services (20,321 peers)

Preferred Lending Solutions Ll multi-year trail

Preferred Lending Solutions Ll's plans moved +18.6% in assets from 2023 to 2024; this filing shows Preferred Lending Solutions Ll 401(k) Profit Sharing Plan & Trust at $532K / 1 participant.

#2,811
in Professional & Technical Services (20,321 peers)
+22.5%
assets growth YoY

Preferred Lending Solutions Ll 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Preferred Lending Solutions Ll 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$531,556 18th percentile higher than 18% 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

Preferred Lending Solutions Ll 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Preferred Lending Solutions Ll 401(k) Profit Sharing Plan & Trust is a micro filing (1 participant), the leftmost band.

Form 5500 schedule snapshot

Filing strip 205104419 · Preferred Lending Solutions Ll PY 2023 · 401(k)

Preferred Lending Solutions Ll 401(k) Profit Sharing Plan & Trust · $532K · 1 · 18th

  • EBSA $532K
  • EBSA 1
  • EBSA 18th
  • EBSA 401(k)
  • EBSA near Eastland Investments, Inc. 401(k) Plan
  • EBSA ind #2811

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 Georgia →

Preferred Lending Solutions Ll 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Preferred Lending Solutions Ll 401(k) Profit Sharing Plan & TrustPreferred Lending Solutions …$532KEastland Investments, Inc. 401(k) PlanEastland Investments, Inc. 4…$532KCase Management, Inc. Retirement PlanCase Management, Inc. Retire…$532KMvp Family Enterprises, Inc. 401 (K) Profit Sharing PlanMvp Family Enterprises, Inc.…$532KNorcal Harvesting, LLC 401(k) PlanNorcal Harvesting, LLC 401(k…$531K
End-of-year total assets ($M) among Preferred Lending Solutions Ll 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Preferred Lending Solutions Ll multi-year asset trail

Sponsor-wide plan assets over time

All Preferred Lending Solutions Ll plans reported in each filing year

Latest sponsor-wide plan assets
$630K 18.5835546960245% vs 2023
2024 filing year
$0.5M$0.55M$0.6M$0.65M 20232024 $0.53M $0.63M ▲ +18.9%
Year Plans Participants Total Assets
2023 1 1 $532K
2024 1 1 $630K

Preferred Lending Solutions Ll filing trail (2023)

Total Assets (Beginning of Year)$434K
Net Assets (End of Year)$532K
Net Income$98K
Employer EIN205104419
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Preferred Lending Solutions Ll 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Preferred Lending Solutions Ll 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000531556 · Participants: 1Preferred Lending Solutions Ll 401(k) Profit Sharing Plan & TrustThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Preferred Lending Solutions Ll 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Preferred Lending Solutions Ll 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Preferred Lending Solutions Ll 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Eastland Investments, Inc. 401(k) Plan in TX ($532K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($532K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Preferred Lending Solutions Ll 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Preferred Lending Solutions Ll 401(k) Profit Sharing Plan & Trust grew sharply - up 22.5% during 2023, from $434K to $532K. Reported net income was $98K.
How have Preferred Lending Solutions Ll plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Preferred Lending Solutions Ll's sponsor-wide assets grew 18.6%, from $532K to $630K.
Where does Preferred Lending Solutions Ll 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Preferred Lending Solutions Ll 401(k) Profit Sharing Plan & Trust ranks in the 18th 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 Preferred Lending Solutions Ll 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Eastland Investments, Inc. 401(k) Plan in TX ($532K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Preferred Lending Solutions Ll 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 205104419.

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.