401(k) · DOL Form 5500 · 2023

Peoples Financial Group, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
78
Participants Small participant base
70th
Percentile by assets National rank
$221,268
Avg per participant Above avg balance/head
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Official DOL plan name: Peoples Financial Group, Inc. ESOP W/401(k) Provisions · Sponsored by Peoples Financial Group, Inc. · South Carolina · Management of Enterprises

$17M in assets, 78 participants

Peoples Financial Group, Inc.'s Peoples Financial Group, Inc. ESOP W/401(k) Provisions reported $17M in total assets and 78 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #568 in Management of Enterprises (1,137 peers)

Management of Enterprises sector rank

Within Management of Enterprises, Peoples Financial Group, Inc. ESOP W/401(k) Provisions ranks #568 of 1,137 2023 filers by assets (2060% of the sector average)-$17M for 78 participants.

#568
in Management of Enterprises (1,137 peers)
+10.6%
assets growth YoY

Peoples Financial Group, Inc. ESOP W/401(k) Provisions's outsized position by total assets

Peoples Financial Group, Inc. ESOP W/401(k) Provisions vs every filed plan by assets

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

$17,258,886 Top 30% higher than 70% 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

Peoples Financial Group, Inc. ESOP W/401(k) Provisions among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Peoples Financial Group, Inc. ESOP W/401(k) Provisions is a small filing (78 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Peoples Financial Group, Inc. ESOP W/401(k) Provisions reported net income rose from -$884K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Peoples Financial Group, Inc. ESOP W/401(k) Provisions end-of-year assets rose from $16M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Peoples Financial Group, Inc. ESOP W/401(k) Provisions reported participants rose from 73 in the plan year 2022 filing to 78 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 562158141 · Peoples Financial Group, Inc. PY 2023 · 401(k)

Peoples Financial Group, Inc. ESOP W/401(k) Provisions · $17M · 78 · 70th

  • TYPE $17M
  • TYPE 78
  • TYPE 70th
  • TYPE 401(k)
  • TYPE near Suvoda LLC 401(k) Plan
  • TYPE ind #568

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 Management of Enterprises retirement plans → · Plans in South Carolina →

Peoples Financial Group, Inc. ESOP W/401(k) Provisions in the asset neighbourhood

Peoples Financial Group, Inc. ESOP W/401(k) ProvisionsPeoples Financial Group, Inc…$17MSuvoda LLC 401(k) Plan$17MThe American Occupational Therapy Association, Inc. 401(k) Retirement PlanThe American Occupational Th…$17MFrasco, Inc. 401(k) Plan$17MNassau Candy Retirement Savings PlanNassau Candy Retirement Savi…$17M
End-of-year total assets ($M) among Peoples Financial Group, Inc. ESOP W/401(k) Provisions and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Management of Enterprises filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN562158141
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Peoples Financial Group, Inc.)

Sponsor-wide plan assets over time

All Peoples Financial Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 18.62172476686665% vs 2022
2024 filing year
$15M$16M$17M$18M$19M 202220232024 $15.6M $18.5M ▲ +18.6%
Year Plans Participants Total Assets
2022 1 73 $16M
2023 1 78 $17M
2024 1 77 $19M

Nearby 401(k) Plans in South Carolina

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

Peoples Financial Group, Inc. ESOP W/401(k) Provisions vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -1012345 Total assets ($B) Participants Peoples Financial Group, Inc. ESOP W/401(k) Provisions, Total assets ($B): 0.017258886 · Participants: 78Peoples Financial Group, Inc. ESOP W/401(k) ProvisionsMichelin 401(k) Savings Plan, Total assets ($B): 4.081217676 · Participants: 14439Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.54970984 · Participants: 8661The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.560739492 · Participants: 11311Sonoco Retirement & Savings PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.313010355 · Participants: 10614Sonoco Retirement & Savings PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.296149408 · Participants: 11348Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan
Peoples Financial Group, Inc. ESOP W/401(k) Provisions vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare Peoples Financial Group, Inc. ESOP W/401(k) Provisions side-by-side with 3 peers →

Peoples Financial Group, Inc. ESOP W/401(k) Provisions's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Suvoda LLC 401(k) Plan in PA ($17M); by covered participants it is Rasi 401(k) Plan in CO (78 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (78 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 Peoples Financial Group, Inc. ESOP W/401(k) Provisions assets move in 2023? ▼
Peoples Financial Group, Inc. ESOP W/401(k) Provisions grew at a solid clip - up 10.6% during 2023, from $16M to $17M. Reported net income was $2M.
How have Peoples Financial Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Peoples Financial Group, Inc.'s sponsor-wide assets grew 18.6%, from $16M to $19M.
Which 401(k) plans are similar in size to Peoples Financial Group, Inc. ESOP W/401(k) Provisions? ▼
Among 401(k) plans in other states, the closest by assets is Suvoda LLC 401(k) Plan in PA ($17M, 349 participants).
Which 401(k) plans cover a similar participant headcount to Peoples Financial Group, Inc. ESOP W/401(k) Provisions? ▼
Among 401(k) plans in other states, the closest by covered participants is Rasi 401(k) Plan in CO (78 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 562158141.

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.