Money Purchase · DOL Form 5500 · 2023

PMC Money Purchase Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
17
Participants Small participant base
81st
Percentile by assets National rank
$2.0M
Avg per participant High balance/head
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Official DOL plan name: Pmc Employee Retirement Plan · Sponsored by PMC · Tennessee · Finance & Insurance

$33M in assets, 17 participants

PMC's Pmc Employee Retirement Plan reported $33M in total assets and 17 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,237 in Finance & Insurance (8,869 peers)

Where Pmc Employee Retirement Plan sits by assets

Pmc Employee Retirement Plan sits in the top quartile of all filed plans by assets, $33M for 17 participants (~$2.0M/participant), up 16.0% in 2023.

#6,237
in Finance & Insurance (8,869 peers)
+16.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Pmc Employee Retirement Plan's outsized position by total assets

Pmc Employee Retirement Plan vs every filed plan by assets

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

$33,150,144 Top 19% higher than 81% 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

Pmc Employee Retirement 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. Pmc Employee Retirement Plan is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pmc Employee Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Pmc Employee Retirement Plan end-of-year assets rose from $29M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Pmc Employee Retirement Plan reported participants fell from 18 in the plan year 2022 filing to 17 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 621426087 · PMC PY 2023 · Money Purchase

Pmc Employee Retirement Plan · $33M · 17 · 81st

  • 5500 $33M
  • ASSETS 17
  • PCT 81st
  • EIN Money Purchase
  • RANK near Resources for the Future, Inc. 401(a) Retirement
  • PHOTO ind #6237

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 Tennessee →

Pmc Employee Retirement Plan in the asset neighbourhood

Ironworkers Local 380 Retirement and Severance PlanIronworkers Local 380 Retire…$34MB. P. Huddleston & Co., Inc. Money Purchase Pension PlanB. P. Huddleston & Co., Inc.…$34MPmc Employee Retirement Plan$33MResources for the Future, Inc. 401(a) RetirementResources for the Future, In…$33MRedwood Credit Union Target Benefit PlanRedwood Credit Union Target …$33M
End-of-year total assets ($M) among Pmc Employee Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$33M
Net Income$5M
Employer EIN621426087
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (PMC)

Sponsor-wide plan assets over time

All PMC plans reported in each filing year

Latest sponsor-wide plan assets
$39M 37.049404663106344% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $28.6M $39.2M ▲ +37.0%
Year Plans Participants Total Assets
2022 1 18 $29M
2023 1 17 $33M
2024 1 16 $39M

Nearby Money Purchase Plans in Tennessee

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Pmc Employee Retirement Plan vs. nearby Money Purchase plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.52 Total assets ($B) Participants Pmc Employee Retirement Plan, Total assets ($B): 0.033150144 · Participants: 17Pmc Employee Retirement PlanSouthern Electrical Retirement Fund, Total assets ($B): 1.903808868 · Participants: 11228Southern Electrical Retirement FundIBEW Local 16, AFL-CIO & Multi- Employer Pension Plan, Total assets ($B): 0.378665018 · Participants: 2004IBEW Local 16, AFL-CIO & Multi- Employer Pension PlanU. a. Local Union No. 614 Pension Plan, Total assets ($B): 0.19563667 · Participants: 1248U. a. Local Union No. 614 Pension PlanMidwest Pipe Trades Retirement Plan, Total assets ($B): 0.190004018 · Participants: 1501Midwest Pipe Trades Retirement PlanIBEW Local Union No. 915 Pension-Annuity Fund, Total assets ($B): 0.098137251 · Participants: 1819IBEW Local Union No. 915 Pension-Annuity Fund
Pmc Employee Retirement Plan vs. nearby Money Purchase plans in Tennessee, assets vs. participants
Compare Pmc Employee Retirement Plan side-by-side with 3 peers →

Pmc Employee Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Tennessee, the nearest Money Purchase by assets is Resources for the Future, Inc. 401(a) Retirement in DC ($33M); by covered participants it is Creston Medical Clinic Pension Plan 001 and Profit Sharing 200 in IA (17 participants). Same-state nearby plans are listed separately above.

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 Pmc Employee Retirement Plan assets move in 2023? ▼
Pmc Employee Retirement Plan grew sharply - up 16.0% during 2023, from $29M to $33M. Reported net income was $5M.
How have PMC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), PMC's sponsor-wide assets grew 37.0%, from $29M to $39M.
Where does Pmc Employee Retirement Plan rank by assets among Form 5500 filers? ▼
Pmc Employee Retirement Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Pmc Employee Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Resources for the Future, Inc. 401(a) Retirement in DC ($33M, 58 participants).
Which Money Purchase plans cover a similar participant headcount to Pmc Employee Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Creston Medical Clinic Pension Plan 001 and Profit Sharing 200 in IA (17 participants, $5M 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 621426087.

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.