401(k) · DOL Form 5500 · 2023

Pb Bancshares, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
54
Participants Small participant base
58th
Percentile by assets National rank
$178,554
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pb Bancshares, Inc. ESOP W/401(k) Provisions · Sponsored by Pb Bancshares, Inc. · Tennessee · Management of Enterprises

$10M in assets, 54 participants

Pb Bancshares, Inc.'s Pb Bancshares, Inc. ESOP W/401(k) Provisions reported $10M in total assets and 54 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

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

Management of Enterprises sector rank

Within Management of Enterprises, Pb Bancshares, Inc. ESOP W/401(k) Provisions ranks #423 of 1,137 2023 filers by assets (3687% of the sector average)-$10M for 54 participants.

#423
in Management of Enterprises (1,137 peers)
+19.7%
assets growth YoY

Pb Bancshares, Inc. ESOP W/401(k) Provisions's mid-pack asset rank among Management of Enterprises and all filers

Pb Bancshares, Inc. ESOP W/401(k) Provisions vs every filed plan by assets

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

$9,641,926 Top 42% higher than 58% 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

Pb Bancshares, 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. Pb Bancshares, Inc. ESOP W/401(k) Provisions is a small filing (54 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pb Bancshares, Inc. ESOP W/401(k) Provisions reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Pb Bancshares, Inc. ESOP W/401(k) Provisions end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Pb Bancshares, Inc. ESOP W/401(k) Provisions reported participants rose from 52 in the plan year 2022 filing to 54 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 621160875 · Pb Bancshares, Inc. PY 2023 · 401(k)

Pb Bancshares, Inc. ESOP W/401(k) Provisions · $10M · 54 · 58th

  • ASSETS $10M
  • ASSETS 54
  • ASSETS 58th
  • ASSETS 401(k)
  • ASSETS near Pella Windows & Doors Mountain West 401(k) Retirement Savings Plan
  • ASSETS ind #423

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 Tennessee →

Pb Bancshares, Inc. ESOP W/401(k) Provisions in the asset neighbourhood

Pb Bancshares, Inc. ESOP W/401(k) ProvisionsPb Bancshares, Inc. ESOP W/4…$10MPella Windows & Doors Mountain West 401(k) Retirement Savings PlanPella Windows & Doors Mounta…$10MSeattle Indian Health Board 401(k) PlanSeattle Indian Health Board …$10MThe Restated Thrift/Profit Sharing Plan for CooperativesThe Restated Thrift/Profit S…$10MGeddes and Company Profit Sharing Thrift PlanGeddes and Company Profit Sh…$10M
End-of-year total assets ($M) among Pb Bancshares, 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)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN621160875
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pb Bancshares, Inc.)

Sponsor-wide plan assets over time

All Pb Bancshares, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 58.487220872843324% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $8.06M $12.8M ▲ +58.4%
Year Plans Participants Total Assets
2022 1 52 $8M
2023 1 54 $10M
2024 1 62 $13M

Nearby 401(k) Plans in Tennessee

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

Pb Bancshares, Inc. ESOP W/401(k) Provisions vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Pb Bancshares, Inc. ESOP W/401(k) Provisions, Total assets ($B): 0.009641926 · Participants: 54Pb Bancshares, Inc. ESOP W/401(k) ProvisionsFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Pb Bancshares, Inc. ESOP W/401(k) Provisions vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Pb Bancshares, Inc. ESOP W/401(k) Provisions side-by-side with 3 peers →

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

Outside Tennessee, the nearest 401(k) by assets is Pella Windows & Doors Mountain West 401(k) Retirement Savings Plan in AZ ($10M); by covered participants it is Arco Publicidad Retirement Plan in PR (54 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (54 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 Pb Bancshares, Inc. ESOP W/401(k) Provisions assets move in 2023? ▼
Pb Bancshares, Inc. ESOP W/401(k) Provisions grew sharply - up 19.7% during 2023, from $8M to $10M. Reported net income was $2M.
How have Pb Bancshares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pb Bancshares, Inc.'s sponsor-wide assets grew 58.5%, from $8M to $13M.
Which 401(k) plans are similar in size to Pb Bancshares, Inc. ESOP W/401(k) Provisions? ▼
Among 401(k) plans in other states, the closest by assets is Pella Windows & Doors Mountain West 401(k) Retirement Savings Plan in AZ ($10M, 177 participants).
Which 401(k) plans cover a similar participant headcount to Pb Bancshares, Inc. ESOP W/401(k) Provisions? ▼
Among 401(k) plans in other states, the closest by covered participants is Arco Publicidad Retirement Plan in PR (54 participants, $231K 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 621160875.

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.