401(k) · DOL Form 5500 · 2023
PCAOB 401(k) Plan
Data updated 2026-08-25
- $487M
- Total assets Above avg plan size
- 816
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $596,400
- Avg per participant High balance/head
Official DOL plan name: Public Company Accounting Oversight Board Investment & Savings Plan · Sponsored by PCAOB · District of Columbia · Public Administration
$487M in assets, 816 participants
PCAOB's Public Company Accounting Oversight Board Investment & Savings Plan reported $487M in total assets and 816 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #80 in Public Administration (80 peers)
Where Public Company Accounting Oversight Board Investment & Savings Plan sits by assets
Public Company Accounting Oversight Board Investment & Savings Plan sits in the top 5% of all filed plans by assets, $487M for 816 participants (~$596,400/participant), up 22.6% in 2023.
- #80
- in Public Administration (80 peers)
- +22.6%
- assets growth YoY
- 4.9×
- vs typical plan assets (national mean)
Public Company Accounting Oversight Board Investment & Savings Plan's outsized position by total assets
Public Company Accounting Oversight Board Investment & Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$486,662,068 Top 3% higher than 97% 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
Public Company Accounting Oversight Board Investment & Savings Plan 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. Public Company Accounting Oversight Board Investment & Savings Plan sits mid-pack in the medium band (816 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Public Company Accounting Oversight Board Investment & Savings Plan reported net income rose from -$74M in the plan year 2022 filing to $90M in the plan year 2023 filing.
- Public Company Accounting Oversight Board Investment & Savings Plan end-of-year assets rose from $397M in the plan year 2022 filing to $487M in the plan year 2023 filing.
- Public Company Accounting Oversight Board Investment & Savings Plan reported participants rose from 807 in the plan year 2022 filing to 816 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 743073065 · PCAOB PY 2023 · 401(k)
Public Company Accounting Oversight Board Investment & Savings Plan · $487M · 816 · 97th
- BOOK $487M
- BOOK 816
- BOOK 97th
- BOOK 401(k)
- BOOK near Turner Industries 401(k) Plan
- BOOK ind #80
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 Public Administration retirement plans → · Plans in District of Columbia →
Public Company Accounting Oversight Board Investment & Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $397M |
|---|---|
| Net Assets (End of Year) | $487M |
| Net Income | $90M |
| Employer EIN | 743073065 |
| Plan Effective Date | 2003-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (PCAOB)
Sponsor-wide plan assets over time
All PCAOB plans reported in each filing year
- Latest sponsor-wide plan assets
- $584M 47.169827653284884% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 807 | $397M |
| 2023 | 1 | 816 | $487M |
| 2024 | 1 | 916 | $584M |
Nearby 401(k) Plans in District of Columbia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Danaher Corporation & Subsidiaries Savings Plan $5.8B · 29,441
- Geico 401(k) Savings Plan $5.8B · 39,034
- Federal National Mortgage Association Retirement Savings Plan for Employees $3.9B · 8,044
- Finra Savings Plus Plan $2.2B · 3,958
- Hogan Lovells US LLP Retirement Savings Plan $1.6B · 1,870
Public Company Accounting Oversight Board Investment & Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside District of Columbia, the nearest 401(k) by assets is Turner Industries 401(k) Plan in LA ($487M); by covered participants it is Old Second Bancorp, Inc. Employees' 401(k) Savings Plan & Trust in IL (816 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($487M here).
- Turner Industries 401(k) Plan (LA) $487M · 17,371
- Savings Incentive and Profit Sharing Plan for Employees of the Hobby Lobby Group (OK) $487M · 30,313
- Swm Retirement Savings Plan II (GA) $486M · 1,073
- Aar Corp. Retirement Savings Plan (IL) $487M · 2,912
Similar participant headcount
Nearest other-state filings by covered participants (816 participants); asset peers above are excluded.
- Old Second Bancorp, Inc. Employees' 401(k) Savings Plan & Trust (IL) 816 · 0 off
- Carhartt, Inc. Union 401(k) Plan (MI) 816 · 0 off
- Adac Plastics, Inc. Retirement Plan (MI) 816 · 0 off
- Hol-Mac Corporation Retirement Savings Plan (MS) 816 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.