401(k) · DOL Form 5500 · 2023

Pinnacle West Asset Management Inc 401(k) Plan

Data updated 2026-08-25

$349K
Total assets Small plan by assets
3
Participants Small participant base
15th
Percentile by assets National rank
$116,387
Avg per participant Below avg balance/head
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Official DOL plan name: Pinnacle West Asset Management Inc 401(k) Plan · Sponsored by Pinnacle West Asset Management Inc · Wyoming · Finance & Insurance

$349K in assets, 3 participants

Pinnacle West Asset Management Inc's Pinnacle West Asset Management Inc 401(k) Plan reported $349K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

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

Pinnacle West Asset Management Inc multi-year trail

Pinnacle West Asset Management Inc's plans moved +73.0% in assets from 2022 to 2024; this filing shows Pinnacle West Asset Management Inc 401(k) Plan at $349K / 3 participants.

#762
in Finance & Insurance (8,869 peers)
+32.8%
assets growth YoY

Pinnacle West Asset Management Inc 401(k) Plan among the smaller filed plans by assets

Pinnacle West Asset Management Inc 401(k) Plan vs every filed plan by assets

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

$349,161 15th percentile higher than 15% 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

Pinnacle West Asset Management Inc 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pinnacle West Asset Management Inc 401(k) Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pinnacle West Asset Management Inc 401(k) Plan reported net income rose from $50K in the plan year 2022 filing to $86K in the plan year 2023 filing.
  • Pinnacle West Asset Management Inc 401(k) Plan reported participants rose from 2 in the plan year 2022 filing to 3 in the plan year 2023 filing.
  • Pinnacle West Asset Management Inc 401(k) Plan end-of-year assets rose from $263K in the plan year 2022 filing to $349K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 830297567 · Pinnacle West Asset Management Inc PY 2023 · 401(k)

Pinnacle West Asset Management Inc 401(k) Plan · $349K · 3 · 15th

  • BOY $349K
  • BOY 3
  • BOY 15th
  • BOY 401(k)
  • BOY near S&l Nova, Inc. 401(k) Profit Sharing Plan
  • BOY ind #762

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 Wyoming →

Pinnacle West Asset Management Inc 401(k) Plan in the asset neighbourhood

Pinnacle West Asset Management Inc 401(k) PlanPinnacle West Asset Manageme…$349KS&l Nova, Inc. 401(k) Profit Sharing PlanS&l Nova, Inc. 401(k) Profit…$349KDigital Day, Inc. 401(k) Plan$349KAnchor Real Estate Inc Retirement PlanAnchor Real Estate Inc Retir…$349KGray Storm 401(k)$349K
End-of-year total assets ($M) among Pinnacle West Asset Management Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pinnacle West Asset Management Inc multi-year asset trail

Sponsor-wide plan assets over time

All Pinnacle West Asset Management Inc plans reported in each filing year

Latest sponsor-wide plan assets
$455K 72.96801777128599% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M 202220232024 $0.26M $0.45M ▲ +73.1%
Year Plans Participants Total Assets
2022 1 2 $263K
2023 1 3 $349K
2024 1 3 $455K

Pinnacle West Asset Management Inc filing trail (2023)

Total Assets (Beginning of Year)$263K
Net Assets (End of Year)$349K
Net Income$86K
Employer EIN830297567
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wyoming

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

Pinnacle West Asset Management Inc 401(k) Plan vs. nearby 401(k) plans in Wyoming, assets vs. participants Scatter plot of 6 data points. -500050010001500 -50050100150200 Total assets ($M) Participants Pinnacle West Asset Management Inc 401(k) Plan, Total assets ($M): 0.349161 · Participants: 3Pinnacle West Asset Management Inc 401(k) PlanAdmiral Beverage Corporation 401(k) Plan, Total assets ($M): 156.224282 · Participants: 1354Admiral Beverage Corporation 401(k) PlanWyoming Machinery Company Profit Sharing 401(k) Plan, Total assets ($M): 136.372631 · Participants: 728Wyoming Machinery Company Profit Sharing 401(k) PlanTrihydro Corporation 401(k) Plan, Total assets ($M): 102.846284 · Participants: 539Trihydro Corporation 401(k) PlanTrue Companies Employees' 401(k) Savings Plan, Total assets ($M): 63.309064 · Participants: 950True Companies Employees' 401(k) Savings PlanNeiman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($M): 43.885561 · Participants: 493Neiman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust
Pinnacle West Asset Management Inc 401(k) Plan vs. nearby 401(k) plans in Wyoming, assets vs. participants
Compare Pinnacle West Asset Management Inc 401(k) Plan side-by-side with 3 peers →

Pinnacle West Asset Management Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wyoming, the nearest 401(k) by assets is S&l Nova, Inc. 401(k) Profit Sharing Plan in MI ($349K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($349K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Pinnacle West Asset Management Inc 401(k) Plan assets move in 2023? ▼
Pinnacle West Asset Management Inc 401(k) Plan surged - up 32.8% during 2023, from $263K to $349K. Reported net income was $86K.
How have Pinnacle West Asset Management Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pinnacle West Asset Management Inc's sponsor-wide assets grew 73.0%, from $263K to $455K.
Where does Pinnacle West Asset Management Inc 401(k) Plan rank by assets among Form 5500 filers? ▼
Pinnacle West Asset Management Inc 401(k) Plan ranks in the 15th 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 Pinnacle West Asset Management Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is S&l Nova, Inc. 401(k) Profit Sharing Plan in MI ($349K, 19 participants).
Which 401(k) plans cover a similar participant headcount to Pinnacle West Asset Management Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 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 830297567.

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.