401(k) · DOL Form 5500 · 2023

The Pueblo Bank & Trust Company 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
134
Participants Small participant base
58th
Percentile by assets National rank
$71,673
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pueblo Bank & Trust Company 401(k) Plan & Trust · Sponsored by The Pueblo Bank & Trust Company · Colorado · Finance & Insurance

$10M in assets, 134 participants

The Pueblo Bank & Trust Company's Pueblo Bank & Trust Company 401(k) Plan & Trust reported $10M in total assets and 134 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.

  • #3,759 in Finance & Insurance (8,869 peers)

Coverage in Colorado

Pueblo Bank & Trust Company 401(k) Plan & Trust covers 134 participants in Colorado, about 36% of the average Colorado filer (state average ~376 per filing). Assets: $10M.

#3,759
in Finance & Insurance (8,869 peers)
+22.7%
assets growth YoY

Pueblo Bank & Trust Company 401(k) Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers

Pueblo Bank & Trust Company 401(k) Plan & Trust vs every filed plan by assets

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

$9,604,154 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

Pueblo Bank & Trust Company 401(k) Plan & Trust 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. Pueblo Bank & Trust Company 401(k) Plan & Trust sits mid-pack in the medium band (134 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pueblo Bank & Trust Company 401(k) Plan & Trust reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Pueblo Bank & Trust Company 401(k) Plan & Trust end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 840297400 · The Pueblo Bank & Trust Company PY 2023 · 401(k)

Pueblo Bank & Trust Company 401(k) Plan & Trust · $10M · 134 · 58th

  • NET $10M
  • NET 134
  • NET 58th
  • NET 401(k)
  • NET near Kalibrate 401(k) Profit Sharing Plan
  • NET ind #3759

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 Colorado →

Pueblo Bank & Trust Company 401(k) Plan & Trust in the asset neighbourhood

Pueblo Bank & Trust Company 401(k) Plan & TrustPueblo Bank & Trust Company …$10MKalibrate 401(k) Profit Sharing PlanKalibrate 401(k) Profit Shar…$10MVan Tilburg, Banvard & Soderbergh, Aia 401(k) PlanVan Tilburg, Banvard & Soder…$10MEndurance 401(k) Plan$10MPrice Brothers Management Company 401(k) PlanPrice Brothers Management Co…$10M
End-of-year total assets ($M) among Pueblo Bank & Trust Company 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN840297400
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Pueblo Bank & Trust Company)

Sponsor-wide plan assets over time

All The Pueblo Bank & Trust Company plans reported in each filing year

Latest sponsor-wide plan assets
$11M 46.85156591026067% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.83M $11.5M ▲ +46.9%
Year Plans Participants Total Assets
2022 1 133 $8M
2023 1 134 $10M
2024 1 134 $11M

Nearby 401(k) Plans in Colorado

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

Pueblo Bank & Trust Company 401(k) Plan & Trust vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Pueblo Bank & Trust Company 401(k) Plan & Trust, Total assets ($B): 0.009604154 · Participants: 134Pueblo Bank & Trust Company 401(k) Plan & TrustDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Pueblo Bank & Trust Company 401(k) Plan & Trust vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Pueblo Bank & Trust Company 401(k) Plan & Trust side-by-side with 3 peers →

Pueblo Bank & Trust Company 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Kalibrate 401(k) Profit Sharing Plan in MI ($10M); by covered participants it is Reed Oil Company 401(k) Profit Sharing Plan in PA (134 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (134 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 Pueblo Bank & Trust Company 401(k) Plan & Trust assets move in 2023? ▼
Pueblo Bank & Trust Company 401(k) Plan & Trust grew sharply - up 22.7% during 2023, from $8M to $10M. Reported net income was $2M.
How have The Pueblo Bank & Trust Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Pueblo Bank & Trust Company's sponsor-wide assets grew 46.9%, from $8M to $11M.
Which 401(k) plans are similar in size to Pueblo Bank & Trust Company 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Kalibrate 401(k) Profit Sharing Plan in MI ($10M, 76 participants).
Which 401(k) plans cover a similar participant headcount to Pueblo Bank & Trust Company 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Reed Oil Company 401(k) Profit Sharing Plan in PA (134 participants, $15M 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 840297400.

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.