401(k) · DOL Form 5500 · 2023

Professional Finance Company, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
114
Participants Small participant base
50th
Percentile by assets National rank
$58,744
Avg per participant Low balance/head
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Official DOL plan name: Professional Finance Company, Inc. 401(k) Profit Sharing Plan · Sponsored by Professional Finance Company, Inc. · Colorado · Professional & Technical Services

$7M in assets, 114 participants

Professional Finance Company, Inc.'s Professional Finance Company, Inc. 401(k) Profit Sharing Plan reported $7M in total assets and 114 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,854 in Professional & Technical Services (20,321 peers)

Coverage in Colorado

Professional Finance Company, Inc. 401(k) Profit Sharing Plan covers 114 participants in Colorado, about 30% of the average Colorado filer (state average ~376 per filing). Assets: $7M.

#9,854
in Professional & Technical Services (20,321 peers)
-22.0%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Professional Finance Company, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Professional Finance Company, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$6,696,827 Top 50% higher than 50% 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

Professional Finance Company, Inc. 401(k) Profit Sharing 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. Professional Finance Company, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (114 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Professional Finance Company, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $9M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Professional Finance Company, Inc. 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to -$2M in the plan year 2023 filing.
  • Professional Finance Company, Inc. 401(k) Profit Sharing Plan reported participants rose from 110 in the plan year 2022 filing to 114 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 840997320 · Professional Finance Company, Inc. PY 2023 · 401(k)

Professional Finance Company, Inc. 401(k) Profit Sharing Plan · $7M · 114 · 50th

  • ASSETS $7M
  • ASSETS 114
  • ASSETS 50th
  • ASSETS 401(k)
  • ASSETS near Everservice Holdings, LLC 401(k) Profit Sharing Plan
  • ASSETS ind #9854

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 Professional & Technical Services retirement plans → · Plans in Colorado →

Professional Finance Company, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Professional Finance Company, Inc. 401(k) Profit Sharing PlanProfessional Finance Company…$7MEverservice Holdings, LLC 401(k) Profit Sharing PlanEverservice Holdings, LLC 40…$7MPleasant Valley Trailers Retirement PlanPleasant Valley Trailers Ret…$7MAuten, Pruss & Beckmann, P.C. Retirement PlanAuten, Pruss & Beckmann, P.C…$7MOptoma Technology, Inc. 401(k) PlanOptoma Technology, Inc. 401(…$7M
End-of-year total assets ($M) among Professional Finance Company, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$7M
Net Income-$2M
Employer EIN840997320
Plan Effective Date1986-10-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Professional Finance Company, Inc.)

Sponsor-wide plan assets over time

All Professional Finance Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 22.004436439835064% vs 2022
2023 filing year
$6M$7M$8M$9M 20222023 $8.59M $6.7M ▼ -22.0%
Year Plans Participants Total Assets
2022 1 110 $9M
2023 1 114 $7M

Nearby 401(k) Plans in Colorado

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

Professional Finance Company, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Professional Finance Company, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.006696827 · Participants: 114Professional Finance Company, Inc. 401(k) Profit Sharing PlanDavita 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
Professional Finance Company, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Professional Finance Company, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Professional Finance Company, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Everservice Holdings, LLC 401(k) Profit Sharing Plan in AZ ($7M); by covered participants it is Austin Medical Center 403b Plan in MN (114 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (114 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 Professional Finance Company, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Professional Finance Company, Inc. 401(k) Profit Sharing Plan declined sharply - down 22.0% during 2023, from $9M to $7M. Reported net income was -$2M.
How have Professional Finance Company, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Professional Finance Company, Inc.'s sponsor-wide assets declined 22.0%, from $9M to $7M.
Which 401(k) plans are similar in size to Professional Finance Company, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Everservice Holdings, LLC 401(k) Profit Sharing Plan in AZ ($7M, 478 participants).
Which 401(k) plans cover a similar participant headcount to Professional Finance Company, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Austin Medical Center 403b Plan in MN (114 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 840997320.

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.