401(k) · DOL Form 5500 · 2023

Capital Personnel Services, Inc. Dba Pmg 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
322
Participants Below avg headcount
39th
Percentile by assets National rank
$11,353
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pmg Retirement Savings Plan · Sponsored by Capital Personnel Services, Inc. Dba Pmg · Texas · Administrative & Support Services

$4M in assets, 322 participants

Capital Personnel Services, Inc. Dba Pmg's Pmg Retirement Savings Plan reported $4M in total assets and 322 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #2,716 in Administrative & Support Services (4,372 peers)

Coverage in Texas

Pmg Retirement Savings Plan covers 322 participants in Texas, about 47% of the average Texas filer (state average ~688 per filing). Assets: $4M.

#2,716
in Administrative & Support Services (4,372 peers)
+13.0%
assets growth YoY

Pmg Retirement Savings Plan's mid-pack asset rank among Administrative & Support Services and all filers

Pmg Retirement Savings Plan vs every filed plan by assets

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

$3,655,712 39th percentile higher than 39% 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

Pmg Retirement 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. Pmg Retirement Savings Plan sits mid-pack in the medium band (322 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pmg Retirement Savings Plan reported net income rose from -$698K in the plan year 2022 filing to $422K in the plan year 2023 filing.
  • Pmg Retirement Savings Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Pmg Retirement Savings Plan reported participants fell from 351 in the plan year 2022 filing to 322 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 742241256 · Capital Personnel Services, Inc. Dba Pmg PY 2023 · 401(k)

Pmg Retirement Savings Plan · $4M · 322 · 39th

  • EOY $4M
  • 5500 322
  • ASSETS 39th
  • PCT 401(k)
  • EIN near Ratliff Ag 401(k)
  • RANK ind #2716

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 Administrative & Support Services retirement plans → · Plans in Texas →

Pmg Retirement Savings Plan in the asset neighbourhood

Pmg Retirement Savings Plan$4MRatliff Ag 401(k)$4MAlt Systems, Inc. 401(k) Plan$4MMomentus 401(k) Plan$4MMillard Holdings 401(k) Plan$4M
End-of-year total assets ($M) among Pmg Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$422K
Employer EIN742241256
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Capital Personnel Services, Inc. Dba Pmg)

Sponsor-wide plan assets over time

All Capital Personnel Services, Inc. Dba Pmg plans reported in each filing year

Latest sponsor-wide plan assets
$4M 20.312380174898266% vs 2022
2024 filing year
$3M$3.2M$3.4M$3.6M$3.8M$4M 202220232024 $3.23M $3.89M ▲ +20.4%
Year Plans Participants Total Assets
2022 1 351 $3M
2023 1 322 $4M
2024 1 342 $4M

Nearby 401(k) Plans in Texas

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

Pmg Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Pmg Retirement Savings Plan, Total assets ($B): 0.003655712 · Participants: 322Pmg Retirement Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Pmg Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Pmg Retirement Savings Plan side-by-side with 3 peers →

Pmg Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Ratliff Ag 401(k) in MS ($4M); by covered participants it is The Doctors Clinic, a P. C. 401(k) Profit Sharing Plan in WA (322 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (322 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 Pmg Retirement Savings Plan assets move in 2023? ▼
Pmg Retirement Savings Plan grew at a solid clip - up 13.0% during 2023, from $3M to $4M. Reported net income was $422K.
How have Capital Personnel Services, Inc. Dba Pmg plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capital Personnel Services, Inc. Dba Pmg's sponsor-wide assets grew 20.3%, from $3M to $4M.
Which 401(k) plans are similar in size to Pmg Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ratliff Ag 401(k) in MS ($4M, 1 participant).
Which 401(k) plans cover a similar participant headcount to Pmg Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Doctors Clinic, a P. C. 401(k) Profit Sharing Plan in WA (322 participants, $123M 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 742241256.

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.