401(k) · DOL Form 5500 · 2023

Project Management Advisors, Inc. 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
205
Participants Below avg headcount
79th
Percentile by assets National rank
$141,647
Avg per participant Near avg balance/head
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Official DOL plan name: Project Management Advisors, Inc. 401(k) Plan and Trust · Sponsored by Project Management Advisors, Inc. · Illinois · Professional & Technical Services

$29M in assets, 205 participants

Project Management Advisors, Inc.'s Project Management Advisors, Inc. 401(k) Plan and Trust reported $29M in total assets and 205 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #16,090 in Professional & Technical Services (20,321 peers)

Coverage in Illinois

Project Management Advisors, Inc. 401(k) Plan and Trust covers 205 participants in Illinois, about 26% of the average Illinois filer (state average ~779 per filing). Assets: $29M.

#16,090
in Professional & Technical Services (20,321 peers)
+35.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Project Management Advisors, Inc. 401(k) Plan and Trust's outsized position by total assets

Project Management Advisors, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$29,037,604 Top 21% higher than 79% 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

Project Management Advisors, Inc. 401(k) Plan and 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. Project Management Advisors, Inc. 401(k) Plan and Trust sits mid-pack in the medium band (205 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Project Management Advisors, Inc. 401(k) Plan and Trust reported net income rose from -$1M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Project Management Advisors, Inc. 401(k) Plan and Trust end-of-year assets rose from $21M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Project Management Advisors, Inc. 401(k) Plan and Trust reported participants rose from 165 in the plan year 2022 filing to 205 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 363888970 · Project Management Advisors, Inc. PY 2023 · 401(k)

Project Management Advisors, Inc. 401(k) Plan and Trust · $29M · 205 · 79th

  • TYPE $29M
  • TYPE 205
  • TYPE 79th
  • TYPE 401(k)
  • TYPE near Southern Crown Partners, LLC Retirement Plan
  • TYPE ind #16090

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 Illinois →

Project Management Advisors, Inc. 401(k) Plan and Trust in the asset neighbourhood

Project Management Advisors, Inc. 401(k) Plan and TrustProject Management Advisors,…$29MSouthern Crown Partners, LLC Retirement PlanSouthern Crown Partners, LLC…$29MH.W. Culp Lumber Company Profit Sharing PlanH.W. Culp Lumber Company Pro…$29MDick Anderson Construction, Inc. Profit Sharing PlanDick Anderson Construction, …$29MParadigm Oral Surgery 401(k) Profit Sharing PlanParadigm Oral Surgery 401(k)…$29M
End-of-year total assets ($M) among Project Management Advisors, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$29M
Net Income$8M
Employer EIN363888970
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Project Management Advisors, Inc.)

Sponsor-wide plan assets over time

All Project Management Advisors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 62.23272813889527% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $21.4M $34.8M ▲ +62.2%
Year Plans Participants Total Assets
2022 1 165 $21M
2023 1 205 $29M
2024 1 183 $35M

Nearby 401(k) Plans in Illinois

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

Project Management Advisors, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Project Management Advisors, Inc. 401(k) Plan and Trust, Total assets ($B): 0.029037604 · Participants: 205Project Management Advisors, Inc. 401(k) Plan and TrustAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Project Management Advisors, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Project Management Advisors, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

Project Management Advisors, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Southern Crown Partners, LLC Retirement Plan in GA ($29M); by covered participants it is Healthstar Physicians 401(k) & Profit Sharing Plan in AR (205 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (205 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 Project Management Advisors, Inc. 401(k) Plan and Trust assets move in 2023? ▼
Project Management Advisors, Inc. 401(k) Plan and Trust surged - up 35.5% during 2023, from $21M to $29M. Reported net income was $8M.
How have Project Management Advisors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Project Management Advisors, Inc.'s sponsor-wide assets grew 62.2%, from $21M to $35M.
Where does Project Management Advisors, Inc. 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Project Management Advisors, Inc. 401(k) Plan and Trust ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Project Management Advisors, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Southern Crown Partners, LLC Retirement Plan in GA ($29M, 728 participants).
Which 401(k) plans cover a similar participant headcount to Project Management Advisors, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Healthstar Physicians 401(k) & Profit Sharing Plan in AR (205 participants, $1M 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 363888970.

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.