401(k) · DOL Form 5500 · 2023
Poema Enterprises Inc 401(k) Plan
Data updated 2026-08-25
- $284K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 13th
- Percentile by assets National rank
- $70,886
- Avg per participant Below avg balance/head
Official DOL plan name: Poema Enterprises Inc 401(k) Plan · Sponsored by Poema Enterprises Inc · Indiana · Other Services
$284K in assets, 4 participants
Poema Enterprises Inc's Poema Enterprises Inc 401(k) Plan reported $284K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 13th 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.
- #2,264 in Other Services (7,857 peers)
What the 2023 filing shows
Poema Enterprises Inc 401(k) Plan holds $284K for 4 participants - about $70,886 per participant, among the smaller plans by assets on file.
- #2,264
- in Other Services (7,857 peers)
- -6.3%
- assets change YoY
The plan reported a net loss of $19K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Poema Enterprises Inc 401(k) Plan among the smaller filed plans by assets
Poema Enterprises Inc 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$283,543 13th percentile higher than 13% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Poema Enterprises 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. Poema Enterprises Inc 401(k) Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Poema Enterprises Inc 401(k) Plan reported net income fell from $72K in the plan year 2022 filing to -$19K in the plan year 2023 filing.
- Poema Enterprises Inc 401(k) Plan reported participants rose from 3 in the plan year 2022 filing to 4 in the plan year 2023 filing.
- Poema Enterprises Inc 401(k) Plan end-of-year assets fell from $303K in the plan year 2022 filing to $284K in the plan year 2023 filing.
DOL schedule card
Filing strip 454686582 · Poema Enterprises Inc PY 2023 · 401(k)
Poema Enterprises Inc 401(k) Plan · $284K · 4 · 13th
- VS-ST $284K
- VS-ST 4
- VS-ST 13th
- VS-ST 401(k)
- VS-ST near Jkohn Corporation 401(k) Profit Sharing Plan
- VS-ST ind #2264
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 Other Services retirement plans → · Plans in Indiana →
Poema Enterprises Inc 401(k) Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $303K |
|---|---|
| Net Assets (End of Year) | $284K |
| Net Income | -$19K |
| Employer EIN | 454686582 |
| Plan Effective Date | 2012-02-18 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Poema Enterprises Inc)
Sponsor-wide plan assets over time
All Poema Enterprises Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $287K 5.022129232071025% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $303K |
| 2023 | 1 | 4 | $284K |
| 2024 | 1 | 4 | $287K |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $11.1B · 17,583
- Elevance Health 401(k) Plan $11.0B · 76,590
- Cummins Retirement and Savings Plan $5.7B · 28,381
- Iu Health 401(k) Savings Plan $3.9B · 38,575
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015
Poema Enterprises Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Jkohn Corporation 401(k) Profit Sharing Plan in MI ($284K); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($284K here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Makingchg, Inc. Retirement Plan (TN) 4 · 0 off
- Dolan Law Offices, P.C. Profit Sharing Plan & Trust (IL) 4 · 0 off
- Cromie Bros. 3 Inc. Retirement Plan (NH) 4 · 0 off
- Br3 Enterprises, Inc. 401(k) Plan (MO) 4 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.