401(k) · DOL Form 5500 · 2023

Podium Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
29th
Percentile by assets National rank
$836,978
Avg per participant High balance/head
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Official DOL plan name: Podium Enterprises, Inc. - Pension Transfer Trust Plan · Sponsored by Podium Enterprises, Inc. · California · Professional & Technical Services

$2M in assets, 2 participants

Podium Enterprises, Inc.'s Podium Enterprises, Inc. - Pension Transfer Trust Plan reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,891 in Professional & Technical Services (20,321 peers)

Podium Enterprises, Inc. multi-year trail

Podium Enterprises, Inc.'s plans moved -31.6% in assets from 2022 to 2024; this filing shows Podium Enterprises, Inc. - Pension Transfer Trust Plan at $2M / 2 participants.

#4,891
in Professional & Technical Services (20,321 peers)
-25.3%
assets change YoY

The plan reported a net loss of $568K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Podium Enterprises, Inc. - Pension Transfer Trust Plan among the smaller filed plans by assets

Podium Enterprises, Inc. - Pension Transfer Trust Plan vs every filed plan by assets

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

$1,673,955 29th percentile higher than 29% 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

Podium Enterprises, Inc. - Pension Transfer Trust 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. Podium Enterprises, Inc. - Pension Transfer Trust Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Podium Enterprises, Inc. - Pension Transfer Trust Plan reported net income fell from $1M in the plan year 2022 filing to -$568K in the plan year 2023 filing.
  • Podium Enterprises, Inc. - Pension Transfer Trust Plan reported participants fell from 23 in the plan year 2022 filing to 2 in the plan year 2023 filing.
  • Podium Enterprises, Inc. - Pension Transfer Trust Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 270228882 · Podium Enterprises, Inc. PY 2023 · 401(k)

Podium Enterprises, Inc. - Pension Transfer Trust Plan · $2M · 2 · 29th

  • PART $2M
  • TYPE 2
  • NET 29th
  • BOOK 401(k)
  • VS-ST near Maranatha Human Services, Inc. 401(k) Plan
  • BOY ind #4891

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 California →

Podium Enterprises, Inc. - Pension Transfer Trust Plan in the asset neighbourhood

Podium Enterprises, Inc. - Pension Transfer Trust PlanPodium Enterprises, Inc. - P…$2MMaranatha Human Services, Inc. 401(k) PlanMaranatha Human Services, In…$2MSwartz, Izenson & Associates Salary Reduction Profit Sharing PlanSwartz, Izenson & Associates…$2MBenchmark Insurance Management, Inc. 401(k) PlanBenchmark Insurance Manageme…$2MAlliance, Inc. 403(b) Retirement PlanAlliance, Inc. 403(b) Retire…$2M
End-of-year total assets ($M) among Podium Enterprises, Inc. - Pension Transfer Trust Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Podium Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Podium Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 31.603527250655905% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $2.24M $1.53M ▼ -31.7%
Year Plans Participants Total Assets
2022 1 23 $2M
2023 1 2 $2M
2024 1 2 $2M

Podium Enterprises, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$568K
Employer EIN270228882
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Podium Enterprises, Inc. - Pension Transfer Trust Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Podium Enterprises, Inc. - Pension Transfer Trust Plan, Total assets ($B): 0.001673955 · Participants: 2Podium Enterprises, Inc. - Pension Transfer Trust PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Podium Enterprises, Inc. - Pension Transfer Trust Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Podium Enterprises, Inc. - Pension Transfer Trust Plan side-by-side with 3 peers →

Podium Enterprises, Inc. - Pension Transfer Trust Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Maranatha Human Services, Inc. 401(k) Plan in NY ($2M); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Podium Enterprises, Inc. - Pension Transfer Trust Plan assets move in 2023? ▼
Podium Enterprises, Inc. - Pension Transfer Trust Plan declined sharply - down 25.3% during 2023, from $2M to $2M. Reported net income was -$568K.
How have Podium Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Podium Enterprises, Inc.'s sponsor-wide assets declined 31.6%, from $2M to $2M.
Which 401(k) plans are similar in size to Podium Enterprises, Inc. - Pension Transfer Trust Plan? ▼
Among 401(k) plans in other states, the closest by assets is Maranatha Human Services, Inc. 401(k) Plan in NY ($2M, 115 participants).
Which 401(k) plans cover a similar participant headcount to Podium Enterprises, Inc. - Pension Transfer Trust Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 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 270228882.

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.