401(k) · DOL Form 5500 · 2023
Professional Financial Consultants, Inc. 401(k) Plan
Data updated 2026-08-25
- $197K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 10th
- Percentile by assets National rank
- $196,505
- Avg per participant Above avg balance/head
Official DOL plan name: Professional Financial Consultants, Inc. Profit-Sharing & Savings Plan & Trust · Sponsored by Professional Financial Consultants, Inc. · Illinois · Professional & Technical Services
$197K in assets, 1 participants
Professional Financial Consultants, Inc.'s Professional Financial Consultants, Inc. Profit-Sharing & Savings Plan & Trust reported $197K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 10th 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.
- #1,688 in Professional & Technical Services (20,321 peers)
What the 2023 filing shows
Professional Financial Consultants, Inc. Profit-Sharing & Savings Plan & Trust holds $197K for 1 participant - about $196,505 per participant, among the smaller plans by assets on file.
- #1,688
- in Professional & Technical Services (20,321 peers)
- -3.4%
- assets change YoY
The plan reported a net loss of $7K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Professional Financial Consultants, Inc. Profit-Sharing & Savings Plan & Trust among the smaller filed plans by assets
Professional Financial Consultants, Inc. Profit-Sharing & Savings Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$196,505 10th percentile higher than 10% 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
Professional Financial Consultants, Inc. Profit-Sharing & Savings Plan & Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Professional Financial Consultants, Inc. Profit-Sharing & Savings Plan & Trust is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Professional Financial Consultants, Inc. Profit-Sharing & Savings Plan & Trust reported net income rose from -$400K in the plan year 2022 filing to -$7K in the plan year 2023 filing.
- Professional Financial Consultants, Inc. Profit-Sharing & Savings Plan & Trust end-of-year assets fell from $203K in the plan year 2022 filing to $197K in the plan year 2023 filing.
DOL schedule card
Filing strip 363129684 · Professional Financial Consultants, Inc. PY 2023 · 401(k)
Professional Financial Consultants, Inc. Profit-Sharing & Savings Plan & Trust · $197K · 1 · 10th
- TYPE $197K
- TYPE 1
- TYPE 10th
- TYPE 401(k)
- TYPE near Interstate Industries, Inc. 401(k) Plan
- TYPE ind #1688
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 →
Professional Financial Consultants, Inc. Profit-Sharing & Savings Plan & Trust in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $203K |
|---|---|
| Net Assets (End of Year) | $197K |
| Net Income | -$7K |
| Employer EIN | 363129684 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Professional Financial Consultants, Inc.)
Sponsor-wide plan assets over time
All Professional Financial Consultants, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $203K |
| 2023 | 1 | 1 | $197K |
| 2024 | 1 | 1 | N/A |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
Professional Financial Consultants, Inc. Profit-Sharing & Savings Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Interstate Industries, Inc. 401(k) Plan in VA ($196K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($197K here).
- Interstate Industries, Inc. 401(k) Plan (VA) $196K · 8
- Hirt Family Corp. Retirement Plan (VA) $196K · 4
- 714 Investments 401(k) (AL) $197K · 2
- Broesamle, Inc. 401(k) Plan (MI) $196K · 1
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Beandel, Inc. 401(k) Profit Sharing Plan (UT) 1 · 0 off
- Armo 401(k) Trust (NJ) 1 · 0 off
- Provencio Enterprises Retirement Plan (TX) 1 · 0 off
- John Hines, Inc. 401(k) Profit Sharing Plan (NM) 1 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.