401(k) · DOL Form 5500 · 2023

Pfm Financial Advisors LLC 401(k) Plan

Data updated 2026-08-25

$151M
Total assets Near avg plan size
331
Participants Below avg headcount
94th
Percentile by assets National rank
$455,432
Avg per participant High balance/head
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Official DOL plan name: Pfm 401(k) Plan · Sponsored by Pfm Financial Advisors LLC · Pennsylvania · Finance & Insurance

$151M in assets, 331 participants

Pfm Financial Advisors LLC's Pfm 401(k) Plan reported $151M in total assets and 331 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #7,978 in Finance & Insurance (8,869 peers)

Coverage in Pennsylvania

Pfm 401(k) Plan covers 331 participants in Pennsylvania, about 40% of the average Pennsylvania filer (state average ~822 per filing). Assets: $151M.

#7,978
in Finance & Insurance (8,869 peers)
+7.6%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Pfm 401(k) Plan's outsized position by total assets

Pfm 401(k) Plan vs every filed plan by assets

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

$150,747,952 Top 6% higher than 94% 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

Pfm 401(k) 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. Pfm 401(k) Plan sits mid-pack in the medium band (331 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pfm 401(k) Plan reported net income rose from -$53M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Pfm 401(k) Plan end-of-year assets rose from $140M in the plan year 2022 filing to $151M in the plan year 2023 filing.
  • Pfm 401(k) Plan reported participants fell from 350 in the plan year 2022 filing to 331 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 811642787 · Pfm Financial Advisors LLC PY 2023 · 401(k)

Pfm 401(k) Plan · $151M · 331 · 94th

  • EBSA $151M
  • PART 331
  • TYPE 94th
  • NET 401(k)
  • BOOK near Mcafee LLC 401(k) Plan
  • VS-ST ind #7978

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

Pfm 401(k) Plan in the asset neighbourhood

Maci Associates 401(k) Savings PlanMaci Associates 401(k) Savin…$151MIap Worldwide Services Retirement Savings PlanIap Worldwide Services Retir…$151MPfm 401(k) Plan$151MMcafee LLC 401(k) Plan$151MVox Media 401(k) Profit Sharing Plan and TrustVox Media 401(k) Profit Shar…$151M
End-of-year total assets ($M) among Pfm 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$140M
Net Assets (End of Year)$151M
Net Income$11M
Employer EIN811642787
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pfm Financial Advisors LLC)

Sponsor-wide plan assets over time

All Pfm Financial Advisors LLC plans reported in each filing year

Latest sponsor-wide plan assets
$164M 16.93236817709772% vs 2022
2024 filing year
$130M$140M$150M$160M$170M 202220232024 $140M $164M ▲ +16.9%
Year Plans Participants Total Assets
2022 1 350 $140M
2023 1 331 $151M
2024 1 340 $164M

Nearby 401(k) Plans in Pennsylvania

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

Pfm 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Pfm 401(k) Plan, Total assets ($B): 0.150747952 · Participants: 331Pfm 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Pfm 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Pfm 401(k) Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Mcafee LLC 401(k) Plan in CA ($151M); by covered participants it is Pds 401(k) Plan for Maritime Sector Employees in TX (331 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($151M here).

Similar participant headcount

Nearest other-state filings by covered participants (331 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 Pfm 401(k) Plan assets move in 2023? ▼
Pfm 401(k) Plan grew at a solid clip - up 7.6% during 2023, from $140M to $151M. Reported net income was $11M.
How have Pfm Financial Advisors LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pfm Financial Advisors LLC's sponsor-wide assets grew 16.9%, from $140M to $164M.
Where does Pfm 401(k) Plan rank by assets among Form 5500 filers? ▼
Pfm 401(k) Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Pfm 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mcafee LLC 401(k) Plan in CA ($151M, 527 participants).
Which 401(k) plans cover a similar participant headcount to Pfm 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pds 401(k) Plan for Maritime Sector Employees in TX (331 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 811642787.

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.