401(k) · DOL Form 5500 · 2023
Pfm Financial Advisors LLC 401(k) Plan
Data updated 2026-08-11
- $151M
- Total assets
- 331
- Participants
- 94th
- Percentile by assets
- $455,432
- Avg per participant
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.
- 94th percentile by assets (of 127,072 plans)
- #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.
- $151M
- total plan assets (2023 EOY)
- 331
- covered participants
- 94th
- percentile by assets (of 127,072 plans)
- $455,432
- avg assets per participant
Where Pfm 401(k) Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
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.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Pfm 401(k) Plan reports 331 participants - about 40% of that state average ($151M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $140M |
|---|---|
| Net Assets (End of Year) | $151M |
| Net Income | $11M |
| Employer EIN | 811642787 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pfm Financial Advisors LLC)
| 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.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Pfm 401(k) Plan by total assets, not by location.
- Mcafee LLC 401(k) Plan (CA) $151M · 527
- Vox Media 401(k) Profit Sharing Plan and Trust (DC) $151M · 1,884
- Maci Associates 401(k) Savings Plan (MI) $151M · 847
- Iap Worldwide Services Retirement Savings Plan (FL) $151M · 1,040
Frequently Asked Questions
How did Pfm 401(k) Plan assets move in 2023? ▼
How have Pfm Financial Advisors LLC plan assets changed over time? ▼
Where does Pfm 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Pfm 401(k) Plan? ▼
Next read for Pfm 401(k) Plan
Filing takeaways
Ways to act on Pfm 401(k) Plan's numbers.
- By total assets, Pfm 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
- Pfm Financial Advisors LLC's sponsor-wide assets have grown 16.9% since 2022 across 3 plan years on file. More Finance & Insurance plans