401(k) · DOL Form 5500 · 2023

Pm Holdings US, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
121
Participants Small participant base
58th
Percentile by assets National rank
$79,635
Avg per participant Below avg balance/head
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Official DOL plan name: Pm Group 401(k) Plan · Sponsored by Pm Holdings US, Inc. · Massachusetts · Professional & Technical Services

$10M in assets, 121 participants

Pm Holdings US, Inc.'s Pm Group 401(k) Plan reported $10M in total assets and 121 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #11,431 in Professional & Technical Services (20,321 peers)

Coverage in Massachusetts

Pm Group 401(k) Plan covers 121 participants in Massachusetts, about 18% of the average Massachusetts filer (state average ~659 per filing). Assets: $10M.

#11,431
in Professional & Technical Services (20,321 peers)
+19.7%
assets growth YoY

Pm Group 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Pm Group 401(k) Plan vs every filed plan by assets

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

$9,635,871 Top 42% higher than 58% 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

Pm Group 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. Pm Group 401(k) Plan sits mid-pack in the medium band (121 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pm Group 401(k) Plan reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Pm Group 401(k) Plan reported participants rose from 101 in the plan year 2022 filing to 121 in the plan year 2023 filing.
  • Pm Group 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 273245979 · Pm Holdings US, Inc. PY 2023 · 401(k)

Pm Group 401(k) Plan · $10M · 121 · 58th

  • EOY $10M
  • EOY 121
  • EOY 58th
  • EOY 401(k)
  • EOY near Bessemer Securities Corporation 401(k) and Profit Sharing Plan
  • EOY ind #11431

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 Massachusetts →

Pm Group 401(k) Plan in the asset neighbourhood

Pm Group 401(k) Plan$10MBessemer Securities Corporation 401(k) and Profit Sharing PlanBessemer Securities Corporat…$10MSyncro Technology Corp. 401(k) PlanSyncro Technology Corp. 401(…$10MVne Corporation 401(k) Profit Sharing PlanVne Corporation 401(k) Profi…$10MEvent Network, LLC 401(k) PlanEvent Network, LLC 401(k) Pl…$10M
End-of-year total assets ($M) among Pm Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN273245979
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pm Holdings US, Inc.)

Sponsor-wide plan assets over time

All Pm Holdings US, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 54.35522381419469% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $8.05M $12.4M ▲ +54.3%
Year Plans Participants Total Assets
2022 1 101 $8M
2023 1 121 $10M
2024 1 106 $12M

Nearby 401(k) Plans in Massachusetts

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

Pm Group 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Pm Group 401(k) Plan, Total assets ($B): 0.009635871 · Participants: 121Pm Group 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Pm Group 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Pm Group 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Bessemer Securities Corporation 401(k) and Profit Sharing Plan in NJ ($10M); by covered participants it is Redwood School & Rehabilitation Center, Inc. 401(k) Plan in OH (121 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (121 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 Pm Group 401(k) Plan assets move in 2023? ▼
Pm Group 401(k) Plan grew sharply - up 19.7% during 2023, from $8M to $10M. Reported net income was $2M.
How have Pm Holdings US, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pm Holdings US, Inc.'s sponsor-wide assets grew 54.4%, from $8M to $12M.
Which 401(k) plans are similar in size to Pm Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bessemer Securities Corporation 401(k) and Profit Sharing Plan in NJ ($10M, 26 participants).
Which 401(k) plans cover a similar participant headcount to Pm Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Redwood School & Rehabilitation Center, Inc. 401(k) Plan in OH (121 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 273245979.

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.