401(k) · DOL Form 5500 · 2023

Pandi Capital LLC 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
528
Participants Below avg headcount
77th
Percentile by assets National rank
$49,850
Avg per participant Low balance/head
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Official DOL plan name: Pandi Capital LLC 401(k) Plan · Sponsored by Pandi Capital LLC · Missouri · Professional & Technical Services

$26M in assets, 528 participants

Pandi Capital LLC's Pandi Capital LLC 401(k) Plan reported $26M in total assets and 528 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #15,785 in Professional & Technical Services (20,321 peers)

Where Pandi Capital LLC 401(k) Plan sits by assets

Pandi Capital LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $26M for 528 participants (~$49,850/participant), up 19.7% in 2023.

#15,785
in Professional & Technical Services (20,321 peers)
+19.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Pandi Capital LLC 401(k) Plan's outsized position by total assets

Pandi Capital LLC 401(k) Plan vs every filed plan by assets

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

$26,320,602 Top 23% higher than 77% 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

Pandi Capital LLC 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. Pandi Capital LLC 401(k) Plan sits mid-pack in the medium band (528 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pandi Capital LLC 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Pandi Capital LLC 401(k) Plan end-of-year assets rose from $22M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Pandi Capital LLC 401(k) Plan reported participants rose from 468 in the plan year 2022 filing to 528 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 271779970 · Pandi Capital LLC PY 2023 · 401(k)

Pandi Capital LLC 401(k) Plan · $26M · 528 · 77th

  • NET $26M
  • BOOK 528
  • VS-ST 77th
  • BOY 401(k)
  • SCH near Mika Meyers Profit-Sharing and Retirement Savings Plan
  • EBSA ind #15785

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 Missouri →

Pandi Capital LLC 401(k) Plan in the asset neighbourhood

Pandi Capital LLC 401(k) Plan$26MMika Meyers Profit-Sharing and Retirement Savings PlanMika Meyers Profit-Sharing a…$26MAmerican Bank & Trust 401(k) Profit Sharing PlanAmerican Bank & Trust 401(k)…$26MVetter Development Services USA, Inc. 401(k) PlanVetter Development Services …$26MHeritage Holdings of Lancaster County, Inc. Retirement PlanHeritage Holdings of Lancast…$26M
End-of-year total assets ($M) among Pandi Capital LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$26M
Net Income$4M
Employer EIN271779970
Plan Effective Date2021-09-24
Filing StatusFILING RECEIVED

Sponsor Plan History (Pandi Capital LLC)

Sponsor-wide plan assets over time

All Pandi Capital LLC plans reported in each filing year

Latest sponsor-wide plan assets
$31M 42.99150026883831% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22M $31.4M ▲ +43.0%
Year Plans Participants Total Assets
2022 1 468 $22M
2023 1 528 $26M
2024 1 519 $31M

Nearby 401(k) Plans in Missouri

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

Pandi Capital LLC 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Pandi Capital LLC 401(k) Plan, Total assets ($B): 0.026320602 · Participants: 528Pandi Capital LLC 401(k) PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Pandi Capital LLC 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Pandi Capital LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Missouri, the nearest 401(k) by assets is Mika Meyers Profit-Sharing and Retirement Savings Plan in MI ($26M); by covered participants it is Citadel Retirement Plan in PA (528 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (528 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 Pandi Capital LLC 401(k) Plan assets move in 2023? ▼
Pandi Capital LLC 401(k) Plan grew sharply - up 19.7% during 2023, from $22M to $26M. Reported net income was $4M.
How have Pandi Capital LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pandi Capital LLC's sponsor-wide assets grew 43.0%, from $22M to $31M.
Where does Pandi Capital LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Pandi Capital LLC 401(k) Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Pandi Capital LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mika Meyers Profit-Sharing and Retirement Savings Plan in MI ($26M, 49 participants).
Which 401(k) plans cover a similar participant headcount to Pandi Capital LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Citadel Retirement Plan in PA (528 participants, $76M 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 271779970.

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.