401(k) · DOL Form 5500 · 2023

Pomeroy Technologies LLC 401(k) Plan

Data updated 2026-08-25

$111M
Total assets Near avg plan size
1,798
Participants Near avg headcount
92nd
Percentile by assets National rank
$61,596
Avg per participant Low balance/head
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Official DOL plan name: Pomeroy Technologies LLC Retirement Savings Plan · Sponsored by Pomeroy Technologies LLC · Kentucky · Professional & Technical Services

$111M in assets, 1,798 participants

Pomeroy Technologies LLC's Pomeroy Technologies LLC Retirement Savings Plan reported $111M in total assets and 1,798 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,917 in Professional & Technical Services (20,321 peers)

Coverage in Kentucky

Pomeroy Technologies LLC Retirement Savings Plan covers 1,798 participants in Kentucky, 2.8x the typical Kentucky plan (state average ~647 per filing). Assets: $111M.

#18,917
in Professional & Technical Services (20,321 peers)
+7.4%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Pomeroy Technologies LLC Retirement Savings Plan's outsized position by total assets

Pomeroy Technologies LLC Retirement Savings Plan vs every filed plan by assets

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

$110,749,060 Top 8% higher than 92% 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

Pomeroy Technologies LLC Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pomeroy Technologies LLC Retirement Savings Plan lands in the large band (1,798 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pomeroy Technologies LLC Retirement Savings Plan reported net income rose from -$32M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Pomeroy Technologies LLC Retirement Savings Plan reported participants fell from 2,253 in the plan year 2022 filing to 1,798 in the plan year 2023 filing.
  • Pomeroy Technologies LLC Retirement Savings Plan end-of-year assets rose from $103M in the plan year 2022 filing to $111M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 850862996 · Pomeroy Technologies LLC PY 2023 · 401(k)

Pomeroy Technologies LLC Retirement Savings Plan · $111M · 1,798 · 92nd

  • IND $111M
  • EOY 1,798
  • 5500 92nd
  • ASSETS 401(k)
  • PCT near Peet's Coffee & Tea, LLC Savings & Retirement Plan
  • EIN ind #18917

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 Kentucky →

Pomeroy Technologies LLC Retirement Savings Plan in the asset neighbourhood

Intercommunity Health Associates, Inc. 401(k) PlanIntercommunity Health Associ…$111MMizkan America, Inc. Retirement Savings PlanMizkan America, Inc. Retirem…$111MPomeroy Technologies LLC Retirement Savings PlanPomeroy Technologies LLC Ret…$111MPeet's Coffee & Tea, LLC Savings & Retirement PlanPeet's Coffee & Tea, LLC Sav…$111MNext 15 Communications Retirement PlanNext 15 Communications Retir…$111M
End-of-year total assets ($M) among Pomeroy Technologies LLC Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$103M
Net Assets (End of Year)$111M
Net Income$8M
Employer EIN850862996
Plan Effective Date1988-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pomeroy Technologies LLC)

Sponsor-wide plan assets over time

All Pomeroy Technologies LLC plans reported in each filing year

Latest sponsor-wide plan assets
$109M 5.98986561388123% vs 2022
2024 filing year
$100M$105M$110M$115M 202220232024 $103M $109M ▲ +6.0%
Year Plans Participants Total Assets
2022 1 2,253 $103M
2023 1 1,798 $111M
2024 1 1,512 $109M

Nearby 401(k) Plans in Kentucky

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

Pomeroy Technologies LLC Retirement Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Pomeroy Technologies LLC Retirement Savings Plan, Total assets ($B): 0.11074906 · Participants: 1798Pomeroy Technologies LLC Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Pomeroy Technologies LLC Retirement Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Pomeroy Technologies LLC Retirement Savings Plan side-by-side with 3 peers →

Pomeroy Technologies LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Peet's Coffee & Tea, LLC Savings & Retirement Plan in CA ($111M); by covered participants it is Horizon Therapeutics USA, Inc. 401(k) Plan in IL (1,798 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,798 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 Pomeroy Technologies LLC Retirement Savings Plan assets move in 2023? ▼
Pomeroy Technologies LLC Retirement Savings Plan grew at a solid clip - up 7.4% during 2023, from $103M to $111M. Reported net income was $8M.
How have Pomeroy Technologies LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pomeroy Technologies LLC's sponsor-wide assets grew 6.0%, from $103M to $109M.
Where does Pomeroy Technologies LLC Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Pomeroy Technologies LLC Retirement Savings Plan ranks in the 92nd 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 Pomeroy Technologies LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Peet's Coffee & Tea, LLC Savings & Retirement Plan in CA ($111M, 4,681 participants).
Which 401(k) plans cover a similar participant headcount to Pomeroy Technologies LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Horizon Therapeutics USA, Inc. 401(k) Plan in IL (1,798 participants, $295M 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 850862996.

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.