401(k) · DOL Form 5500 · 2023

Pocket Nurse Enterprises, LLC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
110
Participants Small participant base
66th
Percentile by assets National rank
$125,866
Avg per participant Near avg balance/head
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Official DOL plan name: Pocket Nurse 401(k) Profit Sharing Plan · Sponsored by Pocket Nurse Enterprises, LLC · Pennsylvania · Wholesale Trade

$14M in assets, 110 participants

Pocket Nurse Enterprises, LLC's Pocket Nurse 401(k) Profit Sharing Plan reported $14M in total assets and 110 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #3,733 in Wholesale Trade (6,309 peers)

Coverage in Pennsylvania

Pocket Nurse 401(k) Profit Sharing Plan covers 110 participants in Pennsylvania, about 13% of the average Pennsylvania filer (state average ~822 per filing). Assets: $14M.

#3,733
in Wholesale Trade (6,309 peers)
+24.9%
assets growth YoY

Pocket Nurse 401(k) Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Pocket Nurse 401(k) Profit Sharing Plan vs every filed plan by assets

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

$13,845,214 Top 34% higher than 66% 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

Pocket Nurse 401(k) Profit Sharing 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. Pocket Nurse 401(k) Profit Sharing Plan sits mid-pack in the medium band (110 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pocket Nurse 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Pocket Nurse 401(k) Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Pocket Nurse 401(k) Profit Sharing Plan reported participants fell from 112 in the plan year 2022 filing to 110 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 251763055 · Pocket Nurse Enterprises, LLC PY 2023 · 401(k)

Pocket Nurse 401(k) Profit Sharing Plan · $14M · 110 · 66th

  • TYPE $14M
  • NET 110
  • BOOK 66th
  • VS-ST 401(k)
  • BOY near G. Lopes Construction Inc. 401(k) Plan
  • SCH ind #3733

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 Wholesale Trade retirement plans → · Plans in Pennsylvania →

Pocket Nurse 401(k) Profit Sharing Plan in the asset neighbourhood

Pocket Nurse 401(k) Profit Sharing PlanPocket Nurse 401(k) Profit S…$14MG. Lopes Construction Inc. 401(k) PlanG. Lopes Construction Inc. 4…$14MSafe-Harbor 403(b) Thrift Plan for Employees of San Antonio Lighthouse for the BlindSafe-Harbor 403(b) Thrift Pl…$14MAphena Pharma Solutions 401(k) PlanAphena Pharma Solutions 401(…$14MBoening Bros. 401(k) Plan$14M
End-of-year total assets ($M) among Pocket Nurse 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN251763055
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pocket Nurse Enterprises, LLC)

Sponsor-wide plan assets over time

All Pocket Nurse Enterprises, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 43.31133156193087% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.1M $15.9M ▲ +43.3%
Year Plans Participants Total Assets
2022 1 112 $11M
2023 1 110 $14M
2024 1 108 $16M

Nearby 401(k) Plans in Pennsylvania

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

Pocket Nurse 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Pocket Nurse 401(k) Profit Sharing Plan, Total assets ($B): 0.013845214 · Participants: 110Pocket Nurse 401(k) Profit Sharing 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
Pocket Nurse 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Pocket Nurse 401(k) Profit Sharing Plan side-by-side with 3 peers →

Pocket Nurse 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is G. Lopes Construction Inc. 401(k) Plan in MA ($14M); by covered participants it is Cms Corporation 401(k) Plan in OH (110 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (110 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 Pocket Nurse 401(k) Profit Sharing Plan assets move in 2023? ▼
Pocket Nurse 401(k) Profit Sharing Plan grew sharply - up 24.9% during 2023, from $11M to $14M. Reported net income was $3M.
How have Pocket Nurse Enterprises, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pocket Nurse Enterprises, LLC's sponsor-wide assets grew 43.3%, from $11M to $16M.
Which 401(k) plans are similar in size to Pocket Nurse 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is G. Lopes Construction Inc. 401(k) Plan in MA ($14M, 136 participants).
Which 401(k) plans cover a similar participant headcount to Pocket Nurse 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cms Corporation 401(k) Plan in OH (110 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 251763055.

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.