401(k) · DOL Form 5500 · 2023

Pfm Health Sciences, LP 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
28
Participants Small participant base
77th
Percentile by assets National rank
$950,253
Avg per participant High balance/head
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Official DOL plan name: Pfm Incentive Savings Trust · Sponsored by Pfm Health Sciences, LP · California · Finance & Insurance

$27M in assets, 28 participants

Pfm Health Sciences, LP's Pfm Incentive Savings Trust reported $27M in total assets and 28 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.

  • #5,824 in Finance & Insurance (8,869 peers)

Where Pfm Incentive Savings Trust sits by assets

Pfm Incentive Savings Trust sits in the top quartile of all filed plans by assets, $27M for 28 participants (~$950,253/participant), up 20.4% in 2023.

#5,824
in Finance & Insurance (8,869 peers)
+20.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Pfm Incentive Savings Trust's outsized position by total assets

Pfm Incentive Savings Trust vs every filed plan by assets

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

$26,607,094 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

Pfm Incentive Savings Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pfm Incentive Savings Trust is a small filing (28 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pfm Incentive Savings Trust reported net income rose from -$11M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Pfm Incentive Savings Trust end-of-year assets rose from $22M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Pfm Incentive Savings Trust reported participants rose from 24 in the plan year 2022 filing to 28 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 262000428 · Pfm Health Sciences, LP PY 2023 · 401(k)

Pfm Incentive Savings Trust · $27M · 28 · 77th

  • 5500 $27M
  • ASSETS 28
  • PCT 77th
  • EIN 401(k)
  • RANK near Regal Marine 401(k) Retirement Plan
  • PHOTO ind #5824

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 Finance & Insurance retirement plans → · Plans in California →

Pfm Incentive Savings Trust in the asset neighbourhood

Pfm Incentive Savings Trust$27MRegal Marine 401(k) Retirement PlanRegal Marine 401(k) Retireme…$27MTeamsters Local 346 Savings & 401(k) PlanTeamsters Local 346 Savings …$27MJergens, Inc. Salary Reduction Profit Sharing Retirement Plan and TrustJergens, Inc. Salary Reducti…$27MAxiom Resource Management, Inc. 401(k) Profit Sharing PlanAxiom Resource Management, I…$27M
End-of-year total assets ($M) among Pfm Incentive Savings Trust 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)$27M
Net Income$5M
Employer EIN262000428
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pfm Health Sciences, LP)

Sponsor-wide plan assets over time

All Pfm Health Sciences, LP plans reported in each filing year

Latest sponsor-wide plan assets
$33M 35.11652909365377% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.7M $33.3M ▲ +35.1%
Year Plans Participants Total Assets
2022 2 34 $25M
2023 2 41 $30M
2024 2 38 $33M

Nearby 401(k) Plans in California

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

Pfm Incentive Savings Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Pfm Incentive Savings Trust, Total assets ($B): 0.026607094 · Participants: 28Pfm Incentive Savings TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Pfm Incentive Savings Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Pfm Incentive Savings Trust side-by-side with 3 peers →

Pfm Incentive Savings Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Regal Marine 401(k) Retirement Plan in FL ($27M); by covered participants it is Applied Video Technology, Inc. Profit Sharing Plan in PA (28 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (28 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 Pfm Incentive Savings Trust assets move in 2023? ▼
Pfm Incentive Savings Trust grew sharply - up 20.4% during 2023, from $22M to $27M. Reported net income was $5M.
How have Pfm Health Sciences, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pfm Health Sciences, LP's sponsor-wide assets grew 35.1%, from $25M to $33M.
Where does Pfm Incentive Savings Trust rank by assets among Form 5500 filers? ▼
Pfm Incentive Savings Trust 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 Pfm Incentive Savings Trust? ▼
Among 401(k) plans in other states, the closest by assets is Regal Marine 401(k) Retirement Plan in FL ($27M, 769 participants).
Which 401(k) plans cover a similar participant headcount to Pfm Incentive Savings Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Applied Video Technology, Inc. Profit Sharing Plan in PA (28 participants, $968K 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 262000428.

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.