401(k) · DOL Form 5500 · 2023
Pollard (U.S.) Ltd 401(k) Plan
Data updated 2026-08-25
- $35M
- Total assets Below avg plan size
- 890
- Participants Near avg headcount
- 81st
- Percentile by assets National rank
- $39,115
- Avg per participant Low balance/head
Official DOL plan name: Pollard (U.S.) Ltd 401(k) Plan · Sponsored by Pollard (U.S.) Ltd · · Manufacturing
$35M in assets, 890 participants
Pollard (U.S.) Ltd's Pollard (U.S.) Ltd 401(k) Plan reported $35M in total assets and 890 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.
- #13,777 in Manufacturing (18,722 peers)
Where Pollard (U.S.) Ltd 401(k) Plan sits by assets
Pollard (U.S.) Ltd 401(k) Plan sits in the top quartile of all filed plans by assets, $35M for 890 participants (~$39,115/participant), up 18.7% in 2023.
- #13,777
- in Manufacturing (18,722 peers)
- +18.7%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Pollard (U.S.) Ltd 401(k) Plan's outsized position by total assets
Pollard (U.S.) Ltd 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$34,812,291 Top 19% higher than 81% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Pollard (U.S.) Ltd 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. Pollard (U.S.) Ltd 401(k) Plan sits mid-pack in the medium band (890 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pollard (U.S.) Ltd 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Pollard (U.S.) Ltd 401(k) Plan end-of-year assets rose from $29M in the plan year 2022 filing to $35M in the plan year 2023 filing.
- Pollard (U.S.) Ltd 401(k) Plan reported participants rose from 851 in the plan year 2022 filing to 890 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 222333711 · Pollard (U.S.) Ltd PY 2023 · 401(k)
Pollard (U.S.) Ltd 401(k) Plan · $35M · 890 · 81st
- ASSETS $35M
- PCT 890
- EIN 81st
- RANK 401(k)
- PHOTO near Daxko, LLC 401(k) Retirement Plan
- IND ind #13777
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 Manufacturing retirement plans →
Pollard (U.S.) Ltd 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | $5M |
| Employer EIN | 222333711 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pollard (U.S.) Ltd)
Sponsor-wide plan assets over time
All Pollard (U.S.) Ltd plans reported in each filing year
- Latest sponsor-wide plan assets
- $52M 40.872915192622216% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 1,122 | $37M |
| 2023 | 3 | 1,175 | $44M |
| 2024 | 3 | 1,149 | $52M |
Nearby 401(k) Plans in
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Magna Group of Companies Retirement Savings Plans $2.4B · 24,720
- Transcanada 401(k) and Savings Plan $996M · 3,116
- Four Seasons Hotels Retirement Benefit Plan $863M · 15,652
- Transocean U.S. Savings Plan $747M · 2,090
- Domtar US Salaried 401(k) Plan $620M · 1,608
Pollard (U.S.) Ltd 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside this state, the nearest 401(k) by assets is Daxko, LLC 401(k) Retirement Plan in AL ($35M); by covered participants it is Baker Roofing Company 401(k) Plan in NC (890 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35M here).
- Daxko, LLC 401(k) Retirement Plan (AL) $35M · 650
- Heapy Engineering, Inc. Savings Plan (OH) $35M · 202
- Mig 401(k) Plan (CA) $35M · 243
- The Company Profit Sharing Plan of English Construction Co. (VA) $35M · 399
Similar participant headcount
Nearest other-state filings by covered participants (890 participants); asset peers above are excluded.
- Baker Roofing Company 401(k) Plan (NC) 890 · 0 off
- Spring Venture Group, LLC 401(k) Plan (MO) 890 · 0 off
- Virginia Farm Bureau Companies Employees' 401(k) Plan (VA) 890 · 0 off
- Cirtec Medical Corporation 401(k) Plan (MN) 890 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.