401(k) · DOL Form 5500 · 2023

Pennsylvania Capital Mgmt Inc 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
11
Participants Small participant base
43rd
Percentile by assets National rank
$434,898
Avg per participant High balance/head
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Official DOL plan name: Pennsylvania Capital Mgmt Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Pennsylvania Capital Mgmt Inc · Pennsylvania · Finance & Insurance

$5M in assets, 11 participants

Pennsylvania Capital Mgmt Inc's Pennsylvania Capital Mgmt Inc 401(k) Profit Sharing Plan & Trust reported $5M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,714 in Finance & Insurance (8,869 peers)

Pennsylvania Capital Mgmt Inc multi-year trail

Pennsylvania Capital Mgmt Inc's plans moved +29.5% in assets from 2022 to 2024; this filing shows Pennsylvania Capital Mgmt Inc 401(k) Profit Sharing Plan & Trust at $5M / 11 participants.

#2,714
in Finance & Insurance (8,869 peers)
+38.7%
assets growth YoY

Pennsylvania Capital Mgmt Inc 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers

Pennsylvania Capital Mgmt Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$4,783,878 43rd percentile higher than 43% 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

Pennsylvania Capital Mgmt Inc 401(k) Profit Sharing Plan & 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. Pennsylvania Capital Mgmt Inc 401(k) Profit Sharing Plan & Trust is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pennsylvania Capital Mgmt Inc 401(k) Profit Sharing Plan & Trust reported net income rose from -$598K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Pennsylvania Capital Mgmt Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Pennsylvania Capital Mgmt Inc 401(k) Profit Sharing Plan & Trust reported participants rose from 10 in the plan year 2022 filing to 11 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 232815817 · Pennsylvania Capital Mgmt Inc PY 2023 · 401(k)

Pennsylvania Capital Mgmt Inc 401(k) Profit Sharing Plan & Trust · $5M · 11 · 43rd

  • 5500 $5M
  • ASSETS 11
  • PCT 43rd
  • EIN 401(k)
  • RANK near Issues Management, Inc. 401(k) Plan
  • PHOTO ind #2714

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 Pennsylvania →

Pennsylvania Capital Mgmt Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Pennsylvania Capital Mgmt Inc 401(k) Profit Sharing Plan & TrustPennsylvania Capital Mgmt In…$5MIssues Management, Inc. 401(k) PlanIssues Management, Inc. 401(…$5MGreater St. Louis Periodontics, P.C. 401(k) Retirement Plan and TrustGreater St. Louis Periodonti…$5ML & R Manufacturing Company 401(k) PlanL & R Manufacturing Company …$5MFamily Center of Harrisonville 401(k) Profit Sharing PlanFamily Center of Harrisonvil…$5M
End-of-year total assets ($M) among Pennsylvania Capital Mgmt Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania Capital Mgmt Inc multi-year asset trail

Sponsor-wide plan assets over time

All Pennsylvania Capital Mgmt Inc plans reported in each filing year

Latest sponsor-wide plan assets
$4M 29.546767894582864% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.45M $4.47M ▲ +29.6%
Year Plans Participants Total Assets
2022 1 10 $3M
2023 1 11 $5M
2024 1 11 $4M

Pennsylvania Capital Mgmt Inc filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN232815817
Plan Effective Date1995-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Pennsylvania Capital Mgmt Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Pennsylvania Capital Mgmt Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.004783878 · Participants: 11Pennsylvania Capital Mgmt Inc 401(k) Profit Sharing Plan & TrustComcast 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
Pennsylvania Capital Mgmt Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Pennsylvania Capital Mgmt Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Pennsylvania Capital Mgmt Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Issues Management, Inc. 401(k) Plan in SD ($5M); by covered participants it is True Colors International, Inc. Retirement Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Pennsylvania Capital Mgmt Inc 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Pennsylvania Capital Mgmt Inc 401(k) Profit Sharing Plan & Trust surged - up 38.7% during 2023, from $3M to $5M. Reported net income was $1M.
How have Pennsylvania Capital Mgmt Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pennsylvania Capital Mgmt Inc's sponsor-wide assets grew 29.5%, from $3M to $4M.
Which 401(k) plans are similar in size to Pennsylvania Capital Mgmt Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Issues Management, Inc. 401(k) Plan in SD ($5M, 517 participants).
Which 401(k) plans cover a similar participant headcount to Pennsylvania Capital Mgmt Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is True Colors International, Inc. Retirement Plan in CA (11 participants, $863K 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 232815817.

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.