401(k) · DOL Form 5500 · 2023

Pan Am Equities, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
117
Participants Small participant base
74th
Percentile by assets National rank
$179,687
Avg per participant Above avg balance/head
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Official DOL plan name: Pan Am Equities, Inc. 401(k) Plan · Sponsored by Pan Am Equities, Inc. · New York · Real Estate

$21M in assets, 117 participants

Pan Am Equities, Inc.'s Pan Am Equities, Inc. 401(k) Plan reported $21M in total assets and 117 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #4,140 in Real Estate (4,727 peers)

Coverage in New York

Pan Am Equities, Inc. 401(k) Plan covers 117 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $21M.

#4,140
in Real Estate (4,727 peers)
+10.6%
assets growth YoY

Pan Am Equities, Inc. 401(k) Plan's outsized position by total assets

Pan Am Equities, Inc. 401(k) Plan vs every filed plan by assets

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

$21,023,384 Top 26% higher than 74% 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

Pan Am Equities, Inc. 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. Pan Am Equities, Inc. 401(k) Plan sits mid-pack in the medium band (117 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pan Am Equities, Inc. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Pan Am Equities, Inc. 401(k) Plan end-of-year assets rose from $19M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Pan Am Equities, Inc. 401(k) Plan reported participants fell from 119 in the plan year 2022 filing to 117 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 132602877 · Pan Am Equities, Inc. PY 2023 · 401(k)

Pan Am Equities, Inc. 401(k) Plan · $21M · 117 · 74th

  • BOY $21M
  • SCH 117
  • EBSA 74th
  • PART 401(k)
  • TYPE near Fox Valley Surgical Associates Ltd 401(k) Plan
  • NET ind #4140

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 Real Estate retirement plans → · Plans in New York →

Pan Am Equities, Inc. 401(k) Plan in the asset neighbourhood

Associated Luxury Hotels International Holdings LLC 401(k) PlanAssociated Luxury Hotels Int…$21MHougen Manufacturing Inc 401(k) PlanHougen Manufacturing Inc 401…$21MPan Am Equities, Inc. 401(k) PlanPan Am Equities, Inc. 401(k)…$21MFox Valley Surgical Associates Ltd 401(k) PlanFox Valley Surgical Associat…$21MHouse Hasson Hardware Co. , Inc. Employees Investment Profit Sharing PlanHouse Hasson Hardware Co. , …$21M
End-of-year total assets ($M) among Pan Am Equities, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$21M
Net Income$2M
Employer EIN132602877
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pan Am Equities, Inc.)

Sponsor-wide plan assets over time

All Pan Am Equities, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 20.183423440164958% vs 2022
2024 filing year
$18M$20M$22M$24M 202220232024 $19M $22.8M ▲ +20.1%
Year Plans Participants Total Assets
2022 1 119 $19M
2023 1 117 $21M
2024 1 126 $23M

Nearby 401(k) Plans in New York

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

Pan Am Equities, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Pan Am Equities, Inc. 401(k) Plan, Total assets ($B): 0.021023384 · Participants: 117Pan Am Equities, Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Pan Am Equities, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Pan Am Equities, Inc. 401(k) Plan side-by-side with 3 peers →

Pan Am Equities, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Fox Valley Surgical Associates Ltd 401(k) Plan in WI ($21M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (117 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (117 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 Pan Am Equities, Inc. 401(k) Plan assets move in 2023? ▼
Pan Am Equities, Inc. 401(k) Plan grew at a solid clip - up 10.6% during 2023, from $19M to $21M. Reported net income was $2M.
How have Pan Am Equities, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pan Am Equities, Inc.'s sponsor-wide assets grew 20.2%, from $19M to $23M.
Which 401(k) plans are similar in size to Pan Am Equities, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fox Valley Surgical Associates Ltd 401(k) Plan in WI ($21M, 92 participants).
Which 401(k) plans cover a similar participant headcount to Pan Am Equities, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carteret Management Corporation 401(k) Plan in FL (117 participants, $673K 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 132602877.

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.