401(k) · DOL Form 5500 · 2023

Afallon Management Company LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
29
Participants Small participant base
32nd
Percentile by assets National rank
$80,704
Avg per participant Below avg balance/head
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Official DOL plan name: Afallon Management Company LLC Dba Pinnacle Management Company · Sponsored by Afallon Management Company LLC · Texas · Professional & Technical Services

$2M in assets, 29 participants

Afallon Management Company LLC's Afallon Management Company LLC Dba Pinnacle Management Company reported $2M in total assets and 29 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,815 in Professional & Technical Services (20,321 peers)

2023 asset change

Afallon Management Company LLC Dba Pinnacle Management Company grew at a solid clip 10.3% in 2023 ($2M → $2M) for 29 participants.

#5,815
in Professional & Technical Services (20,321 peers)
+10.3%
assets growth YoY

Afallon Management Company LLC Dba Pinnacle Management Company among the smaller filed plans by assets

Afallon Management Company LLC Dba Pinnacle Management Company vs every filed plan by assets

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

$2,340,409 32nd percentile higher than 32% 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

Afallon Management Company LLC Dba Pinnacle Management Company among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Afallon Management Company LLC Dba Pinnacle Management Company is a small filing (29 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Afallon Management Company LLC Dba Pinnacle Management Company reported net income rose from -$653K in the plan year 2022 filing to $218K in the plan year 2023 filing.
  • Afallon Management Company LLC Dba Pinnacle Management Company reported participants rose from 19 in the plan year 2022 filing to 29 in the plan year 2023 filing.
  • Afallon Management Company LLC Dba Pinnacle Management Company end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 473020524 · Afallon Management Company LLC PY 2023 · 401(k)

Afallon Management Company LLC Dba Pinnacle Management Company · $2M · 29 · 32nd

  • PHOTO $2M
  • IND 29
  • EOY 32nd
  • 5500 401(k)
  • ASSETS near Faulstich Printing Company, Inc. Retirement Plan
  • PCT ind #5815

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 Professional & Technical Services retirement plans → · Plans in Texas →

Afallon Management Company LLC Dba Pinnacle Management Company in the asset neighbourhood

Afallon Management Company LLC Dba Pinnacle Management CompanyAfallon Management Company L…$2MFaulstich Printing Company, Inc. Retirement PlanFaulstich Printing Company, …$2MBasa Corporation 401(k) Profit Sharing Plan and TrustBasa Corporation 401(k) Prof…$2MSprague's Supply, Inc. 401(k) PlanSprague's Supply, Inc. 401(k…$2MCivic Community Ventures 401(k) PlanCivic Community Ventures 401…$2M
End-of-year total assets ($M) among Afallon Management Company LLC Dba Pinnacle Management Company and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Afallon Management Company LLC years around the 2023 move

Sponsor-wide plan assets over time

All Afallon Management Company LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 9.329151377411312% vs 2022
2024 filing year
$2M$2.1M$2.2M$2.3M$2.4M 202220232024 $2.12M $2.32M ▲ +9.4%
Year Plans Participants Total Assets
2022 1 19 $2M
2023 1 29 $2M
2024 1 28 $2M

2023 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$218K
Employer EIN473020524
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Afallon Management Company LLC Dba Pinnacle Management Company vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Afallon Management Company LLC Dba Pinnacle Management Company, Total assets ($B): 0.002340409 · Participants: 29Afallon Management Company LLC Dba Pinnacle Management CompanyAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Afallon Management Company LLC Dba Pinnacle Management Company vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Afallon Management Company LLC Dba Pinnacle Management Company side-by-side with 3 peers →

Afallon Management Company LLC Dba Pinnacle Management Company's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Faulstich Printing Company, Inc. Retirement Plan in IL ($2M); by covered participants it is Kizer Pharmacy, LLC Safe Harbor 401(k) Plan in TN (29 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (29 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 Afallon Management Company LLC Dba Pinnacle Management Company assets move in 2023? ▼
Afallon Management Company LLC Dba Pinnacle Management Company grew at a solid clip - up 10.3% during 2023, from $2M to $2M. Reported net income was $218K.
How have Afallon Management Company LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Afallon Management Company LLC's sponsor-wide assets grew 9.3%, from $2M to $2M.
Which 401(k) plans are similar in size to Afallon Management Company LLC Dba Pinnacle Management Company? ▼
Among 401(k) plans in other states, the closest by assets is Faulstich Printing Company, Inc. Retirement Plan in IL ($2M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Afallon Management Company LLC Dba Pinnacle Management Company? ▼
Among 401(k) plans in other states, the closest by covered participants is Kizer Pharmacy, LLC Safe Harbor 401(k) Plan in TN (29 participants, $2M 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 473020524.

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.