401(k)
2023 plan-year 401(k) DOL Form 5500

PINNACLE 401(K) PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

PINNACLE SERVICES, L.L.C.

This 401(k) plan holds $7M in total assets and serves 71 participants as of 2023. It is sponsored by PINNACLE SERVICES, L.L.C. in Virgin Islands. The plan reported positive net income of $686K for the year.

Total Assets (2023)
$7M
Participants
71
Industry
Administrative & Support Services

What the Filing Says About PINNACLE 401(K) PLAN

PINNACLE 401(K) PLAN is a 401(k) retirement plan sponsored by PINNACLE SERVICES, L.L.C., headquartered in Virgin Islands. As of the 2023 Form 5500 filing, the plan reports $7M in total end-of-year assets and covers 71 participants across the Administrative & Support Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 753022347, and the plan has been effective since 1996-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $6M at the beginning of 2023 to $7M at year-end — a gain of 12.2%. Net assets (after liabilities) closed the year at $7M, with reported net income of $686K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$6M
Total Assets (End of Year)$7M
Net Assets (End of Year)$7M
Net Income$686K
Plan Type401(k)
Employer EIN753022347
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (PINNACLE SERVICES, L.L.C.)

Year Plans Participants Total Assets
2022 1 118 $6M
2023 1 71 $7M
2024 1 79 $8M

Nearby 401(k) Plans in Virgin Islands

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

Frequently Asked Questions

How much money is in the PINNACLE 401(K) PLAN?
As of the 2023 Form 5500 filing, PINNACLE 401(K) PLAN holds $7M in total assets with 71 participants. It is sponsored by PINNACLE SERVICES, L.L.C..
What type of plan is PINNACLE 401(K) PLAN?
PINNACLE 401(K) PLAN is a 401(k) plan. It has been effective since 1996-07-01. The plan is filed with the U.S. Department of Labor under EIN 753022347.
Who sponsors the PINNACLE 401(K) PLAN?
PINNACLE 401(K) PLAN is sponsored by PINNACLE SERVICES, L.L.C., located in Virgin Islands. The sponsor's EIN is 753022347 and the plan operates in the Administrative & Support Services industry.
How did PINNACLE 401(K) PLAN perform in 2023?
PINNACLE 401(K) PLAN grew by 12.2% during 2023, moving from $6M to $7M in total assets. Net income was $686K.
Where can I find official filings for PINNACLE 401(K) PLAN?
Official Form 5500 filings for PINNACLE 401(K) PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 753022347 or plan name at efast.dol.gov.
How does PINNACLE 401(K) PLAN compare to other plans?
You can compare PINNACLE 401(K) PLAN against other 401(k) plans on the plan type page, or view plans in Virgin Islands on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 753022347.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.