401(k) · DOL Form 5500 · 2023

Pbmares LLP 401(k) Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
340
Participants Below avg headcount
87th
Percentile by assets National rank
$178,470
Avg per participant Above avg balance/head
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Official DOL plan name: Pbmares 401(k) Plan · Sponsored by Pbmares LLP · Virginia · Professional & Technical Services

$61M in assets, 340 participants

Pbmares LLP's Pbmares 401(k) Plan reported $61M in total assets and 340 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #18,001 in Professional & Technical Services (20,321 peers)

Coverage in Virginia

Pbmares 401(k) Plan covers 340 participants in Virginia, about 43% of the average Virginia filer (state average ~782 per filing). Assets: $61M.

#18,001
in Professional & Technical Services (20,321 peers)
+15.8%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Pbmares 401(k) Plan's outsized position by total assets

Pbmares 401(k) Plan vs every filed plan by assets

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

$60,679,654 Top 13% higher than 87% 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

Pbmares 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. Pbmares 401(k) Plan sits mid-pack in the medium band (340 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pbmares 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Pbmares 401(k) Plan end-of-year assets rose from $52M in the plan year 2022 filing to $61M in the plan year 2023 filing.
  • Pbmares 401(k) Plan reported participants rose from 324 in the plan year 2022 filing to 340 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 540737372 · Pbmares LLP PY 2023 · 401(k)

Pbmares 401(k) Plan · $61M · 340 · 87th

  • EOY $61M
  • 5500 340
  • ASSETS 87th
  • PCT 401(k)
  • EIN near Upland Software Inc. 401(k)
  • RANK ind #18001

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 Virginia →

Pbmares 401(k) Plan in the asset neighbourhood

Pbmares 401(k) Plan$61MUpland Software Inc. 401(k)$61MArctic Wolf Networks, Inc. 401(k) PlanArctic Wolf Networks, Inc. 4…$61MThe Greenberg Farrow Architecture Incorporated Stock Ownership and 401(k) PlanThe Greenberg Farrow Archite…$61MCandela 401(k) Plan$61M
End-of-year total assets ($M) among Pbmares 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$61M
Net Income$8M
Employer EIN540737372
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pbmares LLP)

Sponsor-wide plan assets over time

All Pbmares LLP plans reported in each filing year

Latest sponsor-wide plan assets
$66M 25.526832768809637% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $52.4M $65.8M ▲ +25.5%
Year Plans Participants Total Assets
2022 1 324 $52M
2023 1 340 $61M
2024 1 360 $66M

Nearby 401(k) Plans in Virginia

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

Pbmares 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Pbmares 401(k) Plan, Total assets ($B): 0.060679654 · Participants: 340Pbmares 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Pbmares 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Pbmares 401(k) Plan side-by-side with 3 peers →

Pbmares 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Upland Software Inc. 401(k) in TX ($61M); by covered participants it is Red River Bank 401(k) Profit Sharing Plan in LA (340 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($61M here).

Similar participant headcount

Nearest other-state filings by covered participants (340 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 Pbmares 401(k) Plan assets move in 2023? ▼
Pbmares 401(k) Plan grew sharply - up 15.8% during 2023, from $52M to $61M. Reported net income was $8M.
How have Pbmares LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pbmares LLP's sponsor-wide assets grew 25.5%, from $52M to $66M.
Where does Pbmares 401(k) Plan rank by assets among Form 5500 filers? ▼
Pbmares 401(k) Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Pbmares 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Upland Software Inc. 401(k) in TX ($61M, 446 participants).
Which 401(k) plans cover a similar participant headcount to Pbmares 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Red River Bank 401(k) Profit Sharing Plan in LA (340 participants, $32M 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 540737372.

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.