401(k) · DOL Form 5500 · 2023

Pm Hospitality Strategies, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
2,949
Participants Above avg headcount
75th
Percentile by assets National rank
$7,832
Avg per participant Low balance/head
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Official DOL plan name: Pmhg 401(k) Plan · Sponsored by Pm Hospitality Strategies, Inc. · Maryland · Food Services & Accommodation

$23M in assets, 2,949 participants

Pm Hospitality Strategies, Inc.'s Pmhg 401(k) Plan reported $23M in total assets and 2,949 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #3,572 in Food Services & Accommodation (3,828 peers)

Coverage in Maryland

Pmhg 401(k) Plan covers 2,949 participants in Maryland, 3.2x the typical Maryland plan (state average ~929 per filing). Assets: $23M.

#3,572
in Food Services & Accommodation (3,828 peers)
+69.8%
assets growth YoY
0.2×
vs typical plan assets (national mean)

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

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

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

$23,096,766 Top 25% higher than 75% 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

Pmhg 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pmhg 401(k) Plan lands in the large band (2,949 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pmhg 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Pmhg 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Pmhg 401(k) Plan reported participants rose from 2,362 in the plan year 2022 filing to 2,949 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 541811207 · Pm Hospitality Strategies, Inc. PY 2023 · 401(k)

Pmhg 401(k) Plan · $23M · 2,949 · 75th

  • EBSA $23M
  • PART 2,949
  • TYPE 75th
  • NET 401(k)
  • BOOK near Catholic Charities New Hampshire 401(k) Retirement Plan
  • VS-ST ind #3572

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 Food Services & Accommodation retirement plans → · Plans in Maryland →

Pmhg 401(k) Plan in the asset neighbourhood

Pmhg 401(k) Plan$23MCatholic Charities New Hampshire 401(k) Retirement PlanCatholic Charities New Hamps…$23MGreat Plains Bancshares, Inc. 401(k) Profit Sharing PlanGreat Plains Bancshares, Inc…$23MAmerican Realty Capital 401(k) Retirement PlanAmerican Realty Capital 401(…$23MPharmscript 401(k) Plan$23M
End-of-year total assets ($M) among Pmhg 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$23M
Net Income$5M
Employer EIN541811207
Plan Effective Date1999-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pm Hospitality Strategies, Inc.)

Sponsor-wide plan assets over time

All Pm Hospitality Strategies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 126.09686354154222% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $13.6M $30.8M ▲ +126.1%
Year Plans Participants Total Assets
2022 1 2,362 $14M
2023 1 2,949 $23M
2024 1 3,354 $31M

Nearby 401(k) Plans in Maryland

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

Pmhg 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Pmhg 401(k) Plan, Total assets ($B): 0.023096766 · Participants: 2949Pmhg 401(k) PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Pmhg 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Pmhg 401(k) Plan side-by-side with 3 peers →

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

Outside Maryland, the nearest 401(k) by assets is Catholic Charities New Hampshire 401(k) Retirement Plan in NH ($23M); by covered participants it is Tecomet 401(k) Plan in MA (2,949 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,949 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 Pmhg 401(k) Plan assets move in 2023? ▼
Pmhg 401(k) Plan surged - up 69.8% during 2023, from $14M to $23M. Reported net income was $5M.
How have Pm Hospitality Strategies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pm Hospitality Strategies, Inc.'s sponsor-wide assets grew 126.1%, from $14M to $31M.
Where does Pmhg 401(k) Plan rank by assets among Form 5500 filers? ▼
Pmhg 401(k) Plan ranks in the 75th 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 Pmhg 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Catholic Charities New Hampshire 401(k) Retirement Plan in NH ($23M, 502 participants).
Which 401(k) plans cover a similar participant headcount to Pmhg 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tecomet 401(k) Plan in MA (2,949 participants, $133M 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 541811207.

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.