401(k) · DOL Form 5500 · 2023

Pension Actuarial Consultnts, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
5
Participants Small participant base
46th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Pension Actuarial Consultnts, Inc. Retirement Trust · Sponsored by Pension Actuarial Consultnts, Inc. · New York · Professional & Technical Services

$5M in assets, 5 participants

Pension Actuarial Consultnts, Inc.'s Pension Actuarial Consultnts, Inc. Retirement Trust reported $5M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #8,881 in Professional & Technical Services (20,321 peers)

Pension Actuarial Consultnts, Inc. multi-year trail

Pension Actuarial Consultnts, Inc.'s plans moved +25.9% in assets from 2022 to 2024; this filing shows Pension Actuarial Consultnts, Inc. Retirement Trust at $5M / 5 participants.

#8,881
in Professional & Technical Services (20,321 peers)
+10.3%
assets growth YoY

Pension Actuarial Consultnts, Inc. Retirement Trust's mid-pack asset rank among Professional & Technical Services and all filers

Pension Actuarial Consultnts, Inc. Retirement Trust vs every filed plan by assets

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

$5,376,576 46th percentile higher than 46% 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

Pension Actuarial Consultnts, Inc. Retirement Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Actuarial Consultnts, Inc. Retirement Trust is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pension Actuarial Consultnts, Inc. Retirement Trust reported net income rose from $209K in the plan year 2022 filing to $502K in the plan year 2023 filing.
  • Pension Actuarial Consultnts, Inc. Retirement Trust end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 112793640 · Pension Actuarial Consultnts, Inc. PY 2023 · 401(k)

Pension Actuarial Consultnts, Inc. Retirement Trust · $5M · 5 · 46th

  • BOY $5M
  • BOY 5
  • BOY 46th
  • BOY 401(k)
  • BOY near Missouri Walnut, LLC 401(k) Plan
  • BOY ind #8881

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 New York →

Pension Actuarial Consultnts, Inc. Retirement Trust in the asset neighbourhood

Pension Actuarial Consultnts, Inc. Retirement TrustPension Actuarial Consultnts…$5MMissouri Walnut, LLC 401(k) PlanMissouri Walnut, LLC 401(k) …$5MPremiercare Physicians 401(k) Profit Sharing Plan and TrustPremiercare Physicians 401(k…$5MIntegrity, Inc. Salary and Savings PlanIntegrity, Inc. Salary and S…$5MTosh Farms 401(k) Profit Sharing PlanTosh Farms 401(k) Profit Sha…$5M
End-of-year total assets ($M) among Pension Actuarial Consultnts, Inc. Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pension Actuarial Consultnts, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Pension Actuarial Consultnts, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 25.860866814649707% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.87M $6.14M ▲ +26.1%
Year Plans Participants Total Assets
2022 1 5 $5M
2023 1 5 $5M
2024 1 5 $6M

Pension Actuarial Consultnts, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$502K
Employer EIN112793640
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Pension Actuarial Consultnts, Inc. Retirement Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Pension Actuarial Consultnts, Inc. Retirement Trust, Total assets ($B): 0.005376576 · Participants: 5Pension Actuarial Consultnts, Inc. Retirement TrustIBM 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
Pension Actuarial Consultnts, Inc. Retirement Trust vs. nearby 401(k) plans in New York, assets vs. participants

Pension Actuarial Consultnts, Inc. Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Missouri Walnut, LLC 401(k) Plan in MO ($5M); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Pension Actuarial Consultnts, Inc. Retirement Trust assets move in 2023?
Pension Actuarial Consultnts, Inc. Retirement Trust grew at a solid clip - up 10.3% during 2023, from $5M to $5M. Reported net income was $502K.
How have Pension Actuarial Consultnts, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Pension Actuarial Consultnts, Inc.'s sponsor-wide assets grew 25.9%, from $5M to $6M.
Which 401(k) plans are similar in size to Pension Actuarial Consultnts, Inc. Retirement Trust?
Among 401(k) plans in other states, the closest by assets is Missouri Walnut, LLC 401(k) Plan in MO ($5M, 138 participants).
Which 401(k) plans cover a similar participant headcount to Pension Actuarial Consultnts, Inc. Retirement Trust?
Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M in assets).