401(k) · DOL Form 5500 · 2023

Pma Financial Network, LLC 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
151
Participants Small participant base
83rd
Percentile by assets National rank
$273,993
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pma Financial Network, LLC 401(k) Plan · Sponsored by Pma Financial Network, LLC · Illinois · Finance & Insurance

$41M in assets, 151 participants

Pma Financial Network, LLC's Pma Financial Network, LLC 401(k) Plan reported $41M in total assets and 151 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,621 in Finance & Insurance (8,869 peers)

Coverage in Illinois

Pma Financial Network, LLC 401(k) Plan covers 151 participants in Illinois, about 19% of the average Illinois filer (state average ~779 per filing). Assets: $41M.

#6,621
in Finance & Insurance (8,869 peers)
+22.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Pma Financial Network, LLC 401(k) Plan's outsized position by total assets

Pma Financial Network, LLC 401(k) Plan vs every filed plan by assets

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

$41,372,974 Top 17% higher than 83% 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

Pma Financial Network, LLC 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. Pma Financial Network, LLC 401(k) Plan sits mid-pack in the medium band (151 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pma Financial Network, LLC 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Pma Financial Network, LLC 401(k) Plan end-of-year assets rose from $34M in the plan year 2022 filing to $41M in the plan year 2023 filing.
  • Pma Financial Network, LLC 401(k) Plan reported participants rose from 139 in the plan year 2022 filing to 151 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 363270709 · Pma Financial Network, LLC PY 2023 · 401(k)

Pma Financial Network, LLC 401(k) Plan · $41M · 151 · 83rd

  • IND $41M
  • EOY 151
  • 5500 83rd
  • ASSETS 401(k)
  • PCT near Aegis Sciences Corporation 401(k) Plan
  • EIN ind #6621

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 Finance & Insurance retirement plans → · Plans in Illinois →

Pma Financial Network, LLC 401(k) Plan in the asset neighbourhood

Pma Financial Network, LLC 401(k) PlanPma Financial Network, LLC 4…$41MAegis Sciences Corporation 401(k) PlanAegis Sciences Corporation 4…$41MComputer Systems Center Inc 401(k) Retirement PlanComputer Systems Center Inc …$41MJohnson Matthey Inc. Hourly 401(k) PlanJohnson Matthey Inc. Hourly …$41MEng Lending 401(k) Plan$41M
End-of-year total assets ($M) among Pma Financial Network, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$41M
Net Income$8M
Employer EIN363270709
Plan Effective Date1998-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pma Financial Network, LLC)

Sponsor-wide plan assets over time

All Pma Financial Network, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$50M 48.028068067738104% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $33.7M $49.9M ▲ +48.1%
Year Plans Participants Total Assets
2022 1 139 $34M
2023 1 151 $41M
2024 1 166 $50M

Nearby 401(k) Plans in Illinois

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

Pma Financial Network, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Pma Financial Network, LLC 401(k) Plan, Total assets ($B): 0.041372974 · Participants: 151Pma Financial Network, LLC 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Pma Financial Network, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Pma Financial Network, LLC 401(k) Plan side-by-side with 3 peers →

Pma Financial Network, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Aegis Sciences Corporation 401(k) Plan in TN ($41M); by covered participants it is Air Conditioning Innovative Solutions 401(k) Plan in TX (151 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($41M here).

Similar participant headcount

Nearest other-state filings by covered participants (151 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 Pma Financial Network, LLC 401(k) Plan assets move in 2023? ▼
Pma Financial Network, LLC 401(k) Plan grew sharply - up 22.6% during 2023, from $34M to $41M. Reported net income was $8M.
How have Pma Financial Network, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pma Financial Network, LLC's sponsor-wide assets grew 48.0%, from $34M to $50M.
Where does Pma Financial Network, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Pma Financial Network, LLC 401(k) Plan ranks in the 83rd 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 Pma Financial Network, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aegis Sciences Corporation 401(k) Plan in TN ($41M, 1,065 participants).
Which 401(k) plans cover a similar participant headcount to Pma Financial Network, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Air Conditioning Innovative Solutions 401(k) Plan in TX (151 participants, $8M 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 363270709.

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.