401(k) · DOL Form 5500 · 2023

Palmieri Holdings Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
63
Participants Small participant base
30th
Percentile by assets National rank
$31,187
Avg per participant Low balance/head
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Official DOL plan name: Palmieri Holdings Inc. Profit Sharing Plan · Sponsored by Palmieri Holdings Inc. · Pennsylvania · Healthcare & Social Assistance

$2M in assets, 63 participants

Palmieri Holdings Inc.'s Palmieri Holdings Inc. Profit Sharing Plan reported $2M in total assets and 63 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,082 in Healthcare & Social Assistance (17,684 peers)

Palmieri Holdings Inc. multi-year trail

Palmieri Holdings Inc.'s plans moved -24.1% in assets from 2022 to 2024; this filing shows Palmieri Holdings Inc. Profit Sharing Plan at $2M / 63 participants.

#5,082
in Healthcare & Social Assistance (17,684 peers)
-25.6%
assets change YoY

The plan reported a net loss of $675K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Palmieri Holdings Inc. Profit Sharing Plan among the smaller filed plans by assets

Palmieri Holdings Inc. Profit Sharing Plan vs every filed plan by assets

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

$1,964,768 30th percentile higher than 30% 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

Palmieri Holdings Inc. Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Palmieri Holdings Inc. Profit Sharing Plan is a small filing (63 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Palmieri Holdings Inc. Profit Sharing Plan reported net income fell from -$69K in the plan year 2022 filing to -$675K in the plan year 2023 filing.
  • Palmieri Holdings Inc. Profit Sharing Plan reported participants fell from 88 in the plan year 2022 filing to 63 in the plan year 2023 filing.
  • Palmieri Holdings Inc. Profit Sharing Plan end-of-year assets fell from $3M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 272867873 · Palmieri Holdings Inc. PY 2023 · 401(k)

Palmieri Holdings Inc. Profit Sharing Plan · $2M · 63 · 30th

  • 5500 $2M
  • 5500 63
  • 5500 30th
  • 5500 401(k)
  • 5500 near Performek Inc. 401(k) Plan
  • 5500 ind #5082

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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →

Palmieri Holdings Inc. Profit Sharing Plan in the asset neighbourhood

Asap 401(k) Plan$2MPalmieri Holdings Inc. Profit Sharing PlanPalmieri Holdings Inc. Profi…$2MPerformek Inc. 401(k) Plan$2MJordan Machine Co, Inc 401(k) Profit Sharing PlanJordan Machine Co, Inc 401(k…$2MBrothers II Business Machines of L.I., Inc. 401(k) Profit Sharing PlanBrothers II Business Machine…$2M
End-of-year total assets ($M) among Palmieri Holdings Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Palmieri Holdings Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Palmieri Holdings Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 24.089985454316743% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $2.64M $2M ▼ -24.2%
Year Plans Participants Total Assets
2022 1 88 $3M
2023 1 63 $2M
2024 1 65 $2M

Palmieri Holdings Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$675K
Employer EIN272867873
Plan Effective Date2010-06-17
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Palmieri Holdings Inc. Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Palmieri Holdings Inc. Profit Sharing Plan, Total assets ($B): 0.001964768 · Participants: 63Palmieri Holdings Inc. Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Palmieri Holdings Inc. Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Palmieri Holdings Inc. Profit Sharing Plan side-by-side with 3 peers →

Palmieri Holdings Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Performek Inc. 401(k) Plan in CA ($2M); by covered participants it is The Mcdevitt Companies Employee 401(k) Plan in NH (63 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (63 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 Palmieri Holdings Inc. Profit Sharing Plan assets move in 2023? ▼
Palmieri Holdings Inc. Profit Sharing Plan declined sharply - down 25.6% during 2023, from $3M to $2M. Reported net income was -$675K.
How have Palmieri Holdings Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Palmieri Holdings Inc.'s sponsor-wide assets declined 24.1%, from $3M to $2M.
Which 401(k) plans are similar in size to Palmieri Holdings Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Performek Inc. 401(k) Plan in CA ($2M, 1 participant).
Which 401(k) plans cover a similar participant headcount to Palmieri Holdings Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Mcdevitt Companies Employee 401(k) Plan in NH (63 participants, N/A 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 272867873.

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.