401(k) · DOL Form 5500 · 2023

Precision Tools Service, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets: 150
Participants Small participant base: 62nd
Percentile by assets National rank: $78,078
Avg per participant Below avg balance/head

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Official DOL plan name: Pts Group Savings Plan · Sponsored by Precision Tools Service, Inc. · Indiana · Wholesale Trade

$12M in assets, 150 participants

Precision Tools Service, Inc.'s Pts Group Savings Plan reported $12M in total assets and 150 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

#3,455 in Wholesale Trade (6,309 peers)

Coverage in Indiana

Pts Group Savings Plan covers 150 participants in Indiana, about 28% of the average Indiana filer (state average ~541 per filing). Assets: $12M.

#3,455
in Wholesale Trade (6,309 peers): +18.5%
assets growth YoY

Pts Group Savings Plan's mid-pack asset rank among Wholesale Trade and all filers

Pts Group Savings Plan vs every filed plan by assets

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

$11,711,642 Top 38% higher than 62% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Pts Group Savings 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. Pts Group Savings Plan sits mid-pack in the medium band (150 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Pts Group Savings Plan reported net income rose from -$887K in the plan year 2022 filing to $2M in the plan year 2023 filing.
Pts Group Savings Plan reported participants fell from 195 in the plan year 2022 filing to 150 in the plan year 2023 filing.
Pts Group Savings Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 351752977 · Precision Tools Service, Inc. PY 2023 · 401(k)

Pts Group Savings Plan · $12M · 150 · 62nd

IND $12M
EOY 150
5500 62nd
ASSETS 401(k)
PCT near Lobar Associates, Inc. Retirement Plan
EIN ind #3455

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 Wholesale Trade retirement plans → · Plans in Indiana →

End-of-year total assets ($M) among Pts Group Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)	$10M
Net Assets (End of Year)	$12M
Net Income	$2M
Employer EIN	351752977
Plan Effective Date	1996-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Precision Tools Service, Inc.)

Latest sponsor-wide plan assets: $14M 41.71408912961632% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	195	$10M
2023	1	150	$12M
2024	1	179	$14M

Nearby 401(k) Plans in Indiana

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

Pts Group Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants

The Lilly Employee 401(k) Plan $11.1B · 17,583
Elevance Health 401(k) Plan $11.0B · 76,590
Cummins Retirement and Savings Plan $5.7B · 28,381
Iu Health 401(k) Savings Plan $3.9B · 38,575
Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015

Compare Pts Group Savings Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest 401(k) by assets is Lobar Associates, Inc. Retirement Plan in PA ($12M); by covered participants it is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (150 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Lobar Associates, Inc. Retirement Plan (PA) $12M · 182
Leafly, LLC Retirement Plan (WA) $12M · N/A
Aia Holdings, Inc. 401(k) Profit Sharing Plan (CA) $12M · 55
Ecr Software Corporation 401(k) Psp and Trust (NC) $12M · 174

Similar participant headcount

Nearest other-state filings by covered participants (150 participants); asset peers above are excluded.

San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust (CA) 150 · 0 off
Controlscan Holdings, Inc. 401(k) Plan (KY) 150 · 0 off
Infovista 401(k) Retirement Plan (MA) 150 · 0 off
Jones Edmunds & Associates, Inc. 401(k) Plan (FL) 150 · 0 off

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 Pts Group Savings Plan assets move in 2023? ▼

Pts Group Savings Plan grew sharply - up 18.5% during 2023, from $10M to $12M. Reported net income was $2M.

How have Precision Tools Service, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Precision Tools Service, Inc.'s sponsor-wide assets grew 41.7%, from $10M to $14M.

Which 401(k) plans are similar in size to Pts Group Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Lobar Associates, Inc. Retirement Plan in PA ($12M, 182 participants).

Which 401(k) plans cover a similar participant headcount to Pts Group Savings Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (150 participants, $867K 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 351752977.