401(k) · DOL Form 5500 · 2023

Pfg Ventures L.P. Dba Proforma 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets: 141
Participants Small participant base: 66th
Percentile by assets National rank: $102,012
Avg per participant Below avg balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Proforma 401(k) Plan · Sponsored by Pfg Ventures L.P. Dba Proforma · Ohio · Manufacturing

$14M in assets, 141 participants

Pfg Ventures L.P. Dba Proforma's Proforma 401(k) Plan reported $14M in total assets and 141 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

#10,222 in Manufacturing (18,722 peers)

Coverage in Ohio

Proforma 401(k) Plan covers 141 participants in Ohio, about 18% of the average Ohio filer (state average ~765 per filing). Assets: $14M.

#10,222
in Manufacturing (18,722 peers): +23.8%
assets growth YoY

Proforma 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

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

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

$14,383,661 Top 34% higher than 66% 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

Proforma 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. Proforma 401(k) Plan sits mid-pack in the medium band (141 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%)

Proforma 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Proforma 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
Proforma 401(k) Plan reported participants rose from 131 in the plan year 2022 filing to 141 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 341761487 · Pfg Ventures L.P. Dba Proforma PY 2023 · 401(k)

Proforma 401(k) Plan · $14M · 141 · 66th

5500 $14M
ASSETS 141
PCT 66th
EIN 401(k)
RANK near Cusb Bank 401(k) Profit Sharing Plan & Trust
PHOTO ind #10222

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 Manufacturing retirement plans → · Plans in Ohio →

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

Ohio filing particulars

Total Assets (Beginning of Year)	$12M
Net Assets (End of Year)	$14M
Net Income	$3M
Employer EIN	341761487
Plan Effective Date	1990-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Pfg Ventures L.P. Dba Proforma)

Latest sponsor-wide plan assets: $14M 19.7856285039219% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	131	$12M
2023	1	141	$14M
2024	1	154	$14M

Nearby 401(k) Plans in Ohio

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

Proforma 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

GE Retirement Savings Plan $19.5B · 59,766
The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
The Progressive 401(k) Plan $9.2B · 56,176
The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
Nationwide Savings Plan $7.6B · 24,715

Compare Proforma 401(k) Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is Cusb Bank 401(k) Profit Sharing Plan & Trust in IA ($14M); by covered participants it is Dytran Instruments, Inc. Retirement Savings Plan in CA (141 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Cusb Bank 401(k) Profit Sharing Plan & Trust (IA) $14M · 107
Lester Retirement Builder Savings Plan (MN) $14M · 184
Easypost 401(k) Plan (UT) $14M · 303
Spooner Retirement Savings Plan (AZ) $14M · 479

Similar participant headcount

Nearest other-state filings by covered participants (141 participants); asset peers above are excluded.

Dytran Instruments, Inc. Retirement Savings Plan (CA) 141 · 0 off
Cleveland Hardware and Forging Co. Profit Sharing (WI) 141 · 0 off
Fire Door Solutions, LLC 401(k) Plan (KS) 141 · 0 off
Robbie D. Wood, Inc. Employee Capital Accumulation Plan 401(k) (AL) 141 · 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 Proforma 401(k) Plan assets move in 2023? ▼

Proforma 401(k) Plan grew sharply - up 23.8% during 2023, from $12M to $14M. Reported net income was $3M.

How have Pfg Ventures L.P. Dba Proforma plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Pfg Ventures L.P. Dba Proforma's sponsor-wide assets grew 19.8%, from $12M to $14M.

Which 401(k) plans are similar in size to Proforma 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Cusb Bank 401(k) Profit Sharing Plan & Trust in IA ($14M, 107 participants).

Which 401(k) plans cover a similar participant headcount to Proforma 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Dytran Instruments, Inc. Retirement Savings Plan in CA (141 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 341761487.