401(k) · DOL Form 5500 · 2023

Ptgt Inc. 401(k) Plan

Data updated 2026-08-25

$544K
Total assets Small plan by assets: 2
Participants Small participant base: 19th
Percentile by assets National rank: $271,877
Avg per participant High balance/head

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Official DOL plan name: Ptgt 401(k) · Sponsored by Ptgt Inc. · Indiana · Food Services & Accommodation

$544K in assets, 2 participants

Ptgt Inc.'s Ptgt 401(k) reported $544K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 19th 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.

#1,887 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Ptgt 401(k) ranks #1,887 of 3,828 2023 filers by assets (3598% of the sector average)-$544K for 2 participants.

#1,887
in Food Services & Accommodation (3,828 peers): +32.5%
assets growth YoY

Ptgt 401(k) among the smaller filed plans by assets

Ptgt 401(k) vs every filed plan by assets

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

$543,753 19th percentile higher than 19% 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

Ptgt 401(k) among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ptgt 401(k) is a micro filing (2 participants), the leftmost band.

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%)

Ptgt 401(k) reported net income rose from -$53K in the plan year 2022 filing to $133K in the plan year 2023 filing.
Ptgt 401(k) end-of-year assets rose from $410K in the plan year 2022 filing to $544K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 851708302 · Ptgt Inc. PY 2023 · 401(k)

Ptgt 401(k) · $544K · 2 · 19th

5500 $544K
5500 2
5500 19th
5500 401(k)
5500 near Rothchild Realty, Ltd. Retirement Plan
5500 ind #1887

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 Food Services & Accommodation retirement plans → · Plans in Indiana →

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

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)	$410K
Net Assets (End of Year)	$544K
Net Income	$133K
Employer EIN	851708302
Plan Effective Date	2020-07-02
Filing Status	FILING RECEIVED

Sponsor Plan History (Ptgt Inc.)

Latest sponsor-wide plan assets: $544K 32.52571289300512% vs 2022; 2023 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$410K
2023	1	2	$544K

Nearby 401(k) Plans in Indiana

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

Ptgt 401(k) 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 Ptgt 401(k) side-by-side with 3 peers →

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

Outside Indiana, the nearest 401(k) by assets is Rothchild Realty, Ltd. Retirement Plan in TX ($544K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($544K here).

Rothchild Realty, Ltd. Retirement Plan (TX) $544K · 13
Envision Marketing LLC 401(k) Profit Sharing Plan & Trust (NV) $544K · 5
Brinskelle Retirement Plan (NC) $544K · 3
Blessings Group, Inc 401(k) Plan (SC) $544K · 8

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Napa Bound Retirement Plan (FL) 2 · 0 off
Gillian Corporation 401(k) Plan (CO) 2 · 0 off
Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 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 Ptgt 401(k) assets move in 2023? ▼

Ptgt 401(k) surged - up 32.5% during 2023, from $410K to $544K. Reported net income was $133K.

How have Ptgt Inc. plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Ptgt Inc.'s sponsor-wide assets grew 32.5%, from $410K to $544K.

Where does Ptgt 401(k) rank by assets among Form 5500 filers? ▼

Ptgt 401(k) ranks in the 19th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

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

Among 401(k) plans in other states, the closest by assets is Rothchild Realty, Ltd. Retirement Plan in TX ($544K, 13 participants).

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

Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 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 851708302.