401(k) · DOL Form 5500 · 2023

Pension Professionals 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
5
Participants Small participant base
27th
Percentile by assets National rank
$291,540
Avg per participant High balance/head
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Official DOL plan name: Pension Professionals 401(k) Profit Sharing Plan & Trust · Sponsored by Pension Professionals · Maine · Administrative & Support Services

$1M in assets, 5 participants

Pension Professionals's Pension Professionals 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #2,222 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Pension Professionals 401(k) Profit Sharing Plan & Trust ranks #2,222 of 4,372 2023 filers by assets (1979% of the sector average)-$1M for 5 participants.

#2,222
in Administrative & Support Services (4,372 peers)
-12.8%
assets change YoY

The plan reported a net loss of $214K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pension Professionals 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Pension Professionals 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,457,698 27th percentile higher than 27% 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

Pension Professionals 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Professionals 401(k) Profit Sharing Plan & Trust is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pension Professionals 401(k) Profit Sharing Plan & Trust reported net income rose from -$443K in the plan year 2022 filing to -$214K in the plan year 2023 filing.
  • Pension Professionals 401(k) Profit Sharing Plan & Trust end-of-year assets fell from $2M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 010497791 · Pension Professionals PY 2023 · 401(k)

Pension Professionals 401(k) Profit Sharing Plan & Trust · $1M · 5 · 27th

  • 5500 $1M
  • 5500 5
  • 5500 27th
  • 5500 401(k)
  • 5500 near Quality Parts Express, Inc. 401(k) Plan
  • 5500 ind #2222

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 Administrative & Support Services retirement plans → · Plans in Maine →

Pension Professionals 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Pension Professionals 401(k) Profit Sharing Plan & TrustPension Professionals 401(k)…$1MQuality Parts Express, Inc. 401(k) PlanQuality Parts Express, Inc. …$1MOutback Engineering 401(k) PlanOutback Engineering 401(k) P…$1MBenjamin Broukhim, M.D., Inc. 401(k) Profit Sharing PlanBenjamin Broukhim, M.D., Inc…$1MDesert Chemical, Inc. Profit Sharing PlanDesert Chemical, Inc. Profit…$1M
End-of-year total assets ($M) among Pension Professionals 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$214K
Employer EIN010497791
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pension Professionals)

Sponsor-wide plan assets over time

All Pension Professionals plans reported in each filing year

Latest sponsor-wide plan assets
$1M 12.796660461065034% vs 2022
2023 filing year
$1.4M$1.5M$1.6M$1.7M 20222023 $1.67M $1.46M ▼ -12.6%
Year Plans Participants Total Assets
2022 1 5 $2M
2023 1 5 $1M

Nearby 401(k) Plans in Maine

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

Pension Professionals 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Maine, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Pension Professionals 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001457698 · Participants: 5Pension Professionals 401(k) Profit Sharing Plan & TrustTd 401(k) Retirement Plan, Total assets ($B): 4.942173822 · Participants: 30094Td 401(k) Retirement PlanUnum Group 401(k) Retirement Plan, Total assets ($B): 2.163858906 · Participants: 9604Unum Group 401(k) Retirement PlanIdexx Retirement and Incentive Savings Plan, Total assets ($B): 1.048053529 · Participants: 6594Idexx Retirement and Incentive Savings PlanHannaford Bros. Co. 401(k) Plan, Total assets ($B): 0.986043827 · Participants: 29370Hannaford Bros. Co. 401(k) PlanL.L. Bean 401(k) Retirement Savings Plan, Total assets ($B): 0.721305706 · Participants: 7173L.L. Bean 401(k) Retirement Savings Plan
Pension Professionals 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Maine, assets vs. participants
Compare Pension Professionals 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Pension Professionals 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Maine, the nearest 401(k) by assets is Quality Parts Express, Inc. 401(k) Plan in TN ($1M); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Pension Professionals 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Pension Professionals 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 12.8% during 2023, from $2M to $1M. Reported net income was -$214K.
How have Pension Professionals plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Pension Professionals's sponsor-wide assets declined 12.8%, from $2M to $1M.
Which 401(k) plans are similar in size to Pension Professionals 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Quality Parts Express, Inc. 401(k) Plan in TN ($1M, 16 participants).
Which 401(k) plans cover a similar participant headcount to Pension Professionals 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M 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 010497791.

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.