401(k) · DOL Form 5500 · 2024

Preferred Capital Securities, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
42
Participants Small participant base
39th
Percentile by assets National rank
$100,020
Avg per participant Below avg balance/head
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Official DOL plan name: Preferred Capital Securities, LLC 401(k) Plan · Sponsored by Preferred Capital Securities, LLC · Georgia · Finance & Insurance

$4M in assets, 42 participants

Preferred Capital Securities, LLC's Preferred Capital Securities, LLC 401(k) Plan reported $4M in total assets and 42 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #2,216 in Finance & Insurance (8,549 peers)

Preferred Capital Securities, LLC multi-year trail

Preferred Capital Securities, LLC's plans moved +45.5% in assets from 2022 to 2024; this filing shows Preferred Capital Securities, LLC 401(k) Plan at $4M / 42 participants.

#2,216
in Finance & Insurance (8,549 peers)
+6.9%
assets growth YoY

Preferred Capital Securities, LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Preferred Capital Securities, LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$4,200,853 39th percentile higher than 39% of 123,620 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 2024

Preferred Capital Securities, LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Preferred Capital Securities, LLC 401(k) Plan is a small filing (42 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Preferred Capital Securities, LLC 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $273K in the plan year 2024 filing.
  • Preferred Capital Securities, LLC 401(k) Plan reported participants rose from 31 in the plan year 2023 filing to 42 in the plan year 2024 filing.
  • Preferred Capital Securities, LLC 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 300797142 · Preferred Capital Securities, LLC PY 2024 · 401(k)

Preferred Capital Securities, LLC 401(k) Plan · $4M · 42 · 39th

  • VS-ST $4M
  • VS-ST 42
  • VS-ST 39th
  • VS-ST 401(k)
  • VS-ST near Overture Center Foundation 401(k) Retirement Plan
  • VS-ST ind #2216

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 Finance & Insurance retirement plans → · Plans in Georgia →

Preferred Capital Securities, LLC 401(k) Plan in the asset neighbourhood

Preferred Capital Securities, LLC 401(k) PlanPreferred Capital Securities…$4MOverture Center Foundation 401(k) Retirement PlanOverture Center Foundation 4…$4MMiles & Schmitt Md PC 401(k) Profit Sharing PlanMiles & Schmitt Md PC 401(k)…$4MLabcon, Inc. 401(k) Plan$4MTexas Forwarding Services, Inc. Retirement Savings PlanTexas Forwarding Services, I…$4M
End-of-year total assets ($M) among Preferred Capital Securities, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Preferred Capital Securities, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Preferred Capital Securities, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 45.5409420545931% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.89M $4.2M ▲ +45.3%
Year Plans Participants Total Assets
2022 1 34 $3M
2023 1 31 $4M
2024 1 42 $4M

Preferred Capital Securities, LLC filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$273K
Employer EIN300797142
Plan Effective Date2021-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Preferred Capital Securities, LLC 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Preferred Capital Securities, LLC 401(k) Plan, Total assets ($B): 0.004200853 · Participants: 42Preferred Capital Securities, LLC 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Preferred Capital Securities, LLC 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Preferred Capital Securities, LLC 401(k) Plan side-by-side with 3 peers →

Preferred Capital Securities, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Overture Center Foundation 401(k) Retirement Plan in WI ($4M); by covered participants it is Laforce, LLC Union 401(k) Profit Sharing Plan and Trust in WI (42 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (42 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Preferred Capital Securities, LLC 401(k) Plan assets move in 2024? ▼
Preferred Capital Securities, LLC 401(k) Plan grew at a solid clip - up 6.9% during 2024, from $4M to $4M. Reported net income was $273K.
How have Preferred Capital Securities, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Preferred Capital Securities, LLC's sponsor-wide assets grew 45.5%, from $3M to $4M.
Which 401(k) plans are similar in size to Preferred Capital Securities, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Overture Center Foundation 401(k) Retirement Plan in WI ($4M, 85 participants).
Which 401(k) plans cover a similar participant headcount to Preferred Capital Securities, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Laforce, LLC Union 401(k) Profit Sharing Plan and Trust in WI (42 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 300797142.

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.