401(k) · DOL Form 5500 · 2024
Pte Advisors, Inc. 401(k) Plan
Data updated 2026-08-25
- $23K
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 2nd
- Percentile by assets National rank
Official DOL plan name: Pte Advisors, Inc. 401(k) Plan/Trust · Sponsored by Pte Advisors, Inc. · Texas · Administrative & Support Services
$23K in assets, N/A participants
Pte Advisors, Inc.'s Pte Advisors, Inc. 401(k) Plan/Trust reported $23K in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 2nd 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.
- #220 in Administrative & Support Services (4,368 peers)
Pte Advisors, Inc. multi-year trail
Pte Advisors, Inc.'s plans moved +14.7% in assets from 2023 to 2024; this filing shows Pte Advisors, Inc. 401(k) Plan/Trust at $23K / N/A participants.
- #220
- in Administrative & Support Services (4,368 peers)
- +14.7%
- assets growth YoY
Pte Advisors, Inc. 401(k) Plan/Trust among the smaller filed plans by assets
Pte Advisors, Inc. 401(k) Plan/Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$23,099 2nd percentile higher than 2% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Filed plans by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Pte Advisors, Inc. 401(k) Plan/Trust reported net income fell from $20K in the plan year 2023 filing to $3K in the plan year 2024 filing.
- Pte Advisors, Inc. 401(k) Plan/Trust end-of-year assets rose from $20K in the plan year 2023 filing to $23K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 921855397 · Pte Advisors, Inc. PY 2024 · 401(k)
Pte Advisors, Inc. 401(k) Plan/Trust · $23K · N/A · 2nd
- IND $23K
- EOY N/A
- 5500 2nd
- ASSETS 401(k)
- PCT near Cza, Inc. 401(k) Plan
- EIN ind #220
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 Texas →
Pte Advisors, Inc. 401(k) Plan/Trust in the asset neighbourhood
Pte Advisors, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Pte Advisors, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $23K 14.68076655744216% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | N/A | $20K |
| 2024 | 1 | N/A | $23K |
Pte Advisors, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $20K |
|---|---|
| Net Assets (End of Year) | $23K |
| Net Income | $3K |
| Employer EIN | 921855397 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Pte Advisors, Inc. 401(k) Plan/Trust's closest out-of-state 401(k) peers by assets
Outside Texas, the nearest 401(k) by end-of-year assets is Cza, Inc. 401(k) Plan in VA at $23K (this filing: $23K).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23K here).
- Cza, Inc. 401(k) Plan (VA) $23K · 3
- Lbim, LLC. Retirement Plan (PR) $23K · 2
- Pegasus Learning Systems Inc. Retirement Plan (AL) $23K · 2
- Romain Champion Chevrolet, LLC 401(k) Plan (IN) $23K · N/A
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.