Profit Sharing · DOL Form 5500 · 2024

Pmw Management Partners Inc. Profit Sharing Plan

Data updated 2026-08-25

$775K
Total assets Small plan by assets
2
Participants Small participant base
21st
Percentile by assets National rank
$387,497
Avg per participant High balance/head
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Official DOL plan name: Pmw Management Partners Inc. Retirement Plan · Sponsored by Pmw Management Partners Inc. · Alabama · Professional & Technical Services

$775K in assets, 2 participants

Pmw Management Partners Inc.'s Pmw Management Partners Inc. Retirement Plan reported $775K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.

  • #3,270 in Professional & Technical Services (20,173 peers)

Pmw Management Partners Inc. multi-year trail

Pmw Management Partners Inc.'s plans moved +81.5% in assets from 2022 to 2024; this filing shows Pmw Management Partners Inc. Retirement Plan at $775K / 2 participants.

#3,270
in Professional & Technical Services (20,173 peers)
+2.8%
assets growth YoY

Pmw Management Partners Inc. Retirement Plan among the smaller filed plans by assets

Pmw Management Partners Inc. Retirement Plan vs every filed plan by assets

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

$774,993 21st percentile higher than 21% 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

Pmw Management Partners Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pmw Management Partners Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pmw Management Partners Inc. Retirement Plan reported net income fell from $327K in the plan year 2023 filing to $21K in the plan year 2024 filing.
  • Pmw Management Partners Inc. Retirement Plan end-of-year assets rose from $754K in the plan year 2023 filing to $775K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 843658953 · Pmw Management Partners Inc. PY 2024 · Profit Sharing

Pmw Management Partners Inc. Retirement Plan · $775K · 2 · 21st

  • PHOTO $775K
  • IND 2
  • EOY 21st
  • 5500 Profit Sharing
  • ASSETS near B - Squared Total Fitness Inc. Retirement Plan
  • PCT ind #3270

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 Professional & Technical Services retirement plans → · Plans in Alabama →

Pmw Management Partners Inc. Retirement Plan in the asset neighbourhood

B - Squared Total Fitness Inc. Retirement PlanB - Squared Total Fitness In…$775KJjh Investments Inc. Retirement PlanJjh Investments Inc. Retirem…$775KYelena Makarov Md PC Profit Sharing PlanYelena Makarov Md PC Profit …$775KPmw Management Partners Inc. Retirement PlanPmw Management Partners Inc.…$775KApg Enterprises Inc. Retirement PlanApg Enterprises Inc. Retirem…$775K
End-of-year total assets ($M) among Pmw Management Partners Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Pmw Management Partners Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Pmw Management Partners Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$775K 81.47466473716378% vs 2022
2024 filing year
$0.2M$0.4M$0.6M$0.8M$1M 202220232024 $0.43M $0.77M ▲ +79.1%
Year Plans Participants Total Assets
2022 1 2 $427K
2023 1 2 $754K
2024 1 2 $775K

Pmw Management Partners Inc. filing trail (2024)

Total Assets (Beginning of Year)$754K
Net Assets (End of Year)$775K
Net Income$21K
Employer EIN843658953
Plan Effective Date2020-03-18
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Alabama

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Pmw Management Partners Inc. Retirement Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -200204060 Total assets ($M) Participants Pmw Management Partners Inc. Retirement Plan, Total assets ($M): 0.774993 · Participants: 2Pmw Management Partners Inc. Retirement PlanThe Health Care Authority for Baptist Health Matching Dollar Plan, Total assets ($M): 48.988463 · Participants: 2217The Health Care Authority for Baptist Health Matching Dollar PlanEwtn 403(b) Retirement Savings Plan, Total assets ($M): 40.769673 · Participants: 468Ewtn 403(b) Retirement Savings PlanPathology Associates, P.C. Profit Sharing Plan and Trust, Total assets ($M): 34.666809 · Participants: 40Pathology Associates, P.C. Profit Sharing Plan and TrustRadiology Associates of Dothan, P.a. Profit Sharing Plan, Total assets ($M): 27.607066 · Participants: 16Radiology Associates of Dothan, P.a. Profit Sharing PlanAuto Investment, Inc. 401(k) Plan, Total assets ($M): 27.311595 · Participants: 401Auto Investment, Inc. 401(k) Plan
Pmw Management Partners Inc. Retirement Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants
Compare Pmw Management Partners Inc. Retirement Plan side-by-side with 3 peers →

Pmw Management Partners Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Alabama, the nearest Profit Sharing by assets is B - Squared Total Fitness Inc. Retirement Plan in NJ ($775K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($775K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Pmw Management Partners Inc. Retirement Plan assets move in 2024? ▼
Pmw Management Partners Inc. Retirement Plan edged up modestly - up 2.8% during 2024, from $754K to $775K. Reported net income was $21K.
How have Pmw Management Partners Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pmw Management Partners Inc.'s sponsor-wide assets grew 81.5%, from $427K to $775K.
Where does Pmw Management Partners Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Pmw Management Partners Inc. Retirement Plan ranks in the 21st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Pmw Management Partners Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is B - Squared Total Fitness Inc. Retirement Plan in NJ ($775K, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Pmw Management Partners Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 843658953.

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.