401(k) · DOL Form 5500 · 2024
Pennsylvania Capital Mgmt Inc 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 11
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $406,170
- Avg per participant High balance/head
Official DOL plan name: Pennsylvania Capital Mgmt Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Pennsylvania Capital Mgmt Inc · Pennsylvania · Finance & Insurance
$4M in assets, 11 participants
Pennsylvania Capital Mgmt Inc's Pennsylvania Capital Mgmt Inc 401(k) Profit Sharing Plan & Trust reported $4M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.
- #2,289 in Finance & Insurance (8,549 peers)
Pennsylvania Capital Mgmt Inc multi-year trail
Pennsylvania Capital Mgmt Inc's plans moved +29.5% in assets from 2022 to 2024; this filing shows Pennsylvania Capital Mgmt Inc 401(k) Profit Sharing Plan & Trust at $4M / 11 participants.
- #2,289
- in Finance & Insurance (8,549 peers)
- -6.6%
- assets change YoY
The plan reported a net loss of $316K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Pennsylvania Capital Mgmt Inc 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers
Pennsylvania Capital Mgmt Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,467,875 40th percentile higher than 40% 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
Pennsylvania Capital Mgmt Inc 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pennsylvania Capital Mgmt Inc 401(k) Profit Sharing Plan & Trust is a small filing (11 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Pennsylvania Capital Mgmt Inc 401(k) Profit Sharing Plan & Trust reported net income fell from $1M in the plan year 2023 filing to -$316K in the plan year 2024 filing.
- Pennsylvania Capital Mgmt Inc 401(k) Profit Sharing Plan & Trust end-of-year assets fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 232815817 · Pennsylvania Capital Mgmt Inc PY 2024 · 401(k)
Pennsylvania Capital Mgmt Inc 401(k) Profit Sharing Plan & Trust · $4M · 11 · 40th
- 5500 $4M
- ASSETS 11
- PCT 40th
- EIN 401(k)
- RANK near Glen Ivy Hot Springs Retirement Savings Plan
- PHOTO ind #2289
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 Pennsylvania →
Pennsylvania Capital Mgmt Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Pennsylvania Capital Mgmt Inc multi-year asset trail
Sponsor-wide plan assets over time
All Pennsylvania Capital Mgmt Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 29.546767894582864% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10 | $3M |
| 2023 | 1 | 11 | $5M |
| 2024 | 1 | 11 | $4M |
Pennsylvania Capital Mgmt Inc filing trail (2024)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$316K |
| Employer EIN | 232815817 |
| Plan Effective Date | 1995-06-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Pennsylvania Capital Mgmt Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Glen Ivy Hot Springs Retirement Savings Plan in CA ($4M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (11 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.