401(k) · DOL Form 5500 · 2024

Pony Bird, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
199
Participants Below avg headcount
50th
Percentile by assets National rank
$37,511
Avg per participant Low balance/head
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Official DOL plan name: Pony Bird Retirement Plan · Sponsored by Pony Bird, Inc. · Missouri · Healthcare & Social Assistance

$7M in assets, 199 participants

Pony Bird, Inc.'s Pony Bird Retirement Plan reported $7M in total assets and 199 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,198 in Healthcare & Social Assistance (16,916 peers)

Coverage in Missouri

Pony Bird Retirement Plan covers 199 participants in Missouri, about 27% of the average Missouri filer (state average ~737 per filing). Assets: $7M.

#9,198
in Healthcare & Social Assistance (16,916 peers)
+9.3%
assets growth YoY

Pony Bird Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Pony Bird Retirement Plan vs every filed plan by assets

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

$7,464,694 Top 50% higher than 50% 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

Pony Bird Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pony Bird Retirement Plan sits mid-pack in the medium band (199 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pony Bird Retirement Plan reported net income fell from $1M in the plan year 2023 filing to $631K in the plan year 2024 filing.
  • Pony Bird Retirement Plan end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Pony Bird Retirement Plan reported participants rose from 194 in the plan year 2023 filing to 199 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 431188096 · Pony Bird, Inc. PY 2024 · 401(k)

Pony Bird Retirement Plan · $7M · 199 · 50th

  • EIN $7M
  • EIN 199
  • EIN 50th
  • EIN 401(k)
  • EIN near Baker Avenue Asset Management 401(k) Plan
  • EIN ind #9198

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 Healthcare & Social Assistance retirement plans → · Plans in Missouri →

Pony Bird Retirement Plan in the asset neighbourhood

Pony Bird Retirement Plan$7MBaker Avenue Asset Management 401(k) PlanBaker Avenue Asset Managemen…$7MZevia Pbc 401(k) and Profit Sharing PlanZevia Pbc 401(k) and Profit …$7MAlliance Sports Group 401(k) Savings PlanAlliance Sports Group 401(k)…$7MMorrow Energy 401(k) Plan$7M
End-of-year total assets ($M) among Pony Bird Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Missouri filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$631K
Employer EIN431188096
Plan Effective Date2007-12-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Pony Bird, Inc.)

Sponsor-wide plan assets over time

All Pony Bird, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 30.826445165698967% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.71M $7.46M ▲ +30.6%
Year Plans Participants Total Assets
2022 1 193 $6M
2023 1 194 $7M
2024 1 199 $7M

Nearby 401(k) Plans in Missouri

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

Pony Bird Retirement Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Pony Bird Retirement Plan, Total assets ($B): 0.007464694 · Participants: 199Pony Bird Retirement PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 12.368282167 · Participants: 47254Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.811159993 · Participants: 19357Bayer Corporation Savings and Retirement PlanEmerson Savings Plan, Total assets ($B): 7.357409447 · Participants: 8315Emerson Savings PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 6.521110634 · Participants: 72024Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.716699086 · Participants: 53760Centene Management Corporation Retirement Plan
Pony Bird Retirement Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Pony Bird Retirement Plan side-by-side with 3 peers →

Pony Bird Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Baker Avenue Asset Management 401(k) Plan in CA ($7M); by covered participants it is Cascade Services, Inc. 401(k) Plan in UT (199 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (199 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 Pony Bird Retirement Plan assets move in 2024? ▼
Pony Bird Retirement Plan grew at a solid clip - up 9.3% during 2024, from $7M to $7M. Reported net income was $631K.
How have Pony Bird, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pony Bird, Inc.'s sponsor-wide assets grew 30.8%, from $6M to $7M.
Which 401(k) plans are similar in size to Pony Bird Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Baker Avenue Asset Management 401(k) Plan in CA ($7M, 36 participants).
Which 401(k) plans cover a similar participant headcount to Pony Bird Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cascade Services, Inc. 401(k) Plan in UT (199 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 431188096.

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.