401(k) · DOL Form 5500 · 2024

Pfm Financial Advisors LLC 401(k) Plan

Data updated 2026-08-25

$164M
Total assets Near avg plan size
340
Participants Below avg headcount
93rd
Percentile by assets National rank
$481,853
Avg per participant High balance/head
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Official DOL plan name: Pfm 401(k) Plan · Sponsored by Pfm Financial Advisors LLC · Pennsylvania · Finance & Insurance

$164M in assets, 340 participants

Pfm Financial Advisors LLC's Pfm 401(k) Plan reported $164M in total assets and 340 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #7,649 in Finance & Insurance (8,549 peers)

Coverage in Pennsylvania

Pfm 401(k) Plan covers 340 participants in Pennsylvania, about 41% of the average Pennsylvania filer (state average ~822 per filing). Assets: $164M.

#7,649
in Finance & Insurance (8,549 peers)
+8.7%
assets growth YoY
1.6×
vs typical plan assets (national mean)

Pfm 401(k) Plan's outsized position by total assets

Pfm 401(k) Plan vs every filed plan by assets

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

$163,830,177 Top 7% higher than 93% 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

Pfm 401(k) 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. Pfm 401(k) Plan sits mid-pack in the medium band (340 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pfm 401(k) Plan reported net income rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Pfm 401(k) Plan end-of-year assets rose from $151M in the plan year 2023 filing to $164M in the plan year 2024 filing.
  • Pfm 401(k) Plan reported participants rose from 331 in the plan year 2023 filing to 340 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 811642787 · Pfm Financial Advisors LLC PY 2024 · 401(k)

Pfm 401(k) Plan · $164M · 340 · 93rd

  • BOOK $164M
  • VS-ST 340
  • BOY 93rd
  • SCH 401(k)
  • EBSA near Lactalis Dairy USA 401(k) Plan
  • PART ind #7649

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 →

Pfm 401(k) Plan in the asset neighbourhood

Varex Imaging Corporation 401(k) Retirement PlanVarex Imaging Corporation 40…$164MMindray Ds USA, Inc. 401(k) Savings PlanMindray Ds USA, Inc. 401(k) …$164MPfm 401(k) Plan$164MLactalis Dairy USA 401(k) PlanLactalis Dairy USA 401(k) Pl…$164MAllison Transmission Hourly Employee Savings PlanAllison Transmission Hourly …$164M
End-of-year total assets ($M) among Pfm 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$151M
Net Assets (End of Year)$164M
Net Income$13M
Employer EIN811642787
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pfm Financial Advisors LLC)

Sponsor-wide plan assets over time

All Pfm Financial Advisors LLC plans reported in each filing year

Latest sponsor-wide plan assets
$164M 16.93236817709772% vs 2022
2024 filing year
$130M$140M$150M$160M$170M 202220232024 $140M $164M ▲ +16.9%
Year Plans Participants Total Assets
2022 1 350 $140M
2023 1 331 $151M
2024 1 340 $164M

Nearby 401(k) Plans in Pennsylvania

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

Pfm 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Pfm 401(k) Plan, Total assets ($B): 0.163830177 · Participants: 340Pfm 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Pfm 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Pfm 401(k) Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Lactalis Dairy USA 401(k) Plan in CA ($164M); by covered participants it is Joieful Connections LLC 401(k) Profit Sharing Plan & Trust in OR (340 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($164M here).

Similar participant headcount

Nearest other-state filings by covered participants (340 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 Pfm 401(k) Plan assets move in 2024? ▼
Pfm 401(k) Plan grew at a solid clip - up 8.7% during 2024, from $151M to $164M. Reported net income was $13M.
How have Pfm Financial Advisors LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pfm Financial Advisors LLC's sponsor-wide assets grew 16.9%, from $140M to $164M.
Where does Pfm 401(k) Plan rank by assets among Form 5500 filers? ▼
Pfm 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Pfm 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lactalis Dairy USA 401(k) Plan in CA ($164M, 1,611 participants).
Which 401(k) plans cover a similar participant headcount to Pfm 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Joieful Connections LLC 401(k) Profit Sharing Plan & Trust in OR (340 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 811642787.

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.