401(k) · DOL Form 5500 · 2024

Afallon Management Company LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
28
Participants Small participant base
31st
Percentile by assets National rank
$82,861
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Afallon Management Company LLC Dba Pinnacle Management Company · Sponsored by Afallon Management Company LLC · Texas · Professional & Technical Services

$2M in assets, 28 participants

Afallon Management Company LLC's Afallon Management Company LLC Dba Pinnacle Management Company reported $2M in total assets and 28 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,454 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Afallon Management Company LLC Dba Pinnacle Management Company holds $2M for 28 participants - about $82,861 per participant, in the lower half of filed plans by assets.

#5,454
in Professional & Technical Services (20,173 peers)
-0.9%
assets change YoY

The plan reported a net loss of $20K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Afallon Management Company LLC Dba Pinnacle Management Company among the smaller filed plans by assets

Afallon Management Company LLC Dba Pinnacle Management Company vs every filed plan by assets

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

$2,320,110 31st percentile higher than 31% 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

Afallon Management Company LLC Dba Pinnacle Management Company among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Afallon Management Company LLC Dba Pinnacle Management Company is a small filing (28 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Afallon Management Company LLC Dba Pinnacle Management Company reported net income fell from $218K in the plan year 2023 filing to -$20K in the plan year 2024 filing.
  • Afallon Management Company LLC Dba Pinnacle Management Company reported participants fell from 29 in the plan year 2023 filing to 28 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 473020524 · Afallon Management Company LLC PY 2024 · 401(k)

Afallon Management Company LLC Dba Pinnacle Management Company · $2M · 28 · 31st

  • 5500 $2M
  • 5500 28
  • 5500 31st
  • 5500 401(k)
  • 5500 near Vac Pac, Inc .401(k) Profit Sharing Plan and Trust
  • 5500 ind #5454

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 Texas →

Afallon Management Company LLC Dba Pinnacle Management Company in the asset neighbourhood

Afallon Management Company LLC Dba Pinnacle Management CompanyAfallon Management Company L…$2MVac Pac, Inc .401(k) Profit Sharing Plan and TrustVac Pac, Inc .401(k) Profit …$2MScalar Tools, Inc., Section 401(k) Profit Sharing PlanScalar Tools, Inc., Section …$2MWest Hartford Dental PC 401(k) PlanWest Hartford Dental PC 401(…$2MMadone Inc 401(k) Profit Sharing Plan and TrustMadone Inc 401(k) Profit Sha…$2M
End-of-year total assets ($M) among Afallon Management Company LLC Dba Pinnacle Management Company and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$20K
Employer EIN473020524
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Afallon Management Company LLC)

Sponsor-wide plan assets over time

All Afallon Management Company LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 9.329151377411312% vs 2022
2024 filing year
$2M$2.1M$2.2M$2.3M$2.4M 202220232024 $2.12M $2.32M ▲ +9.4%
Year Plans Participants Total Assets
2022 1 19 $2M
2023 1 29 $2M
2024 1 28 $2M

Nearby 401(k) Plans in Texas

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

Afallon Management Company LLC Dba Pinnacle Management Company vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Afallon Management Company LLC Dba Pinnacle Management Company, Total assets ($B): 0.00232011 · Participants: 28Afallon Management Company LLC Dba Pinnacle Management CompanyAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Afallon Management Company LLC Dba Pinnacle Management Company vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Afallon Management Company LLC Dba Pinnacle Management Company side-by-side with 3 peers →

Afallon Management Company LLC Dba Pinnacle Management Company's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Vac Pac, Inc .401(k) Profit Sharing Plan and Trust in MD ($2M); by covered participants it is Bark Frameworks, Inc. 401(k) Retirement Plan in NY (28 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (28 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 Afallon Management Company LLC Dba Pinnacle Management Company assets move in 2024? ▼
Afallon Management Company LLC Dba Pinnacle Management Company held essentially flat - down 0.9% during 2024, from $2M to $2M. Reported net income was -$20K.
How have Afallon Management Company LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Afallon Management Company LLC's sponsor-wide assets grew 9.3%, from $2M to $2M.
Which 401(k) plans are similar in size to Afallon Management Company LLC Dba Pinnacle Management Company? ▼
Among 401(k) plans in other states, the closest by assets is Vac Pac, Inc .401(k) Profit Sharing Plan and Trust in MD ($2M, 24 participants).
Which 401(k) plans cover a similar participant headcount to Afallon Management Company LLC Dba Pinnacle Management Company? ▼
Among 401(k) plans in other states, the closest by covered participants is Bark Frameworks, Inc. 401(k) Retirement Plan in NY (28 participants, $1M 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 473020524.

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.