401(k) · DOL Form 5500 · 2024

Pbm Capital Group, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
70
Participants Small participant base
47th
Percentile by assets National rank
$93,834
Avg per participant Below avg balance/head
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Official DOL plan name: Pbm Capital Group, LLC. 401(k) Plan · Sponsored by Pbm Capital Group, LLC · Virginia · Professional & Technical Services

$7M in assets, 70 participants

Pbm Capital Group, LLC's Pbm Capital Group, LLC. 401(k) Plan reported $7M in total assets and 70 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

  • #9,104 in Professional & Technical Services (20,173 peers)

Pbm Capital Group, LLC multi-year trail

Pbm Capital Group, LLC's plans moved +50.1% in assets from 2022 to 2024; this filing shows Pbm Capital Group, LLC. 401(k) Plan at $7M / 70 participants.

#9,104
in Professional & Technical Services (20,173 peers)
+16.5%
assets growth YoY

Pbm Capital Group, LLC. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Pbm Capital Group, LLC. 401(k) Plan vs every filed plan by assets

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

$6,568,389 47th percentile higher than 47% 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

Pbm Capital Group, LLC. 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pbm Capital Group, LLC. 401(k) Plan is a small filing (70 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pbm Capital Group, LLC. 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $932K in the plan year 2024 filing.
  • Pbm Capital Group, LLC. 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Pbm Capital Group, LLC. 401(k) Plan reported participants fell from 80 in the plan year 2023 filing to 70 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 274392286 · Pbm Capital Group, LLC PY 2024 · 401(k)

Pbm Capital Group, LLC. 401(k) Plan · $7M · 70 · 47th

  • PCT $7M
  • PCT 70
  • PCT 47th
  • PCT 401(k)
  • PCT near Site Safety LLC 401(k) Profit Sharing Plan & Trust
  • PCT ind #9104

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 Virginia →

Pbm Capital Group, LLC. 401(k) Plan in the asset neighbourhood

Pbm Capital Group, LLC. 401(k) PlanPbm Capital Group, LLC. 401(…$7MSite Safety LLC 401(k) Profit Sharing Plan & TrustSite Safety LLC 401(k) Profi…$7MHarris Kocher Engineering Group, Inc. 401(k)Harris Kocher Engineering Gr…$7MResort Group Savings Plan$7MIdea Auto Group 401(k) Plan$7M
End-of-year total assets ($M) among Pbm Capital Group, LLC. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pbm Capital Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Pbm Capital Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 50.108461109173675% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.38M $6.57M ▲ +50.0%
Year Plans Participants Total Assets
2022 1 137 $4M
2023 1 80 $6M
2024 1 70 $7M

Pbm Capital Group, LLC filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$932K
Employer EIN274392286
Plan Effective Date2010-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

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

Pbm Capital Group, LLC. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Pbm Capital Group, LLC. 401(k) Plan, Total assets ($B): 0.006568389 · Participants: 70Pbm Capital Group, LLC. 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
Pbm Capital Group, LLC. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Pbm Capital Group, LLC. 401(k) Plan side-by-side with 3 peers →

Pbm Capital Group, LLC. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Site Safety LLC 401(k) Profit Sharing Plan & Trust in NY ($7M); by covered participants it is Revenir Energy Services LLC 401(k) Plan in CO (70 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 (70 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 Pbm Capital Group, LLC. 401(k) Plan assets move in 2024? ▼
Pbm Capital Group, LLC. 401(k) Plan grew sharply - up 16.5% during 2024, from $6M to $7M. Reported net income was $932K.
How have Pbm Capital Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pbm Capital Group, LLC's sponsor-wide assets grew 50.1%, from $4M to $7M.
Which 401(k) plans are similar in size to Pbm Capital Group, LLC. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Site Safety LLC 401(k) Profit Sharing Plan & Trust in NY ($7M, 102 participants).
Which 401(k) plans cover a similar participant headcount to Pbm Capital Group, LLC. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Revenir Energy Services LLC 401(k) Plan in CO (70 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 274392286.

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.