401(k) · DOL Form 5500 · 2024

Professional Group Plans, Inc. 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
111
Participants Small participant base
78th
Percentile by assets National rank
$288,929
Avg per participant High balance/head
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Official DOL plan name: Professional Group Plans, Inc. 401(k) Plan · Sponsored by Professional Group Plans, Inc. · New York · Finance & Insurance

$32M in assets, 111 participants

Professional Group Plans, Inc.'s Professional Group Plans, Inc. 401(k) Plan reported $32M in total assets and 111 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,655 in Finance & Insurance (8,549 peers)

Coverage in New York

Professional Group Plans, Inc. 401(k) Plan covers 111 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $32M.

#5,655
in Finance & Insurance (8,549 peers)
+14.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Professional Group Plans, Inc. 401(k) Plan's outsized position by total assets

Professional Group Plans, Inc. 401(k) Plan vs every filed plan by assets

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

$32,071,082 Top 22% higher than 78% 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

Professional Group Plans, Inc. 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. Professional Group Plans, Inc. 401(k) Plan sits mid-pack in the medium band (111 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Professional Group Plans, Inc. 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Professional Group Plans, Inc. 401(k) Plan end-of-year assets rose from $28M in the plan year 2023 filing to $32M in the plan year 2024 filing.
  • Professional Group Plans, Inc. 401(k) Plan reported participants fell from 114 in the plan year 2023 filing to 111 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 113144545 · Professional Group Plans, Inc. PY 2024 · 401(k)

Professional Group Plans, Inc. 401(k) Plan · $32M · 111 · 78th

  • PART $32M
  • TYPE 111
  • NET 78th
  • BOOK 401(k)
  • VS-ST near Union Bank 401(k) Plan
  • BOY ind #5655

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 New York →

Professional Group Plans, Inc. 401(k) Plan in the asset neighbourhood

Professional Group Plans, Inc. 401(k) PlanProfessional Group Plans, In…$32MUnion Bank 401(k) Plan$32MCorporate America Family Credit Union 401(k) PlanCorporate America Family Cre…$32MHalquist Stone Company, Inc. 401(k) Profit Sharing PlanHalquist Stone Company, Inc.…$32MWalter & Haverfield LLP Profit Sharing Retirement PlanWalter & Haverfield LLP Prof…$32M
End-of-year total assets ($M) among Professional Group Plans, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$32M
Net Income$4M
Employer EIN113144545
Plan Effective Date1997-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Professional Group Plans, Inc.)

Sponsor-wide plan assets over time

All Professional Group Plans, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$45M 101.5021170275503% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $22.6M $45.5M ▲ +101.6%
Year Plans Participants Total Assets
2022 1 106 $23M
2023 1 114 $28M
2024 2 188 $45M

Nearby 401(k) Plans in New York

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

Professional Group Plans, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Professional Group Plans, Inc. 401(k) Plan, Total assets ($B): 0.032071082 · Participants: 111Professional Group Plans, Inc. 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Professional Group Plans, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Professional Group Plans, Inc. 401(k) Plan side-by-side with 3 peers →

Professional Group Plans, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Union Bank 401(k) Plan in VT ($32M); by covered participants it is R.N. Industries Trucking, Inc. Profit Sharing Plan in UT (111 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (111 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 Professional Group Plans, Inc. 401(k) Plan assets move in 2024? ▼
Professional Group Plans, Inc. 401(k) Plan grew at a solid clip - up 14.3% during 2024, from $28M to $32M. Reported net income was $4M.
How have Professional Group Plans, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Professional Group Plans, Inc.'s sponsor-wide assets grew 101.5%, from $23M to $45M.
Where does Professional Group Plans, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Professional Group Plans, Inc. 401(k) Plan ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Professional Group Plans, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Union Bank 401(k) Plan in VT ($32M, 197 participants).
Which 401(k) plans cover a similar participant headcount to Professional Group Plans, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is R.N. Industries Trucking, Inc. Profit Sharing Plan in UT (111 participants, $2M 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 113144545.

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.