401(k) · DOL Form 5500 · 2024

Pfm Consulting, Inc. 401(k) Plan

Data updated 2026-08-25

$184K
Total assets Small plan by assets: 1
Participants Small participant base: 10th
Percentile by assets National rank: $184,430
Avg per participant Above avg balance/head

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Official DOL plan name: Pfm Consulting, Inc. - Pension Transfer Trust Plan · Sponsored by Pfm Consulting, Inc. · Iowa · Finance & Insurance

$184K in assets, 1 participants

Pfm Consulting, Inc.'s Pfm Consulting, Inc. - Pension Transfer Trust Plan reported $184K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 10th 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.

#434 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

Pfm Consulting, Inc. - Pension Transfer Trust Plan holds $184K for 1 participant - about $184,430 per participant, among the smaller plans by assets on file.

#434
in Finance & Insurance (8,549 peers): +0.0%
assets growth YoY

Pfm Consulting, Inc. - Pension Transfer Trust Plan among the smaller filed plans by assets

Pfm Consulting, Inc. - Pension Transfer Trust Plan vs every filed plan by assets

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

$184,430 10th percentile higher than 10% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Pfm Consulting, Inc. - Pension Transfer Trust Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pfm Consulting, Inc. - Pension Transfer Trust Plan is a micro filing (1 participant), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Pfm Consulting, Inc. - Pension Transfer Trust Plan reported net income fell from $71 in the plan year 2023 filing to $59 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 272334140 · Pfm Consulting, Inc. PY 2024 · 401(k)

Pfm Consulting, Inc. - Pension Transfer Trust Plan · $184K · 1 · 10th

RANK $184K
PHOTO 1
IND 10th
EOY 401(k)
5500 near Allele Capital Partners LLC 401(k) Profit Sharing Plan & Trust
ASSETS ind #434

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 Iowa →

End-of-year total assets ($M) among Pfm Consulting, Inc. - Pension Transfer Trust Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)	$184K
Net Assets (End of Year)	$184K
Net Income	$59
Employer EIN	272334140
Plan Effective Date	2012-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Pfm Consulting, Inc.)

Latest sponsor-wide plan assets: $184K 0.0705371676614216% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	1	$184K
2023	1	1	$184K
2024	1	1	$184K

Nearby 401(k) Plans in Iowa

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

Pfm Consulting, Inc. - Pension Transfer Trust Plan vs. nearby 401(k) plans in Iowa, assets vs. participants

The Principal Select Savings Plan $4.6B · 12,841
The Rsm US LLP Retirement Plan $3.4B · 14,728
Iowa Health System Section 401(k) Retirement Savings Plan $3.3B · 25,072
The Hy-Vee and Affiliates 401(k) Plan $3.1B · 55,411
Transamerica 401(k) Retirement Savings Plan $2.7B · 8,059

Compare Pfm Consulting, Inc. - Pension Transfer Trust Plan side-by-side with 3 peers →

Pfm Consulting, Inc. - Pension Transfer Trust Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Allele Capital Partners LLC 401(k) Profit Sharing Plan & Trust in FL ($184K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($184K here).

Allele Capital Partners LLC 401(k) Profit Sharing Plan & Trust (FL) $184K · 6
Marion Desantis Team LLC 401(k) Profit Sharing Plan & Trust (NY) $184K · 2
Jan Serve LLC 401(k) Profit Sharing Plan & Trust (CA) $184K · 7
2424 Equity Holdings Inc. 401(k) Plan (MI) $184K · N/A

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

Concorde Support & Development, Inc. 401(k) Profit Sharing Plan (TX) 1 · 0 off
The Directed Account Plan Staff 401(K ) Plan (MO) 1 · 0 off
Emz Inc Profit Sharing Plan (KY) 1 · 0 off
Mbm Enterprises, Inc. 401(k) Profit Sharing Plan (UT) 1 · 0 off

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 Consulting, Inc. - Pension Transfer Trust Plan assets move in 2024? ▼

Pfm Consulting, Inc. - Pension Transfer Trust Plan held essentially flat - up 0.0% during 2024, from $184K to $184K. Reported net income was $59.

How have Pfm Consulting, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Pfm Consulting, Inc.'s sponsor-wide assets grew 0.1%, from $184K to $184K.

Where does Pfm Consulting, Inc. - Pension Transfer Trust Plan rank by assets among Form 5500 filers? ▼

Pfm Consulting, Inc. - Pension Transfer Trust Plan ranks in the 10th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Pfm Consulting, Inc. - Pension Transfer Trust Plan? ▼

Among 401(k) plans in other states, the closest by assets is Allele Capital Partners LLC 401(k) Profit Sharing Plan & Trust in FL ($184K, 6 participants).

Which 401(k) plans cover a similar participant headcount to Pfm Consulting, Inc. - Pension Transfer Trust Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K 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 272334140.