401(k) · DOL Form 5500 · 2024

Pma Financial Network, LLC 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
166
Participants Small participant base
84th
Percentile by assets National rank
$300,820
Avg per participant High balance/head
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Official DOL plan name: Pma Financial Network, LLC 401(k) Plan · Sponsored by Pma Financial Network, LLC · Illinois · Finance & Insurance

$50M in assets, 166 participants

Pma Financial Network, LLC's Pma Financial Network, LLC 401(k) Plan reported $50M in total assets and 166 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,446 in Finance & Insurance (8,549 peers)

Coverage in Illinois

Pma Financial Network, LLC 401(k) Plan covers 166 participants in Illinois, about 21% of the average Illinois filer (state average ~779 per filing). Assets: $50M.

#6,446
in Finance & Insurance (8,549 peers)
+20.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Pma Financial Network, LLC 401(k) Plan's outsized position by total assets

Pma Financial Network, LLC 401(k) Plan vs every filed plan by assets

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

$49,936,200 Top 16% higher than 84% 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

Pma Financial Network, LLC 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. Pma Financial Network, LLC 401(k) Plan sits mid-pack in the medium band (166 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pma Financial Network, LLC 401(k) Plan end-of-year assets rose from $41M in the plan year 2023 filing to $50M in the plan year 2024 filing.
  • Pma Financial Network, LLC 401(k) Plan reported net income rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Pma Financial Network, LLC 401(k) Plan reported participants rose from 151 in the plan year 2023 filing to 166 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 363270709 · Pma Financial Network, LLC PY 2024 · 401(k)

Pma Financial Network, LLC 401(k) Plan · $50M · 166 · 84th

  • BOY $50M
  • BOY 166
  • BOY 84th
  • BOY 401(k)
  • BOY near Olson Kundig 401(k) Profit Sharing Plan & Trust
  • BOY ind #6446

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 Illinois →

Pma Financial Network, LLC 401(k) Plan in the asset neighbourhood

Pma Financial Network, LLC 401(k) PlanPma Financial Network, LLC 4…$50MCke Savings Plan$50MGreen Clinic Savings and Profit Sharing PlanGreen Clinic Savings and Pro…$50MOlson Kundig 401(k) Profit Sharing Plan & TrustOlson Kundig 401(k) Profit S…$50MHi-Temp Insulation Savings and Retirement PlanHi-Temp Insulation Savings a…$50M
End-of-year total assets ($M) among Pma Financial Network, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$50M
Net Income$9M
Employer EIN363270709
Plan Effective Date1998-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pma Financial Network, LLC)

Sponsor-wide plan assets over time

All Pma Financial Network, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$50M 48.028068067738104% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $33.7M $49.9M ▲ +48.1%
Year Plans Participants Total Assets
2022 1 139 $34M
2023 1 151 $41M
2024 1 166 $50M

Nearby 401(k) Plans in Illinois

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

Pma Financial Network, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Pma Financial Network, LLC 401(k) Plan, Total assets ($B): 0.0499362 · Participants: 166Pma Financial Network, LLC 401(k) PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Pma Financial Network, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Pma Financial Network, LLC 401(k) Plan side-by-side with 3 peers →

Pma Financial Network, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Olson Kundig 401(k) Profit Sharing Plan & Trust in WA ($50M); by covered participants it is Awesome 401(k) Plan in CA (166 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($50M here).

Similar participant headcount

Nearest other-state filings by covered participants (166 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 Pma Financial Network, LLC 401(k) Plan assets move in 2024? ▼
Pma Financial Network, LLC 401(k) Plan grew sharply - up 20.7% during 2024, from $41M to $50M. Reported net income was $9M.
How have Pma Financial Network, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pma Financial Network, LLC's sponsor-wide assets grew 48.0%, from $34M to $50M.
Where does Pma Financial Network, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Pma Financial Network, LLC 401(k) Plan ranks in the 84th 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 Pma Financial Network, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Olson Kundig 401(k) Profit Sharing Plan & Trust in WA ($50M, 324 participants).
Which 401(k) plans cover a similar participant headcount to Pma Financial Network, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Awesome 401(k) Plan in CA (166 participants, $43M 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 363270709.

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.