401(k) · DOL Form 5500 · 2024
Pomeroy Living Management LLC 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 778
- Participants Near avg headcount
- 45th
- Percentile by assets National rank
- $7,646
- Avg per participant Low balance/head
Official DOL plan name: Pomeroy Living Management LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Pomeroy Living Management LLC · Illinois · Healthcare & Social Assistance
$6M in assets, 778 participants
Pomeroy Living Management LLC's Pomeroy Living Management LLC 401(k) Profit Sharing Plan and Trust reported $6M in total assets and 778 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.
- #8,281 in Healthcare & Social Assistance (16,916 peers)
Pomeroy Living Management LLC multi-year trail
Pomeroy Living Management LLC's plans moved +23.8% in assets from 2022 to 2024; this filing shows Pomeroy Living Management LLC 401(k) Profit Sharing Plan and Trust at $6M / 778 participants.
- #8,281
- in Healthcare & Social Assistance (16,916 peers)
- +5.6%
- assets growth YoY
Pomeroy Living Management LLC 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
Pomeroy Living Management LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,948,750 45th percentile higher than 45% 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
Pomeroy Living Management LLC 401(k) Profit Sharing Plan and Trust 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. Pomeroy Living Management LLC 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (778 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Pomeroy Living Management LLC 401(k) Profit Sharing Plan and Trust reported net income fell from $824K in the plan year 2023 filing to $317K in the plan year 2024 filing.
- Pomeroy Living Management LLC 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Pomeroy Living Management LLC 401(k) Profit Sharing Plan and Trust reported participants rose from 756 in the plan year 2023 filing to 778 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 810767408 · Pomeroy Living Management LLC PY 2024 · 401(k)
Pomeroy Living Management LLC 401(k) Profit Sharing Plan and Trust · $6M · 778 · 45th
- RANK $6M
- RANK 778
- RANK 45th
- RANK 401(k)
- RANK near Miller Vein 401(k) Plan
- RANK ind #8281
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 Healthcare & Social Assistance retirement plans → · Plans in Illinois →
Pomeroy Living Management LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Pomeroy Living Management LLC multi-year asset trail
Sponsor-wide plan assets over time
All Pomeroy Living Management LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 23.750507327673454% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 611 | $5M |
| 2023 | 1 | 756 | $6M |
| 2024 | 1 | 778 | $6M |
Pomeroy Living Management LLC filing trail (2024)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $317K |
| Employer EIN | 810767408 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Pomeroy Living Management LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Miller Vein 401(k) Plan in MI ($6M); by covered participants it is Tenaska Retirement Plan in NE (778 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
- Miller Vein 401(k) Plan (MI) $6M · 71
- Vancon, Inc 401(k) Profit Sharing Plan (UT) $6M · 213
- Perimeter Healthcare 401(k) Plan (GA) $6M · 1,282
- Convo Communications LLC 401(k) Profit Sharing Plan and Trust (TX) $6M · 285
Similar participant headcount
Nearest other-state filings by covered participants (778 participants); asset peers above are excluded.
- Tenaska Retirement Plan (NE) 778 · 0 off
- Leonard Management 401(k) Plan (NE) 778 · 0 off
- Adac Plastics, Inc. Retirement Plan (MI) 778 · 0 off
- Holland Residential, LLC 401(k) Plan (WA) 778 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.