401(k) · DOL Form 5500 · 2024

Professional Management Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 309
Participants Below avg headcount: 29th
Percentile by assets National rank: $6,047
Avg per participant Low balance/head

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Official DOL plan name: Professional Management Enterprises, Inc. Retirement Readiness Plan · Sponsored by Professional Management Enterprises, Inc. · Indiana · Administrative & Support Services

$2M in assets, 309 participants

Professional Management Enterprises, Inc.'s Professional Management Enterprises, Inc. Retirement Readiness Plan reported $2M in total assets and 309 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

#2,309 in Administrative & Support Services (4,368 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Professional Management Enterprises, Inc. Retirement Readiness Plan ranks #2,309 of 4,368 2024 filers by assets (1544% of the sector average)-$2M for 309 participants.

#2,309
in Administrative & Support Services (4,368 peers): +10.6%
assets growth YoY

Professional Management Enterprises, Inc. Retirement Readiness Plan among the smaller filed plans by assets

Professional Management Enterprises, Inc. Retirement Readiness Plan vs every filed plan by assets

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

$1,868,560 29th percentile higher than 29% 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

Professional Management Enterprises, Inc. Retirement Readiness 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 Management Enterprises, Inc. Retirement Readiness Plan sits mid-pack in the medium band (309 participants).

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%)

Professional Management Enterprises, Inc. Retirement Readiness Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Professional Management Enterprises, Inc. Retirement Readiness Plan reported net income fell from $194K in the plan year 2023 filing to $179K in the plan year 2024 filing.
Professional Management Enterprises, Inc. Retirement Readiness Plan reported participants rose from 298 in the plan year 2023 filing to 309 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 204024802 · Professional Management Enterprises, Inc. PY 2024 · 401(k)

Professional Management Enterprises, Inc. Retirement Readiness Plan · $2M · 309 · 29th

EIN $2M
EIN 309
EIN 29th
EIN 401(k)
EIN near Sbera 401(k) Plan as Adopted by Millbury National Bank
EIN ind #2309

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 Administrative & Support Services retirement plans → · Plans in Indiana →

End-of-year total assets ($M) among Professional Management Enterprises, Inc. Retirement Readiness Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	$179K
Employer EIN	204024802
Plan Effective Date	2013-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Professional Management Enterprises, Inc.)

Latest sponsor-wide plan assets: $2M 24.563441987031418% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	263	$2M
2023	1	298	$2M
2024	1	309	$2M

Nearby 401(k) Plans in Indiana

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

Professional Management Enterprises, Inc. Retirement Readiness Plan vs. nearby 401(k) plans in Indiana, assets vs. participants

The Lilly Employee 401(k) Plan $13.1B · 19,977
Elevance Health 401(k) Plan $12.1B · 73,120
Cummins Retirement and Savings Plan $6.4B · 30,272
Iu Health 401(k) Savings Plan $4.5B · 38,460
Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $3.0B · 9,385

Compare Professional Management Enterprises, Inc. Retirement Readiness Plan side-by-side with 3 peers →

Professional Management Enterprises, Inc. Retirement Readiness Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Sbera 401(k) Plan as Adopted by Millbury National Bank in MA ($2M); by covered participants it is Forddirect Retirement Savings Plan in MI (309 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Sbera 401(k) Plan as Adopted by Millbury National Bank (MA) $2M · 20
Marjen Capital Management, Inc. 401(k) Profit Sharing Plan (TX) $2M · 5
Somma Pharmaceutical Co Ltd 401(k) Profit Sharing Plan (NY) $2M · 5
Rtb Enterprises 401(k) (WA) $2M · 11

Similar participant headcount

Nearest other-state filings by covered participants (309 participants); asset peers above are excluded.

Forddirect Retirement Savings Plan (MI) 309 · 0 off
Bueno Foods 401(k) Plan (NM) 309 · 0 off
Bank of Ann Arbor Employees 401(k) Profit Sharing Plan (MI) 309 · 0 off
Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan (IA) 309 · 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 Professional Management Enterprises, Inc. Retirement Readiness Plan assets move in 2024? ▼

Professional Management Enterprises, Inc. Retirement Readiness Plan grew at a solid clip - up 10.6% during 2024, from $2M to $2M. Reported net income was $179K.

How have Professional Management Enterprises, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Professional Management Enterprises, Inc.'s sponsor-wide assets grew 24.6%, from $2M to $2M.

Which 401(k) plans are similar in size to Professional Management Enterprises, Inc. Retirement Readiness Plan? ▼

Among 401(k) plans in other states, the closest by assets is Sbera 401(k) Plan as Adopted by Millbury National Bank in MA ($2M, 20 participants).

Which 401(k) plans cover a similar participant headcount to Professional Management Enterprises, Inc. Retirement Readiness Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Forddirect Retirement Savings Plan in MI (309 participants, $60M 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 204024802.