401(k) · DOL Form 5500 · 2024
The Pueblo Bank & Trust Company 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 134
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $85,787
- Avg per participant Below avg balance/head
Official DOL plan name: Pueblo Bank & Trust Company 401(k) Plan & Trust · Sponsored by The Pueblo Bank & Trust Company · Colorado · Finance & Insurance
$11M in assets, 134 participants
The Pueblo Bank & Trust Company's Pueblo Bank & Trust Company 401(k) Plan & Trust reported $11M in total assets and 134 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.
- #3,641 in Finance & Insurance (8,549 peers)
Coverage in Colorado
Pueblo Bank & Trust Company 401(k) Plan & Trust covers 134 participants in Colorado, about 36% of the average Colorado filer (state average ~376 per filing). Assets: $11M.
- #3,641
- in Finance & Insurance (8,549 peers)
- +19.7%
- assets growth YoY
Pueblo Bank & Trust Company 401(k) Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers
Pueblo Bank & Trust Company 401(k) Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,495,451 Top 41% higher than 59% 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
Pueblo Bank & Trust Company 401(k) Plan & 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. Pueblo Bank & Trust Company 401(k) Plan & Trust sits mid-pack in the medium band (134 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Pueblo Bank & Trust Company 401(k) Plan & Trust end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Pueblo Bank & Trust Company 401(k) Plan & Trust reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 840297400 · The Pueblo Bank & Trust Company PY 2024 · 401(k)
Pueblo Bank & Trust Company 401(k) Plan & Trust · $11M · 134 · 59th
- SCH $11M
- EBSA 134
- PART 59th
- TYPE 401(k)
- NET near Unlv Medicine 401(k) Plan
- BOOK ind #3641
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 Colorado →
Pueblo Bank & Trust Company 401(k) Plan & Trust in the asset neighbourhood
Colorado filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 840297400 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Pueblo Bank & Trust Company)
Sponsor-wide plan assets over time
All The Pueblo Bank & Trust Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 46.85156591026067% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 133 | $8M |
| 2023 | 1 | 134 | $10M |
| 2024 | 1 | 134 | $11M |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $3.8B · 57,900
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.3B · 9,935
- Arcadis U.S., Inc. Retirement Savings Plan $2.3B · 7,607
- Empower Retirement, LLC 401(k) Savings Plan $2.2B · 10,185
- Woodward Retirement Savings Plan $2.0B · 6,210
Pueblo Bank & Trust Company 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Unlv Medicine 401(k) Plan in NV ($11M); by covered participants it is Whalar 401(k) Plan in NY (134 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Unlv Medicine 401(k) Plan (NV) $11M · 363
- Mago Construction Co., LLC 401(k) Profit Sharing/Savings Plan (KY) $11M · 143
- Sanford Contractors, Inc. Retirement Plan (NC) $11M · 180
- Diamond Materials 401(k) Plan (DE) $11M · 292
Similar participant headcount
Nearest other-state filings by covered participants (134 participants); asset peers above are excluded.
- Whalar 401(k) Plan (NY) 134 · 0 off
- Consumertrack, Inc. 401(k) Profit Sharing Plan (CA) 134 · 0 off
- Ark Contracting Services LLC 401(k) Profit Sharing Plan and Trust (TX) 134 · 0 off
- Hope Hospice 403(b) Tax Deferred Annuity Plan (TX) 134 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.