401(k) · DOL Form 5500 · 2024

Pgi Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
195
Participants Below avg headcount
47th
Percentile by assets National rank
$33,455
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pgi Holdings, LLC Retirement Plan · Sponsored by Pgi Holdings, LLC · Ohio · Manufacturing

$7M in assets, 195 participants

Pgi Holdings, LLC's Pgi Holdings, LLC Retirement Plan reported $7M in total assets and 195 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

  • #5,444 in Manufacturing (17,777 peers)

Coverage in Ohio

Pgi Holdings, LLC Retirement Plan covers 195 participants in Ohio, about 25% of the average Ohio filer (state average ~765 per filing). Assets: $7M.

#5,444
in Manufacturing (17,777 peers)
+22.4%
assets growth YoY

Pgi Holdings, LLC Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Pgi Holdings, LLC Retirement Plan vs every filed plan by assets

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

$6,523,787 47th percentile higher than 47% 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

Pgi Holdings, LLC Retirement 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. Pgi Holdings, LLC Retirement Plan sits mid-pack in the medium band (195 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pgi Holdings, LLC Retirement Plan reported net income rose from $791K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Pgi Holdings, LLC Retirement Plan end-of-year assets rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Pgi Holdings, LLC Retirement Plan reported participants fell from 217 in the plan year 2023 filing to 195 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 882326450 · Pgi Holdings, LLC PY 2024 · 401(k)

Pgi Holdings, LLC Retirement Plan · $7M · 195 · 47th

  • VS-ST $7M
  • BOY 195
  • SCH 47th
  • EBSA 401(k)
  • PART near Charlotte Dentistry 401(k) Plan
  • TYPE ind #5444

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 Manufacturing retirement plans → · Plans in Ohio →

Pgi Holdings, LLC Retirement Plan in the asset neighbourhood

Pgi Holdings, LLC Retirement PlanPgi Holdings, LLC Retirement…$7MCharlotte Dentistry 401(k) PlanCharlotte Dentistry 401(k) P…$7MGlia Technologies 401(k) Plan$7MLocknet 401(k) Profit Sharing PlanLocknet 401(k) Profit Sharin…$7MRegional Hospice & Home Care 401(k) Profit Sharing Plan & TrustRegional Hospice & Home Care…$7M
End-of-year total assets ($M) among Pgi Holdings, LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN882326450
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pgi Holdings, LLC)

Sponsor-wide plan assets over time

All Pgi Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 22.38953674122904% vs 2023
2024 filing year
$5M$5.5M$6M$6.5M$7M 20232024 $5.33M $6.52M ▲ +22.3%
Year Plans Participants Total Assets
2023 1 217 $5M
2024 1 195 $7M

Nearby 401(k) Plans in Ohio

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

Pgi Holdings, LLC Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Pgi Holdings, LLC Retirement Plan, Total assets ($B): 0.006523787 · Participants: 195Pgi Holdings, LLC Retirement PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Pgi Holdings, LLC Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

Pgi Holdings, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Charlotte Dentistry 401(k) Plan in NC ($7M); by covered participants it is Greenhill & Co., Inc. 401(k) Profit Sharing Plan in NY (195 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (195 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 Pgi Holdings, LLC Retirement Plan assets move in 2024?
Pgi Holdings, LLC Retirement Plan grew sharply - up 22.4% during 2024, from $5M to $7M. Reported net income was $1M.
How have Pgi Holdings, LLC plan assets changed over time?
Across 2 plan years on file (2023-2024), Pgi Holdings, LLC's sponsor-wide assets grew 22.4%, from $5M to $7M.
Which 401(k) plans are similar in size to Pgi Holdings, LLC Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Charlotte Dentistry 401(k) Plan in NC ($7M, 95 participants).
Which 401(k) plans cover a similar participant headcount to Pgi Holdings, LLC Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Greenhill & Co., Inc. 401(k) Profit Sharing Plan in NY (195 participants, N/A in assets).