401(k) · DOL Form 5500 · 2024
Palmetto Moon, LLC 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 433
- Participants Below avg headcount
- 33rd
- Percentile by assets National rank
- $6,538
- Avg per participant Low balance/head
Official DOL plan name: Palmetto Moon 401(k) Plan · Sponsored by Palmetto Moon, LLC · South Carolina · Retail Trade
$3M in assets, 433 participants
Palmetto Moon, LLC's Palmetto Moon 401(k) Plan reported $3M in total assets and 433 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.
- #3,638 in Retail Trade (8,048 peers)
Palmetto Moon, LLC multi-year trail
Palmetto Moon, LLC's plans moved +86.1% in assets from 2022 to 2024; this filing shows Palmetto Moon 401(k) Plan at $3M / 433 participants.
- #3,638
- in Retail Trade (8,048 peers)
- +30.1%
- assets growth YoY
Palmetto Moon 401(k) Plan among the smaller filed plans by assets
Palmetto Moon 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,830,758 33rd percentile higher than 33% 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
Palmetto Moon 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. Palmetto Moon 401(k) Plan sits mid-pack in the medium band (433 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Palmetto Moon 401(k) Plan reported participants rose from 238 in the plan year 2023 filing to 433 in the plan year 2024 filing.
- Palmetto Moon 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 542065775 · Palmetto Moon, LLC PY 2024 · 401(k)
Palmetto Moon 401(k) Plan · $3M · 433 · 33rd
- ASSETS $3M
- ASSETS 433
- ASSETS 33rd
- ASSETS 401(k)
- ASSETS near Cometeer, Inc. 401(k) Plan
- ASSETS ind #3638
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 Retail Trade retirement plans → · Plans in South Carolina →
Palmetto Moon 401(k) Plan in the asset neighbourhood
Palmetto Moon, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Palmetto Moon, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 86.08484379961071% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 216 | $2M |
| 2023 | 1 | 238 | $2M |
| 2024 | 1 | 433 | $3M |
Palmetto Moon, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $654K |
| Employer EIN | 542065775 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in South Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Michelin 401(k) Savings Plan $4.5B · 15,095
- The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.8B · 9,296
- Sonoco Retirement & Savings Plan $1.7B · 11,813
- Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.5B · 11,878
- The Milliken Retirement Plan $1.4B · 5,733
Palmetto Moon 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside South Carolina, the nearest 401(k) by assets is Cometeer, Inc. 401(k) Plan in MA ($3M); by covered participants it is The Bmw Management, Inc. Employee 401(k) Plan in CA (433 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Cometeer, Inc. 401(k) Plan (MA) $3M · 59
- Idler's, Inc. 401(k) Profit Sharing Plan (CA) $3M · 86
- Infraware 401(k) Plan (IN) $3M · 115
- L H Krueger & Son Inc. 401(k) Plan (WI) $3M · 30
Similar participant headcount
Nearest other-state filings by covered participants (433 participants); asset peers above are excluded.
- The Bmw Management, Inc. Employee 401(k) Plan (CA) 433 · 0 off
- Kind 401(k) Plan (DC) 433 · 0 off
- Gutchess Companies 401(k) Savings Plan (NY) 433 · 0 off
- Republic Plastics 401(k) Plan (TX) 433 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.