401(k) · DOL Form 5500 · 2024
Petra Funds Group LLC 401(k) Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 123
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $162,101
- Avg per participant Above avg balance/head
Official DOL plan name: Petra Funds Group LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Petra Funds Group LLC · New York · Finance & Insurance
$20M in assets, 123 participants
Petra Funds Group LLC's Petra Funds Group LLC 401(k) Profit Sharing Plan & Trust reported $20M in total assets and 123 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.
- #4,721 in Finance & Insurance (8,549 peers)
Coverage in New York
Petra Funds Group LLC 401(k) Profit Sharing Plan & Trust covers 123 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $20M.
- #4,721
- in Finance & Insurance (8,549 peers)
- +86.6%
- assets growth YoY
Petra Funds Group LLC 401(k) Profit Sharing Plan & Trust's outsized position by total assets
Petra Funds Group LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$19,938,421 Top 30% higher than 70% 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
Petra Funds Group LLC 401(k) Profit Sharing 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. Petra Funds Group LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (123 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Petra Funds Group LLC 401(k) Profit Sharing Plan & Trust reported net income rose from $147K in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Petra Funds Group LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $11M in the plan year 2023 filing to $20M in the plan year 2024 filing.
- Petra Funds Group LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 119 in the plan year 2023 filing to 123 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 872474456 · Petra Funds Group LLC PY 2024 · 401(k)
Petra Funds Group LLC 401(k) Profit Sharing Plan & Trust · $20M · 123 · 70th
- EOY $20M
- 5500 123
- ASSETS 70th
- PCT 401(k)
- EIN near People's Trust Insurance Co 401(k) Profit Sharing Plan & Trust
- RANK ind #4721
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 New York →
Petra Funds Group LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $9M |
| Employer EIN | 872474456 |
| Plan Effective Date | 2023-12-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Petra Funds Group LLC)
Sponsor-wide plan assets over time
All Petra Funds Group LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 86.57351288479155% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 119 | $11M |
| 2024 | 1 | 123 | $20M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Petra Funds Group LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is People's Trust Insurance Co 401(k) Profit Sharing Plan & Trust in FL ($20M); by covered participants it is Clark's Termite & Pest Control 401(k) Plan in NJ (123 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
Similar participant headcount
Nearest other-state filings by covered participants (123 participants); asset peers above are excluded.
- Clark's Termite & Pest Control 401(k) Plan (NJ) 123 · 0 off
- App Annie 401(k) Plan (CA) 123 · 0 off
- Valley Chrome Plating, Inc. 401(k) Plan (CA) 123 · 0 off
- Atg Retirement Savings Plan (FL) 123 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.