401(k) · DOL Form 5500 · 2024

Pfm Health Sciences, LP 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
29
Participants Small participant base
77th
Percentile by assets National rank
$998,679
Avg per participant High balance/head
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Official DOL plan name: Pfm Incentive Savings Trust · Sponsored by Pfm Health Sciences, LP · California · Finance & Insurance

$29M in assets, 29 participants

Pfm Health Sciences, LP's Pfm Incentive Savings Trust reported $29M in total assets and 29 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,473 in Finance & Insurance (8,549 peers)

Where Pfm Incentive Savings Trust sits by assets

Pfm Incentive Savings Trust sits in the top quartile of all filed plans by assets, $29M for 29 participants (~$998,679/participant), up 8.8% in 2024.

#5,473
in Finance & Insurance (8,549 peers)
+8.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Pfm Incentive Savings Trust's outsized position by total assets

Pfm Incentive Savings Trust vs every filed plan by assets

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

$28,961,682 Top 23% higher than 77% 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

Pfm Incentive Savings Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pfm Incentive Savings Trust is a small filing (29 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pfm Incentive Savings Trust reported net income fell from $5M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Pfm Incentive Savings Trust end-of-year assets rose from $27M in the plan year 2023 filing to $29M in the plan year 2024 filing.
  • Pfm Incentive Savings Trust reported participants rose from 28 in the plan year 2023 filing to 29 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 262000428 · Pfm Health Sciences, LP PY 2024 · 401(k)

Pfm Incentive Savings Trust · $29M · 29 · 77th

  • VS-ST $29M
  • VS-ST 29
  • VS-ST 77th
  • VS-ST 401(k)
  • VS-ST near W&p Management Profit Sharing and 401(k) Plan
  • VS-ST ind #5473

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 California →

Pfm Incentive Savings Trust in the asset neighbourhood

Pfm Incentive Savings Trust$29MW&p Management Profit Sharing and 401(k) PlanW&p Management Profit Sharin…$29MHormann LLC Employees Salary Savings PlanHormann LLC Employees Salary…$29MConsumers Supply Dist 401(k)$29MConstellium Muscle Shoals, LLC Plan for Union EmployeesConstellium Muscle Shoals, L…$29M
End-of-year total assets ($M) among Pfm Incentive Savings Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$29M
Net Income$2M
Employer EIN262000428
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pfm Health Sciences, LP)

Sponsor-wide plan assets over time

All Pfm Health Sciences, LP plans reported in each filing year

Latest sponsor-wide plan assets
$33M 35.11652909365377% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.7M $33.3M ▲ +35.1%
Year Plans Participants Total Assets
2022 2 34 $25M
2023 2 41 $30M
2024 2 38 $33M

Nearby 401(k) Plans in California

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

Pfm Incentive Savings Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Pfm Incentive Savings Trust, Total assets ($B): 0.028961682 · Participants: 29Pfm Incentive Savings TrustGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Pfm Incentive Savings Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Pfm Incentive Savings Trust side-by-side with 3 peers →

Pfm Incentive Savings Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is W&p Management Profit Sharing and 401(k) Plan in MI ($29M); by covered participants it is Therapy Systems Dme Inc. 401(k) Plan in MD (29 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (29 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 Pfm Incentive Savings Trust assets move in 2024? ▼
Pfm Incentive Savings Trust grew at a solid clip - up 8.8% during 2024, from $27M to $29M. Reported net income was $2M.
How have Pfm Health Sciences, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pfm Health Sciences, LP's sponsor-wide assets grew 35.1%, from $25M to $33M.
Where does Pfm Incentive Savings Trust rank by assets among Form 5500 filers? ▼
Pfm Incentive Savings Trust ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Pfm Incentive Savings Trust? ▼
Among 401(k) plans in other states, the closest by assets is W&p Management Profit Sharing and 401(k) Plan in MI ($29M, 492 participants).
Which 401(k) plans cover a similar participant headcount to Pfm Incentive Savings Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Therapy Systems Dme Inc. 401(k) Plan in MD (29 participants, $864K 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 262000428.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.