401(k) · DOL Form 5500 · 2024

Prudent Wealth Management, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
26th
Percentile by assets National rank
$674,767
Avg per participant High balance/head
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Official DOL plan name: Prudent Wealth Management, Inc. 401(k) Profit Sharing Plan · Sponsored by Prudent Wealth Management, Inc. · Pennsylvania · Finance & Insurance

$1M in assets, 2 participants

Prudent Wealth Management, Inc.'s Prudent Wealth Management, Inc. 401(k) Profit Sharing Plan reported $1M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #1,318 in Finance & Insurance (8,549 peers)

2024 asset change

Prudent Wealth Management, Inc. 401(k) Profit Sharing Plan pulled back noticeably 9.7% in 2024 ($1M → $1M) for 2 participants.

#1,318
in Finance & Insurance (8,549 peers)
-9.7%
assets change YoY

The plan reported a net loss of $145K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Prudent Wealth Management, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Prudent Wealth Management, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,349,533 26th percentile higher than 26% 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

Prudent Wealth Management, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Prudent Wealth Management, Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Prudent Wealth Management, Inc. 401(k) Profit Sharing Plan reported net income fell from $87K in the plan year 2023 filing to -$145K in the plan year 2024 filing.
  • Prudent Wealth Management, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 233098070 · Prudent Wealth Management, Inc. PY 2024 · 401(k)

Prudent Wealth Management, Inc. 401(k) Profit Sharing Plan · $1M · 2 · 26th

  • BOY $1M
  • SCH 2
  • EBSA 26th
  • PART 401(k)
  • TYPE near Security Resources, Inc. Profit Sharing 401(k) Plan
  • NET ind #1318

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 Pennsylvania →

Prudent Wealth Management, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Prudent Wealth Management, Inc. 401(k) Profit Sharing PlanPrudent Wealth Management, I…$1MSecurity Resources, Inc. Profit Sharing 401(k) PlanSecurity Resources, Inc. Pro…$1MOsl Retail Services 401(k) PlanOsl Retail Services 401(k) P…$1MDan Drye Dmd Ms LLC 401(k) Profit Sharing PlanDan Drye Dmd Ms LLC 401(k) P…$1MSapona Yarns, LLC Associates Savings PlanSapona Yarns, LLC Associates…$1M
End-of-year total assets ($M) among Prudent Wealth Management, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Prudent Wealth Management, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All Prudent Wealth Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 4.141048079600407% vs 2022
2024 filing year
$1.3M$1.35M$1.4M$1.45M$1.5M$1.55M 202220232024 $1.41M $1.35M ▼ -4.3%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $1M
2024 1 2 $1M

2024 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$145K
Employer EIN233098070
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Prudent Wealth Management, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Prudent Wealth Management, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.001349533 · Participants: 2Prudent Wealth Management, Inc. 401(k) Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Prudent Wealth Management, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Prudent Wealth Management, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Prudent Wealth Management, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Security Resources, Inc. Profit Sharing 401(k) Plan in GA ($1M); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Prudent Wealth Management, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Prudent Wealth Management, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 9.7% during 2024, from $1M to $1M. Reported net income was -$145K.
How have Prudent Wealth Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Prudent Wealth Management, Inc.'s sponsor-wide assets declined 4.1%, from $1M to $1M.
Which 401(k) plans are similar in size to Prudent Wealth Management, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Security Resources, Inc. Profit Sharing 401(k) Plan in GA ($1M, 20 participants).
Which 401(k) plans cover a similar participant headcount to Prudent Wealth Management, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 participants, N/A 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 233098070.

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.