401(k) · DOL Form 5500 · 2024

Palmetto Bluff Investments LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
360
Participants Below avg headcount
45th
Percentile by assets National rank
$16,832
Avg per participant Low balance/head
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Official DOL plan name: Palmetto Bluff Investment LLC 401(k) Retirement Plan · Sponsored by Palmetto Bluff Investments LLC · South Carolina · Arts, Entertainment & Recreation

$6M in assets, 360 participants

Palmetto Bluff Investments LLC's Palmetto Bluff Investment LLC 401(k) Retirement Plan reported $6M in total assets and 360 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #1,914 in Arts, Entertainment & Recreation (2,921 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Palmetto Bluff Investment LLC 401(k) Retirement Plan ranks #1,914 of 2,921 2024 filers by assets (458% of the sector average)-$6M for 360 participants.

#1,914
in Arts, Entertainment & Recreation (2,921 peers)
+44.2%
assets growth YoY

Palmetto Bluff Investment LLC 401(k) Retirement Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Palmetto Bluff Investment LLC 401(k) Retirement Plan vs every filed plan by assets

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

$6,059,530 45th percentile higher than 45% 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

Palmetto Bluff Investment LLC 401(k) 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. Palmetto Bluff Investment LLC 401(k) Retirement Plan sits mid-pack in the medium band (360 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Palmetto Bluff Investment LLC 401(k) Retirement Plan end-of-year assets rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Palmetto Bluff Investment LLC 401(k) Retirement Plan reported participants rose from 291 in the plan year 2023 filing to 360 in the plan year 2024 filing.
  • Palmetto Bluff Investment LLC 401(k) Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 862804411 · Palmetto Bluff Investments LLC PY 2024 · 401(k)

Palmetto Bluff Investment LLC 401(k) Retirement Plan · $6M · 360 · 45th

  • PHOTO $6M
  • IND 360
  • EOY 45th
  • 5500 401(k)
  • ASSETS near Familia Dental 401(k) Plan
  • PCT ind #1914

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 Arts, Entertainment & Recreation retirement plans → · Plans in South Carolina →

Palmetto Bluff Investment LLC 401(k) Retirement Plan in the asset neighbourhood

Palmetto Bluff Investment LLC 401(k) Retirement PlanPalmetto Bluff Investment LL…$6MFamilia Dental 401(k) Plan$6MPetroleum Marketers 401(k) PlanPetroleum Marketers 401(k) P…$6MMetal Integrity 401(k) Trust$6MHess, Stewart & Campbell 401(k) PlanHess, Stewart & Campbell 401…$6M
End-of-year total assets ($M) among Palmetto Bluff Investment LLC 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN862804411
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Palmetto Bluff Investments LLC)

Sponsor-wide plan assets over time

All Palmetto Bluff Investments LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 44.160739797041145% vs 2023
2024 filing year
$4M$5M$6M$7M 20232024 $4.2M $6.06M ▲ +44.3%
Year Plans Participants Total Assets
2023 1 291 $4M
2024 1 360 $6M

Nearby 401(k) Plans in South Carolina

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

Palmetto Bluff Investment LLC 401(k) Retirement Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -1012345 Total assets ($B) Participants Palmetto Bluff Investment LLC 401(k) Retirement Plan, Total assets ($B): 0.00605953 · Participants: 360Palmetto Bluff Investment LLC 401(k) Retirement PlanMichelin 401(k) Savings Plan, Total assets ($B): 4.477517422 · Participants: 15095Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.829914985 · Participants: 9296The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.663698617 · Participants: 11813Sonoco Retirement & Savings PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.460862801 · Participants: 11878Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction PlanThe Milliken Retirement Plan, Total assets ($B): 1.350798497 · Participants: 5733The Milliken Retirement Plan
Palmetto Bluff Investment LLC 401(k) Retirement Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare Palmetto Bluff Investment LLC 401(k) Retirement Plan side-by-side with 3 peers →

Palmetto Bluff Investment LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Familia Dental 401(k) Plan in IL ($6M); by covered participants it is Pipefitters Lu No. 195 Defined Contribution Plan in TX (360 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (360 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 Palmetto Bluff Investment LLC 401(k) Retirement Plan assets move in 2024? ▼
Palmetto Bluff Investment LLC 401(k) Retirement Plan surged - up 44.2% during 2024, from $4M to $6M. Reported net income was $2M.
How have Palmetto Bluff Investments LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Palmetto Bluff Investments LLC's sponsor-wide assets grew 44.2%, from $4M to $6M.
Which 401(k) plans are similar in size to Palmetto Bluff Investment LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Familia Dental 401(k) Plan in IL ($6M, 653 participants).
Which 401(k) plans cover a similar participant headcount to Palmetto Bluff Investment LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pipefitters Lu No. 195 Defined Contribution Plan in TX (360 participants, $7M 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 862804411.

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.