401(k) · DOL Form 5500 · 2024

Pbs Aso, LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
862
Participants Near avg headcount
67th
Percentile by assets National rank
$19,951
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pbs Aso, LLC Retirement Plan · Sponsored by Pbs Aso, LLC · Alabama · Administrative & Support Services

$17M in assets, 862 participants

Pbs Aso, LLC's Pbs Aso, LLC Retirement Plan reported $17M in total assets and 862 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #3,601 in Administrative & Support Services (4,368 peers)

Coverage in Alabama

Pbs Aso, LLC Retirement Plan covers 862 participants in Alabama, 2.4x the typical Alabama plan (state average ~360 per filing). Assets: $17M.

#3,601
in Administrative & Support Services (4,368 peers)
+85.3%
assets growth YoY

Pbs Aso, LLC Retirement Plan's outsized position by total assets

Pbs Aso, LLC Retirement Plan vs every filed plan by assets

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

$17,197,494 Top 33% higher than 67% 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

Pbs Aso, LLC 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. Pbs Aso, LLC Retirement Plan sits mid-pack in the medium band (862 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pbs Aso, LLC Retirement Plan end-of-year assets rose from $9M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Pbs Aso, LLC Retirement Plan reported participants rose from 587 in the plan year 2023 filing to 862 in the plan year 2024 filing.
  • Pbs Aso, LLC Retirement Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 850768284 · Pbs Aso, LLC PY 2024 · 401(k)

Pbs Aso, LLC Retirement Plan · $17M · 862 · 67th

  • BOOK $17M
  • BOOK 862
  • BOOK 67th
  • BOOK 401(k)
  • BOOK near Zausmer, P.C. 401(k) Savings Plan
  • BOOK ind #3601

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 Administrative & Support Services retirement plans → · Plans in Alabama →

Pbs Aso, LLC Retirement Plan in the asset neighbourhood

Pbs Aso, LLC Retirement Plan$17MZausmer, P.C. 401(k) Savings PlanZausmer, P.C. 401(k) Savings…$17MThe Metalworking Group 401(k) Profit Sharing PlanThe Metalworking Group 401(k…$17MZefr 401(k) Plan$17MGuernsey, Inc. 401(k) Plan$17M
End-of-year total assets ($M) among Pbs Aso, LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Alabama filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$17M
Net Income$4M
Employer EIN850768284
Plan Effective Date2020-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pbs Aso, LLC)

Sponsor-wide plan assets over time

All Pbs Aso, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$17M 254.44660349452835% vs 2022
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $4.85M $17.2M ▲ +254.6%
Year Plans Participants Total Assets
2022 1 396 $5M
2023 1 587 $9M
2024 1 862 $17M

Nearby 401(k) Plans in Alabama

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

Pbs Aso, LLC Retirement Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Pbs Aso, LLC Retirement Plan, Total assets ($B): 0.017197494 · Participants: 862Pbs Aso, LLC Retirement PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Pbs Aso, LLC Retirement Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Pbs Aso, LLC Retirement Plan side-by-side with 3 peers →

Pbs Aso, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Zausmer, P.C. 401(k) Savings Plan in MI ($17M); by covered participants it is Centromotion 401(k) Plan in WI (862 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (862 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 Pbs Aso, LLC Retirement Plan assets move in 2024? ▼
Pbs Aso, LLC Retirement Plan surged - up 85.3% during 2024, from $9M to $17M. Reported net income was $4M.
How have Pbs Aso, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pbs Aso, LLC's sponsor-wide assets grew 254.4%, from $5M to $17M.
Which 401(k) plans are similar in size to Pbs Aso, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Zausmer, P.C. 401(k) Savings Plan in MI ($17M, 169 participants).
Which 401(k) plans cover a similar participant headcount to Pbs Aso, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Centromotion 401(k) Plan in WI (862 participants, $88M 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 850768284.

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.