401(k) · DOL Form 5500 · 2024

Promesa, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
419
Participants Below avg headcount
73rd
Percentile by assets National rank
$53,875
Avg per participant Low balance/head
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Official DOL plan name: Promesa Management Plan · Sponsored by Promesa, Inc. · New York · Healthcare & Social Assistance

$23M in assets, 419 participants

Promesa, Inc.'s Promesa Management Plan reported $23M in total assets and 419 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #12,973 in Healthcare & Social Assistance (16,916 peers)

Promesa, Inc. multi-year trail

Promesa, Inc.'s plans moved +27.6% in assets from 2022 to 2024; this filing shows Promesa Management Plan at $23M / 419 participants.

#12,973
in Healthcare & Social Assistance (16,916 peers)
+9.1%
assets growth YoY

Promesa Management Plan's outsized position by total assets

Promesa Management Plan vs every filed plan by assets

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

$22,573,718 Top 27% higher than 73% 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

Promesa Management 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. Promesa Management Plan sits mid-pack in the medium band (419 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Promesa Management Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Promesa Management Plan reported participants rose from 372 in the plan year 2023 filing to 419 in the plan year 2024 filing.
  • Promesa Management Plan end-of-year assets rose from $21M in the plan year 2023 filing to $23M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 132663328 · Promesa, Inc. PY 2024 · 401(k)

Promesa Management Plan · $23M · 419 · 73rd

  • BOOK $23M
  • VS-ST 419
  • BOY 73rd
  • SCH 401(k)
  • EBSA near Duke's Root Control, Inc. 401(k) Plan
  • PART ind #12973

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Promesa Management Plan in the asset neighbourhood

Make-a-Wish Foundation of America 401(k) Savings PlanMake-a-Wish Foundation of Am…$23MThe Conrail Retirement Savings PlanThe Conrail Retirement Savin…$23MPromesa Management Plan$23MDuke's Root Control, Inc. 401(k) PlanDuke's Root Control, Inc. 40…$23MSilver State Ford Dba Gaudin Ford Porsche 401(k) PlanSilver State Ford Dba Gaudin…$23M
End-of-year total assets ($M) among Promesa Management Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Promesa, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Promesa, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$46M 27.619289743904098% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $36.2M $46.2M ▲ +27.6%
Year Plans Participants Total Assets
2022 2 763 $36M
2023 2 801 $43M
2024 2 887 $46M

Promesa, Inc. filing trail (2024)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$23M
Net Income$2M
Employer EIN132663328
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Promesa Management Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Promesa Management Plan, Total assets ($B): 0.022573718 · Participants: 419Promesa Management PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Promesa Management Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Promesa Management Plan side-by-side with 3 peers →

Promesa Management Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Duke's Root Control, Inc. 401(k) Plan in IL ($23M); by covered participants it is Bayer Built Woodworks, Inc. Retirement Plan in MN (419 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (419 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 Promesa Management Plan assets move in 2024? ▼
Promesa Management Plan grew at a solid clip - up 9.1% during 2024, from $21M to $23M. Reported net income was $2M.
How have Promesa, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Promesa, Inc.'s sponsor-wide assets grew 27.6%, from $36M to $46M.
Which 401(k) plans are similar in size to Promesa Management Plan? ▼
Among 401(k) plans in other states, the closest by assets is Duke's Root Control, Inc. 401(k) Plan in IL ($23M, 289 participants).
Which 401(k) plans cover a similar participant headcount to Promesa Management Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bayer Built Woodworks, Inc. Retirement Plan in MN (419 participants, $43M 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 132663328.

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.