401(k) · DOL Form 5500 · 2024
Pfg Ventures L.P. Dba Proforma 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 154
- Participants Small participant base
- 63rd
- Percentile by assets National rank
- $90,384
- Avg per participant Below avg balance/head
Official DOL plan name: Proforma 401(k) Plan · Sponsored by Pfg Ventures L.P. Dba Proforma · Ohio · Manufacturing
$14M in assets, 154 participants
Pfg Ventures L.P. Dba Proforma's Proforma 401(k) Plan reported $14M in total assets and 154 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.
- #8,952 in Manufacturing (17,777 peers)
Coverage in Ohio
Proforma 401(k) Plan covers 154 participants in Ohio, about 20% of the average Ohio filer (state average ~765 per filing). Assets: $14M.
- #8,952
- in Manufacturing (17,777 peers)
- -3.2%
- assets change YoY
The plan reported a net loss of $465K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Proforma 401(k) Plan's mid-pack asset rank among Manufacturing and all filers
Proforma 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,919,108 Top 37% higher than 63% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Proforma 401(k) 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. Proforma 401(k) Plan sits mid-pack in the medium band (154 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Proforma 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to -$465K in the plan year 2024 filing.
- Proforma 401(k) Plan reported participants rose from 141 in the plan year 2023 filing to 154 in the plan year 2024 filing.
- Proforma 401(k) Plan end-of-year assets fell from $14M in the plan year 2023 filing to $14M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 341761487 · Pfg Ventures L.P. Dba Proforma PY 2024 · 401(k)
Proforma 401(k) Plan · $14M · 154 · 63rd
- NET $14M
- BOOK 154
- VS-ST 63rd
- BOY 401(k)
- SCH near Bryan Associated Group 401(k) and Profit Sharing Plan
- EBSA ind #8952
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 Manufacturing retirement plans → · Plans in Ohio →
Proforma 401(k) Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$465K |
| Employer EIN | 341761487 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pfg Ventures L.P. Dba Proforma)
Sponsor-wide plan assets over time
All Pfg Ventures L.P. Dba Proforma plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 19.7856285039219% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 131 | $12M |
| 2023 | 1 | 141 | $14M |
| 2024 | 1 | 154 | $14M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Proforma 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Bryan Associated Group 401(k) and Profit Sharing Plan in PA ($14M); by covered participants it is 401(k) Savings Plan for Peter Marino Architect, PLLC in NY (154 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Bryan Associated Group 401(k) and Profit Sharing Plan (PA) $14M · 124
- Mason Mcduffie Mortgage Corporation (CA) $14M · 338
- City Line Distributors, LLC 401(k) Plan (CT) $14M · 234
- Nor-Am 401(k) Plan and Trust (IA) $14M · 517
Similar participant headcount
Nearest other-state filings by covered participants (154 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.