401(k) · DOL Form 5500 · 2024
Pfn Lending Group Inc 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 213
- Participants Below avg headcount
- 29th
- Percentile by assets National rank
- $9,107
- Avg per participant Low balance/head
Official DOL plan name: Pfn Lending Group Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Pfn Lending Group Inc · California · Real Estate
$2M in assets, 213 participants
Pfn Lending Group Inc's Pfn Lending Group Inc 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 213 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.
- #2,216 in Real Estate (4,605 peers)
Coverage in California
Pfn Lending Group Inc 401(k) Profit Sharing Plan & Trust covers 213 participants in California, about 34% of the average California filer (state average ~630 per filing). Assets: $2M.
- #2,216
- in Real Estate (4,605 peers)
- +26.5%
- assets growth YoY
Pfn Lending Group Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Pfn Lending Group Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,939,686 29th percentile higher than 29% 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
Pfn Lending Group Inc 401(k) Profit Sharing Plan & Trust 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. Pfn Lending Group Inc 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (213 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2024
- Pfn Lending Group Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $805K in the plan year 2022 filing to $2M in the plan year 2024 filing.
- Pfn Lending Group Inc 401(k) Profit Sharing Plan & Trust reported net income fell from $805K in the plan year 2022 filing to $406K in the plan year 2024 filing.
- Pfn Lending Group Inc 401(k) Profit Sharing Plan & Trust reported participants fell from 276 in the plan year 2022 filing to 213 in the plan year 2024 filing.
DOL schedule card
Filing strip 330886403 · Pfn Lending Group Inc PY 2024 · 401(k)
Pfn Lending Group Inc 401(k) Profit Sharing Plan & Trust · $2M · 213 · 29th
- ASSETS $2M
- PCT 213
- EIN 29th
- RANK 401(k)
- PHOTO near Cortelco Systems Puerto Rico, Inc. Profit Sharing Retirement Plan
- IND ind #2216
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 Real Estate retirement plans → · Plans in California →
Pfn Lending Group Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $406K |
| Employer EIN | 330886403 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pfn Lending Group Inc)
Sponsor-wide plan assets over time
All Pfn Lending Group Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 140.89702717236736% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 276 | $805K |
| 2024 | 1 | 213 | $2M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Pfn Lending Group Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Cortelco Systems Puerto Rico, Inc. Profit Sharing Retirement Plan in PR ($2M); by covered participants it is Thirdera, LLC in CO (213 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (213 participants); asset peers above are excluded.
- Thirdera, LLC (CO) 213 · 0 off
- Charles Daher's Commonwealth Motors 401(k) Retirement Plan (MA) 213 · 0 off
- Blue Racer Midstream 401(k) Plan (OK) 213 · 0 off
- Ok4 Master Holdco, LLC 401(k) Plan (TX) 213 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.