401(k) · DOL Form 5500 · 2024

Pgm of Texas, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
220
Participants Below avg headcount
48th
Percentile by assets National rank
$31,680
Avg per participant Low balance/head
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Official DOL plan name: Pgm of Texas Retirement Plan · Sponsored by Pgm of Texas, LLC · Texas · Wholesale Trade

$7M in assets, 220 participants

Pgm of Texas, LLC's Pgm of Texas Retirement Plan reported $7M in total assets and 220 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #2,300 in Wholesale Trade (6,080 peers)

Coverage in Texas

Pgm of Texas Retirement Plan covers 220 participants in Texas, about 32% of the average Texas filer (state average ~688 per filing). Assets: $7M.

#2,300
in Wholesale Trade (6,080 peers)
+24.3%
assets growth YoY

Pgm of Texas Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers

Pgm of Texas Retirement Plan vs every filed plan by assets

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

$6,969,702 48th percentile higher than 48% 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

Pgm of Texas 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. Pgm of Texas Retirement Plan sits mid-pack in the medium band (220 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pgm of Texas Retirement Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Pgm of Texas Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Pgm of Texas Retirement Plan reported participants fell from 266 in the plan year 2023 filing to 220 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 273380471 · Pgm of Texas, LLC PY 2024 · 401(k)

Pgm of Texas Retirement Plan · $7M · 220 · 48th

  • TYPE $7M
  • NET 220
  • BOOK 48th
  • VS-ST 401(k)
  • BOY near Endocrinology & Internal Medicine Associates, P.C. Profit Sharing Plan
  • SCH ind #2300

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 Wholesale Trade retirement plans → · Plans in Texas →

Pgm of Texas Retirement Plan in the asset neighbourhood

Pgm of Texas Retirement Plan$7MEndocrinology & Internal Medicine Associates, P.C. Profit Sharing PlanEndocrinology & Internal Med…$7MCmd Agency Retirement Plan$7MWilliams Island Poa 401(k) PlanWilliams Island Poa 401(k) P…$7MNephrology Associates of York, P.C. Retirement PlanNephrology Associates of Yor…$7M
End-of-year total assets ($M) among Pgm of Texas Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN273380471
Plan Effective Date2017-08-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Pgm of Texas, LLC)

Sponsor-wide plan assets over time

All Pgm of Texas, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 104.94265183018379% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $3.4M $6.97M ▲ +105.0%
Year Plans Participants Total Assets
2022 1 226 $3M
2023 1 266 $6M
2024 1 220 $7M

Nearby 401(k) Plans in Texas

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

Pgm of Texas Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Pgm of Texas Retirement Plan, Total assets ($B): 0.006969702 · Participants: 220Pgm of Texas Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Pgm of Texas Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Pgm of Texas Retirement Plan side-by-side with 3 peers →

Pgm of Texas Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Endocrinology & Internal Medicine Associates, P.C. Profit Sharing Plan in AL ($7M); by covered participants it is Palomar Holdings, Inc. 401(k) Plan in CA (220 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (220 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 Pgm of Texas Retirement Plan assets move in 2024? ▼
Pgm of Texas Retirement Plan grew sharply - up 24.3% during 2024, from $6M to $7M. Reported net income was $1M.
How have Pgm of Texas, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pgm of Texas, LLC's sponsor-wide assets grew 104.9%, from $3M to $7M.
Which 401(k) plans are similar in size to Pgm of Texas Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Endocrinology & Internal Medicine Associates, P.C. Profit Sharing Plan in AL ($7M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Pgm of Texas Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Palomar Holdings, Inc. 401(k) Plan in CA (220 participants, $20M 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 273380471.

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.