PALLADIUM GROUP GLOBAL 401(K) PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
PALLADIUM GROUP GLOBAL LLC
This Profit Sharing plan holds $61M in total assets and serves 408 participants as of 2024. It is sponsored by PALLADIUM GROUP GLOBAL LLC in District of Columbia. The plan reported positive net income of $7M for the year.
What the Filing Says About PALLADIUM GROUP GLOBAL 401(K) PLAN
PALLADIUM GROUP GLOBAL 401(K) PLAN is a Profit Sharing retirement plan sponsored by PALLADIUM GROUP GLOBAL LLC, headquartered in District of Columbia. As of the 2024 Form 5500 filing, the plan reports $61M in total end-of-year assets and covers 408 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 271357362, and the plan has been effective since 2008-11-03. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $54M at the beginning of 2024 to $61M at year-end — a gain of 13.2%. Net assets (after liabilities) closed the year at $61M, with reported net income of $7M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $54M |
| Total Assets (End of Year) | $61M |
| Net Assets (End of Year) | $61M |
| Net Income | $7M |
| Plan Type | Profit Sharing |
| Employer EIN | 271357362 |
| Plan Effective Date | 2008-11-03 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (PALLADIUM GROUP GLOBAL LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 357 | $44M |
| 2023 | 1 | 385 | $54M |
| 2024 | 1 | 408 | $61M |
Nearby Profit Sharing Plans in District of Columbia
Peer Profit Sharing plans — same state, same plan type — ranked by total assets.
- GEORGETOWN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN $2.2B · 4,981
- AMERICAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN $1.3B · 2,668
- HOWARD UNIVERSITY SAVINGS PLAN $1.1B · 6,611
- GEORGETOWN UNIVERSITY VOLUNTARY CONTRIBUTION RETIREMENT PLAN $865M · 15,030
- AMTRAK'S RETIREMENT SAVINGS PLAN FOR AGREEMENT EMPLOYEES $861M · 17,940
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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 271357362.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.