How big is PBM, LLC's plan?

PBM, LLC's plan reported $7.2M in assets and 62 participants for 2024.

Original filing (PDF)20250922074405NAL0011834338001

PBM, LLC

Name: PBM, LLC — PBM, LLC 401(k) Retirement Plan, Form 5500 (2024)
Creator: PBM, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PBM, LLC 401(k) Retirement Plan

401(k) retirement plan · PBM, LLC's PBM, LLC 401(k) Retirement Plan held $7.2M in plan assets for 62 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.2M

Net assets (EOY)

$7.2M

People on this filing

KIM Hackett signed PBM, LLC's 2024 Form 5500 as plan administrator.

KIM Hackett — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

PBM, LLC's EIN is 26-3885918.

EIN 26-3885918

Plan number 004

Plan year 2024

ACK ID 20250922074405NAL0011834338001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for PBM, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

PBM, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PBM, LLC.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

PBM, LLC

EIN

all filings

Address

405 LEXINGTON AVENUE · 40TH FLOOR · NEW YORK, NY · 101740001

Phone

(212) 244-3434

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-22

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

Southern Ohio Equipment Services, Inc.

Southern Ohio Equipment Services, Inc. 401(k) Profit Sharing Plan

$7.2M · 57 participants

Burnips Equipment Company

Burnips Equipment Company 401(k) Plan

$7.3M · 157 participants

G.E.O. Heat Exchangers, LLC

G.E.O. Heat Exchangers, L.L.C. 401(k) Plan

$7.2M · 165 participants

Mid-American Elevator Co. Inc.

Mid-American Elevator Co. Inc. 401(k) Profit Sharing Plan Trust

$7.3M · 77 participants

K & E Technical, Inc.

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.