Filings through .
Pbmares, LLP
Matched across 13 name variants in the filings
Pbmares, LLP summary
Pbmares, LLP appears on 46 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $23.6B in assets for 274,788 participants. The median client plan holds $38.7M. Most client plans are sponsored in VA, NC and CA. The largest clients by plan assets are Thermo Fisher Scientific Inc., Ferguson Enterprises, LLC and Red Hat, Inc.. Plans reported $958K in direct and indirect compensation paid to Pbmares, LLP. The median is $20K per plan.
- Participants
- 274,788
- Median plan assets
- $38.7M
- Median plan participants
- 539
- Median fees per plan
- $20K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
- PAParticipants 70,443
- VAParticipants 36,651
- Red Hat, Inc.$2.4BNCParticipants 9,998
- FLParticipants 21,184
- NCParticipants 5,783
- CAParticipants 77,865
- Under Armour, Inc.$447MMDParticipants 12,915
- VAParticipants 2,241
- CAParticipants 4,153
- MDParticipants 1,457
- VAParticipants 1,182
- Tredegar Corporation$159MVAParticipants 2,147
- VAParticipants 1,324
- NYParticipants 891
- VAParticipants 1,358
- Stellant Systems, Inc.$77.8MCAParticipants 1,207
- NCParticipants 4,844
- Methodist University$67.1MNCParticipants 862
- Regulus Group, LLC$61.2MVAParticipants 282
- VAParticipants 9,056
- VAParticipants 240
- Big Rock Sports LLC$40.4MNCParticipants 817
- Stellant Systems, Inc.$39.4MCAParticipants 118
- VAParticipants 221
- Browngreer, PLC$36.7MVAParticipants 390
Top client states
- VA27 plans
- NC6 plans
- CA4 plans
- MD4 plans
- AR1 plan
Frequently asked questions
- Who uses Pbmares, LLP?
- 46 retirement plans list Pbmares, LLP as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Thermo Fisher Scientific Inc., Ferguson Enterprises, LLC, Red Hat, Inc., Techtronic Industries North America, Inc. and Mitsubishi Chemical America, Inc.. Most client plans are sponsored in VA, NC and CA.
- How many plans does Pbmares, LLP serve?
- Pbmares, LLP serves 46 retirement plans with $23.6B in plan assets and 274,788 participants, based on the latest Form 5500 filings through 2024.
- What does Pbmares, LLP charge?
- Plans reported $958K in total Schedule C compensation paid to Pbmares, LLP. The median plan paid $20K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name Pbmares as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Vanguard | 1 |
| Dimensional | 1 |
Target-date series
| Series | Plans |
|---|---|
| Vanguard Target Retirement | 1 |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.