PM Hospitality Strategies 401(k) plan

PM Hospitality Strategies, Inc., Chevy Chase, MD. EIN 54-1811207. Annual reports 2009–2024. Also filed as PM Hospitality Strategies Inc.

PM Hospitality Strategies, Inc. has one active retirement plan on file, the PMHG 401(k) Plan, with 5,161 participants and $30.5 million in assets in 2024. Fidelity has been its recordkeeper since 2022. No traditional pension plan appears in PM Hospitality Strategies's filings since 2009.

Active plans: 1
Participants: 5,161
Plan assets: $30.5 million
401(k) recordkeeper: Fidelity
Plans on file: 1
Industry: Hotels and restaurants

The plan

PMHG 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 54-1811207
Participants (2024): 5,161
Net assets (2024): $30.5 million
Recordkeeper: FidelityEarlier: OneAmerica (2012–2021), Transamerica (2009–2011)
Plan administrator: PM Hospitality Strategies, Inc.
5425 Wisconsin Avenue Ste 700
Chevy Chase, MD 20815
(202) 787-3340As filed for 2024
In effect since: April 1, 1999

Earlier plan names: PMHS Employees Nest Egg 401(k) Plan; PMHS Employees Nest Egg 401K Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	5,161	$30.5 million	Fidelity
2023	3,500	$22.9 million	Fidelity
2022	2,949	$13.4 million	Fidelity
2021	2,362	$14.8 million	OneAmerica
2020	1,812	$12.8 million	OneAmerica
2019	3,113	$11.2 million	OneAmerica
2018	2,731	$7.7 million	OneAmerica
2017	3,183	$6.1 million	OneAmerica
2016	2,486	$4.9 million	OneAmerica
2015	2,349	$3.5 million	OneAmerica
2014	1,673	$3.5 million	OneAmerica
2013	930	$3.0 million	OneAmerica
2012	847	$2.5 million	OneAmerica
2011	852	$2.4 million	Transamerica
2010	737	$2.3 million	Transamerica
2009	724	$1.6 million	Transamerica

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the PMHG 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((202) 787-3340). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

PMHG 401(k) Plan

If you had money in one of these plans

What these numbers are

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