401(k) · DOL Form 5500 · 2022

Paul Capital Advisors LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
7
Participants Small participant base
65th
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
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Official DOL plan name: Paul Capital Advisors LLC Savings and Investment Plan · Sponsored by Paul Capital Advisors LLC · California · Finance & Insurance

$10M in assets, 7 participants

Paul Capital Advisors LLC's Paul Capital Advisors LLC Savings and Investment Plan reported $10M in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • #4,453 in Finance & Insurance (9,261 peers)

Paul Capital Advisors LLC multi-year trail

Paul Capital Advisors LLC's plans moved +33.0% in assets from 2022 to 2024; this filing shows Paul Capital Advisors LLC Savings and Investment Plan at $10M / 7 participants.

#4,453
in Finance & Insurance (9,261 peers)
-19.3%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Paul Capital Advisors LLC Savings and Investment Plan's mid-pack asset rank among Finance & Insurance and all filers

Paul Capital Advisors LLC Savings and Investment Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$9,896,294 Top 35% higher than 65% of 139,123 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 2022

Paul Capital Advisors LLC Savings and Investment Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Paul Capital Advisors LLC Savings and Investment Plan is a micro filing (7 participants), the leftmost band.

Published 5500 schedule card

Filing strip 200846452 · Paul Capital Advisors LLC PY 2022 · 401(k)

Paul Capital Advisors LLC Savings and Investment Plan · $10M · 7 · 65th

  • PART $10M
  • TYPE 7
  • NET 65th
  • BOOK 401(k)
  • VS-ST near Northwest Pipe Fittings, Inc 401(k) Profit Sharing Plan
  • BOY ind #4453

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 Finance & Insurance retirement plans → · Plans in California →

Paul Capital Advisors LLC Savings and Investment Plan in the asset neighbourhood

Paul Capital Advisors LLC Savings and Investment PlanPaul Capital Advisors LLC Sa…$10MNorthwest Pipe Fittings, Inc 401(k) Profit Sharing PlanNorthwest Pipe Fittings, Inc…$10MHousing Management Resources, Inc. 401(k) Savings PlanHousing Management Resources…$10MEponk Group, Ltd. 401(k) Profit Sharing PlanEponk Group, Ltd. 401(k) Pro…$10MPurshe Kaplan Sterling 401(k) Profit Sharing PlanPurshe Kaplan Sterling 401(k…$10M
End-of-year total assets ($M) among Paul Capital Advisors LLC Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Paul Capital Advisors LLC multi-year asset trail

Sponsor-wide plan assets over time

All Paul Capital Advisors LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 32.977688415481595% vs 2022
2024 filing year
$9M$10M$11M$12M$13M$14M 202220232024 $9.9M $13.2M ▲ +32.9%
Year Plans Participants Total Assets
2022 1 7 $10M
2023 1 7 $12M
2024 1 7 $13M

Paul Capital Advisors LLC filing trail (2022)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$10M
Net Income-$2M
Employer EIN200846452
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Paul Capital Advisors LLC Savings and Investment Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Paul Capital Advisors LLC Savings and Investment Plan, Total assets ($B): 0.009896294 · Participants: 7Paul Capital Advisors LLC Savings and Investment PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Paul Capital Advisors LLC Savings and Investment Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Paul Capital Advisors LLC Savings and Investment Plan side-by-side with 3 peers →

Paul Capital Advisors LLC Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Northwest Pipe Fittings, Inc 401(k) Profit Sharing Plan in MT ($10M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Paul Capital Advisors LLC Savings and Investment Plan assets move in 2022? ▼
Paul Capital Advisors LLC Savings and Investment Plan declined sharply - down 19.3% during 2022, from $12M to $10M. Reported net income was -$2M.
How have Paul Capital Advisors LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Paul Capital Advisors LLC's sponsor-wide assets grew 33.0%, from $10M to $13M.
Which 401(k) plans are similar in size to Paul Capital Advisors LLC Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Northwest Pipe Fittings, Inc 401(k) Profit Sharing Plan in MT ($10M, 113 participants).
Which 401(k) plans cover a similar participant headcount to Paul Capital Advisors LLC Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (7 participants, $67K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 200846452.

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.