401(k) · DOL Form 5500 · 2022

Pacific Income Advisers 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
16
Participants Small participant base
70th
Percentile by assets National rank
$798,389
Avg per participant High balance/head
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Official DOL plan name: Pacific Income Advisers, Inc. 401(k) Profit Sharing Plan · Sponsored by Pacific Income Advisers · California · Finance & Insurance

$13M in assets, 16 participants

Pacific Income Advisers's Pacific Income Advisers, Inc. 401(k) Profit Sharing Plan reported $13M in total assets and 16 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,971 in Finance & Insurance (9,261 peers)

Pacific Income Advisers multi-year trail

Pacific Income Advisers's plans moved +28.4% in assets from 2022 to 2024; this filing shows Pacific Income Advisers, Inc. 401(k) Profit Sharing Plan at $13M / 16 participants.

#4,971
in Finance & Insurance (9,261 peers)
-19.1%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pacific Income Advisers, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Pacific Income Advisers, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$12,774,226 Top 30% higher than 70% 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

Pacific Income Advisers, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pacific Income Advisers, Inc. 401(k) Profit Sharing Plan is a small filing (16 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 954067974 · Pacific Income Advisers PY 2022 · 401(k)

Pacific Income Advisers, Inc. 401(k) Profit Sharing Plan · $13M · 16 · 70th

  • 5500 $13M
  • 5500 16
  • 5500 70th
  • 5500 401(k)
  • 5500 near Tab Products Co. Tax Deferred Savings Plan
  • 5500 ind #4971

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 →

Pacific Income Advisers, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Pacific Income Advisers, Inc. 401(k) Profit Sharing PlanPacific Income Advisers, Inc…$13MTab Products Co. Tax Deferred Savings PlanTab Products Co. Tax Deferre…$13MAssociated Packaging, Inc. 401(k) Profit Sharing PlanAssociated Packaging, Inc. 4…$13MUnited Tile/Sonoma Tilemakers 401(k) PlanUnited Tile/Sonoma Tilemaker…$13MSportech, LLC 401(k) Plan$13M
End-of-year total assets ($M) among Pacific Income Advisers, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pacific Income Advisers multi-year asset trail

Sponsor-wide plan assets over time

All Pacific Income Advisers plans reported in each filing year

Latest sponsor-wide plan assets
$16M 28.41750255553644% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $12.8M $16.4M ▲ +28.4%
Year Plans Participants Total Assets
2022 1 16 $13M
2023 1 14 $15M
2024 1 14 $16M

Pacific Income Advisers filing trail (2022)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$13M
Net Income-$3M
Employer EIN954067974
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Pacific Income Advisers, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Pacific Income Advisers, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.012774226 · Participants: 16Pacific Income Advisers, Inc. 401(k) Profit Sharing 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
Pacific Income Advisers, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Pacific Income Advisers, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Pacific Income Advisers, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Tab Products Co. Tax Deferred Savings Plan in WI ($13M); by covered participants it is Williams, Robinson Et Al 401(k) Plan & Trust in MO (16 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (16 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 Pacific Income Advisers, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Pacific Income Advisers, Inc. 401(k) Profit Sharing Plan declined sharply - down 19.1% during 2022, from $16M to $13M. Reported net income was -$3M.
How have Pacific Income Advisers plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pacific Income Advisers's sponsor-wide assets grew 28.4%, from $13M to $16M.
Which 401(k) plans are similar in size to Pacific Income Advisers, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tab Products Co. Tax Deferred Savings Plan in WI ($13M, 103 participants).
Which 401(k) plans cover a similar participant headcount to Pacific Income Advisers, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Williams, Robinson Et Al 401(k) Plan & Trust in MO (16 participants, $2M 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 954067974.

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.