401(k) · DOL Form 5500 · 2022
Banner Financial Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $3.5M
- Avg per participant High balance/head
Official DOL plan name: Banner Financial Services, Inc. 401(k) Plan · Sponsored by Banner Financial Services, Inc. · California · Finance & Insurance
$3M in assets, 1 participants
Banner Financial Services, Inc.'s Banner Financial Services, Inc. 401(k) Plan reported $3M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.
- #2,722 in Finance & Insurance (9,261 peers)
Banner Financial Services, Inc. multi-year trail
Banner Financial Services, Inc.'s plans moved +37.9% in assets from 2022 to 2024; this filing shows Banner Financial Services, Inc. 401(k) Plan at $3M / 1 participant.
- #2,722
- in Finance & Insurance (9,261 peers)
- -16.3%
- assets change YoY
The plan reported a net loss of $676K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Banner Financial Services, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Banner Financial Services, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,464,884 43rd percentile higher than 43% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Banner Financial Services, Inc. 401(k) 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. Banner Financial Services, Inc. 401(k) Plan is a micro filing (1 participant), the leftmost band.
Plan-year Form 5500 strip
Filing strip 731627997 · Banner Financial Services, Inc. PY 2022 · 401(k)
Banner Financial Services, Inc. 401(k) Plan · $3M · 1 · 43rd
- NET $3M
- NET 1
- NET 43rd
- NET 401(k)
- NET near Comanche County Medical Center Employees Retirement Plan
- NET ind #2722
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 →
Banner Financial Services, Inc. 401(k) Plan in the asset neighbourhood
Banner Financial Services, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Banner Financial Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 37.94727327090893% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $3M |
| 2023 | 1 | 1 | $4M |
| 2024 | 1 | 1 | $5M |
Banner Financial Services, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$676K |
| Employer EIN | 731627997 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Banner Financial Services, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Comanche County Medical Center Employees Retirement Plan in TX ($3M); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Kellow Corporation 401(k) Profit Sharing Plan (WI) 1 · 0 off
- Steven a Root Enterprises, Inc. 401 K Plan (IA) 1 · 0 off
- Rebel Goat 401(k) 2022 (UT) 1 · 0 off
- Dmg Beauty, Inc. 401(k) Profit Sharing Plan (MD) 1 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.