401(k) · DOL Form 5500 · 2022

Parker Kline Finance & Investment 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
5
Participants Small participant base
27th
Percentile by assets National rank
$231,450
Avg per participant Above avg balance/head
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Official DOL plan name: Parker Kline Finance & Investment 401(k) Profit Sharing Plan · Sponsored by Parker Kline Finance & Investment · California · Finance & Insurance

$1M in assets, 5 participants

Parker Kline Finance & Investment's Parker Kline Finance & Investment 401(k) Profit Sharing Plan reported $1M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.

  • #1,636 in Finance & Insurance (9,261 peers)

Parker Kline Finance & Investment multi-year trail

Parker Kline Finance & Investment's plans moved +112.3% in assets from 2022 to 2024; this filing shows Parker Kline Finance & Investment 401(k) Profit Sharing Plan at $1M / 5 participants.

#1,636
in Finance & Insurance (9,261 peers)
-9.6%
assets change YoY

The plan reported a net loss of $122K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Parker Kline Finance & Investment 401(k) Profit Sharing Plan among the smaller filed plans by assets

Parker Kline Finance & Investment 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,157,248 27th percentile higher than 27% 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

Parker Kline Finance & Investment 401(k) Profit Sharing 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. Parker Kline Finance & Investment 401(k) Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 474023295 · Parker Kline Finance & Investment PY 2022 · 401(k)

Parker Kline Finance & Investment 401(k) Profit Sharing Plan · $1M · 5 · 27th

  • EIN $1M
  • EIN 5
  • EIN 27th
  • EIN 401(k)
  • EIN near Choices in Senior Care, LLC 401(k) Plan
  • EIN ind #1636

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 →

Parker Kline Finance & Investment 401(k) Profit Sharing Plan in the asset neighbourhood

Parker Kline Finance & Investment 401(k) Profit Sharing PlanParker Kline Finance & Inves…$1MChoices in Senior Care, LLC 401(k) PlanChoices in Senior Care, LLC …$1MLarry R. Cook, P.C. 401 (K) PlanLarry R. Cook, P.C. 401 (K) …$1MPremier 401(k) Pooled Employer PlanPremier 401(k) Pooled Employ…$1MHometell Properties, Inc. 401(k) PlanHometell Properties, Inc. 40…$1M
End-of-year total assets ($M) among Parker Kline Finance & Investment 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Parker Kline Finance & Investment multi-year asset trail

Sponsor-wide plan assets over time

All Parker Kline Finance & Investment plans reported in each filing year

Latest sponsor-wide plan assets
$2M 112.33080549717951% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M 202220232024 $1.16M $2.46M ▲ +112.1%
Year Plans Participants Total Assets
2022 1 5 $1M
2023 1 5 $2M
2024 1 4 $2M

Parker Kline Finance & Investment filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$122K
Employer EIN474023295
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Parker Kline Finance & Investment 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 ($B) Participants Parker Kline Finance & Investment 401(k) Profit Sharing Plan, Total assets ($B): 0.001157248 · Participants: 5Parker Kline Finance & Investment 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
Parker Kline Finance & Investment 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Parker Kline Finance & Investment 401(k) Profit Sharing Plan side-by-side with 3 peers →

Parker Kline Finance & Investment 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 Choices in Senior Care, LLC 401(k) Plan in TN ($1M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Parker Kline Finance & Investment 401(k) Profit Sharing Plan assets move in 2022? ▼
Parker Kline Finance & Investment 401(k) Profit Sharing Plan pulled back noticeably - down 9.6% during 2022, from $1M to $1M. Reported net income was -$122K.
How have Parker Kline Finance & Investment plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Parker Kline Finance & Investment's sponsor-wide assets grew 112.3%, from $1M to $2M.
Which 401(k) plans are similar in size to Parker Kline Finance & Investment 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Choices in Senior Care, LLC 401(k) Plan in TN ($1M, 85 participants).
Which 401(k) plans cover a similar participant headcount to Parker Kline Finance & Investment 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (5 participants, $48K 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 474023295.

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.