401(k) · DOL Form 5500 · 2022

G H Insurance & Financial Services, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
4
Participants Small participant base
28th
Percentile by assets National rank
$317,557
Avg per participant High balance/head
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Official DOL plan name: G H Insurance & Financial Services Retirement Plan · Sponsored by G H Insurance & Financial Services, Inc. · California · Finance & Insurance

$1M in assets, 4 participants

G H Insurance & Financial Services, Inc.'s G H Insurance & Financial Services Retirement Plan reported $1M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 28th 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.

  • #1,711 in Finance & Insurance (9,261 peers)

G H Insurance & Financial Services, Inc. multi-year trail

G H Insurance & Financial Services, Inc.'s plans moved +16.8% in assets from 2022 to 2024; this filing shows G H Insurance & Financial Services Retirement Plan at $1M / 4 participants.

#1,711
in Finance & Insurance (9,261 peers)
+4.5%
assets growth YoY

G H Insurance & Financial Services Retirement Plan among the smaller filed plans by assets

G H Insurance & Financial Services Retirement Plan vs every filed plan by assets

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

$1,270,226 28th percentile higher than 28% 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

G H Insurance & Financial Services Retirement 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. G H Insurance & Financial Services Retirement Plan is a micro filing (4 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 462369084 · G H Insurance & Financial Services, Inc. PY 2022 · 401(k)

G H Insurance & Financial Services Retirement Plan · $1M · 4 · 28th

  • EIN $1M
  • EIN 4
  • EIN 28th
  • EIN 401(k)
  • EIN near In Charge Electrical Services, LLC 401(k) Plan
  • EIN ind #1711

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 →

G H Insurance & Financial Services Retirement Plan in the asset neighbourhood

G H Insurance & Financial Services Retirement PlanG H Insurance & Financial Se…$1MIn Charge Electrical Services, LLC 401(k) PlanIn Charge Electrical Service…$1MExecutive Medical Services P.C. 401(k) PlanExecutive Medical Services P…$1MAqua Villa Corp. 401(k) Profit Sharing PlanAqua Villa Corp. 401(k) Prof…$1MThe Contractors Retirement PlanThe Contractors Retirement P…$1M
End-of-year total assets ($M) among G H Insurance & Financial Services Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

G H Insurance & Financial Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All G H Insurance & Financial Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 16.76575664488052% vs 2022
2024 filing year
$1.2M$1.3M$1.4M$1.5M$1.6M 202220232024 $1.27M $1.48M ▲ +16.5%
Year Plans Participants Total Assets
2022 1 4 $1M
2023 1 4 $1M
2024 1 4 $1M

G H Insurance & Financial Services, Inc. filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$54K
Employer EIN462369084
Plan Effective Date2013-03-26
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

G H Insurance & Financial Services Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants G H Insurance & Financial Services Retirement Plan, Total assets ($B): 0.001270226 · Participants: 4G H Insurance & Financial Services Retirement 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
G H Insurance & Financial Services Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare G H Insurance & Financial Services Retirement Plan side-by-side with 3 peers →

G H Insurance & Financial Services Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is In Charge Electrical Services, LLC 401(k) Plan in TX ($1M); by covered participants it is Reynolds Family Agency Retirement Plan in AL (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 G H Insurance & Financial Services Retirement Plan assets move in 2022? ▼
G H Insurance & Financial Services Retirement Plan edged up modestly - up 4.5% during 2022, from $1M to $1M. Reported net income was $54K.
How have G H Insurance & Financial Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), G H Insurance & Financial Services, Inc.'s sponsor-wide assets grew 16.8%, from $1M to $1M.
Which 401(k) plans are similar in size to G H Insurance & Financial Services Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is In Charge Electrical Services, LLC 401(k) Plan in TX ($1M, 358 participants).
Which 401(k) plans cover a similar participant headcount to G H Insurance & Financial Services Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Reynolds Family Agency Retirement Plan in AL (4 participants, N/A 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 462369084.

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.