401(k) · DOL Form 5500 · 2022
Insurance Marketing Services I 401(k) Plan
Data updated 2026-08-25
- $894K
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $111,714
- Avg per participant Below avg balance/head
Official DOL plan name: Insurance Marketing Services I 401(k) Profit Sharing Plan & Trust · Sponsored by Insurance Marketing Services I · California · Finance & Insurance
$894K in assets, 8 participants
Insurance Marketing Services I's Insurance Marketing Services I 401(k) Profit Sharing Plan & Trust reported $894K in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.
- #1,438 in Finance & Insurance (9,261 peers)
2022 asset change
Insurance Marketing Services I 401(k) Profit Sharing Plan & Trust pulled back noticeably 10.3% in 2022 ($996K → $894K) for 8 participants.
- #1,438
- in Finance & Insurance (9,261 peers)
- -10.3%
- assets change YoY
The plan reported a net loss of $103K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Insurance Marketing Services I 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Insurance Marketing Services I 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$893,715 24th percentile higher than 24% 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
Insurance Marketing Services I 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Insurance Marketing Services I 401(k) Profit Sharing Plan & Trust is a micro filing (8 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 270166711 · Insurance Marketing Services I PY 2022 · 401(k)
Insurance Marketing Services I 401(k) Profit Sharing Plan & Trust · $894K · 8 · 24th
- BOY $894K
- BOY 8
- BOY 24th
- BOY 401(k)
- BOY near World Pack USA 401(k) Profit Sharing Plan
- BOY ind #1438
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 →
Insurance Marketing Services I 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $996K |
|---|---|
| Net Assets (End of Year) | $894K |
| Net Income | -$103K |
| Employer EIN | 270166711 |
| Plan Effective Date | 2006-01-01 |
| 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
Insurance Marketing Services I 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is World Pack USA 401(k) Profit Sharing Plan in NV ($894K); by covered participants it is Stel Pro Inc 401(k) Plan in TX (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($894K here).
Similar participant headcount
Nearest other-state filings by covered participants (8 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.