401(k) · DOL Form 5500 · 2022

R S Bonding & Insurance Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
5
Participants Small participant base
50th
Percentile by assets National rank
$990,668
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: R S Bonding & Insurance Agency, Inc. 401(k) Profit Sharing Plan · Sponsored by R S Bonding & Insurance Agency, Inc. · California · Finance & Insurance

$5M in assets, 5 participants

R S Bonding & Insurance Agency, Inc.'s R S Bonding & Insurance Agency, Inc. 401(k) Profit Sharing Plan reported $5M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #3,252 in Finance & Insurance (9,261 peers)

2022 asset change

R S Bonding & Insurance Agency, Inc. 401(k) Profit Sharing Plan pulled back noticeably 9.6% in 2022 ($5M → $5M) for 5 participants.

#3,252
in Finance & Insurance (9,261 peers)
-9.6%
assets change YoY

The plan reported a net loss of $523K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

R S Bonding & Insurance Agency, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

R S Bonding & Insurance Agency, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,953,339 Top 50% higher than 50% 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

R S Bonding & Insurance Agency, Inc. 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. R S Bonding & Insurance Agency, Inc. 401(k) Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 330854619 · R S Bonding & Insurance Agency, Inc. PY 2022 · 401(k)

R S Bonding & Insurance Agency, Inc. 401(k) Profit Sharing Plan · $5M · 5 · 50th

  • RANK $5M
  • PHOTO 5
  • IND 50th
  • EOY 401(k)
  • 5500 near Professional Health Care of Pi 401(k) Profit Sharing Plan & Trust
  • ASSETS ind #3252

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 →

R S Bonding & Insurance Agency, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

R S Bonding & Insurance Agency, Inc. 401(k) Profit Sharing PlanR S Bonding & Insurance Agen…$5MProfessional Health Care of Pi 401(k) Profit Sharing Plan & TrustProfessional Health Care of …$5MGreenville Ent and Allergy Associates 401(k) and Profit Sharing PlanGreenville Ent and Allergy A…$5MThe Architect 401(k) Plan- Vmc ManagementThe Architect 401(k) Plan- V…$5MNlc, Inc. Employee Retirement Savings PlanNlc, Inc. Employee Retiremen…$5M
End-of-year total assets ($M) among R S Bonding & Insurance Agency, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$523K
Employer EIN330854619
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

R S Bonding & Insurance Agency, 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 ($B) Participants R S Bonding & Insurance Agency, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.004953339 · Participants: 5R S Bonding & Insurance Agency, 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
R S Bonding & Insurance Agency, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants

R S Bonding & Insurance Agency, 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 Professional Health Care of Pi 401(k) Profit Sharing Plan & Trust in FL ($5M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (5 participants). Same-state nearby plans are listed separately above.

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 R S Bonding & Insurance Agency, Inc. 401(k) Profit Sharing Plan assets move in 2022?
R S Bonding & Insurance Agency, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 9.6% during 2022, from $5M to $5M. Reported net income was -$523K.
Which 401(k) plans are similar in size to R S Bonding & Insurance Agency, Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Professional Health Care of Pi 401(k) Profit Sharing Plan & Trust in FL ($5M, 122 participants).
Which 401(k) plans cover a similar participant headcount to R S Bonding & Insurance Agency, Inc. 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).