401(k) · DOL Form 5500 · 2022

First to Serve 401(k) Plan

Data updated 2026-08-25

$280K
Total assets Small plan by assets
230
Participants Below avg headcount
13th
Percentile by assets National rank
$1,217
Avg per participant Low balance/head
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Official DOL plan name: First to Serve 401(k) Profit Sharing Plan & Trust · Sponsored by First to Serve · California · Professional & Technical Services

$280K in assets, 230 participants

First to Serve's First to Serve 401(k) Profit Sharing Plan & Trust reported $280K in total assets and 230 participants in its 2022 DOL Form 5500 filing, ranking in the 13th 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.

  • #2,283 in Professional & Technical Services (21,562 peers)

Coverage in California

First to Serve 401(k) Profit Sharing Plan & Trust covers 230 participants in California, about 36% of the average California filer (state average ~630 per filing). Assets: $280K.

#2,283
in Professional & Technical Services (21,562 peers)
+18.6%
assets growth YoY

First to Serve 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

First to Serve 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$279,900 13th percentile higher than 13% 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

First to Serve 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. First to Serve 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (230 participants).

Published 5500 schedule card

Filing strip 912167028 · First to Serve PY 2022 · 401(k)

First to Serve 401(k) Profit Sharing Plan & Trust · $280K · 230 · 13th

  • ASSETS $280K
  • PCT 230
  • EIN 13th
  • RANK 401(k)
  • PHOTO near Bck Global Search, Inc. 401(k) Plan
  • IND ind #2283

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 Professional & Technical Services retirement plans → · Plans in California →

First to Serve 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

First to Serve 401(k) Profit Sharing Plan & TrustFirst to Serve 401(k) Profit…$280KBck Global Search, Inc. 401(k) PlanBck Global Search, Inc. 401(…$280KAdam Magnes Agency Retirement PlanAdam Magnes Agency Retiremen…$280KC a Mayle and Associates Retirement PlanC a Mayle and Associates Ret…$280KTake My Hand Inc 401(k) Profit Sharing Plan & TrustTake My Hand Inc 401(k) Prof…$280K
End-of-year total assets ($M) among First to Serve 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$236K
Net Assets (End of Year)$280K
Net Income$44K
Employer EIN912167028
Plan Effective Date2018-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

First to Serve 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants First to Serve 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.0002799 · Participants: 230First to Serve 401(k) Profit Sharing Plan & TrustWells 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
First to Serve 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare First to Serve 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

First to Serve 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 Bck Global Search, Inc. 401(k) Plan in AZ ($280K); by covered participants it is Convercent 401(k) in CO (230 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (230 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 First to Serve 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
First to Serve 401(k) Profit Sharing Plan & Trust grew sharply - up 18.6% during 2022, from $236K to $280K. Reported net income was $44K.
Where does First to Serve 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
First to Serve 401(k) Profit Sharing Plan & Trust ranks in the 13th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to First to Serve 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Bck Global Search, Inc. 401(k) Plan in AZ ($280K, 2 participants).
Which 401(k) plans cover a similar participant headcount to First to Serve 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Convercent 401(k) in CO (230 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 912167028.

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.