401(k) · DOL Form 5500 · 2022

Private Capital Management, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
34th
Percentile by assets National rank
$517,090
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Ramos Financial Corporation Profit Sharing/401(k) Plan · Sponsored by Private Capital Management, Inc. · California · Finance & Insurance

$2M in assets, 4 participants

Private Capital Management, Inc.'s Ramos Financial Corporation Profit Sharing/401(k) Plan reported $2M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 34th 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.

  • #2,153 in Finance & Insurance (9,261 peers)

2022 asset change

Ramos Financial Corporation Profit Sharing/401(k) Plan declined sharply 20.6% in 2022 ($3M → $2M) for 4 participants.

#2,153
in Finance & Insurance (9,261 peers)
-20.6%
assets change YoY

The plan reported a net loss of $538K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ramos Financial Corporation Profit Sharing/401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Ramos Financial Corporation Profit Sharing/401(k) Plan vs every filed plan by assets

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

$2,068,358 34th percentile higher than 34% 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

Ramos Financial Corporation Profit Sharing/401(k) 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. Ramos Financial Corporation Profit Sharing/401(k) Plan is a micro filing (4 participants), the leftmost band.

DOL schedule card

Filing strip 470858280 · Private Capital Management, Inc. PY 2022 · 401(k)

Ramos Financial Corporation Profit Sharing/401(k) Plan · $2M · 4 · 34th

  • BOOK $2M
  • VS-ST 4
  • BOY 34th
  • SCH 401(k)
  • EBSA near United Motors, Ltd Dba Liberty Import Center Profit Sharing and
  • PART ind #2153

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 →

Ramos Financial Corporation Profit Sharing/401(k) Plan in the asset neighbourhood

Ramos Financial Corporation Profit Sharing/401(k) PlanRamos Financial Corporation …$2MUnited Motors, Ltd Dba Liberty Import Center Profit Sharing andUnited Motors, Ltd Dba Liber…$2MExcel Bottling Company 401(k) PlanExcel Bottling Company 401(k…$2MColonial Federal Savings Bank Employee Stock Ownership PlanColonial Federal Savings Ban…$2MMark a. Dawkins M.D. Savings Incentive PlanMark a. Dawkins M.D. Savings…$2M
End-of-year total assets ($M) among Ramos Financial Corporation Profit Sharing/401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$538K
Employer EIN470858280
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Ramos Financial Corporation Profit Sharing/401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Ramos Financial Corporation Profit Sharing/401(k) Plan, Total assets ($B): 0.002068358 · Participants: 4Ramos Financial Corporation Profit Sharing/401(k) 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
Ramos Financial Corporation Profit Sharing/401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Ramos Financial Corporation Profit Sharing/401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is United Motors, Ltd Dba Liberty Import Center Profit Sharing and in IL ($2M); 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 Ramos Financial Corporation Profit Sharing/401(k) Plan assets move in 2022?
Ramos Financial Corporation Profit Sharing/401(k) Plan declined sharply - down 20.6% during 2022, from $3M to $2M. Reported net income was -$538K.
Which 401(k) plans are similar in size to Ramos Financial Corporation Profit Sharing/401(k) Plan?
Among 401(k) plans in other states, the closest by assets is United Motors, Ltd Dba Liberty Import Center Profit Sharing and in IL ($2M, 89 participants).
Which 401(k) plans cover a similar participant headcount to Ramos Financial Corporation Profit Sharing/401(k) 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).