401(k) · DOL Form 5500 · 2022

Pcf Insurance Services of the West, LLC 401(k) Plan

Data updated 2026-08-25

$62M
Total assets Below avg plan size
1,418
Participants Near avg headcount
90th
Percentile by assets National rank
$43,530
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pcf Insurance Services of the West, LLC 401(k) Cash or Deferred Profit Sharing Plan · Sponsored by Pcf Insurance Services of the West, LLC · California · Finance & Insurance

$62M in assets, 1,418 participants

Pcf Insurance Services of the West, LLC's Pcf Insurance Services of the West, LLC 401(k) Cash or Deferred Profit Sharing Plan reported $62M in total assets and 1,418 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,706 in Finance & Insurance (9,261 peers)

Coverage in California

Pcf Insurance Services of the West, LLC 401(k) Cash or Deferred Profit Sharing Plan covers 1,418 participants in California, 2.3x the typical California plan (state average ~630 per filing). Assets: $62M.

#7,706
in Finance & Insurance (9,261 peers)
+49.3%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Pcf Insurance Services of the West, LLC 401(k) Cash or Deferred Profit Sharing Plan's outsized position by total assets

Pcf Insurance Services of the West, LLC 401(k) Cash or Deferred Profit Sharing Plan vs every filed plan by assets

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

$61,725,748 Top 10% higher than 90% 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

Pcf Insurance Services of the West, LLC 401(k) Cash or Deferred Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pcf Insurance Services of the West, LLC 401(k) Cash or Deferred Profit Sharing Plan lands in the large band (1,418 participants).

EBSA filing schedule strip

Filing strip 821368960 · Pcf Insurance Services of the West, LLC PY 2022 · 401(k)

Pcf Insurance Services of the West, LLC 401(k) Cash or Deferred Profit Sharing Plan · $62M · 1,418 · 90th

  • BOY $62M
  • SCH 1,418
  • EBSA 90th
  • PART 401(k)
  • TYPE near Brown & James, P.C. 401(k) Profit Sharing Plan
  • NET ind #7706

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 →

Pcf Insurance Services of the West, LLC 401(k) Cash or Deferred Profit Sharing Plan in the asset neighbourhood

Fuelcell Energy Inc. Capital Accumulation PlanFuelcell Energy Inc. Capital…$62MPcf Insurance Services of the West, LLC 401(k) Cash or Deferred Profit Sharing PlanPcf Insurance Services of th…$62MBrown & James, P.C. 401(k) Profit Sharing PlanBrown & James, P.C. 401(k) P…$62MContitech USA, Inc. Bargaining Unit Employees Retirement PlanContitech USA, Inc. Bargaini…$62MPeppermill Casinos, Inc. Retirement PlanPeppermill Casinos, Inc. Ret…$62M
End-of-year total assets ($M) among Pcf Insurance Services of the West, LLC 401(k) Cash or Deferred Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$62M
Net Income$20M
Employer EIN821368960
Plan Effective Date1990-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pcf Insurance Services of the West, LLC)

Sponsor-wide plan assets over time

All Pcf Insurance Services of the West, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$109M 76.75177464030084% vs 2022
2024 filing year
$40M$60M$80M$100M$120M 202220232024 $61.7M $109M ▲ +76.7%
Year Plans Participants Total Assets
2022 1 1,418 $62M
2023 1 2,593 $84M
2024 1 2,569 $109M

Nearby 401(k) Plans in California

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

Pcf Insurance Services of the West, LLC 401(k) Cash or Deferred Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Pcf Insurance Services of the West, LLC 401(k) Cash or Deferred Profit Sharing Plan, Total assets ($B): 0.061725748 · Participants: 1418Pcf Insurance Services of the West, LLC 401(k) Cash or Deferred 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
Pcf Insurance Services of the West, LLC 401(k) Cash or Deferred Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Pcf Insurance Services of the West, LLC 401(k) Cash or Deferred Profit Sharing Plan side-by-side with 3 peers →

Pcf Insurance Services of the West, LLC 401(k) Cash or Deferred Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Brown & James, P.C. 401(k) Profit Sharing Plan in MO ($62M); by covered participants it is Midway Products Group, Inc. 401(k) Plan in MI (1,418 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,418 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 Pcf Insurance Services of the West, LLC 401(k) Cash or Deferred Profit Sharing Plan assets move in 2022? ▼
Pcf Insurance Services of the West, LLC 401(k) Cash or Deferred Profit Sharing Plan surged - up 49.3% during 2022, from $41M to $62M. Reported net income was $20M.
How have Pcf Insurance Services of the West, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pcf Insurance Services of the West, LLC's sponsor-wide assets grew 76.8%, from $62M to $109M.
Where does Pcf Insurance Services of the West, LLC 401(k) Cash or Deferred Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Pcf Insurance Services of the West, LLC 401(k) Cash or Deferred Profit Sharing Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Pcf Insurance Services of the West, LLC 401(k) Cash or Deferred Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Brown & James, P.C. 401(k) Profit Sharing Plan in MO ($62M, 173 participants).
Which 401(k) plans cover a similar participant headcount to Pcf Insurance Services of the West, LLC 401(k) Cash or Deferred Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Midway Products Group, Inc. 401(k) Plan in MI (1,418 participants, $89M 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 821368960.

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.