401(k) · DOL Form 5500 · 2022

Populus Financial Group, Inc. 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
2,050
Participants Near avg headcount
85th
Percentile by assets National rank
$18,438
Avg per participant Low balance/head
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Official DOL plan name: Populus Financial Group, Inc. 401(k) Profit Sharing Plan · Sponsored by Populus Financial Group, Inc. · Texas · Finance & Insurance

$38M in assets, 2,050 participants

Populus Financial Group, Inc.'s Populus Financial Group, Inc. 401(k) Profit Sharing Plan reported $38M in total assets and 2,050 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,080 in Finance & Insurance (9,261 peers)

Coverage in Texas

Populus Financial Group, Inc. 401(k) Profit Sharing Plan covers 2,050 participants in Texas, 3.0x the typical Texas plan (state average ~688 per filing). Assets: $38M.

#7,080
in Finance & Insurance (9,261 peers)
-15.4%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Populus Financial Group, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Populus Financial Group, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$37,798,702 Top 15% higher than 85% 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

Populus Financial Group, Inc. 401(k) 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. Populus Financial Group, Inc. 401(k) Profit Sharing Plan lands in the large band (2,050 participants).

EBSA filing schedule strip

Filing strip 752142963 · Populus Financial Group, Inc. PY 2022 · 401(k)

Populus Financial Group, Inc. 401(k) Profit Sharing Plan · $38M · 2,050 · 85th

  • ASSETS $38M
  • PCT 2,050
  • EIN 85th
  • RANK 401(k)
  • PHOTO near Mazzetti 401(k) Plan
  • IND ind #7080

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 Texas →

Populus Financial Group, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Populus Financial Group, Inc. 401(k) Profit Sharing PlanPopulus Financial Group, Inc…$38MMazzetti 401(k) Plan$38MZf North America, Inc. Hourly 401(k) Savings PlanZf North America, Inc. Hourl…$38MAmf 401(k) Profit Sharing PlanAmf 401(k) Profit Sharing Pl…$38MThe Jockey Club 401(k) Plan$38M
End-of-year total assets ($M) among Populus Financial Group, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$38M
Net Income-$7M
Employer EIN752142963
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Populus Financial Group, Inc.)

Sponsor-wide plan assets over time

All Populus Financial Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$47M 25.636443812276937% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $37.8M $47.5M ▲ +25.6%
Year Plans Participants Total Assets
2022 1 2,050 $38M
2023 1 2,173 $43M
2024 1 1,953 $47M

Nearby 401(k) Plans in Texas

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

Populus Financial Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Populus Financial Group, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.037798702 · Participants: 2050Populus Financial Group, Inc. 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Populus Financial Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Populus Financial Group, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Populus Financial Group, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Mazzetti 401(k) Plan in CA ($38M); by covered participants it is Cortland Holdings, LLC 401(k) Plan in GA (2,050 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($38M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,050 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 Populus Financial Group, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Populus Financial Group, Inc. 401(k) Profit Sharing Plan declined sharply - down 15.4% during 2022, from $45M to $38M. Reported net income was -$7M.
How have Populus Financial Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Populus Financial Group, Inc.'s sponsor-wide assets grew 25.6%, from $38M to $47M.
Where does Populus Financial Group, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Populus Financial Group, Inc. 401(k) Profit Sharing Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Populus Financial Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mazzetti 401(k) Plan in CA ($38M, 194 participants).
Which 401(k) plans cover a similar participant headcount to Populus Financial Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cortland Holdings, LLC 401(k) Plan in GA (2,050 participants, $33M 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 752142963.

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.