401(k) · DOL Form 5500 · 2022

James G. Parker Insurance Associates 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
227
Participants Below avg headcount
71st
Percentile by assets National rank
$59,234
Avg per participant Low balance/head
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Official DOL plan name: James G. Parker Insurance Associates Employees 401(k) Plan · Sponsored by James G. Parker Insurance Associates · California · Finance & Insurance

$13M in assets, 227 participants

James G. Parker Insurance Associates's James G. Parker Insurance Associates Employees 401(k) Plan reported $13M in total assets and 227 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #5,077 in Finance & Insurance (9,261 peers)

Coverage in California

James G. Parker Insurance Associates Employees 401(k) Plan covers 227 participants in California, about 36% of the average California filer (state average ~630 per filing). Assets: $13M.

#5,077
in Finance & Insurance (9,261 peers)
-7.9%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

James G. Parker Insurance Associates Employees 401(k) Plan's outsized position by total assets

James G. Parker Insurance Associates Employees 401(k) Plan vs every filed plan by assets

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

$13,446,163 Top 29% higher than 71% 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

James G. Parker Insurance Associates Employees 401(k) Plan 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. James G. Parker Insurance Associates Employees 401(k) Plan sits mid-pack in the medium band (227 participants).

Form 5500 schedule snapshot

Filing strip 942494444 · James G. Parker Insurance Associates PY 2022 · 401(k)

James G. Parker Insurance Associates Employees 401(k) Plan · $13M · 227 · 71st

  • PART $13M
  • PART 227
  • PART 71st
  • PART 401(k)
  • PART near Vocon 401(k) Retirement Savings Plan
  • PART ind #5077

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 →

James G. Parker Insurance Associates Employees 401(k) Plan in the asset neighbourhood

James G. Parker Insurance Associates Employees 401(k) PlanJames G. Parker Insurance As…$13MVocon 401(k) Retirement Savings PlanVocon 401(k) Retirement Savi…$13MBrentwood Services, Inc. 401(k) PlanBrentwood Services, Inc. 401…$13MRizzo International, Inc. 401(k) Profit Sharing PlanRizzo International, Inc. 40…$13MArizona Advanced Surgery 401(k) PlanArizona Advanced Surgery 401…$13M
End-of-year total assets ($M) among James G. Parker Insurance Associates Employees 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$13M
Net Income-$1M
Employer EIN942494444
Plan Effective Date1999-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (James G. Parker Insurance Associates)

Sponsor-wide plan assets over time

All James G. Parker Insurance Associates plans reported in each filing year

Latest sponsor-wide plan assets
$17M 28.41160708820799% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $13.5M $17.3M ▲ +28.4%
Year Plans Participants Total Assets
2022 1 227 $13M
2023 1 240 $16M
2024 1 173 $17M

Nearby 401(k) Plans in California

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

James G. Parker Insurance Associates Employees 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants James G. Parker Insurance Associates Employees 401(k) Plan, Total assets ($B): 0.013446163 · Participants: 227James G. Parker Insurance Associates Employees 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
James G. Parker Insurance Associates Employees 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare James G. Parker Insurance Associates Employees 401(k) Plan side-by-side with 3 peers →

James G. Parker Insurance Associates Employees 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Vocon 401(k) Retirement Savings Plan in OH ($13M); by covered participants it is Traditional Bank, Inc. 401(k) Profit Sharing Plan in KY (227 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (227 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 James G. Parker Insurance Associates Employees 401(k) Plan assets move in 2022? ▼
James G. Parker Insurance Associates Employees 401(k) Plan pulled back noticeably - down 7.9% during 2022, from $15M to $13M. Reported net income was -$1M.
How have James G. Parker Insurance Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James G. Parker Insurance Associates's sponsor-wide assets grew 28.4%, from $13M to $17M.
Which 401(k) plans are similar in size to James G. Parker Insurance Associates Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vocon 401(k) Retirement Savings Plan in OH ($13M, 193 participants).
Which 401(k) plans cover a similar participant headcount to James G. Parker Insurance Associates Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Traditional Bank, Inc. 401(k) Profit Sharing Plan in KY (227 participants, $28M 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 942494444.

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.