401(k) · DOL Form 5500 · 2022

Planmember Services Corporation 401(k) Plan

Data updated 2026-08-11

$25M
Total assets
174
Participants
80th
Percentile by assets
$143,900
Avg per participant
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Official DOL plan name: Planmember Services Corporation 401(k) Plan · Sponsored by Planmember Services Corporation · California · Finance & Insurance

$25M in assets, 174 participants

Planmember Services Corporation's Planmember Services Corporation 401(k) Plan reported $25M in total assets and 174 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • 80th percentile by assets (of 139,126 plans)
  • #6,368 in Finance & Insurance (9,261 peers)

Coverage in California

Planmember Services Corporation 401(k) Plan covers 174 participants in California, about 28% of the average California filer (state average ~630 per filing). Assets: $25M.

$25M
total plan assets (2022 EOY)
174
covered participants
80th
percentile by assets (of 139,126 plans)
$143,900
avg assets per participant

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Planmember Services Corporation 401(k) Plan sits by total assets

Planmember Services Corporation 401(k) Plan vs every filed plan by assets

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

$25,038,590 Top 20% higher than 80% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
California
Industry
Finance & Insurance

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Planmember Services Corporation 401(k) Plan reports 174 participants - about 28% of that state average ($25M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$25M
Net Income-$5M
Employer EIN770309553
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Planmember Services Corporation)

$20M$25M$30M$35M$40M 202220232024 $25M $35.9M ▲ +43.4%
Total plan assets by year, all Planmember Services Corporation plans on file
Year Plans Participants Total Assets
2022 1 174 $25M
2023 1 183 $31M
2024 1 186 $36M

Nearby 401(k) Plans in California

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

Planmember Services Corporation 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Planmember Services …, Total assets ($B): 0.02503859 · Participants: 174Planmember Services …Wells Fargo & Compan…, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Compan…Google LLC 401(k) Sa…, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 4…Chevron Employee Sav…, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Sav…Intel 401(k) Savings…, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings…
Planmember Services Corporation 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Planmember Services Corporation 401(k) P… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Planmember Services Corporation 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Planmember Services Corporation 401(k) Plan assets move in 2022? ▼
Planmember Services Corporation 401(k) Plan declined sharply - down 16.3% during 2022, from $30M to $25M. Reported net income was -$5M.
How have Planmember Services Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Planmember Services Corporation's sponsor-wide assets grew 43.4%, from $25M to $36M.
Where does Planmember Services Corporation 401(k) Plan rank by assets among Form 5500 filers? ▼
Planmember Services Corporation 401(k) Plan ranks in the 80th 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 Planmember Services Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Perfection Companies Associates Retirement Plan in OH ($25M, 259 participants).

Next read for Planmember Services Corporation 401(k) P…

Filing takeaways

Ways to act on Planmember Services Corporation 401(k) Plan's numbers.

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 770309553.

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.