401(k) · DOL Form 5500 · 2022

Handle Financial, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
149
Participants Small participant base
62nd
Percentile by assets National rank
$58,142
Avg per participant Low balance/head
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Official DOL plan name: Handle Financial 401(k) Plan · Sponsored by Handle Financial, Inc. · California · Finance & Insurance

$9M in assets, 149 participants

Handle Financial, Inc.'s Handle Financial 401(k) Plan reported $9M in total assets and 149 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #4,197 in Finance & Insurance (9,261 peers)

Coverage in California

Handle Financial 401(k) Plan covers 149 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $9M.

#4,197
in Finance & Insurance (9,261 peers)
-3.0%
assets change YoY

The plan reported a net loss of $271K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Handle Financial 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Handle Financial 401(k) Plan vs every filed plan by assets

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

$8,663,222 Top 38% higher than 62% 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

Handle Financial 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. Handle Financial 401(k) Plan sits mid-pack in the medium band (149 participants).

Published 5500 schedule card

Filing strip 264695125 · Handle Financial, Inc. PY 2022 · 401(k)

Handle Financial 401(k) Plan · $9M · 149 · 62nd

  • ASSETS $9M
  • ASSETS 149
  • ASSETS 62nd
  • ASSETS 401(k)
  • ASSETS near West Alabama Bank & Trust 401(k) Profit Sharing Plan
  • ASSETS ind #4197

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 →

Handle Financial 401(k) Plan in the asset neighbourhood

Handle Financial 401(k) Plan$9MWest Alabama Bank & Trust 401(k) Profit Sharing PlanWest Alabama Bank & Trust 40…$9MBeacon 401(k) Trust$9MHillebrand Gori USA, LLC. 401(k) PlanHillebrand Gori USA, LLC. 40…$9MGoldberg & Osborne 401(k) PlanGoldberg & Osborne 401(k) Pl…$9M
End-of-year total assets ($M) among Handle Financial 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income-$271K
Employer EIN264695125
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Handle Financial, Inc.)

Sponsor-wide plan assets over time

All Handle Financial, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 86.36802796927056% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $8.66M $16.2M ▲ +86.5%
Year Plans Participants Total Assets
2022 1 149 $9M
2023 1 190 $12M
2024 1 217 $16M

Nearby 401(k) Plans in California

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

Handle Financial 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Handle Financial 401(k) Plan, Total assets ($B): 0.008663222 · Participants: 149Handle Financial 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
Handle Financial 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Handle Financial 401(k) Plan side-by-side with 3 peers →

Handle Financial 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is West Alabama Bank & Trust 401(k) Profit Sharing Plan in AL ($9M); by covered participants it is Club Med Sales and Management Employee Retirement Plan in FL (149 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (149 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 Handle Financial 401(k) Plan assets move in 2022? ▼
Handle Financial 401(k) Plan edged down modestly - down 3.0% during 2022, from $9M to $9M. Reported net income was -$271K.
How have Handle Financial, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Handle Financial, Inc.'s sponsor-wide assets grew 86.4%, from $9M to $16M.
Which 401(k) plans are similar in size to Handle Financial 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is West Alabama Bank & Trust 401(k) Profit Sharing Plan in AL ($9M, 140 participants).
Which 401(k) plans cover a similar participant headcount to Handle Financial 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Club Med Sales and Management Employee Retirement Plan in FL (149 participants, $11M 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 264695125.

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.