401(k) · DOL Form 5500 · 2022

Provident Financial Management LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
133
Participants Small participant base
69th
Percentile by assets National rank
$90,968
Avg per participant Below avg balance/head
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Official DOL plan name: Provident Financial Management LLC 401(k) Profit Sharing Plan · Sponsored by Provident Financial Management LLC · California · Finance & Insurance

$12M in assets, 133 participants

Provident Financial Management LLC's Provident Financial Management LLC 401(k) Profit Sharing Plan reported $12M in total assets and 133 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,858 in Finance & Insurance (9,261 peers)

Coverage in California

Provident Financial Management LLC 401(k) Profit Sharing Plan covers 133 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $12M.

#4,858
in Finance & Insurance (9,261 peers)
-$131K
reported net income

The plan reported a net loss of $131K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Provident Financial Management LLC 401(k) Profit Sharing Plan's outsized position by total assets

Provident Financial Management LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$12,098,771 Top 31% higher than 69% 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

Provident Financial Management LLC 401(k) Profit Sharing 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. Provident Financial Management LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (133 participants).

Plan-year Form 5500 strip

Filing strip 873051654 · Provident Financial Management LLC PY 2022 · 401(k)

Provident Financial Management LLC 401(k) Profit Sharing Plan · $12M · 133 · 69th

  • ASSETS $12M
  • PCT 133
  • EIN 69th
  • RANK 401(k)
  • PHOTO near Imperial Cars.Com 401(k) Retirement Plan
  • IND ind #4858

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 →

Provident Financial Management LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Provident Financial Management LLC 401(k) Profit Sharing PlanProvident Financial Manageme…$12MImperial Cars.Com 401(k) Retirement PlanImperial Cars.Com 401(k) Ret…$12MMarshall Industrial Technologies Savings & Retirement PlanMarshall Industrial Technolo…$12MKidkraft, Inc. 401(k) Plan$12MMidland Health Mep 401(k) PlanMidland Health Mep 401(k) Pl…$12M
End-of-year total assets ($M) among Provident Financial Management LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$12M
Net Income-$131K
Employer EIN873051654
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Provident Financial Management LLC)

Sponsor-wide plan assets over time

All Provident Financial Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$19M 60.12789232889853% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $12.1M $19.4M ▲ +60.1%
Year Plans Participants Total Assets
2022 1 133 $12M
2023 1 151 $16M
2024 1 159 $19M

Nearby 401(k) Plans in California

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

Provident Financial Management LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Provident Financial Management LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.012098771 · Participants: 133Provident Financial Management LLC 401(k) 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
Provident Financial Management LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Provident Financial Management LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Provident Financial Management LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Imperial Cars.Com 401(k) Retirement Plan in MA ($12M); by covered participants it is Ari Retirement Plan in IL (133 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (133 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 have Provident Financial Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Provident Financial Management LLC's sponsor-wide assets grew 60.1%, from $12M to $19M.
Which 401(k) plans are similar in size to Provident Financial Management LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Imperial Cars.Com 401(k) Retirement Plan in MA ($12M, 295 participants).
Which 401(k) plans cover a similar participant headcount to Provident Financial Management LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ari Retirement Plan in IL (133 participants, $990K 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 873051654.

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.