401(k) · DOL Form 5500 · 2022

Partners Fund, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
N/A
Participants Small participant base
34th
Percentile by assets National rank
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Official DOL plan name: Partners Fund, Inc. 401(k) Profit Sharing Plan · Sponsored by Partners Fund, Inc. · California · Finance & Insurance

$2M in assets, N/A participants

Partners Fund, Inc.'s Partners Fund, Inc. 401(k) Profit Sharing Plan reported $2M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 34th 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.

  • #2,141 in Finance & Insurance (9,261 peers)

What the 2022 filing shows

Partners Fund, Inc. 401(k) Profit Sharing Plan holds $2M for N/A participants, in the lower half of filed plans by assets.

#2,141
in Finance & Insurance (9,261 peers)
$2M
reported net income

Partners Fund, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Partners Fund, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,053,840 34th percentile higher than 34% 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

Filed plans by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Published 5500 schedule card

Filing strip 874809471 · Partners Fund, Inc. PY 2022 · 401(k)

Partners Fund, Inc. 401(k) Profit Sharing Plan · $2M · N/A · 34th

  • PCT $2M
  • PCT N/A
  • PCT 34th
  • PCT 401(k)
  • PCT near Chelsea Piers Connecticut 401(k) Retirement Plan
  • PCT ind #2141

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 →

Partners Fund, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Partners Fund, Inc. 401(k) Profit Sharing PlanPartners Fund, Inc. 401(k) P…$2MChelsea Piers Connecticut 401(k) Retirement PlanChelsea Piers Connecticut 40…$2MGrandville Family Dental Care PC Profit Sharing PlanGrandville Family Dental Car…$2MChascorp Capital Retirement PlanChascorp Capital Retirement …$2MD & D Plumbing, Inc. 401(k) Profit Sharing PlanD & D Plumbing, Inc. 401(k) …$2M
End-of-year total assets ($M) among Partners Fund, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$2M
Net Income$2M
Employer EIN874809471
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Partners Fund, Inc.)

Sponsor-wide plan assets over time

All Partners Fund, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 4.95505979044132% vs 2022
2024 filing year
$1.9M$1.95M$2M$2.05M$2.1M 202220232024 $2.05M $1.95M ▼ -4.9%
Year Plans Participants Total Assets
2022 1 N/A $2M
2023 1 17 $2M
2024 1 15 $2M

Nearby 401(k) Plans in California

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

Partners Fund, Inc. 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 ($B) Participants Partners Fund, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.00205384 · Participants: 0Partners Fund, Inc. 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
Partners Fund, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Partners Fund, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Partners Fund, Inc. 401(k) Profit Sharing Plan's closest out-of-state 401(k) peers by assets

Outside California, the nearest 401(k) by end-of-year assets is Chelsea Piers Connecticut 401(k) Retirement Plan in NY at $2M (this filing: $2M).

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 Partners Fund, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Partners Fund, Inc.'s sponsor-wide assets declined 5.0%, from $2M to $2M.
Which 401(k) plans are similar in size to Partners Fund, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chelsea Piers Connecticut 401(k) Retirement Plan in NY ($2M, 115 participants).

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 874809471.

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.