401(k) · DOL Form 5500 · 2022

Probitas Funds Group, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
16
Participants Small participant base
62nd
Percentile by assets National rank
$539,706
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Probitas Funds Group, L.L.C. 401(k) Profit Sharing Plan · Sponsored by Probitas Funds Group, LLC · California · Finance & Insurance

$9M in assets, 16 participants

Probitas Funds Group, LLC's Probitas Funds Group, L.L.C. 401(k) Profit Sharing Plan reported $9M in total assets and 16 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.

  • #4,193 in Finance & Insurance (9,261 peers)

2022 asset change

Probitas Funds Group, L.L.C. 401(k) Profit Sharing Plan declined sharply 20.2% in 2022 ($11M → $9M) for 16 participants.

#4,193
in Finance & Insurance (9,261 peers)
-20.2%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Probitas Funds Group, L.L.C. 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Probitas Funds Group, L.L.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$8,635,298 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

Probitas Funds Group, L.L.C. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Probitas Funds Group, L.L.C. 401(k) Profit Sharing Plan is a small filing (16 participants) on this national headcount ladder.

DOL schedule card

Filing strip 943403763 · Probitas Funds Group, LLC PY 2022 · 401(k)

Probitas Funds Group, L.L.C. 401(k) Profit Sharing Plan · $9M · 16 · 62nd

  • BOY $9M
  • BOY 16
  • BOY 62nd
  • BOY 401(k)
  • BOY near Black Equipment Co. Inc. Retirement Plan
  • BOY ind #4193

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 →

Probitas Funds Group, L.L.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Probitas Funds Group, L.L.C. 401(k) Profit Sharing PlanProbitas Funds Group, L.L.C.…$9MBlack Equipment Co. Inc. Retirement PlanBlack Equipment Co. Inc. Ret…$9MCardiology Consultants of Racine Ltd Profit Sharing PlanCardiology Consultants of Ra…$9MHines Furlong Line 401(k) PlanHines Furlong Line 401(k) Pl…$9MMica Corporation Profit Sharing Retirement Plan and TrustMica Corporation Profit Shar…$9M
End-of-year total assets ($M) among Probitas Funds Group, L.L.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Probitas Funds Group, LLC years around the 2022 move

Sponsor-wide plan assets over time

All Probitas Funds Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 9.735379138044802% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $8.64M $9.48M ▲ +9.7%
Year Plans Participants Total Assets
2022 1 16 $9M
2023 1 18 $11M
2024 1 15 $9M

2022 asset-move particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$9M
Net Income-$2M
Employer EIN943403763
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Probitas Funds Group, L.L.C. 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 ($B) Participants Probitas Funds Group, L.L.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.008635298 · Participants: 16Probitas Funds Group, L.L.C. 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
Probitas Funds Group, L.L.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Probitas Funds Group, L.L.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Probitas Funds Group, L.L.C. 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 Black Equipment Co. Inc. Retirement Plan in IN ($9M); by covered participants it is Williams, Robinson Et Al 401(k) Plan & Trust in MO (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 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 Probitas Funds Group, L.L.C. 401(k) Profit Sharing Plan assets move in 2022? ▼
Probitas Funds Group, L.L.C. 401(k) Profit Sharing Plan declined sharply - down 20.2% during 2022, from $11M to $9M. Reported net income was -$2M.
How have Probitas Funds Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Probitas Funds Group, LLC's sponsor-wide assets grew 9.7%, from $9M to $9M.
Which 401(k) plans are similar in size to Probitas Funds Group, L.L.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Black Equipment Co. Inc. Retirement Plan in IN ($9M, 214 participants).
Which 401(k) plans cover a similar participant headcount to Probitas Funds Group, L.L.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Williams, Robinson Et Al 401(k) Plan & Trust in MO (16 participants, $2M 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 943403763.

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.