401(k) · DOL Form 5500 · 2022

Poms & Associates Insurance Brokers, LLC 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
98
Participants Small participant base
78th
Percentile by assets National rank
$219,568
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Poms & Associates Insurance Brokers, LLC 401(k) Profit Sharing Plan · Sponsored by Poms & Associates Insurance Brokers, LLC · California · Finance & Insurance

$22M in assets, 98 participants

Poms & Associates Insurance Brokers, LLC's Poms & Associates Insurance Brokers, LLC 401(k) Profit Sharing Plan reported $22M in total assets and 98 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #6,047 in Finance & Insurance (9,261 peers)

Where Poms & Associates Insurance Brokers, LLC 401(k) Profit Sharing Plan sits by assets

Poms & Associates Insurance Brokers, LLC 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $22M for 98 participants (~$219,568/participant), down 12.7% in 2022.

#6,047
in Finance & Insurance (9,261 peers)
-12.7%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Poms & Associates Insurance Brokers, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Poms & Associates Insurance Brokers, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$21,517,653 Top 22% higher than 78% 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

Poms & Associates Insurance Brokers, LLC 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. Poms & Associates Insurance Brokers, LLC 401(k) Profit Sharing Plan is a small filing (98 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 954314381 · Poms & Associates Insurance Brokers, LLC PY 2022 · 401(k)

Poms & Associates Insurance Brokers, LLC 401(k) Profit Sharing Plan · $22M · 98 · 78th

  • VS-ST $22M
  • BOY 98
  • SCH 78th
  • EBSA 401(k)
  • PART near Acp Creativit, LLC 401(k) Plan
  • TYPE ind #6047

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 →

Poms & Associates Insurance Brokers, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Poms & Associates Insurance Brokers, LLC 401(k) Profit Sharing PlanPoms & Associates Insurance …$22MAcp Creativit, LLC 401(k) PlanAcp Creativit, LLC 401(k) Pl…$22MHoliday Wholesale, Inc. Profit Sharing & 401(k) PlanHoliday Wholesale, Inc. Prof…$22MKeter US, Inc. 401(k) Profit Sharing PlanKeter US, Inc. 401(k) Profit…$22MPsi America 401(k) Plan$22M
End-of-year total assets ($M) among Poms & Associates Insurance Brokers, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$22M
Net Income-$3M
Employer EIN954314381
Plan Effective Date1991-02-20
Filing StatusFILING RECEIVED

Sponsor Plan History (Poms & Associates Insurance Brokers, LLC)

Sponsor-wide plan assets over time

All Poms & Associates Insurance Brokers, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$30M 38.76281953240904% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $21.5M $29.9M ▲ +38.8%
Year Plans Participants Total Assets
2022 1 98 $22M
2023 1 99 $25M
2024 1 101 $30M

Nearby 401(k) Plans in California

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

Poms & Associates Insurance Brokers, 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 ($B) Participants Poms & Associates Insurance Brokers, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.021517653 · Participants: 98Poms & Associates Insurance Brokers, 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
Poms & Associates Insurance Brokers, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Poms & Associates Insurance Brokers, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Poms & Associates Insurance Brokers, 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 Acp Creativit, LLC 401(k) Plan in WI ($22M); by covered participants it is Sierra7 401(k) Plan in VA (98 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (98 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 Poms & Associates Insurance Brokers, LLC 401(k) Profit Sharing Plan assets move in 2022? ▼
Poms & Associates Insurance Brokers, LLC 401(k) Profit Sharing Plan pulled back noticeably - down 12.7% during 2022, from $25M to $22M. Reported net income was -$3M.
How have Poms & Associates Insurance Brokers, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Poms & Associates Insurance Brokers, LLC's sponsor-wide assets grew 38.8%, from $22M to $30M.
Where does Poms & Associates Insurance Brokers, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Poms & Associates Insurance Brokers, LLC 401(k) Profit Sharing Plan ranks in the 78th 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 Poms & Associates Insurance Brokers, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Acp Creativit, LLC 401(k) Plan in WI ($22M, 274 participants).
Which 401(k) plans cover a similar participant headcount to Poms & Associates Insurance Brokers, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sierra7 401(k) Plan in VA (98 participants, N/A 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 954314381.

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.