401(k) · DOL Form 5500 · 2023

Pinnacle Ventures, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 3
Participants Small participant base: 33rd
Percentile by assets National rank: $809,603
Avg per participant High balance/head

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Official DOL plan name: Pinnacle Ventures 401(k) Plan · Sponsored by Pinnacle Ventures, LLC · California · Finance & Insurance

$2M in assets, 3 participants

Pinnacle Ventures, LLC's Pinnacle Ventures 401(k) Plan reported $2M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

#2,011 in Finance & Insurance (8,869 peers)

Pinnacle Ventures, LLC multi-year trail

Pinnacle Ventures, LLC's plans moved -96.3% in assets from 2022 to 2024; this filing shows Pinnacle Ventures 401(k) Plan at $2M / 3 participants.

#2,011
in Finance & Insurance (8,869 peers): +10.8%
assets growth YoY

Pinnacle Ventures 401(k) Plan among the smaller filed plans by assets

Pinnacle Ventures 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,428,809 33rd percentile higher than 33% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Pinnacle Ventures 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pinnacle Ventures 401(k) Plan is a micro filing (3 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Pinnacle Ventures 401(k) Plan reported net income rose from -$251K in the plan year 2022 filing to $236K in the plan year 2023 filing.
Pinnacle Ventures 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 943402282 · Pinnacle Ventures, LLC PY 2023 · 401(k)

Pinnacle Ventures 401(k) Plan · $2M · 3 · 33rd

SCH $2M
SCH 3
SCH 33rd
SCH 401(k)
SCH near Wtca 401(k) Plan
SCH ind #2011

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 →

End-of-year total assets ($M) among Pinnacle Ventures 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pinnacle Ventures, LLC multi-year asset trail

Latest sponsor-wide plan assets: $82K 96.27789865484353% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	3	$2M
2023	1	3	$2M
2024	1	3	$82K

Pinnacle Ventures, LLC filing trail (2023)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	$236K
Employer EIN	943402282
Plan Effective Date	2009-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

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

Pinnacle Ventures 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Pinnacle Ventures 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Wtca 401(k) Plan in NY ($2M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Wtca 401(k) Plan (NY) $2M · 11
Shamrock Farms Company Profit Sharing Plan and Trust (AZ) $2M · 80
Sst Group, LLC 401(k) Plan (WA) $2M · 192
Crc, Inc. Dba Charles River Computers and Affiliates 401(k) Savings Plan (NY) $2M · 10

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

Cookeville Urology PLC 401(k) Profit Sharing Plan (TN) 3 · 0 off
Md4m, Inc. 401(k) Plan (CO) 3 · 0 off
Bee Hive Holdings, Inc. 401(k) Plan (AZ) 3 · 0 off
J K B Solutions Retirement Plan (TX) 3 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Pinnacle Ventures 401(k) Plan assets move in 2023? ▼

Pinnacle Ventures 401(k) Plan grew at a solid clip - up 10.8% during 2023, from $2M to $2M. Reported net income was $236K.

How have Pinnacle Ventures, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Pinnacle Ventures, LLC's sponsor-wide assets declined 96.3%, from $2M to $82K.

Which 401(k) plans are similar in size to Pinnacle Ventures 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Wtca 401(k) Plan in NY ($2M, 11 participants).

Which 401(k) plans cover a similar participant headcount to Pinnacle Ventures 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 943402282.