401(k) · DOL Form 5500 · 2023

Crumbaker Insurance Services 401(k) Plan

Data updated 2026-08-25

$18K
Total assets Small plan by assets
4
Participants Small participant base
2nd
Percentile by assets National rank
$4,532
Avg per participant Low balance/head
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Official DOL plan name: Crumbaker Insurance Services 401(k) Plan · Sponsored by Crumbaker Insurance Services · California · Finance & Insurance

$18K in assets, 4 participants

Crumbaker Insurance Services's Crumbaker Insurance Services 401(k) Plan reported $18K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 2nd 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.

  • #128 in Finance & Insurance (8,869 peers)

Crumbaker Insurance Services multi-year trail

Crumbaker Insurance Services's plans moved -33.5% in assets from 2022 to 2024; this filing shows Crumbaker Insurance Services 401(k) Plan at $18K / 4 participants.

#128
in Finance & Insurance (8,869 peers)
+221.2%
assets growth YoY

Crumbaker Insurance Services 401(k) Plan among the smaller filed plans by assets

Crumbaker Insurance Services 401(k) Plan vs every filed plan by assets

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

$18,126 2nd percentile higher than 2% of 127,068 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 2023

Crumbaker Insurance Services 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. Crumbaker Insurance Services 401(k) Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Crumbaker Insurance Services 401(k) Plan end-of-year assets rose from $6K in the plan year 2022 filing to $18K in the plan year 2023 filing.
  • Crumbaker Insurance Services 401(k) Plan reported net income rose from -$18K in the plan year 2022 filing to $12K in the plan year 2023 filing.
  • Crumbaker Insurance Services 401(k) Plan reported participants rose from 3 in the plan year 2022 filing to 4 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 825104027 · Crumbaker Insurance Services PY 2023 · 401(k)

Crumbaker Insurance Services 401(k) Plan · $18K · 4 · 2nd

  • TYPE $18K
  • TYPE 4
  • TYPE 2nd
  • TYPE 401(k)
  • TYPE near Mcnally Malt Company 401(k) Plan
  • TYPE ind #128

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 →

Crumbaker Insurance Services 401(k) Plan in the asset neighbourhood

Crumbaker Insurance Services 401(k) PlanCrumbaker Insurance Services…$18KMcnally Malt Company 401(k) PlanMcnally Malt Company 401(k) …$18KProfessional Bank 401(k) Plan$18KTmtsif Inc. 401(k) Plan$18KIdaho Fontes Aquarum, Inc. 401(k) Profit Sharing PlanIdaho Fontes Aquarum, Inc. 4…$18K
End-of-year total assets ($M) among Crumbaker Insurance Services 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Crumbaker Insurance Services multi-year asset trail

Sponsor-wide plan assets over time

All Crumbaker Insurance Services plans reported in each filing year

Latest sponsor-wide plan assets
$4K 33.45738082580188% vs 2022
2024 filing year
$0M$0.01M$0.02M$0.03M 202220232024 $0.01M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 3 $6K
2023 1 4 $18K
2024 1 4 $4K

Crumbaker Insurance Services filing trail (2023)

Total Assets (Beginning of Year)$6K
Net Assets (End of Year)$18K
Net Income$12K
Employer EIN825104027
Plan Effective Date2018-04-06
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Crumbaker Insurance Services 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Crumbaker Insurance Services 401(k) Plan, Total assets ($B): 0.000018126 · Participants: 4Crumbaker Insurance Services 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Crumbaker Insurance Services 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Crumbaker Insurance Services 401(k) Plan side-by-side with 3 peers →

Crumbaker Insurance Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Mcnally Malt Company 401(k) Plan in OR ($18K); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

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 Crumbaker Insurance Services 401(k) Plan assets move in 2023? ▼
Crumbaker Insurance Services 401(k) Plan surged - up 221.2% during 2023, from $6K to $18K. Reported net income was $12K.
How have Crumbaker Insurance Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Crumbaker Insurance Services's sponsor-wide assets declined 33.5%, from $6K to $4K.
Where does Crumbaker Insurance Services 401(k) Plan rank by assets among Form 5500 filers? ▼
Crumbaker Insurance Services 401(k) Plan ranks in the 2nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Crumbaker Insurance Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mcnally Malt Company 401(k) Plan in OR ($18K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Crumbaker Insurance Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 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 825104027.

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.