401(k) · DOL Form 5500 · 2023

Palomar Holdings, Inc 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
191
Participants Below avg headcount
67th
Percentile by assets National rank
$77,431
Avg per participant Below avg balance/head
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Official DOL plan name: Palomar Holdings, Inc. 401(k) Plan · Sponsored by Palomar Holdings, Inc · California · Management of Enterprises

$15M in assets, 191 participants

Palomar Holdings, Inc's Palomar Holdings, Inc. 401(k) Plan reported $15M in total assets and 191 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #524 in Management of Enterprises (1,137 peers)

Coverage in California

Palomar Holdings, Inc. 401(k) Plan covers 191 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $15M.

#524
in Management of Enterprises (1,137 peers)
+62.3%
assets growth YoY

Palomar Holdings, Inc. 401(k) Plan's outsized position by total assets

Palomar Holdings, Inc. 401(k) Plan vs every filed plan by assets

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

$14,789,267 Top 33% higher than 67% 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

Palomar Holdings, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Palomar Holdings, Inc. 401(k) Plan sits mid-pack in the medium band (191 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Palomar Holdings, Inc. 401(k) Plan reported net income rose from $950K in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Palomar Holdings, Inc. 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Palomar Holdings, Inc. 401(k) Plan reported participants rose from 151 in the plan year 2022 filing to 191 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 833972551 · Palomar Holdings, Inc PY 2023 · 401(k)

Palomar Holdings, Inc. 401(k) Plan · $15M · 191 · 67th

  • EBSA $15M
  • EBSA 191
  • EBSA 67th
  • EBSA 401(k)
  • EBSA near Hoosier Hills Credit Union Retirement Plan
  • EBSA ind #524

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 Management of Enterprises retirement plans → · Plans in California →

Palomar Holdings, Inc. 401(k) Plan in the asset neighbourhood

Palomar Holdings, Inc. 401(k) PlanPalomar Holdings, Inc. 401(k…$15MHoosier Hills Credit Union Retirement PlanHoosier Hills Credit Union R…$15MFirst State Bank 401(k) Savings PlanFirst State Bank 401(k) Savi…$15MSkin and Aesthetic Centers 401(k) PlanSkin and Aesthetic Centers 4…$15MBurckhardt Compression US Inc. Retirement Savings PlanBurckhardt Compression US In…$15M
End-of-year total assets ($M) among Palomar Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$15M
Net Income$6M
Employer EIN833972551
Plan Effective Date2014-04-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Palomar Holdings, Inc)

Sponsor-wide plan assets over time

All Palomar Holdings, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$20M 114.30923269492588% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $9.11M $19.5M ▲ +114.4%
Year Plans Participants Total Assets
2022 1 151 $9M
2023 1 191 $15M
2024 1 220 $20M

Nearby 401(k) Plans in California

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

Palomar Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Palomar Holdings, Inc. 401(k) Plan, Total assets ($B): 0.014789267 · Participants: 191Palomar Holdings, Inc. 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
Palomar Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Palomar Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

Palomar Holdings, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Hoosier Hills Credit Union Retirement Plan in IN ($15M); by covered participants it is Cwb Holdings, Inc. 401(k) Plan in CO (191 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (191 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 Palomar Holdings, Inc. 401(k) Plan assets move in 2023? ▼
Palomar Holdings, Inc. 401(k) Plan surged - up 62.3% during 2023, from $9M to $15M. Reported net income was $6M.
How have Palomar Holdings, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Palomar Holdings, Inc's sponsor-wide assets grew 114.3%, from $9M to $20M.
Which 401(k) plans are similar in size to Palomar Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hoosier Hills Credit Union Retirement Plan in IN ($15M, 195 participants).
Which 401(k) plans cover a similar participant headcount to Palomar Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cwb Holdings, Inc. 401(k) Plan in CO (191 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 833972551.

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.