401(k) · DOL Form 5500 · 2023
Personal Resources Investment & Strategic Management, Inc. 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 58th
- Percentile by assets National rank
- $1.9M
- Avg per participant High balance/head
Official DOL plan name: Personal Resources Investment & Strategic Management, Inc. 401(k) Profit Sharing Plan · Sponsored by Personal Resources Investment & Strategic Management, Inc. · California · Finance & Insurance
$10M in assets, 5 participants
Personal Resources Investment & Strategic Management, Inc.'s Personal Resources Investment & Strategic Management, Inc. 401(k) Profit Sharing Plan reported $10M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.
- #3,758 in Finance & Insurance (8,869 peers)
Personal Resources Investment & Strategic Management, Inc. multi-year trail
Personal Resources Investment & Strategic Management, Inc.'s plans moved +29.2% in assets from 2022 to 2024; this filing shows Personal Resources Investment & Strategic Management, Inc. 401(k) Profit Sharing Plan at $10M / 5 participants.
- #3,758
- in Finance & Insurance (8,869 peers)
- +14.3%
- assets growth YoY
Personal Resources Investment & Strategic Management, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers
Personal Resources Investment & Strategic Management, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,601,523 Top 42% higher than 58% 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
Personal Resources Investment & Strategic Management, Inc. 401(k) Profit Sharing 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. Personal Resources Investment & Strategic Management, Inc. 401(k) Profit Sharing Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Personal Resources Investment & Strategic Management, Inc. 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Personal Resources Investment & Strategic Management, Inc. 401(k) Profit Sharing Plan reported participants fell from 6 in the plan year 2022 filing to 5 in the plan year 2023 filing.
- Personal Resources Investment & Strategic Management, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 200077521 · Personal Resources Investment & Strategic Management, Inc. PY 2023 · 401(k)
Personal Resources Investment & Strategic Management, Inc. 401(k) Profit Sharing Plan · $10M · 5 · 58th
- EOY $10M
- 5500 5
- ASSETS 58th
- PCT 401(k)
- EIN near The Profit Sharing Retirement Plan of Trayer Products, Incorporated
- RANK ind #3758
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 →
Personal Resources Investment & Strategic Management, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Personal Resources Investment & Strategic Management, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Personal Resources Investment & Strategic Management, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 29.18939894907211% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $8M |
| 2023 | 1 | 5 | $10M |
| 2024 | 1 | 6 | $11M |
Personal Resources Investment & Strategic Management, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $1M |
| Employer EIN | 200077521 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Personal Resources Investment & Strategic Management, Inc. 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 The Profit Sharing Retirement Plan of Trayer Products, Incorporated in NY ($10M); by covered participants it is Larrann, Inc. 401(k) Plan in FL (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Larrann, Inc. 401(k) Plan (FL) 5 · 0 off
- Larrann, Inc. 401(k) Plan (FL) 5 · 0 off
- Br3 Enterprises, Inc. 401(k) Plan (MO) 5 · 0 off
- Designworks Creative 401(k) Plan (ID) 5 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.