401(k) · DOL Form 5500 · 2023
Paul Capital Advisors LLC 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 63rd
- Percentile by assets National rank
- $1.7M
- Avg per participant High balance/head
Official DOL plan name: Paul Capital Advisors LLC Savings and Investment Plan · Sponsored by Paul Capital Advisors LLC · California · Finance & Insurance
$12M in assets, 7 participants
Paul Capital Advisors LLC's Paul Capital Advisors LLC Savings and Investment Plan reported $12M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.
- #4,209 in Finance & Insurance (8,869 peers)
Paul Capital Advisors LLC multi-year trail
Paul Capital Advisors LLC's plans moved +33.0% in assets from 2022 to 2024; this filing shows Paul Capital Advisors LLC Savings and Investment Plan at $12M / 7 participants.
- #4,209
- in Finance & Insurance (8,869 peers)
- +21.4%
- assets growth YoY
Paul Capital Advisors LLC Savings and Investment Plan's mid-pack asset rank among Finance & Insurance and all filers
Paul Capital Advisors LLC Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,015,007 Top 37% higher than 63% 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
Paul Capital Advisors LLC Savings and Investment 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. Paul Capital Advisors LLC Savings and Investment Plan is a micro filing (7 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Paul Capital Advisors LLC Savings and Investment Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Paul Capital Advisors LLC Savings and Investment Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 200846452 · Paul Capital Advisors LLC PY 2023 · 401(k)
Paul Capital Advisors LLC Savings and Investment Plan · $12M · 7 · 63rd
- 5500 $12M
- 5500 7
- 5500 63rd
- 5500 401(k)
- 5500 near Department of Commerce Federal Credit Union 401(k) Plan
- 5500 ind #4209
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 →
Paul Capital Advisors LLC Savings and Investment Plan in the asset neighbourhood
Paul Capital Advisors LLC multi-year asset trail
Sponsor-wide plan assets over time
All Paul Capital Advisors LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 32.977688415481595% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $10M |
| 2023 | 1 | 7 | $12M |
| 2024 | 1 | 7 | $13M |
Paul Capital Advisors LLC filing trail (2023)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $2M |
| Employer EIN | 200846452 |
| Plan Effective Date | 1995-01-01 |
| 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
Paul Capital Advisors LLC Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Department of Commerce Federal Credit Union 401(k) Plan in DC ($12M); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Department of Commerce Federal Credit Union 401(k) Plan (DC) $12M · 105
- Caldwell Companies 401(k) Profit Sharing Plan (TX) $12M · 136
- 403(b) Thrift Plan for Employees of Goodwill Industries of Eastern North Carolina, Inc. (NC) $12M · 255
- Educational Bus Transportation, Inc. 401(k) Plan (NY) $12M · 1,397
Similar participant headcount
Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.
- Asana Biosciences, LLC 401(k) Plan (NJ) 7 · 0 off
- Marietta Railroad Properties, Inc. 401(k) Plan (NY) 7 · 0 off
- Br3 Enterprises, Inc. 401(k) Plan (MO) 7 · 0 off
- Gkc Inc. 401(k) Plan (WA) 7 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.