401(k) · DOL Form 5500 · 2023

G H Insurance & Financial Services, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
4
Participants Small participant base
26th
Percentile by assets National rank
$321,071
Avg per participant High balance/head
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Official DOL plan name: G H Insurance & Financial Services Retirement Plan · Sponsored by G H Insurance & Financial Services, Inc. · California · Finance & Insurance

$1M in assets, 4 participants

G H Insurance & Financial Services, Inc.'s G H Insurance & Financial Services Retirement Plan reported $1M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #1,504 in Finance & Insurance (8,869 peers)

G H Insurance & Financial Services, Inc. multi-year trail

G H Insurance & Financial Services, Inc.'s plans moved +16.8% in assets from 2022 to 2024; this filing shows G H Insurance & Financial Services Retirement Plan at $1M / 4 participants.

#1,504
in Finance & Insurance (8,869 peers)
+1.1%
assets growth YoY

G H Insurance & Financial Services Retirement Plan among the smaller filed plans by assets

G H Insurance & Financial Services Retirement Plan vs every filed plan by assets

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

$1,284,282 26th percentile higher than 26% 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

G H Insurance & Financial Services Retirement 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. G H Insurance & Financial Services Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • G H Insurance & Financial Services Retirement Plan reported net income fell from $54K in the plan year 2022 filing to $14K in the plan year 2023 filing.
  • G H Insurance & Financial Services Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 462369084 · G H Insurance & Financial Services, Inc. PY 2023 · 401(k)

G H Insurance & Financial Services Retirement Plan · $1M · 4 · 26th

  • EOY $1M
  • 5500 4
  • ASSETS 26th
  • PCT 401(k)
  • EIN near Goldberg & Allen, LLC Profit Sharing Plan
  • RANK ind #1504

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 →

G H Insurance & Financial Services Retirement Plan in the asset neighbourhood

G H Insurance & Financial Services Retirement PlanG H Insurance & Financial Se…$1MGoldberg & Allen, LLC Profit Sharing PlanGoldberg & Allen, LLC Profit…$1MStillwater Construction Group, LLC 401(k) PlanStillwater Construction Grou…$1MEar Nose Throat of New Jersey, P.a. 401(k) PlanEar Nose Throat of New Jerse…$1MKabobjo Foods, Inc. 401(k) PlanKabobjo Foods, Inc. 401(k) P…$1M
End-of-year total assets ($M) among G H Insurance & Financial Services Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

G H Insurance & Financial Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All G H Insurance & Financial Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 16.76575664488052% vs 2022
2024 filing year
$1.2M$1.3M$1.4M$1.5M$1.6M 202220232024 $1.27M $1.48M ▲ +16.5%
Year Plans Participants Total Assets
2022 1 4 $1M
2023 1 4 $1M
2024 1 4 $1M

G H Insurance & Financial Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$14K
Employer EIN462369084
Plan Effective Date2013-03-26
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

G H Insurance & Financial Services Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants G H Insurance & Financial Services Retirement Plan, Total assets ($B): 0.001284282 · Participants: 4G H Insurance & Financial Services Retirement 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
G H Insurance & Financial Services Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare G H Insurance & Financial Services Retirement Plan side-by-side with 3 peers →

G H Insurance & Financial Services Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Goldberg & Allen, LLC Profit Sharing Plan in NY ($1M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

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 G H Insurance & Financial Services Retirement Plan assets move in 2023? ▼
G H Insurance & Financial Services Retirement Plan edged up modestly - up 1.1% during 2023, from $1M to $1M. Reported net income was $14K.
How have G H Insurance & Financial Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), G H Insurance & Financial Services, Inc.'s sponsor-wide assets grew 16.8%, from $1M to $1M.
Which 401(k) plans are similar in size to G H Insurance & Financial Services Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Goldberg & Allen, LLC Profit Sharing Plan in NY ($1M, 4 participants).
Which 401(k) plans cover a similar participant headcount to G H Insurance & Financial Services Retirement 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 462369084.

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.