401(k) · DOL Form 5500 · 2023

Sachs Insurance Services 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
5
Participants Small participant base
32nd
Percentile by assets National rank
$455,967
Avg per participant High balance/head
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Official DOL plan name: Sachs Insurance Services 401(k) Profit Sharing Plan · Sponsored by Sachs Insurance Services · California · Finance & Insurance

$2M in assets, 5 participants

Sachs Insurance Services's Sachs Insurance Services 401(k) Profit Sharing Plan reported $2M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #1,939 in Finance & Insurance (8,869 peers)

Sachs Insurance Services multi-year trail

Sachs Insurance Services's plans moved +23.9% in assets from 2022 to 2024; this filing shows Sachs Insurance Services 401(k) Profit Sharing Plan at $2M / 5 participants.

#1,939
in Finance & Insurance (8,869 peers)
+11.4%
assets growth YoY

Sachs Insurance Services 401(k) Profit Sharing Plan among the smaller filed plans by assets

Sachs Insurance Services 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,279,835 32nd percentile higher than 32% 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

Sachs Insurance Services 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. Sachs Insurance Services 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

  • Sachs Insurance Services 401(k) Profit Sharing Plan reported net income rose from -$124K in the plan year 2022 filing to $233K in the plan year 2023 filing.
  • Sachs Insurance Services 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 262256365 · Sachs Insurance Services PY 2023 · 401(k)

Sachs Insurance Services 401(k) Profit Sharing Plan · $2M · 5 · 32nd

  • EOY $2M
  • 5500 5
  • ASSETS 32nd
  • PCT 401(k)
  • EIN near Rainmaker Associates, Inc. 401(k) Plan
  • RANK ind #1939

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 →

Sachs Insurance Services 401(k) Profit Sharing Plan in the asset neighbourhood

Sachs Insurance Services 401(k) Profit Sharing PlanSachs Insurance Services 401…$2MRainmaker Associates, Inc. 401(k) PlanRainmaker Associates, Inc. 4…$2MBkjb, Inc. 401(k) Plan$2MShoulder and Knee Center, P.a. Profit Sharing PlanShoulder and Knee Center, P.…$2MGarden Trends, Inc. 401(k) PlanGarden Trends, Inc. 401(k) P…$2M
End-of-year total assets ($M) among Sachs Insurance Services 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sachs Insurance Services multi-year asset trail

Sponsor-wide plan assets over time

All Sachs Insurance Services plans reported in each filing year

Latest sponsor-wide plan assets
$3M 23.87759279642655% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M 202220232024 $2.05M $2.54M ▲ +23.9%
Year Plans Participants Total Assets
2022 1 5 $2M
2023 1 5 $2M
2024 1 5 $3M

Sachs Insurance Services filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$233K
Employer EIN262256365
Plan Effective Date2010-01-10
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Sachs Insurance Services 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Sachs Insurance Services 401(k) Profit Sharing Plan, Total assets ($B): 0.002279835 · Participants: 5Sachs Insurance Services 401(k) Profit Sharing 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
Sachs Insurance Services 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sachs Insurance Services 401(k) Profit Sharing Plan side-by-side with 3 peers →

Sachs Insurance Services 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 Rainmaker Associates, Inc. 401(k) Plan in TX ($2M); 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 ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Sachs Insurance Services 401(k) Profit Sharing Plan assets move in 2023? ▼
Sachs Insurance Services 401(k) Profit Sharing Plan grew at a solid clip - up 11.4% during 2023, from $2M to $2M. Reported net income was $233K.
How have Sachs Insurance Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sachs Insurance Services's sponsor-wide assets grew 23.9%, from $2M to $3M.
Which 401(k) plans are similar in size to Sachs Insurance Services 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rainmaker Associates, Inc. 401(k) Plan in TX ($2M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Sachs Insurance Services 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Larrann, Inc. 401(k) Plan in FL (5 participants, $588K 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 262256365.

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.