401(k) · DOL Form 5500 · 2023

Pacific Income Advisers 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
14
Participants Small participant base
67th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Pacific Income Advisers, Inc. 401(k) Profit Sharing Plan · Sponsored by Pacific Income Advisers · California · Finance & Insurance

$15M in assets, 14 participants

Pacific Income Advisers's Pacific Income Advisers, Inc. 401(k) Profit Sharing Plan reported $15M in total assets and 14 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.

  • #4,597 in Finance & Insurance (8,869 peers)

Pacific Income Advisers multi-year trail

Pacific Income Advisers's plans moved +28.4% in assets from 2022 to 2024; this filing shows Pacific Income Advisers, Inc. 401(k) Profit Sharing Plan at $15M / 14 participants.

#4,597
in Finance & Insurance (8,869 peers)
+14.9%
assets growth YoY

Pacific Income Advisers, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Pacific Income Advisers, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$14,673,865 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

Pacific Income Advisers, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pacific Income Advisers, Inc. 401(k) Profit Sharing Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pacific Income Advisers, Inc. 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Pacific Income Advisers, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Pacific Income Advisers, Inc. 401(k) Profit Sharing Plan reported participants fell from 16 in the plan year 2022 filing to 14 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 954067974 · Pacific Income Advisers PY 2023 · 401(k)

Pacific Income Advisers, Inc. 401(k) Profit Sharing Plan · $15M · 14 · 67th

  • PCT $15M
  • EIN 14
  • RANK 67th
  • PHOTO 401(k)
  • IND near Securitymetrics Inc 401(k) Plan
  • EOY ind #4597

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 →

Pacific Income Advisers, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Pacific Income Advisers, Inc. 401(k) Profit Sharing PlanPacific Income Advisers, Inc…$15MSecuritymetrics Inc 401(k) PlanSecuritymetrics Inc 401(k) P…$15MAmg, Inc 401(k) Plan$15MBergstrom Electric, Inc. 401(k) PlanBergstrom Electric, Inc. 401…$15MPierce Companies 401(k) Plan$15M
End-of-year total assets ($M) among Pacific Income Advisers, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pacific Income Advisers multi-year asset trail

Sponsor-wide plan assets over time

All Pacific Income Advisers plans reported in each filing year

Latest sponsor-wide plan assets
$16M 28.41750255553644% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $12.8M $16.4M ▲ +28.4%
Year Plans Participants Total Assets
2022 1 16 $13M
2023 1 14 $15M
2024 1 14 $16M

Pacific Income Advisers filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN954067974
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Pacific Income Advisers, Inc. 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 ($B) Participants Pacific Income Advisers, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.014673865 · Participants: 14Pacific Income Advisers, Inc. 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
Pacific Income Advisers, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Pacific Income Advisers, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Pacific Income Advisers, 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 Securitymetrics Inc 401(k) Plan in UT ($15M); by covered participants it is Marietta Railroad Properties, Inc. 401(k) Plan in NY (14 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Pacific Income Advisers, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Pacific Income Advisers, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 14.9% during 2023, from $13M to $15M. Reported net income was $2M.
How have Pacific Income Advisers plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pacific Income Advisers's sponsor-wide assets grew 28.4%, from $13M to $16M.
Which 401(k) plans are similar in size to Pacific Income Advisers, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Securitymetrics Inc 401(k) Plan in UT ($15M, 238 participants).
Which 401(k) plans cover a similar participant headcount to Pacific Income Advisers, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Marietta Railroad Properties, Inc. 401(k) Plan in NY (14 participants, $522K 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 954067974.

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.