401(k) · DOL Form 5500 · 2023

Provident Funding Associates, L.P. 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
400
Participants Below avg headcount
80th
Percentile by assets National rank
$78,327
Avg per participant Below avg balance/head
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Official DOL plan name: Provident Funding 401(k) Plan · Sponsored by Provident Funding Associates, L.P. · California · Finance & Insurance

$31M in assets, 400 participants

Provident Funding Associates, L.P.'s Provident Funding 401(k) Plan reported $31M in total assets and 400 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,135 in Finance & Insurance (8,869 peers)

Where Provident Funding 401(k) Plan sits by assets

Provident Funding 401(k) Plan sits in the top quartile of all filed plans by assets, $31M for 400 participants (~$78,327/participant), up 25.7% in 2023.

#6,135
in Finance & Insurance (8,869 peers)
+25.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Provident Funding 401(k) Plan's outsized position by total assets

Provident Funding 401(k) Plan vs every filed plan by assets

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

$31,330,953 Top 20% higher than 80% 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

Provident Funding 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Provident Funding 401(k) Plan sits mid-pack in the medium band (400 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Provident Funding 401(k) Plan reported net income rose from -$8M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Provident Funding 401(k) Plan end-of-year assets rose from $25M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Provident Funding 401(k) Plan reported participants fell from 456 in the plan year 2022 filing to 400 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 770323586 · Provident Funding Associates, L.P. PY 2023 · 401(k)

Provident Funding 401(k) Plan · $31M · 400 · 80th

  • NET $31M
  • NET 400
  • NET 80th
  • NET 401(k)
  • NET near Cherokee Distributing Company, Inc. Employees' Profit Sharing Plan
  • NET ind #6135

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 →

Provident Funding 401(k) Plan in the asset neighbourhood

Prairie State Tractor LLC 401(k) Profit Sharing PlanPrairie State Tractor LLC 40…$31MProvident Funding 401(k) Plan$31MCherokee Distributing Company, Inc. Employees' Profit Sharing PlanCherokee Distributing Compan…$31MUnited States Marine Inc 401(k) PlanUnited States Marine Inc 401…$31MThr Management LP Defined Contribution PlanThr Management LP Defined Co…$31M
End-of-year total assets ($M) among Provident Funding 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$31M
Net Income$6M
Employer EIN770323586
Plan Effective Date1998-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Provident Funding Associates, L.P.)

Sponsor-wide plan assets over time

All Provident Funding Associates, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 45.05034579681157% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $24.9M $36.2M ▲ +45.0%
Year Plans Participants Total Assets
2022 1 456 $25M
2023 1 400 $31M
2024 1 376 $36M

Nearby 401(k) Plans in California

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

Provident Funding 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Provident Funding 401(k) Plan, Total assets ($B): 0.031330953 · Participants: 400Provident Funding 401(k) 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
Provident Funding 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Provident Funding 401(k) Plan side-by-side with 3 peers →

Provident Funding 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Cherokee Distributing Company, Inc. Employees' Profit Sharing Plan in TN ($31M); by covered participants it is Bobcat North America, LLC in FL (400 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (400 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 Provident Funding 401(k) Plan assets move in 2023? ▼
Provident Funding 401(k) Plan grew sharply - up 25.7% during 2023, from $25M to $31M. Reported net income was $6M.
How have Provident Funding Associates, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Provident Funding Associates, L.P.'s sponsor-wide assets grew 45.1%, from $25M to $36M.
Where does Provident Funding 401(k) Plan rank by assets among Form 5500 filers? ▼
Provident Funding 401(k) Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Provident Funding 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cherokee Distributing Company, Inc. Employees' Profit Sharing Plan in TN ($31M, 387 participants).
Which 401(k) plans cover a similar participant headcount to Provident Funding 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bobcat North America, LLC in FL (400 participants, $260K 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 770323586.

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.