401(k) · DOL Form 5500 · 2023
Pcf Insurance Services of the West, LLC 401(k) Plan
Data updated 2026-08-25
- $84M
- Total assets Below avg plan size
- 2,593
- Participants Above avg headcount
- 90th
- Percentile by assets National rank
- $32,401
- Avg per participant Low balance/head
Official DOL plan name: Pcf Insurance Services of the West, LLC 401(k) Cash or Deferred Profit Sharing Plan · Sponsored by Pcf Insurance Services of the West, LLC · California · Finance & Insurance
$84M in assets, 2,593 participants
Pcf Insurance Services of the West, LLC's Pcf Insurance Services of the West, LLC 401(k) Cash or Deferred Profit Sharing Plan reported $84M in total assets and 2,593 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #7,517 in Finance & Insurance (8,869 peers)
Coverage in California
Pcf Insurance Services of the West, LLC 401(k) Cash or Deferred Profit Sharing Plan covers 2,593 participants in California, 4.1x the typical California plan (state average ~630 per filing). Assets: $84M.
- #7,517
- in Finance & Insurance (8,869 peers)
- +36.1%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Pcf Insurance Services of the West, LLC 401(k) Cash or Deferred Profit Sharing Plan's outsized position by total assets
Pcf Insurance Services of the West, LLC 401(k) Cash or Deferred Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$84,015,818 Top 10% higher than 90% 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
Pcf Insurance Services of the West, LLC 401(k) Cash or Deferred Profit Sharing Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pcf Insurance Services of the West, LLC 401(k) Cash or Deferred Profit Sharing Plan lands in the large band (2,593 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pcf Insurance Services of the West, LLC 401(k) Cash or Deferred Profit Sharing Plan reported participants rose from 1,418 in the plan year 2022 filing to 2,593 in the plan year 2023 filing.
- Pcf Insurance Services of the West, LLC 401(k) Cash or Deferred Profit Sharing Plan end-of-year assets rose from $62M in the plan year 2022 filing to $84M in the plan year 2023 filing.
- Pcf Insurance Services of the West, LLC 401(k) Cash or Deferred Profit Sharing Plan reported net income rose from $20M in the plan year 2022 filing to $22M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 821368960 · Pcf Insurance Services of the West, LLC PY 2023 · 401(k)
Pcf Insurance Services of the West, LLC 401(k) Cash or Deferred Profit Sharing Plan · $84M · 2,593 · 90th
- ASSETS $84M
- PCT 2,593
- EIN 90th
- RANK 401(k)
- PHOTO near Prestage Farms Employees 401(k) Profit Sharing Plan
- IND ind #7517
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 →
Pcf Insurance Services of the West, LLC 401(k) Cash or Deferred Profit Sharing Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $62M |
|---|---|
| Net Assets (End of Year) | $84M |
| Net Income | $22M |
| Employer EIN | 821368960 |
| Plan Effective Date | 1990-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pcf Insurance Services of the West, LLC)
Sponsor-wide plan assets over time
All Pcf Insurance Services of the West, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $109M 76.75177464030084% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,418 | $62M |
| 2023 | 1 | 2,593 | $84M |
| 2024 | 1 | 2,569 | $109M |
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
Pcf Insurance Services of the West, LLC 401(k) Cash or Deferred Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Prestage Farms Employees 401(k) Profit Sharing Plan in NC ($84M); by covered participants it is Deltak Manufacturing, Inc. 401(k) Plan in MA (2,593 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($84M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,593 participants); asset peers above are excluded.
- Deltak Manufacturing, Inc. 401(k) Plan (MA) 2,593 · 0 off
- Globe Life Inc. Savings and Investment Plan (TX) 2,592 · 1 off
- Metalsa-UAW Retirement and Savings Plan (VA) 2,592 · 1 off
- Anderson Merchandisers Employee 401(k) Profit Sharing Plan (TX) 2,594 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.