401(k) · DOL Form 5500 · 2023

Planmember Services Corporation 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
183
Participants Below avg headcount
80th
Percentile by assets National rank
$168,687
Avg per participant Above avg balance/head
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Official DOL plan name: Planmember Services Corporation 401(k) Plan · Sponsored by Planmember Services Corporation · California · Finance & Insurance

$31M in assets, 183 participants

Planmember Services Corporation's Planmember Services Corporation 401(k) Plan reported $31M in total assets and 183 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.

  • #6,105 in Finance & Insurance (8,869 peers)

Coverage in California

Planmember Services Corporation 401(k) Plan covers 183 participants in California, about 29% of the average California filer (state average ~630 per filing). Assets: $31M.

#6,105
in Finance & Insurance (8,869 peers)
+23.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Planmember Services Corporation 401(k) Plan's outsized position by total assets

Planmember Services Corporation 401(k) Plan vs every filed plan by assets

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

$30,869,673 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

Planmember Services Corporation 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. Planmember Services Corporation 401(k) Plan sits mid-pack in the medium band (183 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Planmember Services Corporation 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Planmember Services Corporation 401(k) Plan end-of-year assets rose from $25M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Planmember Services Corporation 401(k) Plan reported participants rose from 174 in the plan year 2022 filing to 183 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 770309553 · Planmember Services Corporation PY 2023 · 401(k)

Planmember Services Corporation 401(k) Plan · $31M · 183 · 80th

  • EOY $31M
  • 5500 183
  • ASSETS 80th
  • PCT 401(k)
  • EIN near First Community Bank 401(k) Plan
  • RANK ind #6105

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 →

Planmember Services Corporation 401(k) Plan in the asset neighbourhood

Planmember Services Corporation 401(k) PlanPlanmember Services Corporat…$31MFirst Community Bank 401(k) PlanFirst Community Bank 401(k) …$31MLyden Oil Company 401(k) Plan$31MJm Search & Company, Inc. 401(k) Profit Sharing PlanJm Search & Company, Inc. 40…$31MCosta Farms, LLC 401(k) Plan$31M
End-of-year total assets ($M) among Planmember Services Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$31M
Net Income$6M
Employer EIN770309553
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Planmember Services Corporation)

Sponsor-wide plan assets over time

All Planmember Services Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$36M 43.377861932321274% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $25M $35.9M ▲ +43.4%
Year Plans Participants Total Assets
2022 1 174 $25M
2023 1 183 $31M
2024 1 186 $36M

Nearby 401(k) Plans in California

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

Planmember Services Corporation 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Planmember Services Corporation 401(k) Plan, Total assets ($B): 0.030869673 · Participants: 183Planmember Services Corporation 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
Planmember Services Corporation 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Planmember Services Corporation 401(k) Plan side-by-side with 3 peers →

Planmember Services Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is First Community Bank 401(k) Plan in SC ($31M); by covered participants it is Ncc Ee , LLC 401(k) Profit Sharing Plan and Trust in VA (183 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (183 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 Planmember Services Corporation 401(k) Plan assets move in 2023? ▼
Planmember Services Corporation 401(k) Plan grew sharply - up 23.3% during 2023, from $25M to $31M. Reported net income was $6M.
How have Planmember Services Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Planmember Services Corporation's sponsor-wide assets grew 43.4%, from $25M to $36M.
Where does Planmember Services Corporation 401(k) Plan rank by assets among Form 5500 filers? ▼
Planmember Services Corporation 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 Planmember Services Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is First Community Bank 401(k) Plan in SC ($31M, 262 participants).
Which 401(k) plans cover a similar participant headcount to Planmember Services Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ncc Ee , LLC 401(k) Profit Sharing Plan and Trust in VA (183 participants, $1M 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 770309553.

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.