401(k) · DOL Form 5500 · 2023

Paragon Commercial Group, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
6
Participants Small participant base
61st
Percentile by assets National rank
$1.9M
Avg per participant High balance/head
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Official DOL plan name: Paragon Commercial Group, LLC Retirement Plan · Sponsored by Paragon Commercial Group, LLC · California · Real Estate

$11M in assets, 6 participants

Paragon Commercial Group, LLC's Paragon Commercial Group, LLC Retirement Plan reported $11M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #3,705 in Real Estate (4,727 peers)

Paragon Commercial Group, LLC multi-year trail

Paragon Commercial Group, LLC's plans moved +11.7% in assets from 2023 to 2024; this filing shows Paragon Commercial Group, LLC Retirement Plan at $11M / 6 participants.

#3,705
in Real Estate (4,727 peers)
+200.1%
assets growth YoY

Paragon Commercial Group, LLC Retirement Plan's mid-pack asset rank among Real Estate and all filers

Paragon Commercial Group, LLC Retirement Plan vs every filed plan by assets

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

$11,354,978 Top 39% higher than 61% 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

Paragon Commercial Group, LLC Retirement 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. Paragon Commercial Group, LLC Retirement Plan is a micro filing (6 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 271220971 · Paragon Commercial Group, LLC PY 2023 · 401(k)

Paragon Commercial Group, LLC Retirement Plan · $11M · 6 · 61st

  • ASSETS $11M
  • PCT 6
  • EIN 61st
  • RANK 401(k)
  • PHOTO near Kayaku Advanced Materials, Inc. 401(k) Plan
  • IND ind #3705

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 Real Estate retirement plans → · Plans in California →

Paragon Commercial Group, LLC Retirement Plan in the asset neighbourhood

Kinetica DB, Inc. 401(k) Plan$11MAlamo Drafthouse 401(k) Plan$11MParagon Commercial Group, LLC Retirement PlanParagon Commercial Group, LL…$11MKayaku Advanced Materials, Inc. 401(k) PlanKayaku Advanced Materials, I…$11MPaylink Payment Plans, LLC 401(k) PlanPaylink Payment Plans, LLC 4…$11M
End-of-year total assets ($M) among Paragon Commercial Group, LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Paragon Commercial Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Paragon Commercial Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 11.693857971367272% vs 2023
2024 filing year
$11M$11.5M$12M$12.5M$13M 20232024 $11.4M $12.7M ▲ +11.7%
Year Plans Participants Total Assets
2023 1 6 $11M
2024 1 6 $13M

Paragon Commercial Group, LLC filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$11M
Net Income$8M
Employer EIN271220971
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Paragon Commercial Group, LLC Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Paragon Commercial Group, LLC Retirement Plan, Total assets ($B): 0.011354978 · Participants: 6Paragon Commercial Group, LLC Retirement 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
Paragon Commercial Group, LLC Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Paragon Commercial Group, LLC Retirement Plan side-by-side with 3 peers →

Paragon Commercial Group, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Kayaku Advanced Materials, Inc. 401(k) Plan in MA ($11M); by covered participants it is Shockco Oil Tools Inc. 401(k) Plan in UT (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Paragon Commercial Group, LLC Retirement Plan assets move in 2023? ▼
Paragon Commercial Group, LLC Retirement Plan surged - up 200.1% during 2023, from $4M to $11M. Reported net income was $8M.
How have Paragon Commercial Group, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Paragon Commercial Group, LLC's sponsor-wide assets grew 11.7%, from $11M to $13M.
Which 401(k) plans are similar in size to Paragon Commercial Group, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kayaku Advanced Materials, Inc. 401(k) Plan in MA ($11M, 109 participants).
Which 401(k) plans cover a similar participant headcount to Paragon Commercial Group, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Shockco Oil Tools Inc. 401(k) Plan in UT (6 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 271220971.

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.