401(k) · DOL Form 5500 · 2023

James G. Parker Insurance Associates 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
240
Participants Below avg headcount
69th
Percentile by assets National rank
$68,553
Avg per participant Below avg balance/head
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Official DOL plan name: James G. Parker Insurance Associates Employees 401(k) Plan · Sponsored by James G. Parker Insurance Associates · California · Finance & Insurance

$16M in assets, 240 participants

James G. Parker Insurance Associates's James G. Parker Insurance Associates Employees 401(k) Plan reported $16M in total assets and 240 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,847 in Finance & Insurance (8,869 peers)

Coverage in California

James G. Parker Insurance Associates Employees 401(k) Plan covers 240 participants in California, about 38% of the average California filer (state average ~630 per filing). Assets: $16M.

#4,847
in Finance & Insurance (8,869 peers)
+22.4%
assets growth YoY

James G. Parker Insurance Associates Employees 401(k) Plan's outsized position by total assets

James G. Parker Insurance Associates Employees 401(k) Plan vs every filed plan by assets

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

$16,452,747 Top 31% higher than 69% 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

James G. Parker Insurance Associates Employees 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. James G. Parker Insurance Associates Employees 401(k) Plan sits mid-pack in the medium band (240 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • James G. Parker Insurance Associates Employees 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • James G. Parker Insurance Associates Employees 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • James G. Parker Insurance Associates Employees 401(k) Plan reported participants rose from 227 in the plan year 2022 filing to 240 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 942494444 · James G. Parker Insurance Associates PY 2023 · 401(k)

James G. Parker Insurance Associates Employees 401(k) Plan · $16M · 240 · 69th

  • ASSETS $16M
  • PCT 240
  • EIN 69th
  • RANK 401(k)
  • PHOTO near Flotek Industries, Inc. 401(k) Plan
  • IND ind #4847

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 →

James G. Parker Insurance Associates Employees 401(k) Plan in the asset neighbourhood

James G. Parker Insurance Associates Employees 401(k) PlanJames G. Parker Insurance As…$16MFlotek Industries, Inc. 401(k) PlanFlotek Industries, Inc. 401(…$16MSodrel Truck Lines, Inc. 401(k) Profit Sharing PlanSodrel Truck Lines, Inc. 401…$16MKdv Label, LLC Retirement PlanKdv Label, LLC Retirement Pl…$16MFederal Management Partners, Inc. 401(k) Profit Sharing PlanFederal Management Partners,…$16M
End-of-year total assets ($M) among James G. Parker Insurance Associates Employees 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN942494444
Plan Effective Date1999-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (James G. Parker Insurance Associates)

Sponsor-wide plan assets over time

All James G. Parker Insurance Associates plans reported in each filing year

Latest sponsor-wide plan assets
$17M 28.41160708820799% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $13.5M $17.3M ▲ +28.4%
Year Plans Participants Total Assets
2022 1 227 $13M
2023 1 240 $16M
2024 1 173 $17M

Nearby 401(k) Plans in California

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

James G. Parker Insurance Associates Employees 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants James G. Parker Insurance Associates Employees 401(k) Plan, Total assets ($B): 0.016452747 · Participants: 240James G. Parker Insurance Associates Employees 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
James G. Parker Insurance Associates Employees 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare James G. Parker Insurance Associates Employees 401(k) Plan side-by-side with 3 peers →

James G. Parker Insurance Associates Employees 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Flotek Industries, Inc. 401(k) Plan in TX ($16M); by covered participants it is Big 3 Precision Products, Inc. 401(k) Profit Sharing Plan in IL (240 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (240 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 James G. Parker Insurance Associates Employees 401(k) Plan assets move in 2023? ▼
James G. Parker Insurance Associates Employees 401(k) Plan grew sharply - up 22.4% during 2023, from $13M to $16M. Reported net income was $3M.
How have James G. Parker Insurance Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James G. Parker Insurance Associates's sponsor-wide assets grew 28.4%, from $13M to $17M.
Which 401(k) plans are similar in size to James G. Parker Insurance Associates Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Flotek Industries, Inc. 401(k) Plan in TX ($16M, 139 participants).
Which 401(k) plans cover a similar participant headcount to James G. Parker Insurance Associates Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Big 3 Precision Products, Inc. 401(k) Profit Sharing Plan in IL (240 participants, N/A 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 942494444.

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.