401(k) · DOL Form 5500 · 2023

Poppy Bank 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
166
Participants Small participant base
62nd
Percentile by assets National rank
$71,730
Avg per participant Below avg balance/head
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Official DOL plan name: Poppy Bank 401(k) Retirement Plan · Sponsored by Poppy Bank · California · Finance & Insurance

$12M in assets, 166 participants

Poppy Bank's Poppy Bank 401(k) Retirement Plan reported $12M in total assets and 166 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #4,183 in Finance & Insurance (8,869 peers)

Coverage in California

Poppy Bank 401(k) Retirement Plan covers 166 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $12M.

#4,183
in Finance & Insurance (8,869 peers)
+19.3%
assets growth YoY

Poppy Bank 401(k) Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Poppy Bank 401(k) Retirement Plan vs every filed plan by assets

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

$11,907,126 Top 38% higher than 62% 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

Poppy Bank 401(k) Retirement 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. Poppy Bank 401(k) Retirement Plan sits mid-pack in the medium band (166 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Poppy Bank 401(k) Retirement Plan reported net income rose from -$491K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Poppy Bank 401(k) Retirement Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Poppy Bank 401(k) Retirement Plan reported participants rose from 145 in the plan year 2022 filing to 166 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 201904513 · Poppy Bank PY 2023 · 401(k)

Poppy Bank 401(k) Retirement Plan · $12M · 166 · 62nd

  • PCT $12M
  • PCT 166
  • PCT 62nd
  • PCT 401(k)
  • PCT near Four Keys, LLC 401(k) Plan
  • PCT ind #4183

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 →

Poppy Bank 401(k) Retirement Plan in the asset neighbourhood

Poppy Bank 401(k) Retirement PlanPoppy Bank 401(k) Retirement…$12MFour Keys, LLC 401(k) Plan$12MCrossaver Plus 401(k) Retirement PlanCrossaver Plus 401(k) Retire…$12MMuncaster Capital of Texas 401(k) PlanMuncaster Capital of Texas 4…$12MVor Biopharma 401(k) Retirement PlanVor Biopharma 401(k) Retirem…$12M
End-of-year total assets ($M) among Poppy Bank 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN201904513
Plan Effective Date2005-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Poppy Bank)

Sponsor-wide plan assets over time

All Poppy Bank plans reported in each filing year

Latest sponsor-wide plan assets
$17M 65.80344237930802% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $9.98M $16.6M ▲ +65.8%
Year Plans Participants Total Assets
2022 1 145 $10M
2023 1 166 $12M
2024 1 175 $17M

Nearby 401(k) Plans in California

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

Poppy Bank 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Poppy Bank 401(k) Retirement Plan, Total assets ($B): 0.011907126 · Participants: 166Poppy Bank 401(k) 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
Poppy Bank 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Poppy Bank 401(k) Retirement Plan side-by-side with 3 peers →

Poppy Bank 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Four Keys, LLC 401(k) Plan in WI ($12M); by covered participants it is Lightways Hospice and Serious Illness Care 401(k) Plan in IL (166 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (166 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 Poppy Bank 401(k) Retirement Plan assets move in 2023? ▼
Poppy Bank 401(k) Retirement Plan grew sharply - up 19.3% during 2023, from $10M to $12M. Reported net income was $2M.
How have Poppy Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Poppy Bank's sponsor-wide assets grew 65.8%, from $10M to $17M.
Which 401(k) plans are similar in size to Poppy Bank 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Four Keys, LLC 401(k) Plan in WI ($12M, 187 participants).
Which 401(k) plans cover a similar participant headcount to Poppy Bank 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lightways Hospice and Serious Illness Care 401(k) Plan in IL (166 participants, $9M 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 201904513.

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.