401(k) · DOL Form 5500 · 2023

Provident Financial Management LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
151
Participants Small participant base
69th
Percentile by assets National rank
$107,606
Avg per participant Below avg balance/head
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Official DOL plan name: Provident Financial Management LLC 401(k) Profit Sharing Plan · Sponsored by Provident Financial Management LLC · California · Finance & Insurance

$16M in assets, 151 participants

Provident Financial Management LLC's Provident Financial Management LLC 401(k) Profit Sharing Plan reported $16M in total assets and 151 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.

  • #4,817 in Finance & Insurance (8,869 peers)

Coverage in California

Provident Financial Management LLC 401(k) Profit Sharing Plan covers 151 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $16M.

#4,817
in Finance & Insurance (8,869 peers)
+34.3%
assets growth YoY

Provident Financial Management LLC 401(k) Profit Sharing Plan's outsized position by total assets

Provident Financial Management LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$16,248,466 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

Provident Financial Management LLC 401(k) Profit Sharing 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. Provident Financial Management LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (151 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Provident Financial Management LLC 401(k) Profit Sharing Plan reported net income rose from -$131K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Provident Financial Management LLC 401(k) Profit Sharing Plan end-of-year assets rose from $12M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Provident Financial Management LLC 401(k) Profit Sharing Plan reported participants rose from 133 in the plan year 2022 filing to 151 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 873051654 · Provident Financial Management LLC PY 2023 · 401(k)

Provident Financial Management LLC 401(k) Profit Sharing Plan · $16M · 151 · 69th

  • RANK $16M
  • PHOTO 151
  • IND 69th
  • EOY 401(k)
  • 5500 near Baney Corporation Profit Sharing Plan
  • ASSETS ind #4817

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 →

Provident Financial Management LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Provident Financial Management LLC 401(k) Profit Sharing PlanProvident Financial Manageme…$16MBaney Corporation Profit Sharing PlanBaney Corporation Profit Sha…$16MAgi Industries 401(k) Profit Sharing PlanAgi Industries 401(k) Profit…$16MIhcc 401(k) Retirement Plan$16MTaylor Metal Products Company Profit Sharing 401(k) Plan and TrustTaylor Metal Products Compan…$16M
End-of-year total assets ($M) among Provident Financial Management LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$16M
Net Income$4M
Employer EIN873051654
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Provident Financial Management LLC)

Sponsor-wide plan assets over time

All Provident Financial Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$19M 60.12789232889853% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $12.1M $19.4M ▲ +60.1%
Year Plans Participants Total Assets
2022 1 133 $12M
2023 1 151 $16M
2024 1 159 $19M

Nearby 401(k) Plans in California

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

Provident Financial Management LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Provident Financial Management LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.016248466 · Participants: 151Provident Financial Management LLC 401(k) Profit Sharing 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
Provident Financial Management LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Provident Financial Management LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Provident Financial Management LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Baney Corporation Profit Sharing Plan in OR ($16M); by covered participants it is Air Conditioning Innovative Solutions 401(k) Plan in TX (151 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (151 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 Provident Financial Management LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Provident Financial Management LLC 401(k) Profit Sharing Plan surged - up 34.3% during 2023, from $12M to $16M. Reported net income was $4M.
How have Provident Financial Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Provident Financial Management LLC's sponsor-wide assets grew 60.1%, from $12M to $19M.
Which 401(k) plans are similar in size to Provident Financial Management LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Baney Corporation Profit Sharing Plan in OR ($16M, 460 participants).
Which 401(k) plans cover a similar participant headcount to Provident Financial Management LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Air Conditioning Innovative Solutions 401(k) Plan in TX (151 participants, $8M 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 873051654.

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.