401(k) · DOL Form 5500 · 2023

Palomar Technologies, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
104
Participants Small participant base
76th
Percentile by assets National rank
$226,762
Avg per participant Above avg balance/head
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Official DOL plan name: Palomar Technologies, Inc. 401(k) Plan · Sponsored by Palomar Technologies, Inc. · California · Manufacturing

$24M in assets, 104 participants

Palomar Technologies, Inc.'s Palomar Technologies, Inc. 401(k) Plan reported $24M in total assets and 104 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #12,392 in Manufacturing (18,722 peers)

Coverage in California

Palomar Technologies, Inc. 401(k) Plan covers 104 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $24M.

#12,392
in Manufacturing (18,722 peers)
+12.1%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Palomar Technologies, Inc. 401(k) Plan's outsized position by total assets

Palomar Technologies, Inc. 401(k) Plan vs every filed plan by assets

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

$23,583,272 Top 24% higher than 76% 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

Palomar Technologies, Inc. 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. Palomar Technologies, Inc. 401(k) Plan sits mid-pack in the medium band (104 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Palomar Technologies, Inc. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Palomar Technologies, Inc. 401(k) Plan end-of-year assets rose from $21M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Palomar Technologies, Inc. 401(k) Plan reported participants rose from 102 in the plan year 2022 filing to 104 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 330781304 · Palomar Technologies, Inc. PY 2023 · 401(k)

Palomar Technologies, Inc. 401(k) Plan · $24M · 104 · 76th

  • EOY $24M
  • 5500 104
  • ASSETS 76th
  • PCT 401(k)
  • EIN near Burrelles Information Services, LLC 401(k) Plan
  • RANK ind #12392

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 Manufacturing retirement plans → · Plans in California →

Palomar Technologies, Inc. 401(k) Plan in the asset neighbourhood

Palomar Technologies, Inc. 401(k) PlanPalomar Technologies, Inc. 4…$24MBurrelles Information Services, LLC 401(k) PlanBurrelles Information Servic…$24MPinnacle Exhibits 401(k) Plan$24MEnercon Industries, Inc. 401(k) Savings PlanEnercon Industries, Inc. 401…$24MMccarthy Retirement Savings PlanMccarthy Retirement Savings …$24M
End-of-year total assets ($M) among Palomar Technologies, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$24M
Net Income$3M
Employer EIN330781304
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Palomar Technologies, Inc.)

Sponsor-wide plan assets over time

All Palomar Technologies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 15.522834222636831% vs 2022
2024 filing year
$20M$21M$22M$23M$24M$25M 202220232024 $21M $24.3M ▲ +15.5%
Year Plans Participants Total Assets
2022 1 102 $21M
2023 1 104 $24M
2024 1 95 $24M

Nearby 401(k) Plans in California

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

Palomar Technologies, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Palomar Technologies, Inc. 401(k) Plan, Total assets ($B): 0.023583272 · Participants: 104Palomar Technologies, Inc. 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
Palomar Technologies, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Palomar Technologies, Inc. 401(k) Plan side-by-side with 3 peers →

Palomar Technologies, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Burrelles Information Services, LLC 401(k) Plan in NJ ($24M); by covered participants it is Penn Automotive, Inc. 401(k) Plan in MI (104 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (104 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 Palomar Technologies, Inc. 401(k) Plan assets move in 2023? ▼
Palomar Technologies, Inc. 401(k) Plan grew at a solid clip - up 12.1% during 2023, from $21M to $24M. Reported net income was $3M.
How have Palomar Technologies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Palomar Technologies, Inc.'s sponsor-wide assets grew 15.5%, from $21M to $24M.
Where does Palomar Technologies, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Palomar Technologies, Inc. 401(k) Plan ranks in the 76th 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 Palomar Technologies, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Burrelles Information Services, LLC 401(k) Plan in NJ ($24M, 136 participants).
Which 401(k) plans cover a similar participant headcount to Palomar Technologies, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Penn Automotive, Inc. 401(k) Plan in MI (104 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 330781304.

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.