401(k) · DOL Form 5500 · 2023

Findec Benefit Services, Inc. as the Pooled Plan Provider 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
225
Participants Below avg headcount
24th
Percentile by assets National rank
$4,619
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Findec Basic Pep 401(k) Plan II · Sponsored by Findec Benefit Services, Inc. as the Pooled Plan Provider · California · Professional & Technical Services

$1M in assets, 225 participants

Findec Benefit Services, Inc. as the Pooled Plan Provider's Findec Basic Pep 401(k) Plan II reported $1M in total assets and 225 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,904 in Professional & Technical Services (20,321 peers)

Coverage in California

Findec Basic Pep 401(k) Plan II covers 225 participants in California, about 36% of the average California filer (state average ~630 per filing). Assets: $1M.

#3,904
in Professional & Technical Services (20,321 peers)
+856.5%
assets growth YoY

Findec Basic Pep 401(k) Plan II among the smaller filed plans by assets

Findec Basic Pep 401(k) Plan II vs every filed plan by assets

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

$1,039,210 24th percentile higher than 24% 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

Findec Basic Pep 401(k) Plan II 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. Findec Basic Pep 401(k) Plan II sits mid-pack in the medium band (225 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Findec Basic Pep 401(k) Plan II end-of-year assets rose from $109K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Findec Basic Pep 401(k) Plan II reported participants rose from 24 in the plan year 2022 filing to 225 in the plan year 2023 filing.
  • Findec Basic Pep 401(k) Plan II reported net income rose from $109K in the plan year 2022 filing to $931K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 853986400 · Findec Benefit Services, Inc. as the Pooled Plan Provider PY 2023 · 401(k)

Findec Basic Pep 401(k) Plan II · $1M · 225 · 24th

  • BOY $1M
  • SCH 225
  • EBSA 24th
  • PART 401(k)
  • TYPE near Mmih, Inc. Profit Sharing Plan & Trust
  • NET ind #3904

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 Professional & Technical Services retirement plans → · Plans in California →

Findec Basic Pep 401(k) Plan II in the asset neighbourhood

Findec Basic Pep 401(k) Plan IIFindec Basic Pep 401(k) Plan…$1MMmih, Inc. Profit Sharing Plan & TrustMmih, Inc. Profit Sharing Pl…$1MQuella, Inc. 401(k) Plan$1MCole Information Services 401(k) PlanCole Information Services 40…$1MNew Hope Farms Retirement PlanNew Hope Farms Retirement Pl…$1M
End-of-year total assets ($M) among Findec Basic Pep 401(k) Plan II and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$109K
Net Assets (End of Year)$1M
Net Income$931K
Employer EIN853986400
Plan Effective Date2022-04-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Findec Benefit Services, Inc. as the Pooled Plan Provider)

Sponsor-wide plan assets over time

All Findec Benefit Services, Inc. as the Pooled Plan Provider plans reported in each filing year

Latest sponsor-wide plan assets
$4M 72.65621433967802% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.34M $4.05M ▲ +73.1%
Year Plans Participants Total Assets
2022 3 97 $2M
2023 3 334 $3M
2024 3 202 $4M

Nearby 401(k) Plans in California

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

Findec Basic Pep 401(k) Plan II vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Findec Basic Pep 401(k) Plan II, Total assets ($B): 0.00103921 · Participants: 225Findec Basic Pep 401(k) Plan IIWells 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
Findec Basic Pep 401(k) Plan II vs. nearby 401(k) plans in California, assets vs. participants
Compare Findec Basic Pep 401(k) Plan II side-by-side with 3 peers →

Findec Basic Pep 401(k) Plan II's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Mmih, Inc. Profit Sharing Plan & Trust in MO ($1M); by covered participants it is Nwsl Retirement Plan in IL (225 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (225 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 Findec Basic Pep 401(k) Plan II assets move in 2023? ▼
Findec Basic Pep 401(k) Plan II surged - up 856.5% during 2023, from $109K to $1M. Reported net income was $931K.
How have Findec Benefit Services, Inc. as the Pooled Plan Provider plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Findec Benefit Services, Inc. as the Pooled Plan Provider's sponsor-wide assets grew 72.7%, from $2M to $4M.
Where does Findec Basic Pep 401(k) Plan II rank by assets among Form 5500 filers? ▼
Findec Basic Pep 401(k) Plan II ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Findec Basic Pep 401(k) Plan II? ▼
Among 401(k) plans in other states, the closest by assets is Mmih, Inc. Profit Sharing Plan & Trust in MO ($1M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Findec Basic Pep 401(k) Plan II? ▼
Among 401(k) plans in other states, the closest by covered participants is Nwsl Retirement Plan in IL (225 participants, $914K 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 853986400.

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.