401(k) · DOL Form 5500 · 2023

Pocket Gems Inc 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
144
Participants Small participant base
79th
Percentile by assets National rank
$206,997
Avg per participant Above avg balance/head
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Official DOL plan name: Pocket Gems, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Pocket Gems Inc · California · Information & Media

$30M in assets, 144 participants

Pocket Gems Inc's Pocket Gems, Inc. 401(k) Profit Sharing Plan and Trust reported $30M in total assets and 144 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #2,016 in Information & Media (2,818 peers)

Coverage in California

Pocket Gems, Inc. 401(k) Profit Sharing Plan and Trust covers 144 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $30M.

#2,016
in Information & Media (2,818 peers)
+26.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Pocket Gems, Inc. 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Pocket Gems, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$29,807,564 Top 21% higher than 79% 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

Pocket Gems, Inc. 401(k) Profit Sharing Plan and Trust 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. Pocket Gems, Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (144 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pocket Gems, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from -$3M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Pocket Gems, Inc. 401(k) Profit Sharing Plan and Trust reported participants fell from 211 in the plan year 2022 filing to 144 in the plan year 2023 filing.
  • Pocket Gems, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $24M in the plan year 2022 filing to $30M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 270833039 · Pocket Gems Inc PY 2023 · 401(k)

Pocket Gems, Inc. 401(k) Profit Sharing Plan and Trust · $30M · 144 · 79th

  • PCT $30M
  • EIN 144
  • RANK 79th
  • PHOTO 401(k)
  • IND near Title Financial Corporation 401(k) Plan
  • EOY ind #2016

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 Information & Media retirement plans → · Plans in California →

Pocket Gems, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Pocket Gems, Inc. 401(k) Profit Sharing Plan and TrustPocket Gems, Inc. 401(k) Pro…$30MTitle Financial Corporation 401(k) PlanTitle Financial Corporation …$30MClark & Enersen, Inc. Retirement PlanClark & Enersen, Inc. Retire…$30MRoland Berger LP 401(k) Savings PlanRoland Berger LP 401(k) Savi…$30MVermont Gas Systems, Inc. 401(k) PlanVermont Gas Systems, Inc. 40…$30M
End-of-year total assets ($M) among Pocket Gems, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$30M
Net Income$6M
Employer EIN270833039
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pocket Gems Inc)

Sponsor-wide plan assets over time

All Pocket Gems Inc plans reported in each filing year

Latest sponsor-wide plan assets
$35M 49.28446302223805% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $23.6M $35.3M ▲ +49.3%
Year Plans Participants Total Assets
2022 1 211 $24M
2023 1 144 $30M
2024 1 90 $35M

Nearby 401(k) Plans in California

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

Pocket Gems, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Pocket Gems, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.029807564 · Participants: 144Pocket Gems, Inc. 401(k) Profit Sharing Plan and TrustWells 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
Pocket Gems, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Pocket Gems, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Pocket Gems, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Title Financial Corporation 401(k) Plan in ID ($30M); by covered participants it is Eagle Granite 401(k) Plan in GA (144 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($30M here).

Similar participant headcount

Nearest other-state filings by covered participants (144 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 Pocket Gems, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Pocket Gems, Inc. 401(k) Profit Sharing Plan and Trust grew sharply - up 26.1% during 2023, from $24M to $30M. Reported net income was $6M.
How have Pocket Gems Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pocket Gems Inc's sponsor-wide assets grew 49.3%, from $24M to $35M.
Where does Pocket Gems, Inc. 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Pocket Gems, Inc. 401(k) Profit Sharing Plan and Trust ranks in the 79th 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 Pocket Gems, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Title Financial Corporation 401(k) Plan in ID ($30M, 366 participants).
Which 401(k) plans cover a similar participant headcount to Pocket Gems, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Eagle Granite 401(k) Plan in GA (144 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 270833039.

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.