401(k) · DOL Form 5500 · 2023
Poms & Associates Insurance Brokers, LLC 401(k) Plan
Data updated 2026-08-25
- $25M
- Total assets Below avg plan size
- 99
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $256,822
- Avg per participant Above avg balance/head
Official DOL plan name: Poms & Associates Insurance Brokers, LLC 401(k) Profit Sharing Plan · Sponsored by Poms & Associates Insurance Brokers, LLC · California · Finance & Insurance
$25M in assets, 99 participants
Poms & Associates Insurance Brokers, LLC's Poms & Associates Insurance Brokers, LLC 401(k) Profit Sharing Plan reported $25M in total assets and 99 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.
- #5,725 in Finance & Insurance (8,869 peers)
Where Poms & Associates Insurance Brokers, LLC 401(k) Profit Sharing Plan sits by assets
Poms & Associates Insurance Brokers, LLC 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $25M for 99 participants (~$256,822/participant), up 18.2% in 2023.
- #5,725
- in Finance & Insurance (8,869 peers)
- +18.2%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Poms & Associates Insurance Brokers, LLC 401(k) Profit Sharing Plan's outsized position by total assets
Poms & Associates Insurance Brokers, LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$25,425,422 Top 23% higher than 77% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Poms & Associates Insurance Brokers, LLC 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Poms & Associates Insurance Brokers, LLC 401(k) Profit Sharing Plan is a small filing (99 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Poms & Associates Insurance Brokers, LLC 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Poms & Associates Insurance Brokers, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $22M in the plan year 2022 filing to $25M in the plan year 2023 filing.
- Poms & Associates Insurance Brokers, LLC 401(k) Profit Sharing Plan reported participants rose from 98 in the plan year 2022 filing to 99 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 954314381 · Poms & Associates Insurance Brokers, LLC PY 2023 · 401(k)
Poms & Associates Insurance Brokers, LLC 401(k) Profit Sharing Plan · $25M · 99 · 77th
- IND $25M
- IND 99
- IND 77th
- IND 401(k)
- IND near Morganton Eye Physicians 401(k) Profit Sharing Pla
- IND ind #5725
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 →
Poms & Associates Insurance Brokers, LLC 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $4M |
| Employer EIN | 954314381 |
| Plan Effective Date | 1991-02-20 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Poms & Associates Insurance Brokers, LLC)
Sponsor-wide plan assets over time
All Poms & Associates Insurance Brokers, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 38.76281953240904% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 98 | $22M |
| 2023 | 1 | 99 | $25M |
| 2024 | 1 | 101 | $30M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Poms & Associates Insurance Brokers, 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 Morganton Eye Physicians 401(k) Profit Sharing Pla in NC ($25M); by covered participants it is Arj Infusion Services, Inc. Employees Savings Trust in KS (99 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
- Morganton Eye Physicians 401(k) Profit Sharing Pla (NC) $25M · 131
- Onyx Specialty Papers, Inc. 401(k) Plan (MA) $25M · 146
- Thompson & Litton 401(k) Profit Sharing Plan (VA) $25M · 146
- Iveric Bio 401(k) Plan (NJ) $25M · 165
Similar participant headcount
Nearest other-state filings by covered participants (99 participants); asset peers above are excluded.
- Arj Infusion Services, Inc. Employees Savings Trust (KS) 99 · 0 off
- Burns Pest Elimination, Inc. 401(k) Plan (AZ) 99 · 0 off
- Develey USA 401(k) Plan (TN) 99 · 0 off
- U.S. Paint Employees Retirement Plan (MO) 99 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.