401(k) · DOL Form 5500 · 2023

Pacific Global Investment Management 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
14
Participants Small participant base
42nd
Percentile by assets National rank
$311,562
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pacific Global Investment Management Co. 401(k) Plan · Sponsored by Pacific Global Investment Management · California · Finance & Insurance

$4M in assets, 14 participants

Pacific Global Investment Management's Pacific Global Investment Management Co. 401(k) Plan reported $4M in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #2,600 in Finance & Insurance (8,869 peers)

Pacific Global Investment Management multi-year trail

Pacific Global Investment Management's plans moved -31.4% in assets from 2022 to 2024; this filing shows Pacific Global Investment Management Co. 401(k) Plan at $4M / 14 participants.

#2,600
in Finance & Insurance (8,869 peers)
+20.4%
assets growth YoY

Pacific Global Investment Management Co. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Pacific Global Investment Management Co. 401(k) Plan vs every filed plan by assets

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

$4,361,862 42nd percentile higher than 42% 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

Pacific Global Investment Management Co. 401(k) 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. Pacific Global Investment Management Co. 401(k) Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pacific Global Investment Management Co. 401(k) Plan reported net income rose from -$36K in the plan year 2022 filing to $739K in the plan year 2023 filing.
  • Pacific Global Investment Management Co. 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 954351611 · Pacific Global Investment Management PY 2023 · 401(k)

Pacific Global Investment Management Co. 401(k) Plan · $4M · 14 · 42nd

  • VS-ST $4M
  • BOY 14
  • SCH 42nd
  • EBSA 401(k)
  • PART near All-Clad Metalcrafters, Inc. Savings Program and 401(k) Plan
  • TYPE ind #2600

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 →

Pacific Global Investment Management Co. 401(k) Plan in the asset neighbourhood

Pacific Global Investment Management Co. 401(k) PlanPacific Global Investment Ma…$4MAll-Clad Metalcrafters, Inc. Savings Program and 401(k) PlanAll-Clad Metalcrafters, Inc.…$4MMilestone Partners Management Co. 401(k) PlanMilestone Partners Managemen…$4MCity Hill Company, (Guam) Ltd 401(k) Profit Sharing PlanCity Hill Company, (Guam) Lt…$4MBlackline Midstream, LLC Retirement PlanBlackline Midstream, LLC Ret…$4M
End-of-year total assets ($M) among Pacific Global Investment Management Co. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pacific Global Investment Management multi-year asset trail

Sponsor-wide plan assets over time

All Pacific Global Investment Management plans reported in each filing year

Latest sponsor-wide plan assets
$2M 31.422874498620484% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $3.62M $2.48M ▼ -31.5%
Year Plans Participants Total Assets
2022 1 14 $4M
2023 1 14 $4M
2024 1 14 $2M

Pacific Global Investment Management filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$739K
Employer EIN954351611
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Pacific Global Investment Management Co. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Pacific Global Investment Management Co. 401(k) Plan, Total assets ($B): 0.004361862 · Participants: 14Pacific Global Investment Management Co. 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
Pacific Global Investment Management Co. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Pacific Global Investment Management Co. 401(k) Plan side-by-side with 3 peers →

Pacific Global Investment Management Co. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is All-Clad Metalcrafters, Inc. Savings Program and 401(k) Plan in PA ($4M); by covered participants it is Marietta Railroad Properties, Inc. 401(k) Plan in NY (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Pacific Global Investment Management Co. 401(k) Plan assets move in 2023? ▼
Pacific Global Investment Management Co. 401(k) Plan grew sharply - up 20.4% during 2023, from $4M to $4M. Reported net income was $739K.
How have Pacific Global Investment Management plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pacific Global Investment Management's sponsor-wide assets declined 31.4%, from $4M to $2M.
Which 401(k) plans are similar in size to Pacific Global Investment Management Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is All-Clad Metalcrafters, Inc. Savings Program and 401(k) Plan in PA ($4M, 110 participants).
Which 401(k) plans cover a similar participant headcount to Pacific Global Investment Management Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Marietta Railroad Properties, Inc. 401(k) Plan in NY (14 participants, $522K 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 954351611.

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.