401(k) · DOL Form 5500 · 2023

Financial Statement Services, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
204
Participants Below avg headcount
68th
Percentile by assets National rank
$78,155
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Financial Statement Services, Inc. Retirement Savings Plan · Sponsored by Financial Statement Services, Inc. · California · Manufacturing

$16M in assets, 204 participants

Financial Statement Services, Inc.'s Financial Statement Services, Inc. Retirement Savings Plan reported $16M in total assets and 204 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #10,678 in Manufacturing (18,722 peers)

Coverage in California

Financial Statement Services, Inc. Retirement Savings Plan covers 204 participants in California, about 32% of the average California filer (state average ~630 per filing). Assets: $16M.

#10,678
in Manufacturing (18,722 peers)
+26.8%
assets growth YoY

Financial Statement Services, Inc. Retirement Savings Plan's outsized position by total assets

Financial Statement Services, Inc. Retirement Savings Plan vs every filed plan by assets

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

$15,943,675 Top 32% higher than 68% 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

Financial Statement Services, Inc. Retirement Savings 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. Financial Statement Services, Inc. Retirement Savings Plan sits mid-pack in the medium band (204 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Financial Statement Services, Inc. Retirement Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Financial Statement Services, Inc. Retirement Savings Plan end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 330032400 · Financial Statement Services, Inc. PY 2023 · 401(k)

Financial Statement Services, Inc. Retirement Savings Plan · $16M · 204 · 68th

  • NET $16M
  • BOOK 204
  • VS-ST 68th
  • BOY 401(k)
  • SCH near Hilltop Basic Resources, Inc. 401(k) Retirement Savings Plan
  • EBSA ind #10678

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 →

Financial Statement Services, Inc. Retirement Savings Plan in the asset neighbourhood

Financial Statement Services, Inc. Retirement Savings PlanFinancial Statement Services…$16MHilltop Basic Resources, Inc. 401(k) Retirement Savings PlanHilltop Basic Resources, Inc…$16MProvidence Medical Group, Inc. Retirement PlanProvidence Medical Group, In…$16MMed-El Corporation 401(k) Profit Sharing Plan and TrustMed-El Corporation 401(k) Pr…$16MClay-Platte Family Medicine 401(k) PlanClay-Platte Family Medicine …$16M
End-of-year total assets ($M) among Financial Statement Services, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN330032400
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Financial Statement Services, Inc.)

Sponsor-wide plan assets over time

All Financial Statement Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 44.459944950652826% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $27.6M $39.9M ▲ +44.5%
Year Plans Participants Total Assets
2022 2 413 $28M
2023 2 407 $34M
2024 2 420 $40M

Nearby 401(k) Plans in California

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

Financial Statement Services, Inc. Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Financial Statement Services, Inc. Retirement Savings Plan, Total assets ($B): 0.015943675 · Participants: 204Financial Statement Services, Inc. Retirement Savings 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
Financial Statement Services, Inc. Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Financial Statement Services, Inc. Retirement Savings Plan side-by-side with 3 peers →

Financial Statement Services, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Hilltop Basic Resources, Inc. 401(k) Retirement Savings Plan in KY ($16M); by covered participants it is Bankprov 401(k) Plan in MA (204 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (204 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 Financial Statement Services, Inc. Retirement Savings Plan assets move in 2023? ▼
Financial Statement Services, Inc. Retirement Savings Plan grew sharply - up 26.8% during 2023, from $13M to $16M. Reported net income was $3M.
How have Financial Statement Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Financial Statement Services, Inc.'s sponsor-wide assets grew 44.5%, from $28M to $40M.
Which 401(k) plans are similar in size to Financial Statement Services, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hilltop Basic Resources, Inc. 401(k) Retirement Savings Plan in KY ($16M, 157 participants).
Which 401(k) plans cover a similar participant headcount to Financial Statement Services, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bankprov 401(k) Plan in MA (204 participants, $25M 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 330032400.

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.