401(k) · DOL Form 5500 · 2023

Price Transfer, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
294
Participants Below avg headcount
67th
Percentile by assets National rank
$49,813
Avg per participant Low balance/head
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Official DOL plan name: Price Transfer, Inc. Employees' 401(k) Profit Sharing Plan · Sponsored by Price Transfer, Inc. · California · Transportation & Warehousing

$15M in assets, 294 participants

Price Transfer, Inc.'s Price Transfer, Inc. Employees' 401(k) Profit Sharing Plan reported $15M in total assets and 294 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #2,246 in Transportation & Warehousing (3,362 peers)

Coverage in California

Price Transfer, Inc. Employees' 401(k) Profit Sharing Plan covers 294 participants in California, about 47% of the average California filer (state average ~630 per filing). Assets: $15M.

#2,246
in Transportation & Warehousing (3,362 peers)
+17.6%
assets growth YoY

Price Transfer, Inc. Employees' 401(k) Profit Sharing Plan's outsized position by total assets

Price Transfer, Inc. Employees' 401(k) Profit Sharing Plan vs every filed plan by assets

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

$14,645,085 Top 33% higher than 67% 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

Price Transfer, Inc. Employees' 401(k) Profit Sharing 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. Price Transfer, Inc. Employees' 401(k) Profit Sharing Plan sits mid-pack in the medium band (294 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Price Transfer, Inc. Employees' 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Price Transfer, Inc. Employees' 401(k) Profit Sharing Plan end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Price Transfer, Inc. Employees' 401(k) Profit Sharing Plan reported participants fell from 311 in the plan year 2022 filing to 294 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 952934295 · Price Transfer, Inc. PY 2023 · 401(k)

Price Transfer, Inc. Employees' 401(k) Profit Sharing Plan · $15M · 294 · 67th

  • RANK $15M
  • RANK 294
  • RANK 67th
  • RANK 401(k)
  • RANK near Morris Associates, Inc. Profit Sharing 401(k) Trust
  • RANK ind #2246

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 Transportation & Warehousing retirement plans → · Plans in California →

Price Transfer, Inc. Employees' 401(k) Profit Sharing Plan in the asset neighbourhood

Price Transfer, Inc. Employees' 401(k) Profit Sharing PlanPrice Transfer, Inc. Employe…$15MSinclair Communications, Inc. 401(k) Profit Sharing PlanSinclair Communications, Inc…$15MOmaha Track, Inc. 401(k) Plan$15MAsr Corporation International Employees Savings PlanAsr Corporation Internationa…$15MMorris Associates, Inc. Profit Sharing 401(k) TrustMorris Associates, Inc. Prof…$15M
End-of-year total assets ($M) among Price Transfer, Inc. Employees' 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN952934295
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Price Transfer, Inc.)

Sponsor-wide plan assets over time

All Price Transfer, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 27.01460033437057% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $12.5M $15.8M ▲ +27.0%
Year Plans Participants Total Assets
2022 1 311 $12M
2023 1 294 $15M
2024 1 347 $16M

Nearby 401(k) Plans in California

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

Price Transfer, Inc. Employees' 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Price Transfer, Inc. Employees' 401(k) Profit Sharing Plan, Total assets ($B): 0.014645085 · Participants: 294Price Transfer, Inc. Employees' 401(k) Profit Sharing 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
Price Transfer, Inc. Employees' 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants

Price Transfer, Inc. Employees' 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 Morris Associates, Inc. Profit Sharing 401(k) Trust in MI ($15M); by covered participants it is University Cancer & Blood Center, LLC in GA (294 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (294 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 Price Transfer, Inc. Employees' 401(k) Profit Sharing Plan assets move in 2023?
Price Transfer, Inc. Employees' 401(k) Profit Sharing Plan grew sharply - up 17.6% during 2023, from $12M to $15M. Reported net income was $2M.
How have Price Transfer, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Price Transfer, Inc.'s sponsor-wide assets grew 27.0%, from $12M to $16M.
Which 401(k) plans are similar in size to Price Transfer, Inc. Employees' 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Morris Associates, Inc. Profit Sharing 401(k) Trust in MI ($15M, 20 participants).
Which 401(k) plans cover a similar participant headcount to Price Transfer, Inc. Employees' 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is University Cancer & Blood Center, LLC in GA (294 participants, N/A in assets).