401(k) · DOL Form 5500 · 2023

Plumpjack Management Group, LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
152
Participants Small participant base
70th
Percentile by assets National rank
$111,794
Avg per participant Below avg balance/head
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Official DOL plan name: Plumpjack Management Group, LLC Retirement Savings Plan · Sponsored by Plumpjack Management Group, LLC · California · Food Services & Accommodation

$17M in assets, 152 participants

Plumpjack Management Group, LLC's Plumpjack Management Group, LLC Retirement Savings Plan reported $17M in total assets and 152 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #3,495 in Food Services & Accommodation (3,828 peers)

Coverage in California

Plumpjack Management Group, LLC Retirement Savings Plan covers 152 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $17M.

#3,495
in Food Services & Accommodation (3,828 peers)
+23.7%
assets growth YoY

Plumpjack Management Group, LLC Retirement Savings Plan's outsized position by total assets

Plumpjack Management Group, LLC Retirement Savings Plan vs every filed plan by assets

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

$16,992,679 Top 30% higher than 70% 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

Plumpjack Management Group, LLC 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. Plumpjack Management Group, LLC Retirement Savings Plan sits mid-pack in the medium band (152 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Plumpjack Management Group, LLC Retirement Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Plumpjack Management Group, LLC Retirement Savings Plan reported participants fell from 202 in the plan year 2022 filing to 152 in the plan year 2023 filing.
  • Plumpjack Management Group, LLC Retirement Savings Plan end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 943241036 · Plumpjack Management Group, LLC PY 2023 · 401(k)

Plumpjack Management Group, LLC Retirement Savings Plan · $17M · 152 · 70th

  • ASSETS $17M
  • PCT 152
  • EIN 70th
  • RANK 401(k)
  • PHOTO near Bourque Holdings 401(k) Plan
  • IND ind #3495

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 Food Services & Accommodation retirement plans → · Plans in California →

Plumpjack Management Group, LLC Retirement Savings Plan in the asset neighbourhood

Plumpjack Management Group, LLC Retirement Savings PlanPlumpjack Management Group, …$17MBourque Holdings 401(k) Plan$17MHisense USA Corporation 401(k) Profit Sharing Plan & TrustHisense USA Corporation 401(…$17MJobe Materials, LP 401(k) PlanJobe Materials, LP 401(k) Pl…$17MThe Country Club 401(k) Plan$17M
End-of-year total assets ($M) among Plumpjack Management Group, LLC Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN943241036
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Plumpjack Management Group, LLC)

Sponsor-wide plan assets over time

All Plumpjack Management Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 49.64729081022656% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.7M $20.6M ▲ +49.6%
Year Plans Participants Total Assets
2022 1 202 $14M
2023 1 152 $17M
2024 1 221 $21M

Nearby 401(k) Plans in California

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

Plumpjack Management Group, LLC Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Plumpjack Management Group, LLC Retirement Savings Plan, Total assets ($B): 0.016992679 · Participants: 152Plumpjack Management Group, LLC 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
Plumpjack Management Group, LLC Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Plumpjack Management Group, LLC Retirement Savings Plan side-by-side with 3 peers →

Plumpjack Management Group, LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Bourque Holdings 401(k) Plan in TX ($17M); by covered participants it is Rapid Financial Services, LLC 401(k) Retirement Plan in MD (152 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (152 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 Plumpjack Management Group, LLC Retirement Savings Plan assets move in 2023? ▼
Plumpjack Management Group, LLC Retirement Savings Plan grew sharply - up 23.7% during 2023, from $14M to $17M. Reported net income was $3M.
How have Plumpjack Management Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Plumpjack Management Group, LLC's sponsor-wide assets grew 49.6%, from $14M to $21M.
Which 401(k) plans are similar in size to Plumpjack Management Group, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bourque Holdings 401(k) Plan in TX ($17M, 126 participants).
Which 401(k) plans cover a similar participant headcount to Plumpjack Management Group, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rapid Financial Services, LLC 401(k) Retirement Plan in MD (152 participants, $8M 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 943241036.

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.