401(k) · DOL Form 5500 · 2023

S&a Polacheck & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
18
Participants Small participant base
47th
Percentile by assets National rank
$322,128
Avg per participant High balance/head
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Official DOL plan name: Polacheck & Associates, Inc. Profit Sharing Plan · Sponsored by S&a Polacheck & Associates, Inc. · California · Retail Trade

$6M in assets, 18 participants

S&a Polacheck & Associates, Inc.'s Polacheck & Associates, Inc. Profit Sharing Plan reported $6M in total assets and 18 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #4,845 in Retail Trade (8,414 peers)

S&a Polacheck & Associates, Inc. multi-year trail

S&a Polacheck & Associates, Inc.'s plans moved +37.8% in assets from 2022 to 2024; this filing shows Polacheck & Associates, Inc. Profit Sharing Plan at $6M / 18 participants.

#4,845
in Retail Trade (8,414 peers)
+20.5%
assets growth YoY

Polacheck & Associates, Inc. Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

Polacheck & Associates, Inc. Profit Sharing Plan vs every filed plan by assets

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

$5,798,311 47th percentile higher than 47% 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

Polacheck & Associates, Inc. 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. Polacheck & Associates, Inc. Profit Sharing Plan is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Polacheck & Associates, Inc. Profit Sharing Plan reported net income rose from -$712K in the plan year 2022 filing to $988K in the plan year 2023 filing.
  • Polacheck & Associates, Inc. Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Polacheck & Associates, Inc. Profit Sharing Plan reported participants rose from 15 in the plan year 2022 filing to 18 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 954678456 · S&a Polacheck & Associates, Inc. PY 2023 · 401(k)

Polacheck & Associates, Inc. Profit Sharing Plan · $6M · 18 · 47th

  • BOOK $6M
  • VS-ST 18
  • BOY 47th
  • SCH 401(k)
  • EBSA near Astral Health & Beauty, Inc. Profit Sharing and 401(k) Plan
  • PART ind #4845

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 Retail Trade retirement plans → · Plans in California →

Polacheck & Associates, Inc. Profit Sharing Plan in the asset neighbourhood

Polacheck & Associates, Inc. Profit Sharing PlanPolacheck & Associates, Inc.…$6MAstral Health & Beauty, Inc. Profit Sharing and 401(k) PlanAstral Health & Beauty, Inc.…$6MHd Hyundai Construction Equipment North America, Inc. 401(k)Hd Hyundai Construction Equi…$6MChristiana Institute of Advanced Surgery, P.a. 401(k) Profit Sharing PlanChristiana Institute of Adva…$6MInfratech Corporation 401(k) Profit Sharing PlanInfratech Corporation 401(k)…$6M
End-of-year total assets ($M) among Polacheck & Associates, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

S&a Polacheck & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All S&a Polacheck & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 37.75467714960746% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.81M $6.63M ▲ +37.8%
Year Plans Participants Total Assets
2022 1 15 $5M
2023 1 18 $6M
2024 1 19 $7M

S&a Polacheck & Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$988K
Employer EIN954678456
Plan Effective Date1973-02-20
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Polacheck & Associates, Inc. Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Polacheck & Associates, Inc. Profit Sharing Plan, Total assets ($B): 0.005798311 · Participants: 18Polacheck & Associates, Inc. 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
Polacheck & Associates, Inc. Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Polacheck & Associates, Inc. Profit Sharing Plan side-by-side with 3 peers →

Polacheck & Associates, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Astral Health & Beauty, Inc. Profit Sharing and 401(k) Plan in GA ($6M); by covered participants it is Philotechnics, Ltd. 401(k) Plan in TN (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Polacheck & Associates, Inc. Profit Sharing Plan assets move in 2023? ▼
Polacheck & Associates, Inc. Profit Sharing Plan grew sharply - up 20.5% during 2023, from $5M to $6M. Reported net income was $988K.
How have S&a Polacheck & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), S&a Polacheck & Associates, Inc.'s sponsor-wide assets grew 37.8%, from $5M to $7M.
Which 401(k) plans are similar in size to Polacheck & Associates, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Astral Health & Beauty, Inc. Profit Sharing and 401(k) Plan in GA ($6M, 125 participants).
Which 401(k) plans cover a similar participant headcount to Polacheck & Associates, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Philotechnics, Ltd. 401(k) Plan in TN (18 participants, N/A 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 954678456.

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.