401(k) · DOL Form 5500 · 2023

Provenio Capital Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
7
Participants Small participant base
25th
Percentile by assets National rank
$171,228
Avg per participant Above avg balance/head
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Official DOL plan name: Provenio Capital, Inc. 401(k) Profit Sharing Plan · Sponsored by Provenio Capital Inc. · California · Finance & Insurance

$1M in assets, 7 participants

Provenio Capital Inc.'s Provenio Capital, Inc. 401(k) Profit Sharing Plan reported $1M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #1,460 in Finance & Insurance (8,869 peers)

Provenio Capital Inc. multi-year trail

Provenio Capital Inc.'s plans moved +119.1% in assets from 2022 to 2024; this filing shows Provenio Capital, Inc. 401(k) Profit Sharing Plan at $1M / 7 participants.

#1,460
in Finance & Insurance (8,869 peers)
+58.6%
assets growth YoY

Provenio Capital, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Provenio Capital, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,198,598 25th percentile higher than 25% 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

Provenio Capital, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Provenio Capital, Inc. 401(k) Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Provenio Capital, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $756K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Provenio Capital, Inc. 401(k) Profit Sharing Plan reported net income rose from $296K in the plan year 2022 filing to $443K in the plan year 2023 filing.
  • Provenio Capital, Inc. 401(k) Profit Sharing Plan reported participants rose from 6 in the plan year 2022 filing to 7 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 811812456 · Provenio Capital Inc. PY 2023 · 401(k)

Provenio Capital, Inc. 401(k) Profit Sharing Plan · $1M · 7 · 25th

  • SCH $1M
  • SCH 7
  • SCH 25th
  • SCH 401(k)
  • SCH near Charlatte America 401(k) Plan
  • SCH ind #1460

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 →

Provenio Capital, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Provenio Capital, Inc. 401(k) Profit Sharing PlanProvenio Capital, Inc. 401(k…$1MCharlatte America 401(k) Plan$1MLegacy Partners II 401(k) PlanLegacy Partners II 401(k) Pl…$1MPpr Land Company, Inc. 401(k) PlanPpr Land Company, Inc. 401(k…$1MReef Realty, Ltd. New Comparability 401(k) Profit Sharing PlanReef Realty, Ltd. New Compar…$1M
End-of-year total assets ($M) among Provenio Capital, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Provenio Capital Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Provenio Capital Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 119.12296492389147% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.76M $1.66M ▲ +118.4%
Year Plans Participants Total Assets
2022 1 6 $756K
2023 1 7 $1M
2024 1 8 $2M

Provenio Capital Inc. filing trail (2023)

Total Assets (Beginning of Year)$756K
Net Assets (End of Year)$1M
Net Income$443K
Employer EIN811812456
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Provenio Capital, Inc. 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 ($B) Participants Provenio Capital, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.001198598 · Participants: 7Provenio Capital, Inc. 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
Provenio Capital, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Provenio Capital, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Provenio Capital, Inc. 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 Charlatte America 401(k) Plan in VA ($1M); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Provenio Capital, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Provenio Capital, Inc. 401(k) Profit Sharing Plan surged - up 58.6% during 2023, from $756K to $1M. Reported net income was $443K.
How have Provenio Capital Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Provenio Capital Inc.'s sponsor-wide assets grew 119.1%, from $756K to $2M.
Where does Provenio Capital, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Provenio Capital, Inc. 401(k) Profit Sharing Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Provenio Capital, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Charlatte America 401(k) Plan in VA ($1M, 58 participants).
Which 401(k) plans cover a similar participant headcount to Provenio Capital, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Asana Biosciences, LLC 401(k) Plan in NJ (7 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 811812456.

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.