401(k) · DOL Form 5500 · 2023

Pro*Act, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
75
Participants Small participant base
56th
Percentile by assets National rank
$118,420
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pro*Act, LLC 401(k) Plan · Sponsored by Pro*Act, LLC · California · Wholesale Trade

$9M in assets, 75 participants

Pro*Act, LLC's Pro*Act, LLC 401(k) Plan reported $9M in total assets and 75 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #2,978 in Wholesale Trade (6,309 peers)

Pro*Act, LLC multi-year trail

Pro*Act, LLC's plans moved +16.8% in assets from 2022 to 2024; this filing shows Pro*Act, LLC 401(k) Plan at $9M / 75 participants.

#2,978
in Wholesale Trade (6,309 peers)
+10.0%
assets growth YoY

Pro*Act, LLC 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Pro*Act, LLC 401(k) Plan vs every filed plan by assets

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

$8,881,498 Top 44% higher than 56% 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

Pro*Act, LLC 401(k) 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. Pro*Act, LLC 401(k) Plan is a small filing (75 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pro*Act, LLC 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $809K in the plan year 2023 filing.
  • Pro*Act, LLC 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Pro*Act, LLC 401(k) Plan reported participants rose from 73 in the plan year 2022 filing to 75 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 770437487 · Pro*Act, LLC PY 2023 · 401(k)

Pro*Act, LLC 401(k) Plan · $9M · 75 · 56th

  • IND $9M
  • IND 75
  • IND 56th
  • IND 401(k)
  • IND near Pda 401(k) Plan
  • IND ind #2978

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 Wholesale Trade retirement plans → · Plans in California →

Pro*Act, LLC 401(k) Plan in the asset neighbourhood

Pro*Act, LLC 401(k) Plan$9MPda 401(k) Plan$9MRds Enterprises LLC Dba Porsche of the Main Line 401(k) PlanRds Enterprises LLC Dba Pors…$9MPharmacy's 401(k) Retirement PlanPharmacy's 401(k) Retirement…$9MTrible's Inc Profit Sharing PlanTrible's Inc Profit Sharing …$9M
End-of-year total assets ($M) among Pro*Act, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pro*Act, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Pro*Act, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 16.77942293057434% vs 2022
2024 filing year
$7.5M$8M$8.5M$9M$9.5M$10M 202220232024 $8.07M $9.43M ▲ +16.9%
Year Plans Participants Total Assets
2022 1 73 $8M
2023 1 75 $9M
2024 1 85 $9M

Pro*Act, LLC filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$809K
Employer EIN770437487
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Pro*Act, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Pro*Act, LLC 401(k) Plan, Total assets ($B): 0.008881498 · Participants: 75Pro*Act, LLC 401(k) 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
Pro*Act, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Pro*Act, LLC 401(k) Plan side-by-side with 3 peers →

Pro*Act, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Pda 401(k) Plan in MN ($9M); by covered participants it is Airbiquity 401(k) Plan in WA (75 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (75 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 Pro*Act, LLC 401(k) Plan assets move in 2023? ▼
Pro*Act, LLC 401(k) Plan grew at a solid clip - up 10.0% during 2023, from $8M to $9M. Reported net income was $809K.
How have Pro*Act, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pro*Act, LLC's sponsor-wide assets grew 16.8%, from $8M to $9M.
Which 401(k) plans are similar in size to Pro*Act, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pda 401(k) Plan in MN ($9M, 103 participants).
Which 401(k) plans cover a similar participant headcount to Pro*Act, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Airbiquity 401(k) Plan in WA (75 participants, $15M 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 770437487.

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.