401(k) · DOL Form 5500 · 2023

Pure Financial Advisors, LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
109
Participants Small participant base
68th
Percentile by assets National rank
$146,623
Avg per participant Above avg balance/head
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Official DOL plan name: Pure Financial Advisors, LLC 401(k) Profit Sharing Plan and T · Sponsored by Pure Financial Advisors, LLC · California · Educational Services

$16M in assets, 109 participants

Pure Financial Advisors, LLC's Pure Financial Advisors, LLC 401(k) Profit Sharing Plan and T reported $16M in total assets and 109 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #1,904 in Educational Services (3,735 peers)

Coverage in California

Pure Financial Advisors, LLC 401(k) Profit Sharing Plan and T covers 109 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $16M.

#1,904
in Educational Services (3,735 peers)
+35.7%
assets growth YoY

Pure Financial Advisors, LLC 401(k) Profit Sharing Plan and T's outsized position by total assets

Pure Financial Advisors, LLC 401(k) Profit Sharing Plan and T vs every filed plan by assets

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

$15,981,890 Top 32% higher than 68% 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

Pure Financial Advisors, LLC 401(k) Profit Sharing Plan and T 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. Pure Financial Advisors, LLC 401(k) Profit Sharing Plan and T sits mid-pack in the medium band (109 participants).

Published 5500 schedule card

Filing strip 813149057 · Pure Financial Advisors, LLC PY 2023 · 401(k)

Pure Financial Advisors, LLC 401(k) Profit Sharing Plan and T · $16M · 109 · 68th

  • 5500 $16M
  • ASSETS 109
  • PCT 68th
  • EIN 401(k)
  • RANK near Dosal Tobacco Corporation 401(k) Plan
  • PHOTO ind #1904

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 Educational Services retirement plans → · Plans in California →

Pure Financial Advisors, LLC 401(k) Profit Sharing Plan and T in the asset neighbourhood

Hinshaws, Inc. Profit Sharing and 401(k) PlanHinshaws, Inc. Profit Sharin…$16MApb Winglets Company, LLC 401(k) PlanApb Winglets Company, LLC 40…$16MPure Financial Advisors, LLC 401(k) Profit Sharing Plan and TPure Financial Advisors, LLC…$16MDosal Tobacco Corporation 401(k) PlanDosal Tobacco Corporation 40…$16MAlpha Q, Inc. 401(k) Plan$16M
End-of-year total assets ($M) among Pure Financial Advisors, LLC 401(k) Profit Sharing Plan and T 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)$16M
Net Income$4M
Employer EIN813149057
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pure Financial Advisors, LLC)

Sponsor-wide plan assets over time

All Pure Financial Advisors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$20M 24.613816012999713% vs 2023
2024 filing year
$14M$16M$18M$20M$22M 20232024 $16M $19.9M ▲ +24.7%
Year Plans Participants Total Assets
2023 1 109 $16M
2024 1 129 $20M

Nearby 401(k) Plans in California

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

Pure Financial Advisors, LLC 401(k) Profit Sharing Plan and T vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Pure Financial Advisors, LLC 401(k) Profit Sharing Plan and T, Total assets ($B): 0.01598189 · Participants: 109Pure Financial Advisors, LLC 401(k) Profit Sharing Plan and TWells 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
Pure Financial Advisors, LLC 401(k) Profit Sharing Plan and T vs. nearby 401(k) plans in California, assets vs. participants
Compare Pure Financial Advisors, LLC 401(k) Profit Sharing Plan and T side-by-side with 3 peers →

Pure Financial Advisors, LLC 401(k) Profit Sharing Plan and T's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Dosal Tobacco Corporation 401(k) Plan in FL ($16M); by covered participants it is Mcmanis & Monsalve Associates Profit Sharing Plan in MD (109 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (109 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 Pure Financial Advisors, LLC 401(k) Profit Sharing Plan and T assets move in 2023? ▼
Pure Financial Advisors, LLC 401(k) Profit Sharing Plan and T surged - up 35.7% during 2023, from $12M to $16M. Reported net income was $4M.
How have Pure Financial Advisors, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Pure Financial Advisors, LLC's sponsor-wide assets grew 24.6%, from $16M to $20M.
Which 401(k) plans are similar in size to Pure Financial Advisors, LLC 401(k) Profit Sharing Plan and T? ▼
Among 401(k) plans in other states, the closest by assets is Dosal Tobacco Corporation 401(k) Plan in FL ($16M, 110 participants).
Which 401(k) plans cover a similar participant headcount to Pure Financial Advisors, LLC 401(k) Profit Sharing Plan and T? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcmanis & Monsalve Associates Profit Sharing Plan in MD (109 participants, $7M 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 813149057.

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.