401(k) · DOL Form 5500 · 2023

POLICYLINK 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
84
Participants Small participant base
65th
Percentile by assets National rank
$158,001
Avg per participant Above avg balance/head
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Official DOL plan name: Policylink 401(k) Profit Sharing Plan and Trust · Sponsored by POLICYLINK · California · Professional & Technical Services

$13M in assets, 84 participants

POLICYLINK's Policylink 401(k) Profit Sharing Plan and Trust reported $13M in total assets and 84 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #12,989 in Professional & Technical Services (20,321 peers)

POLICYLINK multi-year trail

POLICYLINK's plans moved +54.2% in assets from 2022 to 2024; this filing shows Policylink 401(k) Profit Sharing Plan and Trust at $13M / 84 participants.

#12,989
in Professional & Technical Services (20,321 peers)
+27.4%
assets growth YoY

Policylink 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Policylink 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$13,272,056 Top 35% higher than 65% 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

Policylink 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Policylink 401(k) Profit Sharing Plan and Trust is a small filing (84 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Policylink 401(k) Profit Sharing Plan and Trust reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Policylink 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Policylink 401(k) Profit Sharing Plan and Trust reported participants fell from 88 in the plan year 2022 filing to 84 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 943297479 · POLICYLINK PY 2023 · 401(k)

Policylink 401(k) Profit Sharing Plan and Trust · $13M · 84 · 65th

  • TYPE $13M
  • TYPE 84
  • TYPE 65th
  • TYPE 401(k)
  • TYPE near Pressmen Local 72 401(k) Retirement Plan
  • TYPE ind #12989

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 Professional & Technical Services retirement plans → · Plans in California →

Policylink 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Policylink 401(k) Profit Sharing Plan and TrustPolicylink 401(k) Profit Sha…$13MPressmen Local 72 401(k) Retirement PlanPressmen Local 72 401(k) Ret…$13M403(b) Thrift Plan of Central Florida Family Health Center, Inc. D/B/a True Health403(b) Thrift Plan of Centra…$13MCsafe Global 401(k) Plan$13MValley Endodontics, Ltd. 401(k) Profit Sharing PlanValley Endodontics, Ltd. 401…$13M
End-of-year total assets ($M) among Policylink 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

POLICYLINK multi-year asset trail

Sponsor-wide plan assets over time

All POLICYLINK plans reported in each filing year

Latest sponsor-wide plan assets
$16M 54.2392766122878% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $10.4M $16.1M ▲ +54.2%
Year Plans Participants Total Assets
2022 1 88 $10M
2023 1 84 $13M
2024 1 94 $16M

POLICYLINK filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN943297479
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Policylink 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Policylink 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.013272056 · Participants: 84Policylink 401(k) Profit Sharing Plan and TrustWells 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
Policylink 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Policylink 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Policylink 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Pressmen Local 72 401(k) Retirement Plan in MD ($13M); by covered participants it is Trillium US, Inc. 401(k) Profit Sharing Plan and Trust in OR (84 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (84 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 Policylink 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Policylink 401(k) Profit Sharing Plan and Trust grew sharply - up 27.4% during 2023, from $10M to $13M. Reported net income was $3M.
How have POLICYLINK plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), POLICYLINK's sponsor-wide assets grew 54.2%, from $10M to $16M.
Which 401(k) plans are similar in size to Policylink 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Pressmen Local 72 401(k) Retirement Plan in MD ($13M, 213 participants).
Which 401(k) plans cover a similar participant headcount to Policylink 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Trillium US, Inc. 401(k) Profit Sharing Plan and Trust in OR (84 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 943297479.

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.