401(k) · DOL Form 5500 · 2022
Plocher Agency Incorporated 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 126
- Participants Small participant base
- 64th
- Percentile by assets National rank
- $75,401
- Avg per participant Below avg balance/head
Official DOL plan name: Plocher Insurance Agency, Inc. 401(k) Profit Sharing Plan · Sponsored by Plocher Agency Incorporated · California · Finance & Insurance
$10M in assets, 126 participants
Plocher Agency Incorporated's Plocher Insurance Agency, Inc. 401(k) Profit Sharing Plan reported $10M in total assets and 126 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.
- #4,370 in Finance & Insurance (9,261 peers)
Coverage in California
Plocher Insurance Agency, Inc. 401(k) Profit Sharing Plan covers 126 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $10M.
- #4,370
- in Finance & Insurance (9,261 peers)
- -10.2%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Plocher Insurance Agency, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers
Plocher Insurance Agency, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$9,500,543 Top 36% higher than 64% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Plocher Insurance Agency, Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Plocher Insurance Agency, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (126 participants).
EBSA filing schedule strip
Filing strip 463633731 · Plocher Agency Incorporated PY 2022 · 401(k)
Plocher Insurance Agency, Inc. 401(k) Profit Sharing Plan · $10M · 126 · 64th
- BOOK $10M
- BOOK 126
- BOOK 64th
- BOOK 401(k)
- BOOK near Eastern Warehouse Distributors LLC 401(k) Plan
- BOOK ind #4370
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 →
Plocher Insurance Agency, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$1M |
| Employer EIN | 463633731 |
| Plan Effective Date | 2004-04-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Plocher Insurance Agency, 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 Eastern Warehouse Distributors LLC 401(k) Plan in PA ($10M); by covered participants it is Texas Citizens Bank, N. a. 401(k) Plan in TX (126 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (126 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.