401(k) · DOL Form 5500 · 2023

Plm Lender Services, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
16
Participants Small participant base
56th
Percentile by assets National rank
$545,103
Avg per participant High balance/head
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Official DOL plan name: Plm Lender Services, Inc. 401(k) Profit Sharing Plan · Sponsored by Plm Lender Services, Inc. · California · Finance & Insurance

$9M in assets, 16 participants

Plm Lender Services, Inc.'s Plm Lender Services, Inc. 401(k) Profit Sharing Plan reported $9M in total assets and 16 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.

  • #3,582 in Finance & Insurance (8,869 peers)

Plm Lender Services, Inc. multi-year trail

Plm Lender Services, Inc.'s plans moved +27.7% in assets from 2022 to 2024; this filing shows Plm Lender Services, Inc. 401(k) Profit Sharing Plan at $9M / 16 participants.

#3,582
in Finance & Insurance (8,869 peers)
+12.5%
assets growth YoY

Plm Lender Services, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Plm Lender Services, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$8,721,651 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

Plm Lender Services, Inc. 401(k) Profit Sharing 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. Plm Lender Services, Inc. 401(k) Profit Sharing Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Plm Lender Services, Inc. 401(k) Profit Sharing Plan reported participants rose from 12 in the plan year 2022 filing to 16 in the plan year 2023 filing.
  • Plm Lender Services, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 770260585 · Plm Lender Services, Inc. PY 2023 · 401(k)

Plm Lender Services, Inc. 401(k) Profit Sharing Plan · $9M · 16 · 56th

  • BOY $9M
  • SCH 16
  • EBSA 56th
  • PART 401(k)
  • TYPE near Nutrition Professionals, Inc. 401(k) Profit Sharing Plan
  • NET ind #3582

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 →

Plm Lender Services, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Plm Lender Services, Inc. 401(k) Profit Sharing PlanPlm Lender Services, Inc. 40…$9MNutrition Professionals, Inc. 401(k) Profit Sharing PlanNutrition Professionals, Inc…$9MPeople for the American Way 401(k) PlanPeople for the American Way …$9MMld Mortgage Inc. 401(k) Plan$9MRci 401(k) Plan$9M
End-of-year total assets ($M) among Plm Lender Services, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Plm Lender Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Plm Lender Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 27.68471163421569% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.76M $9.9M ▲ +27.6%
Year Plans Participants Total Assets
2022 1 12 $8M
2023 1 16 $9M
2024 1 14 $10M

Plm Lender Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$966K
Employer EIN770260585
Plan Effective Date1992-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Plm Lender Services, 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 ($B) Participants Plm Lender Services, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.008721651 · Participants: 16Plm Lender Services, 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
Plm Lender Services, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Plm Lender Services, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Plm Lender Services, 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 Nutrition Professionals, Inc. 401(k) Profit Sharing Plan in WI ($9M); by covered participants it is Quality Parts Express, Inc. 401(k) Plan in TN (16 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 (16 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 Plm Lender Services, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Plm Lender Services, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 12.5% during 2023, from $8M to $9M. Reported net income was $966K.
How have Plm Lender Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Plm Lender Services, Inc.'s sponsor-wide assets grew 27.7%, from $8M to $10M.
Which 401(k) plans are similar in size to Plm Lender Services, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nutrition Professionals, Inc. 401(k) Profit Sharing Plan in WI ($9M, 9 participants).
Which 401(k) plans cover a similar participant headcount to Plm Lender Services, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Quality Parts Express, Inc. 401(k) Plan in TN (16 participants, $1M 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 770260585.

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.