Profit Sharing · DOL Form 5500 · 2023

Pg Insurance Services, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
31st
Percentile by assets National rank
$716,439
Avg per participant High balance/head
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Official DOL plan name: Pg Insurance Services, Inc. 401(k) Profit Sharing Plan · Sponsored by Pg Insurance Services, Inc. · California · Professional & Technical Services

$2M in assets, 3 participants

Pg Insurance Services, Inc.'s Pg Insurance Services, Inc. 401(k) Profit Sharing Plan reported $2M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,566 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Pg Insurance Services, Inc. 401(k) Profit Sharing Plan holds $2M for 3 participants - about $716,439 per participant, in the lower half of filed plans by assets.

#5,566
in Professional & Technical Services (20,321 peers)
-3.3%
assets change YoY

The plan reported a net loss of $73K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pg Insurance Services, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

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

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

$2,149,316 31st percentile higher than 31% 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

Pg Insurance Services, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pg Insurance Services, Inc. 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pg Insurance Services, Inc. 401(k) Profit Sharing Plan reported net income fell from -$30K in the plan year 2022 filing to -$73K in the plan year 2023 filing.
  • Pg Insurance Services, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 330802134 · Pg Insurance Services, Inc. PY 2023 · Profit Sharing

Pg Insurance Services, Inc. 401(k) Profit Sharing Plan · $2M · 3 · 31st

  • ASSETS $2M
  • ASSETS 3
  • ASSETS 31st
  • ASSETS Profit Sharing
  • ASSETS near Hampton Roads Holdings, Inc. Retirement Plan
  • ASSETS ind #5566

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 →

Pg Insurance Services, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Pg Insurance Services, Inc. 401(k) Profit Sharing PlanPg Insurance Services, Inc. …$2MHampton Roads Holdings, Inc. Retirement PlanHampton Roads Holdings, Inc.…$2MWalking Urgent Care, Inc. Retirement PlanWalking Urgent Care, Inc. Re…$2MGoodwill Industries of Southwestern Michigan, Inc. Savings PlanGoodwill Industries of South…$2MCattaraugus Community Action , Inc. 403(b) PlanCattaraugus Community Action…$2M
End-of-year total assets ($M) among Pg Insurance Services, Inc. 401(k) Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$73K
Employer EIN330802134
Plan Effective Date2020-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pg Insurance Services, Inc.)

Sponsor-wide plan assets over time

All Pg Insurance Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 3.2969149097473087% vs 2022
2023 filing year
$2.1M$2.15M$2.2M$2.25M 20222023 $2.22M $2.15M ▼ -3.2%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 3 $2M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Pg Insurance Services, Inc. 401(k) Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Pg Insurance Services, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.002149316 · Participants: 3Pg Insurance Services, Inc. 401(k) Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Pg Insurance Services, Inc. 401(k) Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Pg Insurance Services, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Pg Insurance Services, Inc. 401(k) Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Hampton Roads Holdings, Inc. Retirement Plan in VA ($2M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Pg Insurance Services, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Pg Insurance Services, Inc. 401(k) Profit Sharing Plan edged down modestly - down 3.3% during 2023, from $2M to $2M. Reported net income was -$73K.
How have Pg Insurance Services, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Pg Insurance Services, Inc.'s sponsor-wide assets declined 3.3%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Pg Insurance Services, Inc. 401(k) Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Hampton Roads Holdings, Inc. Retirement Plan in VA ($2M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Pg Insurance Services, Inc. 401(k) Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 330802134.

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.