401(k) · DOL Form 5500 · 2023

Polly, Scatena, Vasheresse & Sater 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
10
Participants Small participant base
67th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
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Official DOL plan name: Polly, Scatena, Vasheresse & Sater 401(k) Plan · Sponsored by Polly, Scatena, Vasheresse & Sater · California · Professional & Technical Services

$15M in assets, 10 participants

Polly, Scatena, Vasheresse & Sater's Polly, Scatena, Vasheresse & Sater 401(k) Plan reported $15M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #13,392 in Professional & Technical Services (20,321 peers)

Polly, Scatena, Vasheresse & Sater multi-year trail

Polly, Scatena, Vasheresse & Sater's plans moved +13.5% in assets from 2022 to 2024; this filing shows Polly, Scatena, Vasheresse & Sater 401(k) Plan at $15M / 10 participants.

#13,392
in Professional & Technical Services (20,321 peers)
+6.4%
assets growth YoY

Polly, Scatena, Vasheresse & Sater 401(k) Plan's outsized position by total assets

Polly, Scatena, Vasheresse & Sater 401(k) Plan vs every filed plan by assets

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

$14,569,653 Top 33% higher than 67% 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

Polly, Scatena, Vasheresse & Sater 401(k) 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. Polly, Scatena, Vasheresse & Sater 401(k) Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Polly, Scatena, Vasheresse & Sater 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $15M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 941246445 · Polly, Scatena, Vasheresse & Sater PY 2023 · 401(k)

Polly, Scatena, Vasheresse & Sater 401(k) Plan · $15M · 10 · 67th

  • 5500 $15M
  • ASSETS 10
  • PCT 67th
  • EIN 401(k)
  • RANK near Central Indiana Corporate Partnership 401(k) Retirement Plan
  • PHOTO ind #13392

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 →

Polly, Scatena, Vasheresse & Sater 401(k) Plan in the asset neighbourhood

Polly, Scatena, Vasheresse & Sater 401(k) PlanPolly, Scatena, Vasheresse &…$15MCentral Indiana Corporate Partnership 401(k) Retirement PlanCentral Indiana Corporate Pa…$15MBretford Manufacturing, Inc. Profit Sharing and Savings PlanBretford Manufacturing, Inc.…$15MSelex Es Inc. Savings Plan$15MLumos & Associates, Inc. 401(k) PlanLumos & Associates, Inc. 401…$15M
End-of-year total assets ($M) among Polly, Scatena, Vasheresse & Sater 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Polly, Scatena, Vasheresse & Sater multi-year asset trail

Sponsor-wide plan assets over time

All Polly, Scatena, Vasheresse & Sater plans reported in each filing year

Latest sponsor-wide plan assets
$16M 13.47223685204359% vs 2022
2024 filing year
$13M$14M$15M$16M 202220232024 $13.7M $15.5M ▲ +13.4%
Year Plans Participants Total Assets
2022 1 10 $14M
2023 1 10 $15M
2024 1 11 $16M

Polly, Scatena, Vasheresse & Sater filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$15M
Net Income$880K
Employer EIN941246445
Plan Effective Date1984-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Polly, Scatena, Vasheresse & Sater 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Polly, Scatena, Vasheresse & Sater 401(k) Plan, Total assets ($B): 0.014569653 · Participants: 10Polly, Scatena, Vasheresse & Sater 401(k) 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
Polly, Scatena, Vasheresse & Sater 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Polly, Scatena, Vasheresse & Sater 401(k) Plan side-by-side with 3 peers →

Polly, Scatena, Vasheresse & Sater 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Central Indiana Corporate Partnership 401(k) Retirement Plan in IN ($15M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Polly, Scatena, Vasheresse & Sater 401(k) Plan assets move in 2023? ▼
Polly, Scatena, Vasheresse & Sater 401(k) Plan grew at a solid clip - up 6.4% during 2023, from $14M to $15M. Reported net income was $880K.
How have Polly, Scatena, Vasheresse & Sater plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Polly, Scatena, Vasheresse & Sater's sponsor-wide assets grew 13.5%, from $14M to $16M.
Which 401(k) plans are similar in size to Polly, Scatena, Vasheresse & Sater 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Central Indiana Corporate Partnership 401(k) Retirement Plan in IN ($15M, 106 participants).
Which 401(k) plans cover a similar participant headcount to Polly, Scatena, Vasheresse & Sater 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 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 941246445.

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.