401(k) · DOL Form 5500 · 2024

Crumbaker Insurance Services 401(k) Plan

Data updated 2026-08-25

$4K
Total assets Small plan by assets
4
Participants Small participant base
1st
Percentile by assets National rank
$939
Avg per participant Low balance/head
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Official DOL plan name: Crumbaker Insurance Services 401(k) Plan · Sponsored by Crumbaker Insurance Services · California · Finance & Insurance

$4K in assets, 4 participants

Crumbaker Insurance Services's Crumbaker Insurance Services 401(k) Plan reported $4K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 1st 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.

  • #54 in Finance & Insurance (8,549 peers)

Crumbaker Insurance Services multi-year trail

Crumbaker Insurance Services's plans moved -33.5% in assets from 2022 to 2024; this filing shows Crumbaker Insurance Services 401(k) Plan at $4K / 4 participants.

#54
in Finance & Insurance (8,549 peers)
-79.3%
assets change YoY

The plan reported a net loss of $14K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Crumbaker Insurance Services 401(k) Plan among the smaller filed plans by assets

Crumbaker Insurance Services 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$3,755 1st percentile higher than 1% of 123,620 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 2024

Crumbaker Insurance Services 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Crumbaker Insurance Services 401(k) Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Crumbaker Insurance Services 401(k) Plan reported net income fell from $12K in the plan year 2023 filing to -$14K in the plan year 2024 filing.
  • Crumbaker Insurance Services 401(k) Plan end-of-year assets fell from $18K in the plan year 2023 filing to $4K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 825104027 · Crumbaker Insurance Services PY 2024 · 401(k)

Crumbaker Insurance Services 401(k) Plan · $4K · 4 · 1st

  • BOOK $4K
  • BOOK 4
  • BOOK 1st
  • BOOK 401(k)
  • BOOK near Mcelderry Enterprises, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #54

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 →

Crumbaker Insurance Services 401(k) Plan in the asset neighbourhood

Crumbaker Insurance Services 401(k) PlanCrumbaker Insurance Services…$4KMcelderry Enterprises, Inc. 401(k) Profit Sharing PlanMcelderry Enterprises, Inc. …$4KPrimate Investments Retirement PlanPrimate Investments Retireme…$4KTag Solutions, Inc. 401(k) Profit Sharing PlanTag Solutions, Inc. 401(k) P…$4KVirginia Business Management Corporation 401(k) PlanVirginia Business Management…$4K
End-of-year total assets ($M) among Crumbaker Insurance Services 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Crumbaker Insurance Services multi-year asset trail

Sponsor-wide plan assets over time

All Crumbaker Insurance Services plans reported in each filing year

Latest sponsor-wide plan assets
$4K 33.45738082580188% vs 2022
2024 filing year
$0M$0.01M$0.02M$0.03M 202220232024 $0.01M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 3 $6K
2023 1 4 $18K
2024 1 4 $4K

Crumbaker Insurance Services filing trail (2024)

Total Assets (Beginning of Year)$18K
Net Assets (End of Year)$4K
Net Income-$14K
Employer EIN825104027
Plan Effective Date2018-04-06
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Crumbaker Insurance Services 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Crumbaker Insurance Services 401(k) Plan, Total assets ($B): 0.000003755 · Participants: 4Crumbaker Insurance Services 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Crumbaker Insurance Services 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Crumbaker Insurance Services 401(k) Plan side-by-side with 3 peers →

Crumbaker Insurance Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Mcelderry Enterprises, Inc. 401(k) Profit Sharing Plan in SC ($4K); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Crumbaker Insurance Services 401(k) Plan assets move in 2024? ▼
Crumbaker Insurance Services 401(k) Plan contracted severely - down 79.3% during 2024, from $18K to $4K. Reported net income was -$14K.
How have Crumbaker Insurance Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Crumbaker Insurance Services's sponsor-wide assets declined 33.5%, from $6K to $4K.
Where does Crumbaker Insurance Services 401(k) Plan rank by assets among Form 5500 filers? ▼
Crumbaker Insurance Services 401(k) Plan ranks in the 1st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Crumbaker Insurance Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mcelderry Enterprises, Inc. 401(k) Profit Sharing Plan in SC ($4K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Crumbaker Insurance Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 825104027.

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.