401(k) · DOL Form 5500 · 2023

Pkl Services, Inc. 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
283
Participants Below avg headcount
82nd
Percentile by assets National rank
$126,733
Avg per participant Near avg balance/head
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Official DOL plan name: Pkl Services, Inc. Employee Stock Ownership Plan · Sponsored by Pkl Services, Inc. · California · Professional & Technical Services

$36M in assets, 283 participants

Pkl Services, Inc.'s Pkl Services, Inc. Employee Stock Ownership Plan reported $36M in total assets and 283 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,739 in Professional & Technical Services (20,321 peers)

Coverage in California

Pkl Services, Inc. Employee Stock Ownership Plan covers 283 participants in California, about 45% of the average California filer (state average ~630 per filing). Assets: $36M.

#16,739
in Professional & Technical Services (20,321 peers)
-13.6%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pkl Services, Inc. Employee Stock Ownership Plan's outsized position by total assets

Pkl Services, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$35,865,486 Top 18% higher than 82% 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

Pkl Services, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pkl Services, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (283 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pkl Services, Inc. Employee Stock Ownership Plan reported net income fell from -$1M in the plan year 2022 filing to -$7M in the plan year 2023 filing.
  • Pkl Services, Inc. Employee Stock Ownership Plan reported participants rose from 131 in the plan year 2022 filing to 283 in the plan year 2023 filing.
  • Pkl Services, Inc. Employee Stock Ownership Plan end-of-year assets fell from $41M in the plan year 2022 filing to $36M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 470906427 · Pkl Services, Inc. PY 2023 · 401(k)

Pkl Services, Inc. Employee Stock Ownership Plan · $36M · 283 · 82nd

  • PHOTO $36M
  • IND 283
  • EOY 82nd
  • 5500 401(k)
  • ASSETS near Urgent Cares of America Holdings, LLC 401(k) Plan
  • PCT ind #16739

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 →

Pkl Services, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Pkl Services, Inc. Employee Stock Ownership PlanPkl Services, Inc. Employee …$36MEast West Resorts, LLC Savings and Retirement PlanEast West Resorts, LLC Savin…$36MWoodlands 401(k) Profit Sharing PlanWoodlands 401(k) Profit Shar…$36MUrgent Cares of America Holdings, LLC 401(k) PlanUrgent Cares of America Hold…$36MSimplify Compliance 401(k) PlanSimplify Compliance 401(k) P…$36M
End-of-year total assets ($M) among Pkl Services, Inc. Employee Stock Ownership Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$34M
Net Income-$7M
Employer EIN470906427
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pkl Services, Inc.)

Sponsor-wide plan assets over time

All Pkl Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$50M 16.17165836161193% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $59.2M $49.6M ▼ -16.2%
Year Plans Participants Total Assets
2022 3 660 $59M
2023 3 838 $57M
2024 3 789 $50M

Nearby 401(k) Plans in California

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

Pkl Services, Inc. Employee Stock Ownership Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Pkl Services, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.035865486 · Participants: 283Pkl Services, Inc. Employee Stock Ownership 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
Pkl Services, Inc. Employee Stock Ownership Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Pkl Services, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Pkl Services, Inc. Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Urgent Cares of America Holdings, LLC 401(k) Plan in NC ($36M); by covered participants it is Hiroad & Blueowl 401(k) Savings Plan and Trust in IL (283 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($36M here).

Similar participant headcount

Nearest other-state filings by covered participants (283 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 Pkl Services, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Pkl Services, Inc. Employee Stock Ownership Plan pulled back noticeably - down 13.6% during 2023, from $41M to $36M. Reported net income was -$7M.
How have Pkl Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pkl Services, Inc.'s sponsor-wide assets declined 16.2%, from $59M to $50M.
Where does Pkl Services, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Pkl Services, Inc. Employee Stock Ownership Plan ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Pkl Services, Inc. Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by assets is Urgent Cares of America Holdings, LLC 401(k) Plan in NC ($36M, 1,797 participants).
Which 401(k) plans cover a similar participant headcount to Pkl Services, Inc. Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hiroad & Blueowl 401(k) Savings Plan and Trust in IL (283 participants, N/A 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 470906427.

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.