401(k) · DOL Form 5500 · 2024
Klein Pavlis & Peasley Financi 401(k) Plan
Data updated 2026-08-25
- $704K
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $100,590
- Avg per participant Below avg balance/head
Official DOL plan name: Klein Pavlis & Peasley Financi 401(k) Profit Sharing Plan & Trust · Sponsored by Klein Pavlis & Peasley Financi · California · Finance & Insurance
$704K in assets, 7 participants
Klein Pavlis & Peasley Financi's Klein Pavlis & Peasley Financi 401(k) Profit Sharing Plan & Trust reported $704K in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.
- #957 in Finance & Insurance (8,549 peers)
2024 asset change
Klein Pavlis & Peasley Financi 401(k) Profit Sharing Plan & Trust grew at a solid clip 8.9% in 2024 ($646K → $704K) for 7 participants.
- #957
- in Finance & Insurance (8,549 peers)
- +8.9%
- assets growth YoY
Klein Pavlis & Peasley Financi 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Klein Pavlis & Peasley Financi 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$704,132 20th percentile higher than 20% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Klein Pavlis & Peasley Financi 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Klein Pavlis & Peasley Financi 401(k) Profit Sharing Plan & Trust is a micro filing (7 participants), the leftmost band.
Published 5500 schedule card
Filing strip 330591019 · Klein Pavlis & Peasley Financi PY 2024 · 401(k)
Klein Pavlis & Peasley Financi 401(k) Profit Sharing Plan & Trust · $704K · 7 · 20th
- NET $704K
- BOOK 7
- VS-ST 20th
- BOY 401(k)
- SCH near Zig Services Inc 401(k) Plan
- EBSA ind #957
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 →
Klein Pavlis & Peasley Financi 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
2024 asset-move particulars
| Total Assets (Beginning of Year) | $646K |
|---|---|
| Net Assets (End of Year) | $704K |
| Net Income | $58K |
| Employer EIN | 330591019 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Klein Pavlis & Peasley Financi 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Zig Services Inc 401(k) Plan in PA ($704K); by covered participants it is Cz14, Inc. 401(k) Plan in DE (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($704K here).
- Zig Services Inc 401(k) Plan (PA) $704K · 6
- Trilogy Solutions, Inc. Retirement Plan (VA) $704K · 3
- Delbrocco, Inc. 401(k) Profit Sharing Plan (FL) $704K · 6
- Pure Energy 401(k) Plan (TX) $704K · 125
Similar participant headcount
Nearest other-state filings by covered participants (7 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.