401(k) · DOL Form 5500 · 2024
Purves & Associates Insurance 401(k) Plan
Data updated 2026-08-25
- $777K
- Total assets Small plan by assets
- 11
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $70,613
- Avg per participant Below avg balance/head
Official DOL plan name: Purves & Associates Insurance 401(k) Profit Sharing Plan & Trust · Sponsored by Purves & Associates Insurance · California · Finance & Insurance
$777K in assets, 11 participants
Purves & Associates Insurance's Purves & Associates Insurance 401(k) Profit Sharing Plan & Trust reported $777K in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.
- #999 in Finance & Insurance (8,549 peers)
Purves & Associates Insurance multi-year trail
Purves & Associates Insurance's plans moved -30.7% in assets from 2022 to 2024; this filing shows Purves & Associates Insurance 401(k) Profit Sharing Plan & Trust at $777K / 11 participants.
- #999
- in Finance & Insurance (8,549 peers)
- -46.3%
- assets change YoY
The plan reported a net loss of $670K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Purves & Associates Insurance 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Purves & Associates Insurance 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$776,738 21st percentile higher than 21% 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
Purves & Associates Insurance 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Purves & Associates Insurance 401(k) Profit Sharing Plan & Trust is a small filing (11 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Purves & Associates Insurance 401(k) Profit Sharing Plan & Trust reported net income fell from $325K in the plan year 2023 filing to -$670K in the plan year 2024 filing.
- Purves & Associates Insurance 401(k) Profit Sharing Plan & Trust end-of-year assets fell from $1M in the plan year 2023 filing to $777K in the plan year 2024 filing.
- Purves & Associates Insurance 401(k) Profit Sharing Plan & Trust reported participants fell from 15 in the plan year 2023 filing to 11 in the plan year 2024 filing.
DOL schedule card
Filing strip 680480324 · Purves & Associates Insurance PY 2024 · 401(k)
Purves & Associates Insurance 401(k) Profit Sharing Plan & Trust · $777K · 11 · 21st
- EOY $777K
- EOY 11
- EOY 21st
- EOY 401(k)
- EOY near Tjh Beverages 401(k)
- EOY ind #999
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 →
Purves & Associates Insurance 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Purves & Associates Insurance multi-year asset trail
Sponsor-wide plan assets over time
All Purves & Associates Insurance plans reported in each filing year
- Latest sponsor-wide plan assets
- $777K 30.73478883927815% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 13 | $1M |
| 2023 | 1 | 15 | $1M |
| 2024 | 1 | 11 | $777K |
Purves & Associates Insurance filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $777K |
| Net Income | -$670K |
| Employer EIN | 680480324 |
| Plan Effective Date | 2001-01-01 |
| 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
Purves & Associates Insurance 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 Tjh Beverages 401(k) in PA ($777K); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($777K here).
- Tjh Beverages 401(k) (PA) $777K · 1
- Twin Restaurant Holding Employee 401(k) Plan (TX) $777K · 1,271
- Jan K. Parks & Associates, P.C. 401(k) Plan (MT) $777K · 2
- Joseph Waters Md PLLC Owner K 401(k) Profit Sharing Plan (ID) $777K · 1
Similar participant headcount
Nearest other-state filings by covered participants (11 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.