401(k) · DOL Form 5500 · 2024

Passco Companies, LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
67
Participants Small participant base
67th
Percentile by assets National rank
$259,563
Avg per participant Above avg balance/head
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Official DOL plan name: Passco Companies, LLC Retirement Savings Plan · Sponsored by Passco Companies, LLC · California · Real Estate

$17M in assets, 67 participants

Passco Companies, LLC's Passco Companies, LLC Retirement Savings Plan reported $17M in total assets and 67 participants in its 2024 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.

  • #3,797 in Real Estate (4,605 peers)

Passco Companies, LLC multi-year trail

Passco Companies, LLC's plans moved +37.5% in assets from 2022 to 2024; this filing shows Passco Companies, LLC Retirement Savings Plan at $17M / 67 participants.

#3,797
in Real Estate (4,605 peers)
+11.4%
assets growth YoY

Passco Companies, LLC Retirement Savings Plan's outsized position by total assets

Passco Companies, LLC Retirement Savings Plan vs every filed plan by assets

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

$17,390,715 Top 33% higher than 67% 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

Passco Companies, LLC Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Passco Companies, LLC Retirement Savings Plan is a small filing (67 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Passco Companies, LLC Retirement Savings Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Passco Companies, LLC Retirement Savings Plan end-of-year assets rose from $16M in the plan year 2023 filing to $17M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 203448699 · Passco Companies, LLC PY 2024 · 401(k)

Passco Companies, LLC Retirement Savings Plan · $17M · 67 · 67th

  • PART $17M
  • TYPE 67
  • NET 67th
  • BOOK 401(k)
  • VS-ST near Fortney & Weygandt, Inc. 401(k) Profit Sharing Plan and Trust
  • BOY ind #3797

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 Real Estate retirement plans → · Plans in California →

Passco Companies, LLC Retirement Savings Plan in the asset neighbourhood

Passco Companies, LLC Retirement Savings PlanPassco Companies, LLC Retire…$17MFortney & Weygandt, Inc. 401(k) Profit Sharing Plan and TrustFortney & Weygandt, Inc. 401…$17MWest Texas Health, PLLC. Retirement and Savings PlanWest Texas Health, PLLC. Ret…$17MConcord Foods, LLC 401(k) Profit Sharing PlanConcord Foods, LLC 401(k) Pr…$17MCerapedics, Inc. 401(k) Plan$17M
End-of-year total assets ($M) among Passco Companies, LLC Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Passco Companies, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Passco Companies, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$17M 37.48207233172815% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $12.7M $17.4M ▲ +37.5%
Year Plans Participants Total Assets
2022 1 59 $13M
2023 1 67 $16M
2024 1 67 $17M

Passco Companies, LLC filing trail (2024)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN203448699
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Passco Companies, LLC Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Passco Companies, LLC Retirement Savings Plan, Total assets ($B): 0.017390715 · Participants: 67Passco Companies, LLC Retirement Savings 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
Passco Companies, LLC Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Passco Companies, LLC Retirement Savings Plan side-by-side with 3 peers →

Passco Companies, LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Fortney & Weygandt, Inc. 401(k) Profit Sharing Plan and Trust in OH ($17M); by covered participants it is Heidler Roofing Services, Inc 401(k) Profit Sharing Plan in PA (67 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (67 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 Passco Companies, LLC Retirement Savings Plan assets move in 2024? ▼
Passco Companies, LLC Retirement Savings Plan grew at a solid clip - up 11.4% during 2024, from $16M to $17M. Reported net income was $2M.
How have Passco Companies, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Passco Companies, LLC's sponsor-wide assets grew 37.5%, from $13M to $17M.
Which 401(k) plans are similar in size to Passco Companies, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fortney & Weygandt, Inc. 401(k) Profit Sharing Plan and Trust in OH ($17M, 73 participants).
Which 401(k) plans cover a similar participant headcount to Passco Companies, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Heidler Roofing Services, Inc 401(k) Profit Sharing Plan in PA (67 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 203448699.

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.