401(k) · DOL Form 5500 · 2024

Palomar Holdings, Inc 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
220
Participants Below avg headcount
70th
Percentile by assets National rank
$88,751
Avg per participant Below avg balance/head
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Official DOL plan name: Palomar Holdings, Inc. 401(k) Plan · Sponsored by Palomar Holdings, Inc · California · Management of Enterprises

$20M in assets, 220 participants

Palomar Holdings, Inc's Palomar Holdings, Inc. 401(k) Plan reported $20M in total assets and 220 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #581 in Management of Enterprises (1,133 peers)

Coverage in California

Palomar Holdings, Inc. 401(k) Plan covers 220 participants in California, about 35% of the average California filer (state average ~630 per filing). Assets: $20M.

#581
in Management of Enterprises (1,133 peers)
+32.0%
assets growth YoY

Palomar Holdings, Inc. 401(k) Plan's outsized position by total assets

Palomar Holdings, Inc. 401(k) Plan vs every filed plan by assets

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

$19,525,277 Top 30% higher than 70% 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

Palomar Holdings, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Palomar Holdings, Inc. 401(k) Plan sits mid-pack in the medium band (220 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Palomar Holdings, Inc. 401(k) Plan end-of-year assets rose from $15M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Palomar Holdings, Inc. 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Palomar Holdings, Inc. 401(k) Plan reported participants rose from 191 in the plan year 2023 filing to 220 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 833972551 · Palomar Holdings, Inc PY 2024 · 401(k)

Palomar Holdings, Inc. 401(k) Plan · $20M · 220 · 70th

  • TYPE $20M
  • NET 220
  • BOOK 70th
  • VS-ST 401(k)
  • BOY near Tii Technologies Inc. 401(k) Plan
  • SCH ind #581

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 Management of Enterprises retirement plans → · Plans in California →

Palomar Holdings, Inc. 401(k) Plan in the asset neighbourhood

Palomar Holdings, Inc. 401(k) PlanPalomar Holdings, Inc. 401(k…$20MMidwest Products and Engineering, Inc. 401(k) Savings PlanMidwest Products and Enginee…$20MSprings Valley Bank & Trust Company Retirement Profit Sharing PlanSprings Valley Bank & Trust …$20MTii Technologies Inc. 401(k) PlanTii Technologies Inc. 401(k)…$20MYrci 401(k) Plan$20M
End-of-year total assets ($M) among Palomar Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$20M
Net Income$5M
Employer EIN833972551
Plan Effective Date2014-04-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Palomar Holdings, Inc)

Sponsor-wide plan assets over time

All Palomar Holdings, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$20M 114.30923269492588% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $9.11M $19.5M ▲ +114.4%
Year Plans Participants Total Assets
2022 1 151 $9M
2023 1 191 $15M
2024 1 220 $20M

Nearby 401(k) Plans in California

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

Palomar Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Palomar Holdings, Inc. 401(k) Plan, Total assets ($B): 0.019525277 · Participants: 220Palomar Holdings, Inc. 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
Palomar Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Palomar Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

Palomar Holdings, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Tii Technologies Inc. 401(k) Plan in NY ($20M); by covered participants it is Stodge Inc 401(k) Plan in AZ (220 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (220 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 Palomar Holdings, Inc. 401(k) Plan assets move in 2024? ▼
Palomar Holdings, Inc. 401(k) Plan surged - up 32.0% during 2024, from $15M to $20M. Reported net income was $5M.
How have Palomar Holdings, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Palomar Holdings, Inc's sponsor-wide assets grew 114.3%, from $9M to $20M.
Which 401(k) plans are similar in size to Palomar Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tii Technologies Inc. 401(k) Plan in NY ($20M, 38 participants).
Which 401(k) plans cover a similar participant headcount to Palomar Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stodge Inc 401(k) Plan in AZ (220 participants, $8M 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 833972551.

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.