401(k) · DOL Form 5500 · 2024
Personal Resources Investment & Strategic Management, Inc. 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 58th
- Percentile by assets National rank
- $1.8M
- Avg per participant High balance/head
Official DOL plan name: Personal Resources Investment & Strategic Management, Inc. 401(k) Profit Sharing Plan · Sponsored by Personal Resources Investment & Strategic Management, Inc. · California · Finance & Insurance
$11M in assets, 6 participants
Personal Resources Investment & Strategic Management, Inc.'s Personal Resources Investment & Strategic Management, Inc. 401(k) Profit Sharing Plan reported $11M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.
- #3,538 in Finance & Insurance (8,549 peers)
Personal Resources Investment & Strategic Management, Inc. multi-year trail
Personal Resources Investment & Strategic Management, Inc.'s plans moved +29.2% in assets from 2022 to 2024; this filing shows Personal Resources Investment & Strategic Management, Inc. 401(k) Profit Sharing Plan at $11M / 6 participants.
- #3,538
- in Finance & Insurance (8,549 peers)
- +13.1%
- assets growth YoY
Personal Resources Investment & Strategic Management, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers
Personal Resources Investment & Strategic Management, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,856,342 Top 42% higher than 58% 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
Personal Resources Investment & Strategic Management, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Personal Resources Investment & Strategic Management, Inc. 401(k) Profit Sharing Plan is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Personal Resources Investment & Strategic Management, Inc. 401(k) Profit Sharing Plan reported participants rose from 5 in the plan year 2023 filing to 6 in the plan year 2024 filing.
- Personal Resources Investment & Strategic Management, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
DOL schedule card
Filing strip 200077521 · Personal Resources Investment & Strategic Management, Inc. PY 2024 · 401(k)
Personal Resources Investment & Strategic Management, Inc. 401(k) Profit Sharing Plan · $11M · 6 · 58th
- NET $11M
- BOOK 6
- VS-ST 58th
- BOY 401(k)
- SCH near Coosa Valley Credit Union Retirement Savings Plan
- EBSA ind #3538
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 →
Personal Resources Investment & Strategic Management, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Personal Resources Investment & Strategic Management, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Personal Resources Investment & Strategic Management, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 29.18939894907211% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $8M |
| 2023 | 1 | 5 | $10M |
| 2024 | 1 | 6 | $11M |
Personal Resources Investment & Strategic Management, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $1M |
| Employer EIN | 200077521 |
| Plan Effective Date | 2013-01-01 |
| 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
Personal Resources Investment & Strategic Management, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Coosa Valley Credit Union Retirement Savings Plan in GA ($11M); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Coosa Valley Credit Union Retirement Savings Plan (GA) $11M · 127
- Intigral, Inc. Incentive Plan and Trust (OH) $11M · 225
- J.L. Wauford, Inc. 401(k) Plan (VA) $11M · 208
- Spreetail 401(k) Plan (NE) $11M · 624
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
- Caliche, Ltd 401(k) (TX) 6 · 0 off
- Pat Nguyen Safe Harbor 401(k) Plan (GA) 6 · 0 off
- Toyota Lift Northwest 401(k) Plan (OR) 6 · 0 off
- Johnston Tobey Baruch P.C. 401(k) Profit Sharing Plan and Trust (TX) 6 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.