401(k) · DOL Form 5500 · 2024
Boursa Investment Advisors Inc 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $992,798
- Avg per participant High balance/head
Official DOL plan name: Boursa Investment Advisors Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Boursa Investment Advisors Inc · California · Finance & Insurance
$4M in assets, 4 participants
Boursa Investment Advisors Inc's Boursa Investment Advisors Inc 401(k) Profit Sharing Plan & Trust reported $4M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.
- #2,159 in Finance & Insurance (8,549 peers)
Boursa Investment Advisors Inc multi-year trail
Boursa Investment Advisors Inc's plans moved +202.6% in assets from 2022 to 2024; this filing shows Boursa Investment Advisors Inc 401(k) Profit Sharing Plan & Trust at $4M / 4 participants.
- #2,159
- in Finance & Insurance (8,549 peers)
- +64.2%
- assets growth YoY
Boursa Investment Advisors Inc 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers
Boursa Investment Advisors Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,971,191 38th percentile higher than 38% 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
Boursa Investment Advisors Inc 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. Boursa Investment Advisors Inc 401(k) Profit Sharing Plan & Trust is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Boursa Investment Advisors Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Boursa Investment Advisors Inc 401(k) Profit Sharing Plan & Trust reported participants fell from 7 in the plan year 2023 filing to 4 in the plan year 2024 filing.
- Boursa Investment Advisors Inc 401(k) Profit Sharing Plan & Trust reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 271403756 · Boursa Investment Advisors Inc PY 2024 · 401(k)
Boursa Investment Advisors Inc 401(k) Profit Sharing Plan & Trust · $4M · 4 · 38th
- SCH $4M
- EBSA 4
- PART 38th
- TYPE 401(k)
- NET near Emmes Realty Advisors 401(k) Plan
- BOOK ind #2159
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 →
Boursa Investment Advisors Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Boursa Investment Advisors Inc multi-year asset trail
Sponsor-wide plan assets over time
All Boursa Investment Advisors Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 202.60359159700107% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9 | $1M |
| 2023 | 1 | 7 | $2M |
| 2024 | 1 | 4 | $4M |
Boursa Investment Advisors Inc filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $2M |
| Employer EIN | 271403756 |
| Plan Effective Date | 2015-01-01 |
| 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
Boursa Investment Advisors Inc 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 Emmes Realty Advisors 401(k) Plan in NY ($4M); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Jab Investments, Inc. 401(k) Plan (WI) 4 · 0 off
- Jlj Inc 401(k) Profit Sharing Plan (TX) 4 · 0 off
- Sc Baker Enterprises, Inc 401(k) Plan (ID) 4 · 0 off
- Arbuckle Dental 401(k) Plan (UT) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.