401(k) · DOL Form 5500 · 2024

Polk Investment, Inc. 401(k) Plan

Data updated 2026-08-25

$77K
Total assets Small plan by assets
6
Participants Small participant base
5th
Percentile by assets National rank
$12,770
Avg per participant Low balance/head
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Official DOL plan name: Polk Investment, Inc. 401(k) Plan · Sponsored by Polk Investment, Inc. · California · Retail Trade

$77K in assets, 6 participants

Polk Investment, Inc.'s Polk Investment, Inc. 401(k) Plan reported $77K in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 5th 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.

  • #634 in Retail Trade (8,048 peers)

Polk Investment, Inc. multi-year trail

Polk Investment, Inc.'s plans moved -35.4% in assets from 2022 to 2024; this filing shows Polk Investment, Inc. 401(k) Plan at $77K / 6 participants.

#634
in Retail Trade (8,048 peers)
-29.7%
assets change YoY

The plan reported a net loss of $32K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Polk Investment, Inc. 401(k) Plan among the smaller filed plans by assets

Polk Investment, Inc. 401(k) Plan vs every filed plan by assets

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

$76,621 5th percentile higher than 5% 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

Polk Investment, Inc. 401(k) 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. Polk Investment, Inc. 401(k) Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Polk Investment, Inc. 401(k) Plan reported net income fell from -$10K in the plan year 2023 filing to -$32K in the plan year 2024 filing.
  • Polk Investment, Inc. 401(k) Plan end-of-year assets fell from $109K in the plan year 2023 filing to $77K in the plan year 2024 filing.
  • Polk Investment, Inc. 401(k) Plan reported participants fell from 7 in the plan year 2023 filing to 6 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 473050203 · Polk Investment, Inc. PY 2024 · 401(k)

Polk Investment, Inc. 401(k) Plan · $77K · 6 · 5th

  • BOY $77K
  • BOY 6
  • BOY 5th
  • BOY 401(k)
  • BOY near Hillcrest Enterprises, Inc. 401(k) Plan
  • BOY ind #634

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 Retail Trade retirement plans → · Plans in California →

Polk Investment, Inc. 401(k) Plan in the asset neighbourhood

Polk Investment, Inc. 401(k) PlanPolk Investment, Inc. 401(k)…$77KHillcrest Enterprises, Inc. 401(k) PlanHillcrest Enterprises, Inc. …$77KGosselin Family Investments, Inc. 401(k) PlanGosselin Family Investments,…$77KNoel Cdkj Corporation 401(k) PlanNoel Cdkj Corporation 401(k)…$77KMarc a Boyce, Cpa & Associates PC Fka Wiechmann Boyce & Associates LLP Profit Sharing PlanMarc a Boyce, Cpa & Associat…$77K
End-of-year total assets ($M) among Polk Investment, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Polk Investment, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Polk Investment, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$77K 35.387274950457474% vs 2022
2024 filing year
$0.06M$0.08M$0.1M$0.12M$0.14M 202220232024 $0.12M $0.08M ▼ -33.3%
Year Plans Participants Total Assets
2022 1 3 $119K
2023 1 7 $109K
2024 1 6 $77K

Polk Investment, Inc. filing trail (2024)

Total Assets (Beginning of Year)$109K
Net Assets (End of Year)$77K
Net Income-$32K
Employer EIN473050203
Plan Effective Date2015-01-31
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Polk Investment, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Polk Investment, Inc. 401(k) Plan, Total assets ($B): 0.000076621 · Participants: 6Polk Investment, 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
Polk Investment, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Polk Investment, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Hillcrest Enterprises, Inc. 401(k) Plan in WA ($77K); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Polk Investment, Inc. 401(k) Plan assets move in 2024? ▼
Polk Investment, Inc. 401(k) Plan declined sharply - down 29.7% during 2024, from $109K to $77K. Reported net income was -$32K.
How have Polk Investment, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Polk Investment, Inc.'s sponsor-wide assets declined 35.4%, from $119K to $77K.
Where does Polk Investment, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Polk Investment, Inc. 401(k) Plan ranks in the 5th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Polk Investment, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hillcrest Enterprises, Inc. 401(k) Plan in WA ($77K, 6 participants).
Which 401(k) plans cover a similar participant headcount to Polk Investment, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Caliche, Ltd 401(k) in TX (6 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 473050203.

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.