401(k) · DOL Form 5500 · 2024
Bolanos Insurance & Financial Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $316,438
- Avg per participant High balance/head
Official DOL plan name: Bolanos Insurance & Financial Services, Inc. Retirement Plan · Sponsored by Bolanos Insurance & Financial Services, Inc. · California · Finance & Insurance
$1M in assets, 4 participants
Bolanos Insurance & Financial Services, Inc.'s Bolanos Insurance & Financial Services, Inc. Retirement Plan reported $1M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.
- #1,274 in Finance & Insurance (8,549 peers)
Bolanos Insurance & Financial Services, Inc. multi-year trail
Bolanos Insurance & Financial Services, Inc.'s plans moved +63.8% in assets from 2022 to 2024; this filing shows Bolanos Insurance & Financial Services, Inc. Retirement Plan at $1M / 4 participants.
- #1,274
- in Finance & Insurance (8,549 peers)
- -49.3%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bolanos Insurance & Financial Services, Inc. Retirement Plan among the smaller filed plans by assets
Bolanos Insurance & Financial Services, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,265,753 25th percentile higher than 25% 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
Bolanos Insurance & Financial Services, Inc. Retirement 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. Bolanos Insurance & Financial Services, Inc. Retirement Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bolanos Insurance & Financial Services, Inc. Retirement Plan reported net income fell from $2M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- Bolanos Insurance & Financial Services, Inc. Retirement Plan end-of-year assets fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Bolanos Insurance & Financial Services, Inc. Retirement Plan reported participants rose from 3 in the plan year 2023 filing to 4 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 832234430 · Bolanos Insurance & Financial Services, Inc. PY 2024 · 401(k)
Bolanos Insurance & Financial Services, Inc. Retirement Plan · $1M · 4 · 25th
- PHOTO $1M
- PHOTO 4
- PHOTO 25th
- PHOTO 401(k)
- PHOTO near Stephen T. Smith, Md, PC 401(k) Profit Sharing Plan
- PHOTO ind #1274
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 →
Bolanos Insurance & Financial Services, Inc. Retirement Plan in the asset neighbourhood
Bolanos Insurance & Financial Services, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Bolanos Insurance & Financial Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 63.75528168558543% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $773K |
| 2023 | 1 | 3 | $2M |
| 2024 | 1 | 4 | $1M |
Bolanos Insurance & Financial Services, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$1M |
| Employer EIN | 832234430 |
| Plan Effective Date | 2018-10-17 |
| 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
Bolanos Insurance & Financial Services, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Stephen T. Smith, Md, PC 401(k) Profit Sharing Plan in AZ ($1M); 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 ($1M 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.