401(k) · DOL Form 5500 · 2024
James G. Parker Insurance Associates 401(k) Plan
Data updated 2026-08-11
- $17M
- Total assets
- 173
- Participants
- 67th
- Percentile by assets
- $99,806
- Avg per participant
Official DOL plan name: James G. Parker Insurance Associates Employees 401(k) Plan · Sponsored by James G. Parker Insurance Associates · California · Finance & Insurance
$17M in assets, 173 participants
James G. Parker Insurance Associates's James G. Parker Insurance Associates Employees 401(k) Plan reported $17M in total assets and 173 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.
- 67th percentile by assets (of 123,622 plans)
- #4,431 in Finance & Insurance (8,549 peers)
Coverage in California
James G. Parker Insurance Associates Employees 401(k) Plan covers 173 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $17M.
- $17M
- total plan assets (2024 EOY)
- 173
- covered participants
- 67th
- percentile by assets (of 123,622 plans)
- $99,806
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- James G. Parker Insurance Associates Employees 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $814K in the plan year 2024 filing.
- James G. Parker Insurance Associates Employees 401(k) Plan reported participants fell from 240 in the plan year 2023 filing to 173 in the plan year 2024 filing.
- James G. Parker Insurance Associates Employees 401(k) Plan end-of-year assets rose from $16M in the plan year 2023 filing to $17M in the plan year 2024 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. James G. Parker Insurance Associates Employees 401(k) Plan reports 173 participants - about 27% of that state average ($17M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $814K |
| Employer EIN | 942494444 |
| Plan Effective Date | 1999-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (James G. Parker Insurance Associates)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 227 | $13M |
| 2023 | 1 | 240 | $16M |
| 2024 | 1 | 173 | $17M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
James G. Parker Insurance Associates Employees 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to James G. Parker Insurance Associates Employees 401(k) Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on James G. Parker Insurance Associates Employees 401(k) Plan's numbers.
- By total assets, James G. Parker Insurance Associates Employees 401(k) Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- James G. Parker Insurance Associates's sponsor-wide assets have grown 28.4% since 2022 across 3 plan years on file. More Finance & Insurance plans