401(k) · DOL Form 5500 · 2024

James G. Parker Insurance Associates 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
173
Participants Small participant base
67th
Percentile by assets National rank
$99,806
Avg per participant Below avg balance/head
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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.

  • #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.

#4,431
in Finance & Insurance (8,549 peers)
+4.9%
assets growth YoY

James G. Parker Insurance Associates Employees 401(k) Plan's outsized position by total assets

James G. Parker Insurance Associates Employees 401(k) Plan vs every filed plan by assets

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

$17,266,434 Top 33% higher than 67% 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

James G. Parker Insurance Associates Employees 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. James G. Parker Insurance Associates Employees 401(k) Plan sits mid-pack in the medium band (173 participants).

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.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 942494444 · James G. Parker Insurance Associates PY 2024 · 401(k)

James G. Parker Insurance Associates Employees 401(k) Plan · $17M · 173 · 67th

  • PHOTO $17M
  • IND 173
  • EOY 67th
  • 5500 401(k)
  • ASSETS near Bankfirst 401(k) Profit Sharing Plan
  • PCT ind #4431

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 →

James G. Parker Insurance Associates Employees 401(k) Plan in the asset neighbourhood

James G. Parker Insurance Associates Employees 401(k) PlanJames G. Parker Insurance As…$17MBankfirst 401(k) Profit Sharing PlanBankfirst 401(k) Profit Shar…$17MVisionary Practice Management Services LLC 401(k) Retirement PlanVisionary Practice Managemen…$17MAlabama Pediatric Dental Associates and Orthodontics 401(k) Plan & TrustAlabama Pediatric Dental Ass…$17MAdrenaline Retirement Savings PlanAdrenaline Retirement Saving…$17M
End-of-year total assets ($M) among James G. Parker Insurance Associates Employees 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$17M
Net Income$814K
Employer EIN942494444
Plan Effective Date1999-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (James G. Parker Insurance Associates)

Sponsor-wide plan assets over time

All James G. Parker Insurance Associates plans reported in each filing year

Latest sponsor-wide plan assets
$17M 28.41160708820799% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $13.5M $17.3M ▲ +28.4%
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 Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants James G. Parker Insurance Associates Employees 401(k) Plan, Total assets ($B): 0.017266434 · Participants: 173James G. Parker Insurance Associates Employees 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
James G. Parker Insurance Associates Employees 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare James G. Parker Insurance Associates Employees 401(k) Plan side-by-side with 3 peers →

James G. Parker Insurance Associates Employees 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Bankfirst 401(k) Profit Sharing Plan in NE ($17M); by covered participants it is Ims Logistics 401(k) Employee Retirement Plan in MS (173 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (173 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 James G. Parker Insurance Associates Employees 401(k) Plan assets move in 2024? ▼
James G. Parker Insurance Associates Employees 401(k) Plan edged up modestly - up 4.9% during 2024, from $16M to $17M. Reported net income was $814K.
How have James G. Parker Insurance Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James G. Parker Insurance Associates's sponsor-wide assets grew 28.4%, from $13M to $17M.
Which 401(k) plans are similar in size to James G. Parker Insurance Associates Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bankfirst 401(k) Profit Sharing Plan in NE ($17M, 104 participants).
Which 401(k) plans cover a similar participant headcount to James G. Parker Insurance Associates Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ims Logistics 401(k) Employee Retirement Plan in MS (173 participants, $837K 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 942494444.

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.