401(k) · DOL Form 5500 · 2024
Paragon Commercial Group, LLC 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $2.1M
- Avg per participant High balance/head
Official DOL plan name: Paragon Commercial Group, LLC Retirement Plan · Sponsored by Paragon Commercial Group, LLC · California · Real Estate
$13M in assets, 6 participants
Paragon Commercial Group, LLC's Paragon Commercial Group, LLC Retirement Plan reported $13M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.
- #3,570 in Real Estate (4,605 peers)
Paragon Commercial Group, LLC multi-year trail
Paragon Commercial Group, LLC's plans moved +11.7% in assets from 2023 to 2024; this filing shows Paragon Commercial Group, LLC Retirement Plan at $13M / 6 participants.
- #3,570
- in Real Estate (4,605 peers)
- +11.7%
- assets growth YoY
Paragon Commercial Group, LLC Retirement Plan's mid-pack asset rank among Real Estate and all filers
Paragon Commercial Group, LLC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,682,813 Top 39% higher than 61% 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
Paragon Commercial Group, LLC 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. Paragon Commercial Group, LLC Retirement Plan is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Paragon Commercial Group, LLC Retirement Plan reported net income fell from $8M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Paragon Commercial Group, LLC Retirement Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
DOL schedule card
Filing strip 271220971 · Paragon Commercial Group, LLC PY 2024 · 401(k)
Paragon Commercial Group, LLC Retirement Plan · $13M · 6 · 61st
- RANK $13M
- RANK 6
- RANK 61st
- RANK 401(k)
- RANK near Curia Rls Union 401(k) Plan
- RANK ind #3570
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 Real Estate retirement plans → · Plans in California →
Paragon Commercial Group, LLC Retirement Plan in the asset neighbourhood
Paragon Commercial Group, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Paragon Commercial Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 11.693857971367272% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 6 | $11M |
| 2024 | 1 | 6 | $13M |
Paragon Commercial Group, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $1M |
| Employer EIN | 271220971 |
| Plan Effective Date | 2010-01-01 |
| 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
Paragon Commercial Group, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Curia Rls Union 401(k) Plan in NY ($13M); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
- Caliche, Ltd 401(k) (TX) 6 · 0 off
- Pat Nguyen Safe Harbor 401(k) Plan (GA) 6 · 0 off
- Toyota Lift Northwest 401(k) Plan (OR) 6 · 0 off
- Johnston Tobey Baruch P.C. 401(k) Profit Sharing Plan and Trust (TX) 6 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.