401(k) · DOL Form 5500 · 2024

Poppy Bank 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
175
Participants Small participant base
66th
Percentile by assets National rank
$94,584
Avg per participant Below avg balance/head
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Official DOL plan name: Poppy Bank 401(k) Retirement Plan · Sponsored by Poppy Bank · California · Finance & Insurance

$17M in assets, 175 participants

Poppy Bank's Poppy Bank 401(k) Retirement Plan reported $17M in total assets and 175 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #4,342 in Finance & Insurance (8,549 peers)

Coverage in California

Poppy Bank 401(k) Retirement Plan covers 175 participants in California, about 28% of the average California filer (state average ~630 per filing). Assets: $17M.

#4,342
in Finance & Insurance (8,549 peers)
+39.0%
assets growth YoY

Poppy Bank 401(k) Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Poppy Bank 401(k) Retirement Plan vs every filed plan by assets

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

$16,552,219 Top 34% higher than 66% 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

Poppy Bank 401(k) Retirement 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. Poppy Bank 401(k) Retirement Plan sits mid-pack in the medium band (175 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Poppy Bank 401(k) Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Poppy Bank 401(k) Retirement Plan end-of-year assets rose from $12M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Poppy Bank 401(k) Retirement Plan reported participants rose from 166 in the plan year 2023 filing to 175 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 201904513 · Poppy Bank PY 2024 · 401(k)

Poppy Bank 401(k) Retirement Plan · $17M · 175 · 66th

  • PCT $17M
  • PCT 175
  • PCT 66th
  • PCT 401(k)
  • PCT near Salomone Bros., Employees Profit Sharing & 401(k) Plan
  • PCT ind #4342

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 →

Poppy Bank 401(k) Retirement Plan in the asset neighbourhood

Poppy Bank 401(k) Retirement PlanPoppy Bank 401(k) Retirement…$17MSalomone Bros., Employees Profit Sharing & 401(k) PlanSalomone Bros., Employees Pr…$17MRed-Rochester, LLC Retirement PlanRed-Rochester, LLC Retiremen…$17MHarbin Lumber Co., Inc. 401(k) Profit Sharing PlanHarbin Lumber Co., Inc. 401(…$17MMagnolia Bank Retirement Savings PlanMagnolia Bank Retirement Sav…$17M
End-of-year total assets ($M) among Poppy Bank 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$17M
Net Income$5M
Employer EIN201904513
Plan Effective Date2005-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Poppy Bank)

Sponsor-wide plan assets over time

All Poppy Bank plans reported in each filing year

Latest sponsor-wide plan assets
$17M 65.80344237930802% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $9.98M $16.6M ▲ +65.8%
Year Plans Participants Total Assets
2022 1 145 $10M
2023 1 166 $12M
2024 1 175 $17M

Nearby 401(k) Plans in California

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

Poppy Bank 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Poppy Bank 401(k) Retirement Plan, Total assets ($B): 0.016552219 · Participants: 175Poppy Bank 401(k) Retirement 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
Poppy Bank 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Poppy Bank 401(k) Retirement Plan side-by-side with 3 peers →

Poppy Bank 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Salomone Bros., Employees Profit Sharing & 401(k) Plan in NJ ($17M); by covered participants it is Robbins, Inc. Employees' Retirement Savings Plan in OH (175 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (175 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 Poppy Bank 401(k) Retirement Plan assets move in 2024? ▼
Poppy Bank 401(k) Retirement Plan surged - up 39.0% during 2024, from $12M to $17M. Reported net income was $5M.
How have Poppy Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Poppy Bank's sponsor-wide assets grew 65.8%, from $10M to $17M.
Which 401(k) plans are similar in size to Poppy Bank 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Salomone Bros., Employees Profit Sharing & 401(k) Plan in NJ ($17M, 129 participants).
Which 401(k) plans cover a similar participant headcount to Poppy Bank 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Robbins, Inc. Employees' Retirement Savings Plan in OH (175 participants, $13M 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 201904513.

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.