401(k) · DOL Form 5500 · 2024

Populus Financial Group, Inc. 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
1,953
Participants Near avg headcount
84th
Percentile by assets National rank
$24,316
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Populus Financial Group, Inc. 401(k) Profit Sharing Plan · Sponsored by Populus Financial Group, Inc. · Texas · Finance & Insurance

$47M in assets, 1,953 participants

Populus Financial Group, Inc.'s Populus Financial Group, Inc. 401(k) Profit Sharing Plan reported $47M in total assets and 1,953 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,368 in Finance & Insurance (8,549 peers)

Coverage in Texas

Populus Financial Group, Inc. 401(k) Profit Sharing Plan covers 1,953 participants in Texas, 2.8x the typical Texas plan (state average ~688 per filing). Assets: $47M.

#6,368
in Finance & Insurance (8,549 peers)
+10.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Populus Financial Group, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Populus Financial Group, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$47,488,945 Top 16% higher than 84% 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

Populus Financial Group, Inc. 401(k) Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Populus Financial Group, Inc. 401(k) Profit Sharing Plan lands in the large band (1,953 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Populus Financial Group, Inc. 401(k) Profit Sharing Plan reported net income fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Populus Financial Group, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $43M in the plan year 2023 filing to $47M in the plan year 2024 filing.
  • Populus Financial Group, Inc. 401(k) Profit Sharing Plan reported participants fell from 2,173 in the plan year 2023 filing to 1,953 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 752142963 · Populus Financial Group, Inc. PY 2024 · 401(k)

Populus Financial Group, Inc. 401(k) Profit Sharing Plan · $47M · 1,953 · 84th

  • BOOK $47M
  • VS-ST 1,953
  • BOY 84th
  • SCH 401(k)
  • EBSA near Madison Marquette 401(k) Plan
  • PART ind #6368

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 Texas →

Populus Financial Group, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Populus Financial Group, Inc. 401(k) Profit Sharing PlanPopulus Financial Group, Inc…$47MMadison Marquette 401(k) Plan$47MTnjh 401(k) Retirement Savings PlanTnjh 401(k) Retirement Savin…$47MGreenhouse Software, Inc. Retirement Savings PlanGreenhouse Software, Inc. Re…$47MRidgewood Energy Corp 401(k) Profit Sharing Plan and TrustRidgewood Energy Corp 401(k)…$47M
End-of-year total assets ($M) among Populus Financial Group, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$47M
Net Income$5M
Employer EIN752142963
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Populus Financial Group, Inc.)

Sponsor-wide plan assets over time

All Populus Financial Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$47M 25.636443812276937% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $37.8M $47.5M ▲ +25.6%
Year Plans Participants Total Assets
2022 1 2,050 $38M
2023 1 2,173 $43M
2024 1 1,953 $47M

Nearby 401(k) Plans in Texas

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

Populus Financial Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Populus Financial Group, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.047488945 · Participants: 1953Populus Financial Group, Inc. 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Populus Financial Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Populus Financial Group, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Populus Financial Group, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Madison Marquette 401(k) Plan in DC ($47M); by covered participants it is Susquehanna International Group, LLP 401(k) Profit Sharing Plan in PA (1,953 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,953 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 Populus Financial Group, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Populus Financial Group, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 10.5% during 2024, from $43M to $47M. Reported net income was $5M.
How have Populus Financial Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Populus Financial Group, Inc.'s sponsor-wide assets grew 25.6%, from $38M to $47M.
Where does Populus Financial Group, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Populus Financial Group, Inc. 401(k) Profit Sharing Plan ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Populus Financial Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Madison Marquette 401(k) Plan in DC ($47M, 59 participants).
Which 401(k) plans cover a similar participant headcount to Populus Financial Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Susquehanna International Group, LLP 401(k) Profit Sharing Plan in PA (1,953 participants, $934M 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 752142963.

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.