401(k) · DOL Form 5500 · 2024

POLICYLINK 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
94
Participants Small participant base
66th
Percentile by assets National rank
$170,937
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Policylink 401(k) Profit Sharing Plan and Trust · Sponsored by POLICYLINK · California · Professional & Technical Services

$16M in assets, 94 participants

POLICYLINK's Policylink 401(k) Profit Sharing Plan and Trust reported $16M in total assets and 94 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.

  • #13,099 in Professional & Technical Services (20,173 peers)

POLICYLINK multi-year trail

POLICYLINK's plans moved +54.2% in assets from 2022 to 2024; this filing shows Policylink 401(k) Profit Sharing Plan and Trust at $16M / 94 participants.

#13,099
in Professional & Technical Services (20,173 peers)
+21.1%
assets growth YoY

Policylink 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Policylink 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$16,068,108 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

Policylink 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Policylink 401(k) Profit Sharing Plan and Trust is a small filing (94 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Policylink 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $13M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Policylink 401(k) Profit Sharing Plan and Trust reported participants rose from 84 in the plan year 2023 filing to 94 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 943297479 · POLICYLINK PY 2024 · 401(k)

Policylink 401(k) Profit Sharing Plan and Trust · $16M · 94 · 66th

  • SCH $16M
  • EBSA 94
  • PART 66th
  • TYPE 401(k)
  • NET near Axtella, LLC 401(k) Plan
  • BOOK ind #13099

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 Professional & Technical Services retirement plans → · Plans in California →

Policylink 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Policylink 401(k) Profit Sharing Plan and TrustPolicylink 401(k) Profit Sha…$16MAxtella, LLC 401(k) Plan$16MCommunity Resource Credit Union 401(k) PlanCommunity Resource Credit Un…$16MDanhil Containers II, Ltd. 401(k) Profit Sharing PlanDanhil Containers II, Ltd. 4…$16MLift Solutions Holdings, LLC 401(k) Profit SharingLift Solutions Holdings, LLC…$16M
End-of-year total assets ($M) among Policylink 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

POLICYLINK multi-year asset trail

Sponsor-wide plan assets over time

All POLICYLINK plans reported in each filing year

Latest sponsor-wide plan assets
$16M 54.2392766122878% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $10.4M $16.1M ▲ +54.2%
Year Plans Participants Total Assets
2022 1 88 $10M
2023 1 84 $13M
2024 1 94 $16M

POLICYLINK filing trail (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN943297479
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Policylink 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Policylink 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.016068108 · Participants: 94Policylink 401(k) Profit Sharing Plan and TrustGoogle 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
Policylink 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Policylink 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Policylink 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Axtella, LLC 401(k) Plan in MI ($16M); by covered participants it is Premier Forge Group Retirment Plan in IN (94 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (94 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 Policylink 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Policylink 401(k) Profit Sharing Plan and Trust grew sharply - up 21.1% during 2024, from $13M to $16M. Reported net income was $3M.
How have POLICYLINK plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), POLICYLINK's sponsor-wide assets grew 54.2%, from $10M to $16M.
Which 401(k) plans are similar in size to Policylink 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Axtella, LLC 401(k) Plan in MI ($16M, 146 participants).
Which 401(k) plans cover a similar participant headcount to Policylink 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Premier Forge Group Retirment Plan in IN (94 participants, $3M 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 943297479.

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.