401(k) · DOL Form 5500 · 2024

Basic American, Inc. 401(k) Plan

Data updated 2026-08-11

$159M
Total assets
831
Participants
93rd
Percentile by assets
$190,996
Avg per participant
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Official DOL plan name: Basic Retirement Savings Plan · Sponsored by Basic American, Inc. · California · Manufacturing

$159M in assets, 831 participants

Basic American, Inc.'s Basic Retirement Savings Plan reported $159M in total assets and 831 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 123,622 plans)
  • #15,961 in Manufacturing (17,777 peers)

Where Basic Retirement Savings Plan sits by assets

Basic Retirement Savings Plan sits in the top 10% of all filed plans by assets, $159M for 831 participants (~$190,996/participant), up 2.6% in 2024.

$159M
total plan assets (2024 EOY)
831
covered participants
93rd
percentile by assets (of 123,622 plans)
$190,996
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Basic Retirement Savings Plan reported net income fell from $12M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Basic Retirement Savings Plan reported participants fell from 945 in the plan year 2023 filing to 831 in the plan year 2024 filing.
  • Basic Retirement Savings Plan end-of-year assets rose from $155M in the plan year 2023 filing to $159M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Industry

Basic Retirement Savings Plan vs the 2024 asset distribution

By assets, Basic Retirement Savings Plan outranks 93% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$155M
Net Assets (End of Year)$159M
Net Income$4M
Employer EIN941318402
Plan Effective Date1958-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Basic American, Inc.)

$160M$165M$170M$175M$180M 202220232024 $162M $171M ▲ +5.8%
Total plan assets by year, all Basic American, Inc. plans on file
Year Plans Participants Total Assets
2022 2 1,366 $162M
2023 2 1,075 $174M
2024 2 951 $171M

Nearby 401(k) Plans in California

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

Basic Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants

Basic Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Basic Retirement Sav…Google LLC 401(k) Sa…Oracle Corporation 4…Intel 401(k) Savings…Apple 401(k) PlanCisco Systems,Inc. 4…
Basic Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Basic Retirement Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Basic Retirement Savings Plan assets move in 2024?
Basic Retirement Savings Plan edged up modestly - up 2.6% during 2024, from $155M to $159M. Reported net income was $4M.
How have Basic American, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Basic American, Inc.'s sponsor-wide assets grew 5.8%, from $162M to $171M.
Where does Basic Retirement Savings Plan rank by assets among Form 5500 filers?
Basic Retirement Savings Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Basic Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is United Nations Federal Credit Union 401(k) Plan and Trust in NY ($159M, 712 participants).

Next read for Basic Retirement Savings Plan

Scale reading

Ways to act on Basic Retirement Savings Plan's numbers.