401(k) · DOL Form 5500 · 2024

Pure Financial Advisors, LLC 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
129
Participants Small participant base
70th
Percentile by assets National rank
$154,385
Avg per participant Above avg balance/head
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Official DOL plan name: Pure Financial Advisors, LLC 401(k) Profit Sharing Plan and T · Sponsored by Pure Financial Advisors, LLC · California · Educational Services

$20M in assets, 129 participants

Pure Financial Advisors, LLC's Pure Financial Advisors, LLC 401(k) Profit Sharing Plan and T reported $20M in total assets and 129 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #1,929 in Educational Services (3,638 peers)

Coverage in California

Pure Financial Advisors, LLC 401(k) Profit Sharing Plan and T covers 129 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $20M.

#1,929
in Educational Services (3,638 peers)
+24.6%
assets growth YoY

Pure Financial Advisors, LLC 401(k) Profit Sharing Plan and T's outsized position by total assets

Pure Financial Advisors, LLC 401(k) Profit Sharing Plan and T vs every filed plan by assets

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

$19,915,643 Top 30% higher than 70% 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

Pure Financial Advisors, LLC 401(k) Profit Sharing Plan and T 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. Pure Financial Advisors, LLC 401(k) Profit Sharing Plan and T sits mid-pack in the medium band (129 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pure Financial Advisors, LLC 401(k) Profit Sharing Plan and T end-of-year assets rose from $16M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Pure Financial Advisors, LLC 401(k) Profit Sharing Plan and T reported participants rose from 109 in the plan year 2023 filing to 129 in the plan year 2024 filing.
  • Pure Financial Advisors, LLC 401(k) Profit Sharing Plan and T reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 813149057 · Pure Financial Advisors, LLC PY 2024 · 401(k)

Pure Financial Advisors, LLC 401(k) Profit Sharing Plan and T · $20M · 129 · 70th

  • IND $20M
  • IND 129
  • IND 70th
  • IND 401(k)
  • IND near Kowalski Companies, Inc. Salary Reduction Profit Sharing Plan and Trust
  • IND ind #1929

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 Educational Services retirement plans → · Plans in California →

Pure Financial Advisors, LLC 401(k) Profit Sharing Plan and T in the asset neighbourhood

Pure Financial Advisors, LLC 401(k) Profit Sharing Plan and TPure Financial Advisors, LLC…$20MKowalski Companies, Inc. Salary Reduction Profit Sharing Plan and TrustKowalski Companies, Inc. Sal…$20MFort Recovery Industries, Inc. Money Accumulation Plan and TrustFort Recovery Industries, In…$20MFort Recovery Industries, Inc. Money Accumulation Plan and TrustFort Recovery Industries, In…$20MEmi Industries, LLC 401(k) & Bonus PlanEmi Industries, LLC 401(k) &…$20M
End-of-year total assets ($M) among Pure Financial Advisors, LLC 401(k) Profit Sharing Plan and T and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$20M
Net Income$4M
Employer EIN813149057
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pure Financial Advisors, LLC)

Sponsor-wide plan assets over time

All Pure Financial Advisors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$20M 24.613816012999713% vs 2023
2024 filing year
$14M$16M$18M$20M$22M 20232024 $16M $19.9M ▲ +24.7%
Year Plans Participants Total Assets
2023 1 109 $16M
2024 1 129 $20M

Nearby 401(k) Plans in California

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

Pure Financial Advisors, LLC 401(k) Profit Sharing Plan and T vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Pure Financial Advisors, LLC 401(k) Profit Sharing Plan and T, Total assets ($B): 0.019915643 · Participants: 129Pure Financial Advisors, LLC 401(k) Profit Sharing Plan and TGoogle 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
Pure Financial Advisors, LLC 401(k) Profit Sharing Plan and T vs. nearby 401(k) plans in California, assets vs. participants
Compare Pure Financial Advisors, LLC 401(k) Profit Sharing Plan and T side-by-side with 3 peers →

Pure Financial Advisors, LLC 401(k) Profit Sharing Plan and T's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Kowalski Companies, Inc. Salary Reduction Profit Sharing Plan and Trust in MN ($20M); by covered participants it is Wellframe 401(k) Plan in MA (129 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (129 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 Pure Financial Advisors, LLC 401(k) Profit Sharing Plan and T assets move in 2024? ▼
Pure Financial Advisors, LLC 401(k) Profit Sharing Plan and T grew sharply - up 24.6% during 2024, from $16M to $20M. Reported net income was $4M.
How have Pure Financial Advisors, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Pure Financial Advisors, LLC's sponsor-wide assets grew 24.6%, from $16M to $20M.
Which 401(k) plans are similar in size to Pure Financial Advisors, LLC 401(k) Profit Sharing Plan and T? ▼
Among 401(k) plans in other states, the closest by assets is Kowalski Companies, Inc. Salary Reduction Profit Sharing Plan and Trust in MN ($20M, 209 participants).
Which 401(k) plans cover a similar participant headcount to Pure Financial Advisors, LLC 401(k) Profit Sharing Plan and T? ▼
Among 401(k) plans in other states, the closest by covered participants is Wellframe 401(k) Plan in MA (129 participants, $5M 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 813149057.

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.