401(k) · DOL Form 5500 · 2024

Provident Financial Management LLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
159
Participants Small participant base
70th
Percentile by assets National rank
$121,846
Avg per participant Near avg balance/head
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Official DOL plan name: Provident Financial Management LLC 401(k) Profit Sharing Plan · Sponsored by Provident Financial Management LLC · California · Finance & Insurance

$19M in assets, 159 participants

Provident Financial Management LLC's Provident Financial Management LLC 401(k) Profit Sharing Plan reported $19M in total assets and 159 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.

  • #4,648 in Finance & Insurance (8,549 peers)

Coverage in California

Provident Financial Management LLC 401(k) Profit Sharing Plan covers 159 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $19M.

#4,648
in Finance & Insurance (8,549 peers)
+19.2%
assets growth YoY

Provident Financial Management LLC 401(k) Profit Sharing Plan's outsized position by total assets

Provident Financial Management LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$19,373,507 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

Provident Financial Management LLC 401(k) Profit Sharing 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. Provident Financial Management LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (159 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Provident Financial Management LLC 401(k) Profit Sharing Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Provident Financial Management LLC 401(k) Profit Sharing Plan end-of-year assets rose from $16M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Provident Financial Management LLC 401(k) Profit Sharing Plan reported participants rose from 151 in the plan year 2023 filing to 159 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 873051654 · Provident Financial Management LLC PY 2024 · 401(k)

Provident Financial Management LLC 401(k) Profit Sharing Plan · $19M · 159 · 70th

  • NET $19M
  • BOOK 159
  • VS-ST 70th
  • BOY 401(k)
  • SCH near Seymour of Sycamore, LLC Employees' Profit Sharing Plan and Trust
  • EBSA ind #4648

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 →

Provident Financial Management LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Provident Financial Management LLC 401(k) Profit Sharing PlanProvident Financial Manageme…$19MSeymour of Sycamore, LLC Employees' Profit Sharing Plan and TrustSeymour of Sycamore, LLC Emp…$19MEnerco Group, Inc. Retirement Savings PlanEnerco Group, Inc. Retiremen…$19MOxford Consultant 401(k) Retirement Savings PlanOxford Consultant 401(k) Ret…$19MArcadia Power 401(k) Plan$19M
End-of-year total assets ($M) among Provident Financial Management LLC 401(k) Profit Sharing Plan 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)$19M
Net Income$3M
Employer EIN873051654
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Provident Financial Management LLC)

Sponsor-wide plan assets over time

All Provident Financial Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$19M 60.12789232889853% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $12.1M $19.4M ▲ +60.1%
Year Plans Participants Total Assets
2022 1 133 $12M
2023 1 151 $16M
2024 1 159 $19M

Nearby 401(k) Plans in California

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

Provident Financial Management LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Provident Financial Management LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.019373507 · Participants: 159Provident Financial Management LLC 401(k) Profit Sharing 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
Provident Financial Management LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Provident Financial Management LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Provident Financial Management LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Seymour of Sycamore, LLC Employees' Profit Sharing Plan and Trust in IL ($19M); by covered participants it is Innovative Control Systems, Inc. 401(k) Plan in PA (159 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (159 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 Provident Financial Management LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Provident Financial Management LLC 401(k) Profit Sharing Plan grew sharply - up 19.2% during 2024, from $16M to $19M. Reported net income was $3M.
How have Provident Financial Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Provident Financial Management LLC's sponsor-wide assets grew 60.1%, from $12M to $19M.
Which 401(k) plans are similar in size to Provident Financial Management LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Seymour of Sycamore, LLC Employees' Profit Sharing Plan and Trust in IL ($19M, 199 participants).
Which 401(k) plans cover a similar participant headcount to Provident Financial Management LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Innovative Control Systems, Inc. 401(k) Plan in PA (159 participants, N/A 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 873051654.

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.