401(k) · DOL Form 5500 · 2024
Independent Financial Group, LLC 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 96
- Participants Small participant base
- 54th
- Percentile by assets National rank
- $97,753
- Avg per participant Below avg balance/head
Official DOL plan name: Independent Financial Group, LLC 401(k) Plan · Sponsored by Independent Financial Group, LLC · California · Professional & Technical Services
$9M in assets, 96 participants
Independent Financial Group, LLC's Independent Financial Group, LLC 401(k) Plan reported $9M in total assets and 96 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.
- #10,618 in Professional & Technical Services (20,173 peers)
2024 asset change
Independent Financial Group, LLC 401(k) Plan grew at a solid clip 12.9% in 2024 ($8M → $9M) for 96 participants.
- #10,618
- in Professional & Technical Services (20,173 peers)
- +12.9%
- assets growth YoY
Independent Financial Group, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Independent Financial Group, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,384,277 Top 46% higher than 54% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Independent Financial Group, LLC 401(k) Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Independent Financial Group, LLC 401(k) Plan is a small filing (96 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 710927304 · Independent Financial Group, LLC PY 2024 · 401(k)
Independent Financial Group, LLC 401(k) Plan · $9M · 96 · 54th
- IND $9M
- IND 96
- IND 54th
- IND 401(k)
- IND near East Wisconsin Savings Bank Salary Deferral Profit Sharing Plan
- IND ind #10618
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 →
Independent Financial Group, LLC 401(k) Plan in the asset neighbourhood
2024 asset-move particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $1M |
| Employer EIN | 710927304 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Independent Financial Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is East Wisconsin Savings Bank Salary Deferral Profit Sharing Plan in WI ($9M); by covered participants it is Living Proof, Inc. 401(k) Profit Sharing Plan and Trust in MA (96 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (96 participants); asset peers above are excluded.
- Living Proof, Inc. 401(k) Profit Sharing Plan and Trust (MA) 96 · 0 off
- Burns Management Corporation 401(k) Plan (NY) 96 · 0 off
- Columbia Academy 401(k) Plan (DE) 96 · 0 off
- Hurley & Associates Savings & Retirement Plan (MO) 96 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.