401(k) · DOL Form 5500 · 2024
Poms & Associates Insurance Brokers, LLC 401(k) Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 101
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $295,629
- Avg per participant High balance/head
Official DOL plan name: Poms & Associates Insurance Brokers, LLC 401(k) Profit Sharing Plan · Sponsored by Poms & Associates Insurance Brokers, LLC · California · Finance & Insurance
$30M in assets, 101 participants
Poms & Associates Insurance Brokers, LLC's Poms & Associates Insurance Brokers, LLC 401(k) Profit Sharing Plan reported $30M in total assets and 101 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.
- #5,527 in Finance & Insurance (8,549 peers)
Coverage in California
Poms & Associates Insurance Brokers, LLC 401(k) Profit Sharing Plan covers 101 participants in California, about 16% of the average California filer (state average ~630 per filing). Assets: $30M.
- #5,527
- in Finance & Insurance (8,549 peers)
- +17.4%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Poms & Associates Insurance Brokers, LLC 401(k) Profit Sharing Plan's outsized position by total assets
Poms & Associates Insurance Brokers, LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$29,858,502 Top 23% higher than 77% 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
Poms & Associates Insurance Brokers, 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. Poms & Associates Insurance Brokers, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (101 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Poms & Associates Insurance Brokers, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $25M in the plan year 2023 filing to $30M in the plan year 2024 filing.
- Poms & Associates Insurance Brokers, LLC 401(k) Profit Sharing Plan reported net income rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Poms & Associates Insurance Brokers, LLC 401(k) Profit Sharing Plan reported participants rose from 99 in the plan year 2023 filing to 101 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 954314381 · Poms & Associates Insurance Brokers, LLC PY 2024 · 401(k)
Poms & Associates Insurance Brokers, LLC 401(k) Profit Sharing Plan · $30M · 101 · 77th
- 5500 $30M
- ASSETS 101
- PCT 77th
- EIN 401(k)
- RANK near Northgate Technologies, Inc. & Monaghan Medical Corp. Employee's Retirement & Savings Plan
- PHOTO ind #5527
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 →
Poms & Associates Insurance Brokers, LLC 401(k) Profit Sharing Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | $4M |
| Employer EIN | 954314381 |
| Plan Effective Date | 1991-02-20 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Poms & Associates Insurance Brokers, LLC)
Sponsor-wide plan assets over time
All Poms & Associates Insurance Brokers, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 38.76281953240904% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 98 | $22M |
| 2023 | 1 | 99 | $25M |
| 2024 | 1 | 101 | $30M |
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
Poms & Associates Insurance Brokers, 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 Northgate Technologies, Inc. & Monaghan Medical Corp. Employee's Retirement & Savings Plan in NY ($30M); by covered participants it is Phh 401(k) Plan in TX (101 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
- Northgate Technologies, Inc. & Monaghan Medical Corp. Employee's Retirement & Savings Plan (NY) $30M · 232
- Cottrell, Inc. 401(k) Retirement Plan (GA) $30M · 689
- R-V Industries, Inc. 401(k) & Profit Sharing Plan (PA) $30M · 326
- Black Hills Orthopedic and Spine Center 401(k) Profit Sharing Plan (SD) $30M · 172
Similar participant headcount
Nearest other-state filings by covered participants (101 participants); asset peers above are excluded.
- Phh 401(k) Plan (TX) 101 · 0 off
- Mnl 401(k) Plan (MN) 101 · 0 off
- Sunshine Acres Retirement Plan (AZ) 101 · 0 off
- Earthcore Industries, LLC 401(k) Plan (FL) 101 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.