401(k) · DOL Form 5500 · 2024

Probitas Funds Group, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
15
Participants Small participant base
55th
Percentile by assets National rank
$631,732
Avg per participant High balance/head
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Official DOL plan name: Probitas Funds Group, L.L.C. 401(k) Profit Sharing Plan · Sponsored by Probitas Funds Group, LLC · California · Finance & Insurance

$9M in assets, 15 participants

Probitas Funds Group, LLC's Probitas Funds Group, L.L.C. 401(k) Profit Sharing Plan reported $9M in total assets and 15 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #3,298 in Finance & Insurance (8,549 peers)

2024 asset change

Probitas Funds Group, L.L.C. 401(k) Profit Sharing Plan pulled back noticeably 10.1% in 2024 ($11M → $9M) for 15 participants.

#3,298
in Finance & Insurance (8,549 peers)
-10.1%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Probitas Funds Group, L.L.C. 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Probitas Funds Group, L.L.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$9,475,977 Top 45% higher than 55% 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

Probitas Funds Group, L.L.C. 401(k) Profit Sharing 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. Probitas Funds Group, L.L.C. 401(k) Profit Sharing Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Probitas Funds Group, L.L.C. 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • Probitas Funds Group, L.L.C. 401(k) Profit Sharing Plan reported participants fell from 18 in the plan year 2023 filing to 15 in the plan year 2024 filing.
  • Probitas Funds Group, L.L.C. 401(k) Profit Sharing Plan end-of-year assets fell from $11M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 943403763 · Probitas Funds Group, LLC PY 2024 · 401(k)

Probitas Funds Group, L.L.C. 401(k) Profit Sharing Plan · $9M · 15 · 55th

  • IND $9M
  • IND 15
  • IND 55th
  • IND 401(k)
  • IND near Kissito Healthcare 401(k) Plan
  • IND ind #3298

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 →

Probitas Funds Group, L.L.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Probitas Funds Group, L.L.C. 401(k) Profit Sharing PlanProbitas Funds Group, L.L.C.…$9MKissito Healthcare 401(k) PlanKissito Healthcare 401(k) Pl…$9MSystems Plus Inc 401(k) Profit Sharing PlanSystems Plus Inc 401(k) Prof…$9MLegal Aid Society of Middle Tennessee and the Cumberlands 401(k) PlanLegal Aid Society of Middle …$9MSouthern Orthopaedic Alliance 401(k) Retirement PlanSouthern Orthopaedic Allianc…$9M
End-of-year total assets ($M) among Probitas Funds Group, L.L.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Probitas Funds Group, LLC years around the 2024 move

Sponsor-wide plan assets over time

All Probitas Funds Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 9.735379138044802% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $8.64M $9.48M ▲ +9.7%
Year Plans Participants Total Assets
2022 1 16 $9M
2023 1 18 $11M
2024 1 15 $9M

2024 asset-move particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$9M
Net Income-$1M
Employer EIN943403763
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Probitas Funds Group, L.L.C. 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 ($B) Participants Probitas Funds Group, L.L.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.009475977 · Participants: 15Probitas Funds Group, L.L.C. 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
Probitas Funds Group, L.L.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Probitas Funds Group, L.L.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Probitas Funds Group, L.L.C. 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 Kissito Healthcare 401(k) Plan in VA ($9M); by covered participants it is Sanztosalas, Inc 401(k) Plan in NC (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Probitas Funds Group, L.L.C. 401(k) Profit Sharing Plan assets move in 2024? ▼
Probitas Funds Group, L.L.C. 401(k) Profit Sharing Plan pulled back noticeably - down 10.1% during 2024, from $11M to $9M. Reported net income was -$1M.
How have Probitas Funds Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Probitas Funds Group, LLC's sponsor-wide assets grew 9.7%, from $9M to $9M.
Which 401(k) plans are similar in size to Probitas Funds Group, L.L.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kissito Healthcare 401(k) Plan in VA ($9M, 1,034 participants).
Which 401(k) plans cover a similar participant headcount to Probitas Funds Group, L.L.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sanztosalas, Inc 401(k) Plan in NC (15 participants, $8K 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 943403763.

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.