401(k) · DOL Form 5500 · 2024

Classic Financial & Insurance Services, Inc. 401(k) Plan

Data updated 2026-08-25

$851K
Total assets Small plan by assets: 4
Participants Small participant base: 22nd
Percentile by assets National rank: $212,872
Avg per participant Above avg balance/head

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Official DOL plan name: Classic Financial & Insurance Services, Inc. 401(k) Profit Sharing Plan · Sponsored by Classic Financial & Insurance Services, Inc. · California · Finance & Insurance

$851K in assets, 4 participants

Classic Financial & Insurance Services, Inc.'s Classic Financial & Insurance Services, Inc. 401(k) Profit Sharing Plan reported $851K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

#1,042 in Finance & Insurance (8,549 peers)

Classic Financial & Insurance Services, Inc. multi-year trail

Classic Financial & Insurance Services, Inc.'s plans moved +33.3% in assets from 2022 to 2024; this filing shows Classic Financial & Insurance Services, Inc. 401(k) Profit Sharing Plan at $851K / 4 participants.

#1,042
in Finance & Insurance (8,549 peers): +1.1%
assets growth YoY

Classic Financial & Insurance Services, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Classic Financial & Insurance Services, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$851,489 22nd percentile higher than 22% 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

Classic Financial & Insurance Services, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Classic Financial & Insurance Services, Inc. 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Classic Financial & Insurance Services, Inc. 401(k) Profit Sharing Plan reported net income fell from $203K in the plan year 2023 filing to $10K in the plan year 2024 filing.
Classic Financial & Insurance Services, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $842K in the plan year 2023 filing to $851K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 954776876 · Classic Financial & Insurance Services, Inc. PY 2024 · 401(k)

Classic Financial & Insurance Services, Inc. 401(k) Profit Sharing Plan · $851K · 4 · 22nd

VS-ST $851K
VS-ST 4
VS-ST 22nd
VS-ST 401(k)
VS-ST near Alabama Ob-Gyn Assoc. PC Profit Sharing Plan & Trust
VS-ST ind #1042

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 →

End-of-year total assets ($M) among Classic Financial & Insurance Services, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Classic Financial & Insurance Services, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $851K 33.34956831141089% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	3	$639K
2023	1	4	$842K
2024	1	4	$851K

Classic Financial & Insurance Services, Inc. filing trail (2024)

Total Assets (Beginning of Year)	$842K
Net Assets (End of Year)	$851K
Net Income	$10K
Employer EIN	954776876
Plan Effective Date	2009-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

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

Classic Financial & Insurance Services, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants

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

Compare Classic Financial & Insurance Services, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Classic Financial & Insurance Services, Inc. 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 Alabama Ob-Gyn Assoc. PC Profit Sharing Plan & Trust in AL ($851K); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($851K here).

Alabama Ob-Gyn Assoc. PC Profit Sharing Plan & Trust (AL) $851K · 2
Get Zen, Inc. 401(k) Plan (NJ) $851K · 2
Tri State Gold Buying Services Retirement Plan (TN) $851K · 3
Cj Bakery, Inc. 401(k) Profit Sharing Plan (KS) $851K · 6

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

Jab Investments, Inc. 401(k) Plan (WI) 4 · 0 off
Jlj Inc 401(k) Profit Sharing Plan (TX) 4 · 0 off
Sc Baker Enterprises, Inc 401(k) Plan (ID) 4 · 0 off
Arbuckle Dental 401(k) Plan (UT) 4 · 0 off

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 Classic Financial & Insurance Services, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼

Classic Financial & Insurance Services, Inc. 401(k) Profit Sharing Plan edged up modestly - up 1.1% during 2024, from $842K to $851K. Reported net income was $10K.

How have Classic Financial & Insurance Services, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Classic Financial & Insurance Services, Inc.'s sponsor-wide assets grew 33.3%, from $639K to $851K.

Where does Classic Financial & Insurance Services, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Classic Financial & Insurance Services, Inc. 401(k) Profit Sharing Plan ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Classic Financial & Insurance Services, Inc. 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Alabama Ob-Gyn Assoc. PC Profit Sharing Plan & Trust in AL ($851K, 2 participants).

Which 401(k) plans cover a similar participant headcount to Classic Financial & Insurance Services, Inc. 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 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 954776876.