401(k) · DOL Form 5500 · 2024
Carballo Agency Inc. 401(k) Plan
Data updated 2026-08-25
- $29K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 3rd
- Percentile by assets National rank
- $29,259
- Avg per participant Low balance/head
Official DOL plan name: Carballo Agency 401(k) · Sponsored by Carballo Agency Inc. · California · Finance & Insurance
$29K in assets, 1 participants
Carballo Agency Inc.'s Carballo Agency 401(k) reported $29K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 3rd 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.
- #131 in Finance & Insurance (8,549 peers)
Carballo Agency Inc. multi-year trail
Carballo Agency Inc.'s plans moved -76.1% in assets from 2022 to 2024; this filing shows Carballo Agency 401(k) at $29K / 1 participant.
- #131
- in Finance & Insurance (8,549 peers)
- -69.5%
- assets change YoY
The plan reported a net loss of $67K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Carballo Agency 401(k) among the smaller filed plans by assets
Carballo Agency 401(k) vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$29,259 3rd percentile higher than 3% 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
Carballo Agency 401(k) among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carballo Agency 401(k) is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carballo Agency 401(k) reported net income fell from -$26K in the plan year 2023 filing to -$67K in the plan year 2024 filing.
- Carballo Agency 401(k) end-of-year assets fell from $96K in the plan year 2023 filing to $29K in the plan year 2024 filing.
DOL schedule card
Filing strip 874182119 · Carballo Agency Inc. PY 2024 · 401(k)
Carballo Agency 401(k) · $29K · 1 · 3rd
- BOY $29K
- BOY 1
- BOY 3rd
- BOY 401(k)
- BOY near Westside Pgi 401(k)
- BOY ind #131
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 →
Carballo Agency 401(k) in the asset neighbourhood
Carballo Agency Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Carballo Agency Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $29K 76.0756512780258% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $122K |
| 2023 | 1 | 1 | $96K |
| 2024 | 1 | 1 | $29K |
Carballo Agency Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $96K |
|---|---|
| Net Assets (End of Year) | $29K |
| Net Income | -$67K |
| Employer EIN | 874182119 |
| Plan Effective Date | 2021-02-18 |
| 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
Carballo Agency 401(k)'s out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Westside Pgi 401(k) in PA ($29K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29K here).
- Westside Pgi 401(k) (PA) $29K · 1
- Fmp Inc. 401(k) Plan (MO) $29K · 1
- Lanoga Investment Company 401(k) Plan (OH) $29K · 1
- Paradise Funding, Inc. 401(k) Plan (IL) $29K · 2
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.