401(k) · DOL Form 5500 · 2022
Carey James & Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $807K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $403,464
- Avg per participant High balance/head
Official DOL plan name: James & Associates 401(k) Profit Sharing Plan · Sponsored by Carey James & Associates, Inc. · California · Finance & Insurance
$807K in assets, 2 participants
Carey James & Associates, Inc.'s James & Associates 401(k) Profit Sharing Plan reported $807K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 23rd 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.
- #1,374 in Finance & Insurance (9,261 peers)
Carey James & Associates, Inc. multi-year trail
Carey James & Associates, Inc.'s plans moved +367.5% in assets from 2022 to 2024; this filing shows James & Associates 401(k) Profit Sharing Plan at $807K / 2 participants.
- #1,374
- in Finance & Insurance (9,261 peers)
- -29.6%
- assets change YoY
The plan reported a net loss of $319K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
James & Associates 401(k) Profit Sharing Plan among the smaller filed plans by assets
James & Associates 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$806,928 23rd percentile higher than 23% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
James & Associates 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. James & Associates 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 820549642 · Carey James & Associates, Inc. PY 2022 · 401(k)
James & Associates 401(k) Profit Sharing Plan · $807K · 2 · 23rd
- PHOTO $807K
- IND 2
- EOY 23rd
- 5500 401(k)
- ASSETS near Eagle Medicine Associates 401(k) Profit Sharing Plan and Trust
- PCT ind #1374
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 →
James & Associates 401(k) Profit Sharing Plan in the asset neighbourhood
Carey James & Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Carey James & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 367.52622290960284% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $807K |
| 2023 | 1 | 3 | $1M |
| 2024 | 3 | 8 | $4M |
Carey James & Associates, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $610K |
| Net Income | -$319K |
| Employer EIN | 820549642 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
James & Associates 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 Eagle Medicine Associates 401(k) Profit Sharing Plan and Trust in MA ($807K); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($807K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.