401(k) · DOL Form 5500 · 2023
Partners Capital Finance Inc. 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 26th
- Percentile by assets National rank
- $436,829
- Avg per participant High balance/head
Official DOL plan name: Partners Capital, Inc. 401(k) Plan · Sponsored by Partners Capital Finance Inc. · California · Finance & Insurance
$1M in assets, 3 participants
Partners Capital Finance Inc.'s Partners Capital, Inc. 401(k) Plan reported $1M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.
- #1,520 in Finance & Insurance (8,869 peers)
2023 asset change
Partners Capital, Inc. 401(k) Plan grew at a solid clip 13.9% in 2023 ($1M → $1M) for 3 participants.
- #1,520
- in Finance & Insurance (8,869 peers)
- +13.9%
- assets growth YoY
Partners Capital, Inc. 401(k) Plan among the smaller filed plans by assets
Partners Capital, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,310,487 26th percentile higher than 26% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Partners Capital, Inc. 401(k) Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Partners Capital, Inc. 401(k) Plan is a micro filing (3 participants), the leftmost band.
Published 5500 schedule card
Filing strip 465551762 · Partners Capital Finance Inc. PY 2023 · 401(k)
Partners Capital, Inc. 401(k) Plan · $1M · 3 · 26th
- RANK $1M
- PHOTO 3
- IND 26th
- EOY 401(k)
- 5500 near Wayne E. Milewski 401(k) Plan
- ASSETS ind #1520
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 →
Partners Capital, Inc. 401(k) Plan in the asset neighbourhood
Partners Capital Finance Inc. years around the 2023 move
Sponsor-wide plan assets over time
All Partners Capital Finance Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 3.6761906070033503% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 3 | $1M |
| 2024 | 1 | 2 | $1M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $160K |
| Employer EIN | 465551762 |
| Plan Effective Date | 2011-01-01 |
| 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 $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Partners Capital, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Wayne E. Milewski 401(k) Plan in OH ($1M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
- Wayne E. Milewski 401(k) Plan (OH) $1M · 2
- Landr Odyssey Retirement Plan (GA) $1M · 5
- Graceful Glamour 401(k) (AZ) $1M · 1
- Graceful Glamour 401(k) (AZ) $1M · 1
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Cookeville Urology PLC 401(k) Profit Sharing Plan (TN) 3 · 0 off
- Md4m, Inc. 401(k) Plan (CO) 3 · 0 off
- Bee Hive Holdings, Inc. 401(k) Plan (AZ) 3 · 0 off
- J K B Solutions Retirement Plan (TX) 3 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.