401(k) · DOL Form 5500 · 2024

California Southwestern Insurance Agency 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
23
Participants Small participant base
35th
Percentile by assets National rank
$142,752
Avg per participant Near avg balance/head
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Official DOL plan name: California Southwestern Insurance Agency 401(k) Profit Sharing Plan · Sponsored by California Southwestern Insurance Agency · California · Finance & Insurance

$3M in assets, 23 participants

California Southwestern Insurance Agency's California Southwestern Insurance Agency 401(k) Profit Sharing Plan reported $3M in total assets and 23 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #1,986 in Finance & Insurance (8,549 peers)

California Southwestern Insurance Agency multi-year trail

California Southwestern Insurance Agency's plans moved +111.8% in assets from 2022 to 2024; this filing shows California Southwestern Insurance Agency 401(k) Profit Sharing Plan at $3M / 23 participants.

#1,986
in Finance & Insurance (8,549 peers)
+7.0%
assets growth YoY

California Southwestern Insurance Agency 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

California Southwestern Insurance Agency 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,283,298 35th percentile higher than 35% 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

California Southwestern Insurance Agency 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. California Southwestern Insurance Agency 401(k) Profit Sharing Plan is a small filing (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • California Southwestern Insurance Agency 401(k) Profit Sharing Plan reported participants rose from 15 in the plan year 2023 filing to 23 in the plan year 2024 filing.
  • California Southwestern Insurance Agency 401(k) Profit Sharing Plan reported net income fell from $367K in the plan year 2023 filing to $215K in the plan year 2024 filing.
  • California Southwestern Insurance Agency 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 952786855 · California Southwestern Insurance Agency PY 2024 · 401(k)

California Southwestern Insurance Agency 401(k) Profit Sharing Plan · $3M · 23 · 35th

  • BOY $3M
  • SCH 23
  • EBSA 35th
  • PART 401(k)
  • TYPE near First Coast Security Services, Inc. 401(k) Plan
  • NET ind #1986

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 →

California Southwestern Insurance Agency 401(k) Profit Sharing Plan in the asset neighbourhood

California Southwestern Insurance Agency 401(k) Profit Sharing PlanCalifornia Southwestern Insu…$3MFirst Coast Security Services, Inc. 401(k) PlanFirst Coast Security Service…$3MCenter for Mental Health 401(k) Profit Sharing Plan & TrustCenter for Mental Health 401…$3MBracy Tucker Brown, Inc. Employees' Profit-Sharing Plan and TrustBracy Tucker Brown, Inc. Emp…$3MRadyn Inc 401(k) Profit Sharing Plan & TrustRadyn Inc 401(k) Profit Shar…$3M
End-of-year total assets ($M) among California Southwestern Insurance Agency 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California Southwestern Insurance Agency multi-year asset trail

Sponsor-wide plan assets over time

All California Southwestern Insurance Agency plans reported in each filing year

Latest sponsor-wide plan assets
$6M 111.80787112440404% vs 2022
2024 filing year
$2M$3M$4M$5M$6M$7M 202220232024 $2.7M $5.72M ▲ +111.9%
Year Plans Participants Total Assets
2022 1 18 $3M
2023 1 15 $3M
2024 2 45 $6M

California Southwestern Insurance Agency filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$215K
Employer EIN952786855
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

California Southwestern Insurance Agency 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 ($B) Participants California Southwestern Insurance Agency 401(k) Profit Sharing Plan, Total assets ($B): 0.003283298 · Participants: 23California Southwestern Insurance Agency 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
California Southwestern Insurance Agency 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare California Southwestern Insurance Agency 401(k) Profit Sharing Plan side-by-side with 3 peers →

California Southwestern Insurance Agency 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 First Coast Security Services, Inc. 401(k) Plan in FL ($3M); by covered participants it is Metroplex General Contractors, Inc. 401(k) Profit Sharing Plan in TX (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 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 California Southwestern Insurance Agency 401(k) Profit Sharing Plan assets move in 2024? ▼
California Southwestern Insurance Agency 401(k) Profit Sharing Plan grew at a solid clip - up 7.0% during 2024, from $3M to $3M. Reported net income was $215K.
How have California Southwestern Insurance Agency plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), California Southwestern Insurance Agency's sponsor-wide assets grew 111.8%, from $3M to $6M.
Which 401(k) plans are similar in size to California Southwestern Insurance Agency 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is First Coast Security Services, Inc. 401(k) Plan in FL ($3M, 2,465 participants).
Which 401(k) plans cover a similar participant headcount to California Southwestern Insurance Agency 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Metroplex General Contractors, Inc. 401(k) Profit Sharing Plan in TX (23 participants, $5M 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 952786855.

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.