401(k) · DOL Form 5500 · 2024

Financial Statement Services , Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
210
Participants Below avg headcount
68th
Percentile by assets National rank
$85,952
Avg per participant Below avg balance/head
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Official DOL plan name: Financial Statement Services, Inc. Retirement Savings Plan · Sponsored by Financial Statement Services , Inc. · California · Manufacturing

$18M in assets, 210 participants

Financial Statement Services , Inc.'s Financial Statement Services, Inc. Retirement Savings Plan reported $18M in total assets and 210 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #10,169 in Manufacturing (17,777 peers)

Coverage in California

Financial Statement Services, Inc. Retirement Savings Plan covers 210 participants in California, about 33% of the average California filer (state average ~630 per filing). Assets: $18M.

#10,169
in Manufacturing (17,777 peers)
+13.2%
assets growth YoY

Financial Statement Services, Inc. Retirement Savings Plan's outsized position by total assets

Financial Statement Services, Inc. Retirement Savings Plan vs every filed plan by assets

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

$18,050,018 Top 32% higher than 68% 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

Financial Statement Services, Inc. Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Financial Statement Services, Inc. Retirement Savings Plan sits mid-pack in the medium band (210 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Financial Statement Services, Inc. Retirement Savings Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Financial Statement Services, Inc. Retirement Savings Plan end-of-year assets rose from $16M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Financial Statement Services, Inc. Retirement Savings Plan reported participants rose from 204 in the plan year 2023 filing to 210 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 330032400 · Financial Statement Services , Inc. PY 2024 · 401(k)

Financial Statement Services, Inc. Retirement Savings Plan · $18M · 210 · 68th

  • PHOTO $18M
  • PHOTO 210
  • PHOTO 68th
  • PHOTO 401(k)
  • PHOTO near Acertus 401(k) Plan
  • PHOTO ind #10169

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 Manufacturing retirement plans → · Plans in California →

Financial Statement Services, Inc. Retirement Savings Plan in the asset neighbourhood

Financial Statement Services, Inc. Retirement Savings PlanFinancial Statement Services…$18MAcertus 401(k) Plan$18MEquality Health, LLC 401(k) PlanEquality Health, LLC 401(k) …$18MWalden Savings Bank 401(k) PlanWalden Savings Bank 401(k) P…$18MLil' Drug Store Products, Inc. 401(k) Profit Sharing PlanLil' Drug Store Products, In…$18M
End-of-year total assets ($M) among Financial Statement Services, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN330032400
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Financial Statement Services , Inc.)

Sponsor-wide plan assets over time

All Financial Statement Services , Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 44.459944950652826% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $27.6M $39.9M ▲ +44.5%
Year Plans Participants Total Assets
2022 2 413 $28M
2023 2 407 $34M
2024 2 420 $40M

Nearby 401(k) Plans in California

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

Financial Statement Services, Inc. Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Financial Statement Services, Inc. Retirement Savings Plan, Total assets ($B): 0.018050018 · Participants: 210Financial Statement Services, Inc. Retirement Savings 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
Financial Statement Services, Inc. Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Financial Statement Services, Inc. Retirement Savings Plan side-by-side with 3 peers →

Financial Statement Services, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Acertus 401(k) Plan in MO ($18M); by covered participants it is Impressions Incorporated Profit Sharing and Savings Plan in MN (210 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (210 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 Financial Statement Services, Inc. Retirement Savings Plan assets move in 2024? ▼
Financial Statement Services, Inc. Retirement Savings Plan grew at a solid clip - up 13.2% during 2024, from $16M to $18M. Reported net income was $2M.
How have Financial Statement Services , Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Financial Statement Services , Inc.'s sponsor-wide assets grew 44.5%, from $28M to $40M.
Which 401(k) plans are similar in size to Financial Statement Services, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Acertus 401(k) Plan in MO ($18M, 883 participants).
Which 401(k) plans cover a similar participant headcount to Financial Statement Services, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Impressions Incorporated Profit Sharing and Savings Plan in MN (210 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 330032400.

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.