401(k) · DOL Form 5500 · 2023

Conversica, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
155
Participants Small participant base
66th
Percentile by assets National rank
$91,119
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Conversica, Inc. 401(k) Plan · Sponsored by Conversica, Inc. · California · Professional & Technical Services

$14M in assets, 155 participants

Conversica, Inc.'s Conversica, Inc. 401(k) Plan reported $14M in total assets and 155 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #13,260 in Professional & Technical Services (20,321 peers)

Coverage in California

Conversica, Inc. 401(k) Plan covers 155 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $14M.

#13,260
in Professional & Technical Services (20,321 peers)
+21.2%
assets growth YoY

Conversica, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Conversica, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$14,123,497 Top 34% higher than 66% of 127,068 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 2023

Conversica, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Conversica, Inc. 401(k) Plan sits mid-pack in the medium band (155 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Conversica, Inc. 401(k) Plan reported net income rose from -$783K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Conversica, Inc. 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Conversica, Inc. 401(k) Plan reported participants fell from 173 in the plan year 2022 filing to 155 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 812082659 · Conversica, Inc. PY 2023 · 401(k)

Conversica, Inc. 401(k) Plan · $14M · 155 · 66th

  • BOOK $14M
  • VS-ST 155
  • BOY 66th
  • SCH 401(k)
  • EBSA near Paragon Bank 401(k) Employee Stock Ownership Plan
  • PART ind #13260

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 Professional & Technical Services retirement plans → · Plans in California →

Conversica, Inc. 401(k) Plan in the asset neighbourhood

Conversica, Inc. 401(k) Plan$14MParagon Bank 401(k) Employee Stock Ownership PlanParagon Bank 401(k) Employee…$14MHercules Forwarding, Inc. Retirement PlanHercules Forwarding, Inc. Re…$14MW.T. Humphrey, Inc. 401(k) Profit Sharing PlanW.T. Humphrey, Inc. 401(k) P…$14MRqi Partners Retirement and Investment PlanRqi Partners Retirement and …$14M
End-of-year total assets ($M) among Conversica, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN812082659
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Conversica, Inc.)

Sponsor-wide plan assets over time

All Conversica, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 37.16831820165402% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.7M $16M ▲ +37.2%
Year Plans Participants Total Assets
2022 1 173 $12M
2023 1 155 $14M
2024 1 119 $16M

Nearby 401(k) Plans in California

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

Conversica, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Conversica, Inc. 401(k) Plan, Total assets ($B): 0.014123497 · Participants: 155Conversica, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Conversica, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Conversica, Inc. 401(k) Plan side-by-side with 3 peers →

Conversica, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Paragon Bank 401(k) Employee Stock Ownership Plan in TN ($14M); by covered participants it is Fraser Business Equipment Salary Deferral Plan in PA (155 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (155 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Conversica, Inc. 401(k) Plan assets move in 2023? ▼
Conversica, Inc. 401(k) Plan grew sharply - up 21.2% during 2023, from $12M to $14M. Reported net income was $2M.
How have Conversica, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Conversica, Inc.'s sponsor-wide assets grew 37.2%, from $12M to $16M.
Which 401(k) plans are similar in size to Conversica, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Paragon Bank 401(k) Employee Stock Ownership Plan in TN ($14M, 102 participants).
Which 401(k) plans cover a similar participant headcount to Conversica, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fraser Business Equipment Salary Deferral Plan in PA (155 participants, $14M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 812082659.

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.