401(k) · DOL Form 5500 · 2024
S&a Polacheck & Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 19
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $348,763
- Avg per participant High balance/head
Official DOL plan name: Polacheck & Associates, Inc. Profit Sharing Plan · Sponsored by S&a Polacheck & Associates, Inc. · California · Retail Trade
$7M in assets, 19 participants
S&a Polacheck & Associates, Inc.'s Polacheck & Associates, Inc. Profit Sharing Plan reported $7M in total assets and 19 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.
- #4,640 in Retail Trade (8,048 peers)
S&a Polacheck & Associates, Inc. multi-year trail
S&a Polacheck & Associates, Inc.'s plans moved +37.8% in assets from 2022 to 2024; this filing shows Polacheck & Associates, Inc. Profit Sharing Plan at $7M / 19 participants.
- #4,640
- in Retail Trade (8,048 peers)
- +14.3%
- assets growth YoY
Polacheck & Associates, Inc. Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers
Polacheck & Associates, Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,626,489 47th percentile higher than 47% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Polacheck & Associates, Inc. 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. Polacheck & Associates, Inc. Profit Sharing Plan is a small filing (19 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Polacheck & Associates, Inc. Profit Sharing Plan reported net income fell from $988K in the plan year 2023 filing to $653K in the plan year 2024 filing.
- Polacheck & Associates, Inc. Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Polacheck & Associates, Inc. Profit Sharing Plan reported participants rose from 18 in the plan year 2023 filing to 19 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 954678456 · S&a Polacheck & Associates, Inc. PY 2024 · 401(k)
Polacheck & Associates, Inc. Profit Sharing Plan · $7M · 19 · 47th
- RANK $7M
- RANK 19
- RANK 47th
- RANK 401(k)
- RANK near Peter Thomas Roth Labs LLC 401(k) Profit Sharing Plan & Trust
- RANK ind #4640
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 Retail Trade retirement plans → · Plans in California →
Polacheck & Associates, Inc. Profit Sharing Plan in the asset neighbourhood
S&a Polacheck & Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All S&a Polacheck & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 37.75467714960746% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 15 | $5M |
| 2023 | 1 | 18 | $6M |
| 2024 | 1 | 19 | $7M |
S&a Polacheck & Associates, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $653K |
| Employer EIN | 954678456 |
| Plan Effective Date | 1973-02-20 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Polacheck & Associates, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Peter Thomas Roth Labs LLC 401(k) Profit Sharing Plan & Trust in NY ($7M); by covered participants it is Handsome Holdings, Inc. 401(k) Plan in TX (19 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (19 participants); asset peers above are excluded.
- Handsome Holdings, Inc. 401(k) Plan (TX) 19 · 0 off
- American Interstate Bancorporation 401(k) Plan & Trust (NE) 19 · 0 off
- Wings South, Inc 401(k) Plan (SC) 19 · 0 off
- J&j Furniture, Inc. 401(k) Profit Sharing Plan (MD) 19 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.