401(k) · DOL Form 5500 · 2022

Gary a Halpert Cpa 401(k) Plan

Data updated 2026-08-25

$887K
Total assets Small plan by assets
2
Participants Small participant base
24th
Percentile by assets National rank
$443,518
Avg per participant High balance/head
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Official DOL plan name: Gary a Halpert Cpa 401(k) Profit Sharing Plan · Sponsored by Gary a Halpert Cpa · California · Professional & Technical Services

$887K in assets, 2 participants

Gary a Halpert Cpa's Gary a Halpert Cpa 401(k) Profit Sharing Plan reported $887K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #4,305 in Professional & Technical Services (21,562 peers)

Gary a Halpert Cpa multi-year trail

Gary a Halpert Cpa's plans moved +57.9% in assets from 2022 to 2024; this filing shows Gary a Halpert Cpa 401(k) Profit Sharing Plan at $887K / 2 participants.

#4,305
in Professional & Technical Services (21,562 peers)
-2.9%
assets change YoY

The plan reported a net loss of $27K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Gary a Halpert Cpa 401(k) Profit Sharing Plan among the smaller filed plans by assets

Gary a Halpert Cpa 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$887,036 24th percentile higher than 24% of 139,123 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 2022

Gary a Halpert Cpa 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gary a Halpert Cpa 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

Published 5500 schedule card

Filing strip 954813582 · Gary a Halpert Cpa PY 2022 · 401(k)

Gary a Halpert Cpa 401(k) Profit Sharing Plan · $887K · 2 · 24th

  • TYPE $887K
  • NET 2
  • BOOK 24th
  • VS-ST 401(k)
  • BOY near 1134fishkill 401(k)
  • SCH ind #4305

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 →

Gary a Halpert Cpa 401(k) Profit Sharing Plan in the asset neighbourhood

Gary a Halpert Cpa 401(k) Profit Sharing PlanGary a Halpert Cpa 401(k) Pr…$887K1134fishkill 401(k)$887KDash West Incorporated 401(k) PlanDash West Incorporated 401(k…$887KRam Enterprises, Inc. Retirement Savings PlanRam Enterprises, Inc. Retire…$887KNorthline Wealth Management, LLC 401(k) PlanNorthline Wealth Management,…$887K
End-of-year total assets ($M) among Gary a Halpert Cpa 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Gary a Halpert Cpa multi-year asset trail

Sponsor-wide plan assets over time

All Gary a Halpert Cpa plans reported in each filing year

Latest sponsor-wide plan assets
$1M 57.94240594519275% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.89M $1.4M ▲ +57.3%
Year Plans Participants Total Assets
2022 1 2 $887K
2023 1 2 $1M
2024 1 2 $1M

Gary a Halpert Cpa filing trail (2022)

Total Assets (Beginning of Year)$914K
Net Assets (End of Year)$887K
Net Income-$27K
Employer EIN954813582
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Gary a Halpert Cpa 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Gary a Halpert Cpa 401(k) Profit Sharing Plan, Total assets ($B): 0.000887036 · Participants: 2Gary a Halpert Cpa 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Gary a Halpert Cpa 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Gary a Halpert Cpa 401(k) Profit Sharing Plan side-by-side with 3 peers →

Gary a Halpert Cpa 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 1134fishkill 401(k) in NY ($887K); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($887K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Gary a Halpert Cpa 401(k) Profit Sharing Plan assets move in 2022? ▼
Gary a Halpert Cpa 401(k) Profit Sharing Plan edged down modestly - down 2.9% during 2022, from $914K to $887K. Reported net income was -$27K.
How have Gary a Halpert Cpa plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gary a Halpert Cpa's sponsor-wide assets grew 57.9%, from $887K to $1M.
Where does Gary a Halpert Cpa 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Gary a Halpert Cpa 401(k) Profit Sharing Plan ranks in the 24th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Gary a Halpert Cpa 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is 1134fishkill 401(k) in NY ($887K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Gary a Halpert Cpa 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants, $162K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 954813582.

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.