401(k) · DOL Form 5500 · 2022

Peters Habib Mckenna & Juhl-Rhodes LLP 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
8
Participants Small participant base
57th
Percentile by assets National rank
$834,481
Avg per participant High balance/head
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Official DOL plan name: Peters Habib Mckenna & Juhl-Rhodes LLP 401(k) Profit Sharing Plan · Sponsored by Peters Habib Mckenna & Juhl-Rhodes LLP · California · Professional & Technical Services

$7M in assets, 8 participants

Peters Habib Mckenna & Juhl-Rhodes LLP's Peters Habib Mckenna & Juhl-Rhodes LLP 401(k) Profit Sharing Plan reported $7M in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.

  • #11,789 in Professional & Technical Services (21,562 peers)

Peters Habib Mckenna & Juhl-Rhodes LLP multi-year trail

Peters Habib Mckenna & Juhl-Rhodes LLP's plans moved +15.6% in assets from 2022 to 2024; this filing shows Peters Habib Mckenna & Juhl-Rhodes LLP 401(k) Profit Sharing Plan at $7M / 8 participants.

#11,789
in Professional & Technical Services (21,562 peers)
+1.7%
assets growth YoY

Peters Habib Mckenna & Juhl-Rhodes LLP 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Peters Habib Mckenna & Juhl-Rhodes LLP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$6,675,846 Top 43% higher than 57% 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

Peters Habib Mckenna & Juhl-Rhodes LLP 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. Peters Habib Mckenna & Juhl-Rhodes LLP 401(k) Profit Sharing Plan is a micro filing (8 participants), the leftmost band.

DOL schedule card

Filing strip 464442579 · Peters Habib Mckenna & Juhl-Rhodes LLP PY 2022 · 401(k)

Peters Habib Mckenna & Juhl-Rhodes LLP 401(k) Profit Sharing Plan · $7M · 8 · 57th

  • PHOTO $7M
  • IND 8
  • EOY 57th
  • 5500 401(k)
  • ASSETS near 403(b) Thrift Plan of the National Organization for Rare Disorders, Inc.
  • PCT ind #11789

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 →

Peters Habib Mckenna & Juhl-Rhodes LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Peters Habib Mckenna & Juhl-Rhodes LLP 401(k) Profit Sharing PlanPeters Habib Mckenna & Juhl-…$7M403(b) Thrift Plan of the National Organization for Rare Disorders, Inc.403(b) Thrift Plan of the Na…$7MFbmc Benefits Management, Inc 401(k) PlanFbmc Benefits Management, In…$7MJensen Companies 401(k) Plan$7MA.C.Mccartney Farm Equipment Company Profit Sharing PlanA.C.Mccartney Farm Equipment…$7M
End-of-year total assets ($M) among Peters Habib Mckenna & Juhl-Rhodes LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Peters Habib Mckenna & Juhl-Rhodes LLP multi-year asset trail

Sponsor-wide plan assets over time

All Peters Habib Mckenna & Juhl-Rhodes LLP plans reported in each filing year

Latest sponsor-wide plan assets
$8M 15.625675008081371% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M 202220232024 $6.68M $7.72M ▲ +15.6%
Year Plans Participants Total Assets
2022 1 8 $7M
2023 1 10 $7M
2024 1 12 $8M

Peters Habib Mckenna & Juhl-Rhodes LLP filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$112K
Employer EIN464442579
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Peters Habib Mckenna & Juhl-Rhodes LLP 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 ($B) Participants Peters Habib Mckenna & Juhl-Rhodes LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.006675846 · Participants: 8Peters Habib Mckenna & Juhl-Rhodes LLP 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
Peters Habib Mckenna & Juhl-Rhodes LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Peters Habib Mckenna & Juhl-Rhodes LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Peters Habib Mckenna & Juhl-Rhodes LLP 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 403(b) Thrift Plan of the National Organization for Rare Disorders, Inc. in CT ($7M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Peters Habib Mckenna & Juhl-Rhodes LLP 401(k) Profit Sharing Plan assets move in 2022? ▼
Peters Habib Mckenna & Juhl-Rhodes LLP 401(k) Profit Sharing Plan edged up modestly - up 1.7% during 2022, from $7M to $7M. Reported net income was $112K.
How have Peters Habib Mckenna & Juhl-Rhodes LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Peters Habib Mckenna & Juhl-Rhodes LLP's sponsor-wide assets grew 15.6%, from $7M to $8M.
Which 401(k) plans are similar in size to Peters Habib Mckenna & Juhl-Rhodes LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is 403(b) Thrift Plan of the National Organization for Rare Disorders, Inc. in CT ($7M, 96 participants).
Which 401(k) plans cover a similar participant headcount to Peters Habib Mckenna & Juhl-Rhodes LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (8 participants, $63K 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 464442579.

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.