401(k) · DOL Form 5500 · 2022

Huntley-Bravos-Zall Insurance Brokers Inc 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
6
Participants Small participant base
27th
Percentile by assets National rank
$196,602
Avg per participant Above avg balance/head
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Official DOL plan name: Huntley-Bravos-Zall Insurance Brokers Inc 401(k) Profit Sharing Plan · Sponsored by Huntley-Bravos-Zall Insurance Brokers Inc · California · Finance & Insurance

$1M in assets, 6 participants

Huntley-Bravos-Zall Insurance Brokers Inc's Huntley-Bravos-Zall Insurance Brokers Inc 401(k) Profit Sharing Plan reported $1M in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.

  • #1,652 in Finance & Insurance (9,261 peers)

Huntley-Bravos-Zall Insurance Brokers Inc multi-year trail

Huntley-Bravos-Zall Insurance Brokers Inc's plans moved +13.4% in assets from 2022 to 2023; this filing shows Huntley-Bravos-Zall Insurance Brokers Inc 401(k) Profit Sharing Plan at $1M / 6 participants.

#1,652
in Finance & Insurance (9,261 peers)
-33.4%
assets change YoY

The plan reported a net loss of $591K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Huntley-Bravos-Zall Insurance Brokers Inc 401(k) Profit Sharing Plan among the smaller filed plans by assets

Huntley-Bravos-Zall Insurance Brokers Inc 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,179,612 27th percentile higher than 27% 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

Huntley-Bravos-Zall Insurance Brokers Inc 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. Huntley-Bravos-Zall Insurance Brokers Inc 401(k) Profit Sharing Plan is a micro filing (6 participants), the leftmost band.

DOL schedule card

Filing strip 942194214 · Huntley-Bravos-Zall Insurance Brokers Inc PY 2022 · 401(k)

Huntley-Bravos-Zall Insurance Brokers Inc 401(k) Profit Sharing Plan · $1M · 6 · 27th

  • VS-ST $1M
  • BOY 6
  • SCH 27th
  • EBSA 401(k)
  • PART near Clarke and Gardner Internal Medicine 401(k) Plan
  • TYPE ind #1652

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 Finance & Insurance retirement plans → · Plans in California →

Huntley-Bravos-Zall Insurance Brokers Inc 401(k) Profit Sharing Plan in the asset neighbourhood

Huntley-Bravos-Zall Insurance Brokers Inc 401(k) Profit Sharing PlanHuntley-Bravos-Zall Insuranc…$1MClarke and Gardner Internal Medicine 401(k) PlanClarke and Gardner Internal …$1MHilltop Residential 401(k) PlanHilltop Residential 401(k) P…$1MLindamood 401(k) and Profit Sharing PlanLindamood 401(k) and Profit …$1MAbbco Service Corporation 401(k) PlanAbbco Service Corporation 40…$1M
End-of-year total assets ($M) among Huntley-Bravos-Zall Insurance Brokers Inc 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Huntley-Bravos-Zall Insurance Brokers Inc multi-year asset trail

Sponsor-wide plan assets over time

All Huntley-Bravos-Zall Insurance Brokers Inc plans reported in each filing year

Latest sponsor-wide plan assets
$1M 13.384994387985202% vs 2022
2023 filing year
$1.15M$1.2M$1.25M$1.3M$1.35M$1.4M 20222023 $1.18M $1.34M ▲ +13.6%
Year Plans Participants Total Assets
2022 1 6 $1M
2023 1 6 $1M

Huntley-Bravos-Zall Insurance Brokers Inc filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$591K
Employer EIN942194214
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Huntley-Bravos-Zall Insurance Brokers Inc 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 ($B) Participants Huntley-Bravos-Zall Insurance Brokers Inc 401(k) Profit Sharing Plan, Total assets ($B): 0.001179612 · Participants: 6Huntley-Bravos-Zall Insurance Brokers Inc 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
Huntley-Bravos-Zall Insurance Brokers Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Huntley-Bravos-Zall Insurance Brokers Inc 401(k) Profit Sharing Plan side-by-side with 3 peers →

Huntley-Bravos-Zall Insurance Brokers Inc 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 Clarke and Gardner Internal Medicine 401(k) Plan in PA ($1M); by covered participants it is Firetower Farms, Inc. 401(k) Profit Sharing Plan in TX (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Huntley-Bravos-Zall Insurance Brokers Inc 401(k) Profit Sharing Plan assets move in 2022? ▼
Huntley-Bravos-Zall Insurance Brokers Inc 401(k) Profit Sharing Plan contracted severely - down 33.4% during 2022, from $2M to $1M. Reported net income was -$591K.
How have Huntley-Bravos-Zall Insurance Brokers Inc plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Huntley-Bravos-Zall Insurance Brokers Inc's sponsor-wide assets grew 13.4%, from $1M to $1M.
Which 401(k) plans are similar in size to Huntley-Bravos-Zall Insurance Brokers Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Clarke and Gardner Internal Medicine 401(k) Plan in PA ($1M, 5 participants).
Which 401(k) plans cover a similar participant headcount to Huntley-Bravos-Zall Insurance Brokers Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Firetower Farms, Inc. 401(k) Profit Sharing Plan in TX (6 participants, $302K 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 942194214.

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.