401(k) · DOL Form 5500 · 2022

Patrick Buzarellos Kendrick LLP 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
9
Participants Small participant base
49th
Percentile by assets National rank
$509,010
Avg per participant High balance/head
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Official DOL plan name: Patrick & Buzarellos LLP 401(k) Profit Sharing Plan · Sponsored by Patrick Buzarellos Kendrick LLP · California · Professional & Technical Services

$5M in assets, 9 participants

Patrick Buzarellos Kendrick LLP's Patrick & Buzarellos LLP 401(k) Profit Sharing Plan reported $5M in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.

  • #10,029 in Professional & Technical Services (21,562 peers)

Patrick Buzarellos Kendrick LLP multi-year trail

Patrick Buzarellos Kendrick LLP's plans moved +46.0% in assets from 2022 to 2024; this filing shows Patrick & Buzarellos LLP 401(k) Profit Sharing Plan at $5M / 9 participants.

#10,029
in Professional & Technical Services (21,562 peers)
-13.9%
assets change YoY

The plan reported a net loss of $738K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Patrick & Buzarellos LLP 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Patrick & Buzarellos LLP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,581,094 49th percentile higher than 49% 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

Patrick & Buzarellos 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. Patrick & Buzarellos LLP 401(k) Profit Sharing Plan is a micro filing (9 participants), the leftmost band.

DOL schedule card

Filing strip 680197298 · Patrick Buzarellos Kendrick LLP PY 2022 · 401(k)

Patrick & Buzarellos LLP 401(k) Profit Sharing Plan · $5M · 9 · 49th

  • BOY $5M
  • SCH 9
  • EBSA 49th
  • PART 401(k)
  • TYPE near Fleet Feet Inc 401(k) Plan
  • NET ind #10029

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 →

Patrick & Buzarellos LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Patrick & Buzarellos LLP 401(k) Profit Sharing PlanPatrick & Buzarellos LLP 401…$5MFleet Feet Inc 401(k) Plan$5MMidwest Cooling Towers, Inc. 401(k) Profit Sharing PlanMidwest Cooling Towers, Inc.…$5MEngine & Transmission Exchange, Inc 401(k) Plan and TrustEngine & Transmission Exchan…$5MWarehouse Goods LLC 401(k) PlanWarehouse Goods LLC 401(k) P…$5M
End-of-year total assets ($M) among Patrick & Buzarellos LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Patrick Buzarellos Kendrick LLP multi-year asset trail

Sponsor-wide plan assets over time

All Patrick Buzarellos Kendrick LLP plans reported in each filing year

Latest sponsor-wide plan assets
$7M 45.95692644595374% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.58M $6.69M ▲ +46.1%
Year Plans Participants Total Assets
2022 1 9 $5M
2023 1 9 $6M
2024 1 10 $7M

Patrick Buzarellos Kendrick LLP filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$738K
Employer EIN680197298
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Patrick & Buzarellos 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 ($B) Participants Patrick & Buzarellos LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.004581094 · Participants: 9Patrick & Buzarellos 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
Patrick & Buzarellos LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Patrick & Buzarellos LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Patrick & Buzarellos 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 Fleet Feet Inc 401(k) Plan in NC ($5M); by covered participants it is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Patrick & Buzarellos LLP 401(k) Profit Sharing Plan assets move in 2022? ▼
Patrick & Buzarellos LLP 401(k) Profit Sharing Plan pulled back noticeably - down 13.9% during 2022, from $5M to $5M. Reported net income was -$738K.
How have Patrick Buzarellos Kendrick LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Patrick Buzarellos Kendrick LLP's sponsor-wide assets grew 46.0%, from $5M to $7M.
Which 401(k) plans are similar in size to Patrick & Buzarellos LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fleet Feet Inc 401(k) Plan in NC ($5M, 1,005 participants).
Which 401(k) plans cover a similar participant headcount to Patrick & Buzarellos LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants, $616K 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 680197298.

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.