401(k) · DOL Form 5500 · 2022

Karlin & Peebles, LLP 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
14
Participants Small participant base
49th
Percentile by assets National rank
$335,851
Avg per participant High balance/head
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Official DOL plan name: Karlin & Peebles, LLP Profit Sharing Plan · Sponsored by Karlin & Peebles, LLP · California · Professional & Technical Services

$5M in assets, 14 participants

Karlin & Peebles, LLP's Karlin & Peebles, LLP Profit Sharing Plan reported $5M in total assets and 14 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.

  • #10,148 in Professional & Technical Services (21,562 peers)

What the 2022 filing shows

Karlin & Peebles, LLP Profit Sharing Plan holds $5M for 14 participants - about $335,851 per participant, in the lower half of filed plans by assets.

#10,148
in Professional & Technical Services (21,562 peers)
+7.0%
assets growth YoY

Karlin & Peebles, LLP Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Karlin & Peebles, LLP Profit Sharing Plan vs every filed plan by assets

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

$4,701,917 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

Karlin & Peebles, LLP Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Karlin & Peebles, LLP Profit Sharing Plan is a small filing (14 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 260217333 · Karlin & Peebles, LLP PY 2022 · 401(k)

Karlin & Peebles, LLP Profit Sharing Plan · $5M · 14 · 49th

  • 5500 $5M
  • ASSETS 14
  • PCT 49th
  • EIN 401(k)
  • RANK near Provest LLC 401(k) Plan
  • PHOTO ind #10148

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 →

Karlin & Peebles, LLP Profit Sharing Plan in the asset neighbourhood

Karlin & Peebles, LLP Profit Sharing PlanKarlin & Peebles, LLP Profit…$5MProvest LLC 401(k) Plan$5MKeller Brothers, Inc. 401(k) PlanKeller Brothers, Inc. 401(k)…$5MMahoney Foundries, Inc. Savings and Retirement PlanMahoney Foundries, Inc. Savi…$5MLakeside Pediatrics 401(k) PlanLakeside Pediatrics 401(k) P…$5M
End-of-year total assets ($M) among Karlin & Peebles, LLP Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$309K
Employer EIN260217333
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Karlin & Peebles, LLP)

Sponsor-wide plan assets over time

All Karlin & Peebles, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$5M 1.4441343817851315% vs 2022
2024 filing year
$4.2M$4.4M$4.6M$4.8M 202220232024 $4.7M $4.63M ▼ -1.5%
Year Plans Participants Total Assets
2022 1 14 $5M
2023 1 17 $4M
2024 1 19 $5M

Nearby 401(k) Plans in California

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

Karlin & Peebles, LLP Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Karlin & Peebles, LLP Profit Sharing Plan, Total assets ($B): 0.004701917 · Participants: 14Karlin & Peebles, LLP 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
Karlin & Peebles, LLP Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Karlin & Peebles, LLP Profit Sharing Plan side-by-side with 3 peers →

Karlin & Peebles, LLP Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Provest LLC 401(k) Plan in FL ($5M); by covered participants it is The Stock Exchange Bank 401(k) Plan Tr. in KS (14 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Karlin & Peebles, LLP Profit Sharing Plan assets move in 2022? ▼
Karlin & Peebles, LLP Profit Sharing Plan grew at a solid clip - up 7.0% during 2022, from $4M to $5M. Reported net income was $309K.
How have Karlin & Peebles, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Karlin & Peebles, LLP's sponsor-wide assets declined 1.4%, from $5M to $5M.
Which 401(k) plans are similar in size to Karlin & Peebles, LLP Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Provest LLC 401(k) Plan in FL ($5M, 235 participants).
Which 401(k) plans cover a similar participant headcount to Karlin & Peebles, LLP Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Stock Exchange Bank 401(k) Plan Tr. in KS (14 participants, $1M 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 260217333.

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.