401(k) · DOL Form 5500 · 2022

Sjoberg Evashenk Consulting, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
8
Participants Small participant base
34th
Percentile by assets National rank
$263,096
Avg per participant High balance/head
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Official DOL plan name: Sjoberg Evashenk Consulting, Inc. 401(k) Profit Sharing Plan · Sponsored by Sjoberg Evashenk Consulting, Inc. · California · Professional & Technical Services

$2M in assets, 8 participants

Sjoberg Evashenk Consulting, Inc.'s Sjoberg Evashenk Consulting, Inc. 401(k) Profit Sharing Plan reported $2M in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,728 in Professional & Technical Services (21,562 peers)

Sjoberg Evashenk Consulting, Inc. multi-year trail

Sjoberg Evashenk Consulting, Inc.'s plans moved +57.7% in assets from 2022 to 2024; this filing shows Sjoberg Evashenk Consulting, Inc. 401(k) Profit Sharing Plan at $2M / 8 participants.

#6,728
in Professional & Technical Services (21,562 peers)
-16.0%
assets change YoY

The plan reported a net loss of $400K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sjoberg Evashenk Consulting, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Sjoberg Evashenk Consulting, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,104,769 34th percentile higher than 34% 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

Sjoberg Evashenk Consulting, 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. Sjoberg Evashenk Consulting, Inc. 401(k) Profit Sharing Plan is a micro filing (8 participants), the leftmost band.

Published 5500 schedule card

Filing strip 710956506 · Sjoberg Evashenk Consulting, Inc. PY 2022 · 401(k)

Sjoberg Evashenk Consulting, Inc. 401(k) Profit Sharing Plan · $2M · 8 · 34th

  • 5500 $2M
  • 5500 8
  • 5500 34th
  • 5500 401(k)
  • 5500 near Rps Smartcourse Savings Plan
  • 5500 ind #6728

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 →

Sjoberg Evashenk Consulting, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Callaway Gardens Resort, Inc. Retirement Savings and Investment PlanCallaway Gardens Resort, Inc…$2MSjoberg Evashenk Consulting, Inc. 401(k) Profit Sharing PlanSjoberg Evashenk Consulting,…$2MRps Smartcourse Savings Plan$2MPrecision Metal Products, Inc. 401(k)/Profit Sharing PlanPrecision Metal Products, In…$2MCxm 401(k) Plan$2M
End-of-year total assets ($M) among Sjoberg Evashenk Consulting, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Sjoberg Evashenk Consulting, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sjoberg Evashenk Consulting, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 57.71550227127062% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $2.1M $3.32M ▲ +58.1%
Year Plans Participants Total Assets
2022 1 8 $2M
2023 1 10 $3M
2024 1 14 $3M

Sjoberg Evashenk Consulting, Inc. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$400K
Employer EIN710956506
Plan Effective Date2000-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Sjoberg Evashenk Consulting, 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 ($B) Participants Sjoberg Evashenk Consulting, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.002104769 · Participants: 8Sjoberg Evashenk Consulting, 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
Sjoberg Evashenk Consulting, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants

Sjoberg Evashenk Consulting, 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 Rps Smartcourse Savings Plan in FL ($2M); 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 Sjoberg Evashenk Consulting, Inc. 401(k) Profit Sharing Plan assets move in 2022?
Sjoberg Evashenk Consulting, Inc. 401(k) Profit Sharing Plan declined sharply - down 16.0% during 2022, from $3M to $2M. Reported net income was -$400K.
How have Sjoberg Evashenk Consulting, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Sjoberg Evashenk Consulting, Inc.'s sponsor-wide assets grew 57.7%, from $2M to $3M.
Which 401(k) plans are similar in size to Sjoberg Evashenk Consulting, Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Rps Smartcourse Savings Plan in FL ($2M, N/A participants).
Which 401(k) plans cover a similar participant headcount to Sjoberg Evashenk Consulting, Inc. 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).