401(k) · DOL Form 5500 · 2022

Pkf San Diego, LLP 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
28
Participants Small participant base
64th
Percentile by assets National rank
$347,983
Avg per participant High balance/head
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Official DOL plan name: Pkf, LLP 401(k) Retirement Savings Plan · Sponsored by Pkf San Diego, LLP · California · Professional & Technical Services

$10M in assets, 28 participants

Pkf San Diego, LLP's Pkf, LLP 401(k) Retirement Savings Plan reported $10M in total assets and 28 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #13,613 in Professional & Technical Services (21,562 peers)

Pkf San Diego, LLP multi-year trail

Pkf San Diego, LLP's plans moved +28.7% in assets from 2022 to 2024; this filing shows Pkf, LLP 401(k) Retirement Savings Plan at $10M / 28 participants.

#13,613
in Professional & Technical Services (21,562 peers)
-16.0%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pkf, LLP 401(k) Retirement Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

Pkf, LLP 401(k) Retirement Savings Plan vs every filed plan by assets

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

$9,743,525 Top 36% higher than 64% 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

Pkf, LLP 401(k) Retirement Savings 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. Pkf, LLP 401(k) Retirement Savings Plan is a small filing (28 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 813391684 · Pkf San Diego, LLP PY 2022 · 401(k)

Pkf, LLP 401(k) Retirement Savings Plan · $10M · 28 · 64th

  • EIN $10M
  • RANK 28
  • PHOTO 64th
  • IND 401(k)
  • EOY near Waste-Away Group, Limited Employees' 401(k) Plan and Trust
  • 5500 ind #13613

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 →

Pkf, LLP 401(k) Retirement Savings Plan in the asset neighbourhood

Pkf, LLP 401(k) Retirement Savings PlanPkf, LLP 401(k) Retirement S…$10MWaste-Away Group, Limited Employees' 401(k) Plan and TrustWaste-Away Group, Limited Em…$10MProduction Design Services, Inc. 401(k) Savings PlanProduction Design Services, …$10MOnpoint Industrial Services, LLC 401(k) PlanOnpoint Industrial Services,…$10MCitizens Bank and Trust 401(k) PlanCitizens Bank and Trust 401(…$10M
End-of-year total assets ($M) among Pkf, LLP 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pkf San Diego, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Pkf San Diego, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$13M 28.70952760936109% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.74M $12.5M ▲ +28.7%
Year Plans Participants Total Assets
2022 1 28 $10M
2023 1 33 $11M
2024 1 37 $13M

Pkf San Diego, LLP filing trail (2022)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$10M
Net Income-$2M
Employer EIN813391684
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Pkf, LLP 401(k) Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Pkf, LLP 401(k) Retirement Savings Plan, Total assets ($B): 0.009743525 · Participants: 28Pkf, LLP 401(k) Retirement Savings 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
Pkf, LLP 401(k) Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Pkf, LLP 401(k) Retirement Savings Plan side-by-side with 3 peers →

Pkf, LLP 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Waste-Away Group, Limited Employees' 401(k) Plan and Trust in IN ($10M); by covered participants it is Boatner & Pugh, LLC 401(k) and Profit Sharing Plan in AL (28 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (28 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 Pkf, LLP 401(k) Retirement Savings Plan assets move in 2022? ▼
Pkf, LLP 401(k) Retirement Savings Plan declined sharply - down 16.0% during 2022, from $12M to $10M. Reported net income was -$2M.
How have Pkf San Diego, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pkf San Diego, LLP's sponsor-wide assets grew 28.7%, from $10M to $13M.
Which 401(k) plans are similar in size to Pkf, LLP 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Waste-Away Group, Limited Employees' 401(k) Plan and Trust in IN ($10M, 277 participants).
Which 401(k) plans cover a similar participant headcount to Pkf, LLP 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Boatner & Pugh, LLC 401(k) and Profit Sharing Plan in AL (28 participants, $3M 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 813391684.

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.