401(k) · DOL Form 5500 · 2022

Drs. Korb & Merat 401(k) Plan

Data updated 2026-08-25

$964K
Total assets Small plan by assets
9
Participants Small participant base
25th
Percentile by assets National rank
$107,116
Avg per participant Below avg balance/head
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Official DOL plan name: Drs. Korb & Merat 401(k) Savings Plan & Trust · Sponsored by Drs. Korb & Merat · California · Healthcare & Social Assistance

$964K in assets, 9 participants

Drs. Korb & Merat's Drs. Korb & Merat 401(k) Savings Plan & Trust reported $964K in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,342 in Healthcare & Social Assistance (20,060 peers)

Drs. Korb & Merat multi-year trail

Drs. Korb & Merat's plans moved +36.0% in assets from 2022 to 2024; this filing shows Drs. Korb & Merat 401(k) Savings Plan & Trust at $964K / 9 participants.

#4,342
in Healthcare & Social Assistance (20,060 peers)
-26.7%
assets change YoY

The plan reported a net loss of $351K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Drs. Korb & Merat 401(k) Savings Plan & Trust among the smaller filed plans by assets

Drs. Korb & Merat 401(k) Savings Plan & Trust vs every filed plan by assets

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

$964,048 25th percentile higher than 25% 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

Drs. Korb & Merat 401(k) Savings Plan & Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Drs. Korb & Merat 401(k) Savings Plan & Trust is a micro filing (9 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 550808028 · Drs. Korb & Merat PY 2022 · 401(k)

Drs. Korb & Merat 401(k) Savings Plan & Trust · $964K · 9 · 25th

  • SCH $964K
  • EBSA 9
  • PART 25th
  • TYPE 401(k)
  • NET near Trepidant, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #4342

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Drs. Korb & Merat 401(k) Savings Plan & Trust in the asset neighbourhood

Drs. Korb & Merat 401(k) Savings Plan & TrustDrs. Korb & Merat 401(k) Sav…$964KTrepidant, Inc. 401(k) Profit Sharing PlanTrepidant, Inc. 401(k) Profi…$964KTransitions, Inc 401(k) Plan$964KHeritage Distilling Company, Inc. 401(k) PlanHeritage Distilling Company,…$964KJett Pro Line Maintenance Corp 401(k) Profit Sharing Plan & TrustJett Pro Line Maintenance Co…$964K
End-of-year total assets ($M) among Drs. Korb & Merat 401(k) Savings Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Drs. Korb & Merat multi-year asset trail

Sponsor-wide plan assets over time

All Drs. Korb & Merat plans reported in each filing year

Latest sponsor-wide plan assets
$1M 35.97839526662573% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M 202220232024 $0.96M $1.31M ▲ +36.5%
Year Plans Participants Total Assets
2022 1 9 $964K
2023 1 9 $1M
2024 1 8 $1M

Drs. Korb & Merat filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$964K
Net Income-$351K
Employer EIN550808028
Plan Effective Date1977-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Drs. Korb & Merat 401(k) Savings Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Drs. Korb & Merat 401(k) Savings Plan & Trust, Total assets ($B): 0.000964048 · Participants: 9Drs. Korb & Merat 401(k) Savings Plan & TrustWells 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
Drs. Korb & Merat 401(k) Savings Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Drs. Korb & Merat 401(k) Savings Plan & Trust side-by-side with 3 peers →

Drs. Korb & Merat 401(k) Savings Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Trepidant, Inc. 401(k) Profit Sharing Plan in FL ($964K); 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 Drs. Korb & Merat 401(k) Savings Plan & Trust assets move in 2022? ▼
Drs. Korb & Merat 401(k) Savings Plan & Trust declined sharply - down 26.7% during 2022, from $1M to $964K. Reported net income was -$351K.
How have Drs. Korb & Merat plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Drs. Korb & Merat's sponsor-wide assets grew 36.0%, from $964K to $1M.
Where does Drs. Korb & Merat 401(k) Savings Plan & Trust rank by assets among Form 5500 filers? ▼
Drs. Korb & Merat 401(k) Savings Plan & Trust ranks in the 25th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Drs. Korb & Merat 401(k) Savings Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Trepidant, Inc. 401(k) Profit Sharing Plan in FL ($964K, 16 participants).
Which 401(k) plans cover a similar participant headcount to Drs. Korb & Merat 401(k) Savings Plan & Trust? ▼
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 550808028.

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.