401(k) · DOL Form 5500 · 2022

King, Holmes, Paterno, & Soriano, LLP 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
33
Participants Small participant base
69th
Percentile by assets National rank
$376,247
Avg per participant High balance/head
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Official DOL plan name: King, Holmes, Paterno & Soriano, LLP 401(k) Profit Sharing Plan · Sponsored by King, Holmes, Paterno, & Soriano, LLP · California · Professional & Technical Services

$12M in assets, 33 participants

King, Holmes, Paterno, & Soriano, LLP's King, Holmes, Paterno & Soriano, LLP 401(k) Profit Sharing Plan reported $12M in total assets and 33 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #14,761 in Professional & Technical Services (21,562 peers)

King, Holmes, Paterno, & Soriano, LLP multi-year trail

King, Holmes, Paterno, & Soriano, LLP's plans moved +24.9% in assets from 2022 to 2024; this filing shows King, Holmes, Paterno & Soriano, LLP 401(k) Profit Sharing Plan at $12M / 33 participants.

#14,761
in Professional & Technical Services (21,562 peers)
-20.5%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

King, Holmes, Paterno & Soriano, LLP 401(k) Profit Sharing Plan's outsized position by total assets

King, Holmes, Paterno & Soriano, LLP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$12,416,141 Top 31% higher than 69% 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

King, Holmes, Paterno & Soriano, LLP 401(k) 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. King, Holmes, Paterno & Soriano, LLP 401(k) Profit Sharing Plan is a small filing (33 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 954558729 · King, Holmes, Paterno, & Soriano, LLP PY 2022 · 401(k)

King, Holmes, Paterno & Soriano, LLP 401(k) Profit Sharing Plan · $12M · 33 · 69th

  • BOOK $12M
  • BOOK 33
  • BOOK 69th
  • BOOK 401(k)
  • BOOK near Wisconsin Built 401(k) Savings Plan
  • BOOK ind #14761

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 →

King, Holmes, Paterno & Soriano, LLP 401(k) Profit Sharing Plan in the asset neighbourhood

King, Holmes, Paterno & Soriano, LLP 401(k) Profit Sharing PlanKing, Holmes, Paterno & Sori…$12MGault Energy Retirement Plan$12MSouth Georgia Pecan Company, Inc. 401(k) Profit Sharing PlanSouth Georgia Pecan Company,…$12MWisconsin Built 401(k) Savings PlanWisconsin Built 401(k) Savin…$12MThe Buntin Group, Inc. Employees 401(k) PlanThe Buntin Group, Inc. Emplo…$12M
End-of-year total assets ($M) among King, Holmes, Paterno & Soriano, LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

King, Holmes, Paterno, & Soriano, LLP multi-year asset trail

Sponsor-wide plan assets over time

All King, Holmes, Paterno, & Soriano, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$16M 24.853543464108537% vs 2022
2024 filing year
$12M$13M$14M$15M$16M 202220232024 $12.4M $15.5M ▲ +24.8%
Year Plans Participants Total Assets
2022 1 33 $12M
2023 1 34 $15M
2024 1 35 $16M

King, Holmes, Paterno, & Soriano, LLP filing trail (2022)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$12M
Net Income-$3M
Employer EIN954558729
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

King, Holmes, Paterno & Soriano, 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 ($B) Participants King, Holmes, Paterno & Soriano, LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.012416141 · Participants: 33King, Holmes, Paterno & Soriano, 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
King, Holmes, Paterno & Soriano, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants

King, Holmes, Paterno & Soriano, 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 Wisconsin Built 401(k) Savings Plan in WI ($12M); by covered participants it is Scout Media Holdings, Inc. Retirement Savings Plan in NY (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 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 King, Holmes, Paterno & Soriano, LLP 401(k) Profit Sharing Plan assets move in 2022?
King, Holmes, Paterno & Soriano, LLP 401(k) Profit Sharing Plan declined sharply - down 20.5% during 2022, from $16M to $12M. Reported net income was -$3M.
How have King, Holmes, Paterno, & Soriano, LLP plan assets changed over time?
Across 3 plan years on file (2022-2024), King, Holmes, Paterno, & Soriano, LLP's sponsor-wide assets grew 24.9%, from $12M to $16M.
Which 401(k) plans are similar in size to King, Holmes, Paterno & Soriano, LLP 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Wisconsin Built 401(k) Savings Plan in WI ($12M, 164 participants).
Which 401(k) plans cover a similar participant headcount to King, Holmes, Paterno & Soriano, LLP 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Scout Media Holdings, Inc. Retirement Savings Plan in NY (33 participants, $57K in assets).