401(k) · DOL Form 5500 · 2022
Athelas Inc. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 127
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $12,252
- Avg per participant Low balance/head
Official DOL plan name: Athelas Inc. 401(k) Plan · Sponsored by Athelas Inc. · California · Professional & Technical Services
$2M in assets, 127 participants
Athelas Inc.'s Athelas Inc. 401(k) Plan reported $2M in total assets and 127 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.
- #5,735 in Professional & Technical Services (21,562 peers)
Coverage in California
Athelas Inc. 401(k) Plan covers 127 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $2M.
- #5,735
- in Professional & Technical Services (21,562 peers)
- +249.2%
- assets growth YoY
Athelas Inc. 401(k) Plan among the smaller filed plans by assets
Athelas Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,555,963 30th percentile higher than 30% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Athelas Inc. 401(k) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Athelas Inc. 401(k) Plan sits mid-pack in the medium band (127 participants).
Published 5500 schedule card
Filing strip 812477214 · Athelas Inc. PY 2022 · 401(k)
Athelas Inc. 401(k) Plan · $2M · 127 · 30th
- IND $2M
- EOY 127
- 5500 30th
- ASSETS 401(k)
- PCT near Clearfork Wealth Management LLC 401(k) Profit Sharing Plan and Trust
- EIN ind #5735
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 →
Athelas Inc. 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $446K |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $1M |
| Employer EIN | 812477214 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Athelas Inc.)
Sponsor-wide plan assets over time
All Athelas Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 127 | $2M |
| 2023 | 1 | 211 | $3M |
| 2024 | 1 | 245 | N/A |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Athelas Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Clearfork Wealth Management LLC 401(k) Profit Sharing Plan and Trust in TX ($2M); by covered participants it is Accudata Systems, Inc. 401(k) Profit Sharing Plan in TX (127 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (127 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.