401(k) · DOL Form 5500 · 2022
Carpenter, Petersen & Associates, 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 10
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $444,761
- Avg per participant High balance/head
Official DOL plan name: Carpenter, Petersen & Associates, Cpa's an Accountancy Corporation 401(k) Savings Plan · Sponsored by Carpenter, Petersen & Associates, · California · Professional & Technical Services
$4M in assets, 10 participants
Carpenter, Petersen & Associates,'s Carpenter, Petersen & Associates, Cpa's an Accountancy Corporation 401(k) Savings Plan reported $4M in total assets and 10 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.
- #9,887 in Professional & Technical Services (21,562 peers)
Carpenter, Petersen & Associates, multi-year trail
Carpenter, Petersen & Associates,'s plans moved +14.0% in assets from 2022 to 2023; this filing shows Carpenter, Petersen & Associates, Cpa's an Accountancy Corporation 401(k) Savings Plan at $4M / 10 participants.
- #9,887
- in Professional & Technical Services (21,562 peers)
- -3.9%
- assets change YoY
The plan reported a net loss of $225K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Carpenter, Petersen & Associates, Cpa's an Accountancy Corporation 401(k) Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers
Carpenter, Petersen & Associates, Cpa's an Accountancy Corporation 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,447,608 48th percentile higher than 48% 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
Carpenter, Petersen & Associates, Cpa's an Accountancy Corporation 401(k) Savings 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. Carpenter, Petersen & Associates, Cpa's an Accountancy Corporation 401(k) Savings Plan is a micro filing (10 participants), the leftmost band.
Published 5500 schedule card
Filing strip 330684234 · Carpenter, Petersen & Associates, PY 2022 · 401(k)
Carpenter, Petersen & Associates, Cpa's an Accountancy Corporation 401(k) Savings Plan · $4M · 10 · 48th
- ASSETS $4M
- PCT 10
- EIN 48th
- RANK 401(k)
- PHOTO near Kairos Transportation, Inc. 401(k) Plan
- IND ind #9887
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 →
Carpenter, Petersen & Associates, Cpa's an Accountancy Corporation 401(k) Savings Plan in the asset neighbourhood
Carpenter, Petersen & Associates, multi-year asset trail
Sponsor-wide plan assets over time
All Carpenter, Petersen & Associates, plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 13.971060399207843% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10 | $4M |
| 2023 | 1 | 8 | $5M |
Carpenter, Petersen & Associates, filing trail (2022)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$225K |
| Employer EIN | 330684234 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
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
Carpenter, Petersen & Associates, Cpa's an Accountancy Corporation 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Kairos Transportation, Inc. 401(k) Plan in TX ($4M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (10 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.