401(k) · DOL Form 5500 · 2022

Fenster & Fenster 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
7
Participants Small participant base
70th
Percentile by assets National rank
$1.9M
Avg per participant High balance/head
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Official DOL plan name: Fenster & Fenster an Accountancy Corp. 401(k) Profit Sharing Plan · Sponsored by Fenster & Fenster · California · Professional & Technical Services

$13M in assets, 7 participants

Fenster & Fenster's Fenster & Fenster an Accountancy Corp. 401(k) Profit Sharing Plan reported $13M in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #14,994 in Professional & Technical Services (21,562 peers)

Fenster & Fenster multi-year trail

Fenster & Fenster's plans moved +24.5% in assets from 2022 to 2024; this filing shows Fenster & Fenster an Accountancy Corp. 401(k) Profit Sharing Plan at $13M / 7 participants.

#14,994
in Professional & Technical Services (21,562 peers)
-0.8%
assets change YoY

The plan reported a net loss of $107K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fenster & Fenster an Accountancy Corp. 401(k) Profit Sharing Plan's outsized position by total assets

Fenster & Fenster an Accountancy Corp. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$13,133,256 Top 30% higher than 70% 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

Fenster & Fenster an Accountancy Corp. 401(k) Profit Sharing 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. Fenster & Fenster an Accountancy Corp. 401(k) Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 952698993 · Fenster & Fenster PY 2022 · 401(k)

Fenster & Fenster an Accountancy Corp. 401(k) Profit Sharing Plan · $13M · 7 · 70th

  • 5500 $13M
  • 5500 7
  • 5500 70th
  • 5500 401(k)
  • 5500 near Citrus Cardiology Consultants, PA Profit Sharing Plan
  • 5500 ind #14994

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 →

Fenster & Fenster an Accountancy Corp. 401(k) Profit Sharing Plan in the asset neighbourhood

Para La Naturaleza Retirement PlanPara La Naturaleza Retiremen…$13MFenster & Fenster an Accountancy Corp. 401(k) Profit Sharing PlanFenster & Fenster an Account…$13MCitrus Cardiology Consultants, PA Profit Sharing PlanCitrus Cardiology Consultant…$13MWagstaff & Cartmell, LLP 401(k) Profit Sharing Plan and TrustWagstaff & Cartmell, LLP 401…$13MC&c Sales, Inc. Profit Sharing PlanC&c Sales, Inc. Profit Shari…$13M
End-of-year total assets ($M) among Fenster & Fenster an Accountancy Corp. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Fenster & Fenster multi-year asset trail

Sponsor-wide plan assets over time

All Fenster & Fenster plans reported in each filing year

Latest sponsor-wide plan assets
$16M 24.54686789018656% vs 2022
2024 filing year
$12M$13M$14M$15M$16M$17M 202220232024 $13.1M $16.4M ▲ +24.6%
Year Plans Participants Total Assets
2022 1 7 $13M
2023 1 7 $15M
2024 1 6 $16M

Fenster & Fenster filing trail (2022)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$13M
Net Income-$107K
Employer EIN952698993
Plan Effective Date1988-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Fenster & Fenster an Accountancy Corp. 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 ($B) Participants Fenster & Fenster an Accountancy Corp. 401(k) Profit Sharing Plan, Total assets ($B): 0.013133256 · Participants: 7Fenster & Fenster an Accountancy Corp. 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
Fenster & Fenster an Accountancy Corp. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Fenster & Fenster an Accountancy Corp. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Fenster & Fenster an Accountancy Corp. 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 Citrus Cardiology Consultants, PA Profit Sharing Plan in FL ($13M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Fenster & Fenster an Accountancy Corp. 401(k) Profit Sharing Plan assets move in 2022? ▼
Fenster & Fenster an Accountancy Corp. 401(k) Profit Sharing Plan held essentially flat - down 0.8% during 2022, from $13M to $13M. Reported net income was -$107K.
How have Fenster & Fenster plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fenster & Fenster's sponsor-wide assets grew 24.5%, from $13M to $16M.
Which 401(k) plans are similar in size to Fenster & Fenster an Accountancy Corp. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Citrus Cardiology Consultants, PA Profit Sharing Plan in FL ($13M, 153 participants).
Which 401(k) plans cover a similar participant headcount to Fenster & Fenster an Accountancy Corp. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (7 participants, $67K 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 952698993.

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.