401(k) · DOL Form 5500 · 2022
Barnett & Associates Accountancy Corporation 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $3.7M
- Avg per participant High balance/head
Official DOL plan name: Barnett & Associates Accountancy Corp. Profit Sharing Plan · Sponsored by Barnett & Associates Accountancy Corporation · California · Professional & Technical Services
$4M in assets, 1 participants
Barnett & Associates Accountancy Corporation's Barnett & Associates Accountancy Corp. Profit Sharing Plan reported $4M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 44th 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.
- #9,028 in Professional & Technical Services (21,562 peers)
What the 2022 filing shows
Barnett & Associates Accountancy Corp. Profit Sharing Plan holds $4M for 1 participant - about $3.7M per participant, in the lower half of filed plans by assets.
- #9,028
- in Professional & Technical Services (21,562 peers)
- -5.1%
- assets change YoY
The plan reported a net loss of $198K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Barnett & Associates Accountancy Corp. Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Barnett & Associates Accountancy Corp. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,685,042 44th percentile higher than 44% 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
Barnett & Associates Accountancy Corp. 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. Barnett & Associates Accountancy Corp. Profit Sharing Plan is a micro filing (1 participant), the leftmost band.
EBSA filing schedule strip
Filing strip 942453766 · Barnett & Associates Accountancy Corporation PY 2022 · 401(k)
Barnett & Associates Accountancy Corp. Profit Sharing Plan · $4M · 1 · 44th
- EOY $4M
- 5500 1
- ASSETS 44th
- PCT 401(k)
- EIN near Gould & Gould 401(k) Plan
- RANK ind #9028
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 →
Barnett & Associates Accountancy Corp. Profit Sharing Plan in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$198K |
| Employer EIN | 942453766 |
| Plan Effective Date | 1991-01-23 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Barnett & Associates Accountancy Corporation)
Sponsor-wide plan assets over time
All Barnett & Associates Accountancy Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 9.42854925398408% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $4M |
| 2023 | 1 | 2 | $4M |
| 2024 | 1 | 2 | $4M |
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
Barnett & Associates Accountancy Corp. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Gould & Gould 401(k) Plan in MA ($4M); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Gould & Gould 401(k) Plan (MA) $4M · 6
- Jenkins Plumbing 401(k) Plan (GA) $4M · 111
- Akron Foundry Company, Inc. 401(k) and Profit Sharing Plan (OH) $4M · 165
- Ah Junction, Inc. 401(k) Plan (MN) $4M · 82
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Kellow Corporation 401(k) Profit Sharing Plan (WI) 1 · 0 off
- Steven a Root Enterprises, Inc. 401 K Plan (IA) 1 · 0 off
- Rebel Goat 401(k) 2022 (UT) 1 · 0 off
- Dmg Beauty, Inc. 401(k) Profit Sharing Plan (MD) 1 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.