401(k) · DOL Form 5500 · 2022

Karlin Asset Management Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
96
Participants Small participant base
71st
Percentile by assets National rank
$144,757
Avg per participant Above avg balance/head
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Official DOL plan name: Karlin Asset Management Inc. 401(k) Plan · Sponsored by Karlin Asset Management Inc. · California · Finance & Insurance

$14M in assets, 96 participants

Karlin Asset Management Inc.'s Karlin Asset Management Inc. 401(k) Plan reported $14M in total assets and 96 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #5,158 in Finance & Insurance (9,261 peers)

Karlin Asset Management Inc. multi-year trail

Karlin Asset Management Inc.'s plans moved +60.4% in assets from 2022 to 2024; this filing shows Karlin Asset Management Inc. 401(k) Plan at $14M / 96 participants.

#5,158
in Finance & Insurance (9,261 peers)
-8.1%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Karlin Asset Management Inc. 401(k) Plan's outsized position by total assets

Karlin Asset Management Inc. 401(k) Plan vs every filed plan by assets

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

$13,896,627 Top 29% higher than 71% 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

Karlin Asset Management Inc. 401(k) 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. Karlin Asset Management Inc. 401(k) Plan is a small filing (96 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 203134295 · Karlin Asset Management Inc. PY 2022 · 401(k)

Karlin Asset Management Inc. 401(k) Plan · $14M · 96 · 71st

  • BOOK $14M
  • BOOK 96
  • BOOK 71st
  • BOOK 401(k)
  • BOOK near Plumbers and Steamfitters Local 60 401(k) Plan
  • BOOK ind #5158

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 Finance & Insurance retirement plans → · Plans in California →

Karlin Asset Management Inc. 401(k) Plan in the asset neighbourhood

Karlin Asset Management Inc. 401(k) PlanKarlin Asset Management Inc.…$14MPlumbers and Steamfitters Local 60 401(k) PlanPlumbers and Steamfitters Lo…$14MCopper Cellar Corporation 401(k) Profit Sharing PlanCopper Cellar Corporation 40…$14MManganaro 401(k) Plan$14MColonial Wholesale Beverage Corporation 401(k) Profit Sharing PlanColonial Wholesale Beverage …$14M
End-of-year total assets ($M) among Karlin Asset Management Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Karlin Asset Management Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Karlin Asset Management Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 60.38680465410779% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.9M $22.3M ▲ +60.4%
Year Plans Participants Total Assets
2022 1 96 $14M
2023 1 96 $18M
2024 1 100 $22M

Karlin Asset Management Inc. filing trail (2022)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$14M
Net Income-$1M
Employer EIN203134295
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Karlin Asset Management Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Karlin Asset Management Inc. 401(k) Plan, Total assets ($B): 0.013896627 · Participants: 96Karlin Asset Management Inc. 401(k) 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
Karlin Asset Management Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Karlin Asset Management Inc. 401(k) Plan side-by-side with 3 peers →

Karlin Asset Management Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Plumbers and Steamfitters Local 60 401(k) Plan in LA ($14M); by covered participants it is Carolina Hearts Home Care 401(k) P/S Plan in NC (96 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (96 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 Karlin Asset Management Inc. 401(k) Plan assets move in 2022? ▼
Karlin Asset Management Inc. 401(k) Plan pulled back noticeably - down 8.1% during 2022, from $15M to $14M. Reported net income was -$1M.
How have Karlin Asset Management Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Karlin Asset Management Inc.'s sponsor-wide assets grew 60.4%, from $14M to $22M.
Which 401(k) plans are similar in size to Karlin Asset Management Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Plumbers and Steamfitters Local 60 401(k) Plan in LA ($14M, 1,528 participants).
Which 401(k) plans cover a similar participant headcount to Karlin Asset Management Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carolina Hearts Home Care 401(k) P/S Plan in NC (96 participants, $46K 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 203134295.

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.