401(k) · DOL Form 5500 · 2022

Charles Abbott Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
209
Participants Below avg headcount
79th
Percentile by assets National rank
$105,820
Avg per participant Below avg balance/head
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Official DOL plan name: Charles Abbott Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by Charles Abbott Associates, Inc. · California · Professional & Technical Services

$22M in assets, 209 participants

Charles Abbott Associates, Inc.'s Charles Abbott Associates, Inc. 401(k) Profit Sharing Plan reported $22M in total assets and 209 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #17,048 in Professional & Technical Services (21,562 peers)

Coverage in California

Charles Abbott Associates, Inc. 401(k) Profit Sharing Plan covers 209 participants in California, about 33% of the average California filer (state average ~630 per filing). Assets: $22M.

#17,048
in Professional & Technical Services (21,562 peers)
-17.4%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Charles Abbott Associates, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Charles Abbott Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$22,116,467 Top 21% higher than 79% 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

Charles Abbott Associates, Inc. 401(k) Profit Sharing 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. Charles Abbott Associates, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (209 participants).

DOL schedule card

Filing strip 330053899 · Charles Abbott Associates, Inc. PY 2022 · 401(k)

Charles Abbott Associates, Inc. 401(k) Profit Sharing Plan · $22M · 209 · 79th

  • BOY $22M
  • SCH 209
  • EBSA 79th
  • PART 401(k)
  • TYPE near Kanequip, Inc. Profit Sharing Plan and Trust
  • NET ind #17048

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 →

Charles Abbott Associates, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Charles Abbott Associates, Inc. 401(k) Profit Sharing PlanCharles Abbott Associates, I…$22MKanequip, Inc. Profit Sharing Plan and TrustKanequip, Inc. Profit Sharin…$22MKoki Holdings America Ltd. Profit Sharing andKoki Holdings America Ltd. P…$22MEnven Energy Ventures LLC 401(k) Profit Sharing Plan and TrustEnven Energy Ventures LLC 40…$22MFirst Bank Upper Michigan Def Comp P/SFirst Bank Upper Michigan De…$22M
End-of-year total assets ($M) among Charles Abbott Associates, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$22M
Net Income-$5M
Employer EIN330053899
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Charles Abbott Associates, Inc.)

Sponsor-wide plan assets over time

All Charles Abbott Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 16.64027532064683% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $22.1M $25.8M ▲ +16.6%
Year Plans Participants Total Assets
2022 1 209 $22M
2023 1 216 $24M
2024 1 220 $26M

Nearby 401(k) Plans in California

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

Charles Abbott Associates, Inc. 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 ($B) Participants Charles Abbott Associates, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.022116467 · Participants: 209Charles Abbott Associates, Inc. 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
Charles Abbott Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Charles Abbott Associates, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Charles Abbott Associates, Inc. 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 Kanequip, Inc. Profit Sharing Plan and Trust in KS ($22M); by covered participants it is Creative Systems and Consulting in VA (209 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (209 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 Charles Abbott Associates, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Charles Abbott Associates, Inc. 401(k) Profit Sharing Plan declined sharply - down 17.4% during 2022, from $27M to $22M. Reported net income was -$5M.
How have Charles Abbott Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charles Abbott Associates, Inc.'s sponsor-wide assets grew 16.6%, from $22M to $26M.
Where does Charles Abbott Associates, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Charles Abbott Associates, Inc. 401(k) Profit Sharing Plan ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Charles Abbott Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kanequip, Inc. Profit Sharing Plan and Trust in KS ($22M, 302 participants).
Which 401(k) plans cover a similar participant headcount to Charles Abbott Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Creative Systems and Consulting in VA (209 participants, N/A 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 330053899.

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.