401(k) · DOL Form 5500 · 2022

Private Client Fiduciary Corporation 401(k) Plan

Data updated 2026-08-25

$670K
Total assets Small plan by assets
13
Participants Small participant base
21st
Percentile by assets National rank
$51,564
Avg per participant Low balance/head
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Official DOL plan name: Private Client Fiduciary Corporation 401(k) Plan · Sponsored by Private Client Fiduciary Corporation · Washington · Finance & Insurance

$670K in assets, 13 participants

Private Client Fiduciary Corporation's Private Client Fiduciary Corporation 401(k) Plan reported $670K in total assets and 13 participants in its 2022 DOL Form 5500 filing, ranking in the 21st 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.

  • #1,245 in Finance & Insurance (9,261 peers)

Private Client Fiduciary Corporation multi-year trail

Private Client Fiduciary Corporation's plans moved +427.8% in assets from 2022 to 2024; this filing shows Private Client Fiduciary Corporation 401(k) Plan at $670K / 13 participants.

#1,245
in Finance & Insurance (9,261 peers)
-8.3%
assets change YoY

The plan reported a net loss of $61K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Private Client Fiduciary Corporation 401(k) Plan among the smaller filed plans by assets

Private Client Fiduciary Corporation 401(k) Plan vs every filed plan by assets

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

$670,336 21st percentile higher than 21% 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

Private Client Fiduciary Corporation 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. Private Client Fiduciary Corporation 401(k) Plan is a small filing (13 participants) on this national headcount ladder.

DOL schedule card

Filing strip 812134783 · Private Client Fiduciary Corporation PY 2022 · 401(k)

Private Client Fiduciary Corporation 401(k) Plan · $670K · 13 · 21st

  • PHOTO $670K
  • PHOTO 13
  • PHOTO 21st
  • PHOTO 401(k)
  • PHOTO near Redstone Print & Mail, Inc. 401(k) Profit Sharing Plan & Trust
  • PHOTO ind #1245

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 Washington →

Private Client Fiduciary Corporation 401(k) Plan in the asset neighbourhood

Private Client Fiduciary Corporation 401(k) PlanPrivate Client Fiduciary Cor…$670KRedstone Print & Mail, Inc. 401(k) Profit Sharing Plan & TrustRedstone Print & Mail, Inc. …$670KRaynack Express, Inc. 401(k) PlanRaynack Express, Inc. 401(k)…$670KPaladin Cleaning Service, Inc. Retirement PlanPaladin Cleaning Service, In…$670KHumpty Dumpty Institute, Inc. 401(k) PlanHumpty Dumpty Institute, Inc…$671K
End-of-year total assets ($M) among Private Client Fiduciary Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Private Client Fiduciary Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Private Client Fiduciary Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$4M 427.7824852014512% vs 2022
2024 filing year
$0M$1M$2M$3M$4M 202220232024 $0.67M $3.54M ▲ +428.4%
Year Plans Participants Total Assets
2022 1 13 $670K
2023 1 14 $1M
2024 1 15 $4M

Private Client Fiduciary Corporation filing trail (2022)

Total Assets (Beginning of Year)$731K
Net Assets (End of Year)$670K
Net Income-$61K
Employer EIN812134783
Plan Effective Date2016-04-05
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Washington

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

Private Client Fiduciary Corporation 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Private Client Fiduciary Corporation 401(k) Plan, Total assets ($B): 0.000670336 · Participants: 13Private Client Fiduciary Corporation 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 63.503643295 · Participants: 118434The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 39.602667639 · Participants: 109797Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 25.912962472 · Participants: 181505Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 17.732345025 · Participants: 1230308Amazon 401(k) PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 7.280031396 · Participants: 75797T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust
Private Client Fiduciary Corporation 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Private Client Fiduciary Corporation 401(k) Plan side-by-side with 3 peers →

Private Client Fiduciary Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Redstone Print & Mail, Inc. 401(k) Profit Sharing Plan & Trust in CA ($670K); by covered participants it is Casey Tool and Lock Technology Inc. Employees Profit Sharing Plan and Trust in IL (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Private Client Fiduciary Corporation 401(k) Plan assets move in 2022? ▼
Private Client Fiduciary Corporation 401(k) Plan pulled back noticeably - down 8.3% during 2022, from $731K to $670K. Reported net income was -$61K.
How have Private Client Fiduciary Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Private Client Fiduciary Corporation's sponsor-wide assets grew 427.8%, from $670K to $4M.
Where does Private Client Fiduciary Corporation 401(k) Plan rank by assets among Form 5500 filers? ▼
Private Client Fiduciary Corporation 401(k) Plan ranks in the 21st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Private Client Fiduciary Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Redstone Print & Mail, Inc. 401(k) Profit Sharing Plan & Trust in CA ($670K, 137 participants).
Which 401(k) plans cover a similar participant headcount to Private Client Fiduciary Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Casey Tool and Lock Technology Inc. Employees Profit Sharing Plan and Trust in IL (13 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 812134783.

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.