Profit Sharing · DOL Form 5500 · 2022

Considine & Considine, an Accountancy Corporation Profit Sharing Plan

Data updated 2026-08-11

$20M
Total assets
64
Participants
77th
Percentile by assets
$316,239
Avg per participant
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Official DOL plan name: Considine & Considine 401(k) Profit Sharing Plan and Trust · Sponsored by Considine & Considine, an Accountancy Corporation · California · Professional & Technical Services

$20M in assets, 64 participants

Considine & Considine, an Accountancy Corporation's Considine & Considine 401(k) Profit Sharing Plan and Trust reported $20M in total assets and 64 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • 77th percentile by assets (of 139,126 plans)
  • #16,751 in Professional & Technical Services (21,562 peers)

Where Considine & Considine 401(k) Profit Sharing Plan and Trust sits by assets

Considine & Considine 401(k) Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $20M for 64 participants (~$316,239/participant), up 16.5% in 2022.

$20M
total plan assets (2022 EOY)
64
covered participants
77th
percentile by assets (of 139,126 plans)
$316,239
avg assets per participant

Considine & Considine 401(k) Profit Sharing Plan and Trust vs the 2022 asset distribution

By assets, Considine & Considine 401(k) Profit Sharing Plan and Trust outranks 77% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN952694444
Plan Effective Date1971-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Considine & Considine, an Accountancy Corporation)

$18M$20M$22M$24M$26M$28M 202220232024 $20.2M $25.9M â–˛ +28.0%
Total plan assets by year, all Considine & Considine, an Accountancy Corporation plans on file
Year Plans Participants Total Assets
2022 1 64 $20M
2023 1 70 $22M
2024 1 76 $26M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Considine & Considine 401(k) Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in California, assets vs. participants

Considine & Considine 401(k) Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Considine & Considin…Intel Retirement Con…Scpmg Keogh PlanMotion Picture Indus…Memorialcare Retirem…Cedars-Sinai Health …
Considine & Considine 401(k) Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in California, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Considine & Considine 401(k) Profit Sharing Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Considine & Considine 401(k) Profit Sharing Plan and Trust assets move in 2022?
Considine & Considine 401(k) Profit Sharing Plan and Trust grew sharply - up 16.5% during 2022, from $17M to $20M. Reported net income was $3M.
How have Considine & Considine, an Accountancy Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Considine & Considine, an Accountancy Corporation's sponsor-wide assets grew 28.0%, from $20M to $26M.
Where does Considine & Considine 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers?
Considine & Considine 401(k) Profit Sharing Plan and Trust ranks in the 77th 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 Profit Sharing plans are similar in size to Considine & Considine 401(k) Profit Sharing Plan and Trust?
Among Profit Sharing plans in other states, the closest by assets is G and D Wallace, Inc Profit Sharing Plan in WA ($20M, 48 participants).

Scale reading

Ways to act on Considine & Considine 401(k) Profit Sharing Plan and Trust's numbers.