401(k) · DOL Form 5500 · 2022
Donaldson Callif Perez, LLP 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $219,900
- Avg per participant Above avg balance/head
Official DOL plan name: Donaldson Callif Perez, LLP 401(k) Profit Sharing Plan · Sponsored by Donaldson Callif Perez, LLP · California · Professional & Technical Services
$3M in assets, 12 participants
Donaldson Callif Perez, LLP's Donaldson Callif Perez, LLP 401(k) Profit Sharing Plan reported $3M in total assets and 12 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.
- #7,571 in Professional & Technical Services (21,562 peers)
Donaldson Callif Perez, LLP multi-year trail
Donaldson Callif Perez, LLP's plans moved +67.1% in assets from 2022 to 2024; this filing shows Donaldson Callif Perez, LLP 401(k) Profit Sharing Plan at $3M / 12 participants.
- #7,571
- in Professional & Technical Services (21,562 peers)
- -3.2%
- assets change YoY
The plan reported a net loss of $87K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Donaldson Callif Perez, LLP 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Donaldson Callif Perez, LLP 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,638,796 38th percentile higher than 38% 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
Donaldson Callif Perez, LLP 401(k) Profit Sharing 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. Donaldson Callif Perez, LLP 401(k) Profit Sharing Plan is a small filing (12 participants) on this national headcount ladder.
DOL schedule card
Filing strip 611574311 · Donaldson Callif Perez, LLP PY 2022 · 401(k)
Donaldson Callif Perez, LLP 401(k) Profit Sharing Plan · $3M · 12 · 38th
- ASSETS $3M
- PCT 12
- EIN 38th
- RANK 401(k)
- PHOTO near Amcomm Telecommunications, Inc. 401(k) Plan
- IND ind #7571
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 →
Donaldson Callif Perez, LLP 401(k) Profit Sharing Plan in the asset neighbourhood
Donaldson Callif Perez, LLP multi-year asset trail
Sponsor-wide plan assets over time
All Donaldson Callif Perez, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 67.06615441284586% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 12 | $3M |
| 2023 | 1 | 20 | $3M |
| 2024 | 1 | 24 | $4M |
Donaldson Callif Perez, LLP filing trail (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$87K |
| Employer EIN | 611574311 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
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
Donaldson Callif Perez, LLP 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 Amcomm Telecommunications, Inc. 401(k) Plan in MI ($3M); by covered participants it is Snt Food and Beverage Retirement Plan in VA (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (12 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.