401(k) · DOL Form 5500 · 2022

Pults & Associates, LLP 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
34th
Percentile by assets National rank
$498,091
Avg per participant High balance/head
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Official DOL plan name: Steven D. Pults, Aia & Associates 401(k) Profit Sharing Plan · Sponsored by Pults & Associates, LLP · California · Professional & Technical Services

$2M in assets, 4 participants

Pults & Associates, LLP's Steven D. Pults, Aia & Associates 401(k) Profit Sharing Plan reported $2M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,536 in Professional & Technical Services (21,562 peers)

Pults & Associates, LLP multi-year trail

Pults & Associates, LLP's plans moved +11.9% in assets from 2022 to 2023; this filing shows Steven D. Pults, Aia & Associates 401(k) Profit Sharing Plan at $2M / 4 participants.

#6,536
in Professional & Technical Services (21,562 peers)
-17.2%
assets change YoY

The plan reported a net loss of $415K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Steven D. Pults, Aia & Associates 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Steven D. Pults, Aia & Associates 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,992,365 34th percentile higher than 34% 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

Steven D. Pults, Aia & Associates 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Steven D. Pults, Aia & Associates 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

DOL schedule card

Filing strip 770444475 · Pults & Associates, LLP PY 2022 · 401(k)

Steven D. Pults, Aia & Associates 401(k) Profit Sharing Plan · $2M · 4 · 34th

  • BOOK $2M
  • VS-ST 4
  • BOY 34th
  • SCH 401(k)
  • EBSA near The Speedy 401 K Benefit Plan
  • PART ind #6536

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 →

Steven D. Pults, Aia & Associates 401(k) Profit Sharing Plan in the asset neighbourhood

Steven D. Pults, Aia & Associates 401(k) Profit Sharing PlanSteven D. Pults, Aia & Assoc…$2MThe Speedy 401 K Benefit Plan$2MChucky Designer Shoes, Ltd. Incentive Savings TrustChucky Designer Shoes, Ltd. …$2MGana-A'yoo Limited 401(k) Retirement PlanGana-A'yoo Limited 401(k) Re…$2MAlliance Tractor & Implement Co., Inc. 401(k) PlanAlliance Tractor & Implement…$2M
End-of-year total assets ($M) among Steven D. Pults, Aia & Associates 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pults & Associates, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Pults & Associates, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$2M 11.929591214461206% vs 2022
2023 filing year
$1.9M$2M$2.1M$2.2M$2.3M 20222023 $1.99M $2.23M ▲ +12.1%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 4 $2M

Pults & Associates, LLP filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$415K
Employer EIN770444475
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Steven D. Pults, Aia & Associates 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 ($B) Participants Steven D. Pults, Aia & Associates 401(k) Profit Sharing Plan, Total assets ($B): 0.001992365 · Participants: 4Steven D. Pults, Aia & Associates 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
Steven D. Pults, Aia & Associates 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Steven D. Pults, Aia & Associates 401(k) Profit Sharing Plan side-by-side with 3 peers →

Steven D. Pults, Aia & Associates 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 The Speedy 401 K Benefit Plan in OH ($2M); by covered participants it is Reynolds Family Agency Retirement Plan in AL (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Steven D. Pults, Aia & Associates 401(k) Profit Sharing Plan assets move in 2022? ▼
Steven D. Pults, Aia & Associates 401(k) Profit Sharing Plan declined sharply - down 17.2% during 2022, from $2M to $2M. Reported net income was -$415K.
How have Pults & Associates, LLP plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Pults & Associates, LLP's sponsor-wide assets grew 11.9%, from $2M to $2M.
Which 401(k) plans are similar in size to Steven D. Pults, Aia & Associates 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Speedy 401 K Benefit Plan in OH ($2M, 328 participants).
Which 401(k) plans cover a similar participant headcount to Steven D. Pults, Aia & Associates 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Reynolds Family Agency Retirement Plan in AL (4 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 770444475.

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.