401(k) · DOL Form 5500 · 2022

Samuelsen, Gonzalez, Valenzuela & Brown LLP 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
81
Participants Small participant base
67th
Percentile by assets National rank
$135,098
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Samuelsen, Gonzalez, Valenzuela & Brown 401(k) Plan · Sponsored by Samuelsen, Gonzalez, Valenzuela & Brown LLP · California · Professional & Technical Services

$11M in assets, 81 participants

Samuelsen, Gonzalez, Valenzuela & Brown LLP's Samuelsen, Gonzalez, Valenzuela & Brown 401(k) Plan reported $11M in total assets and 81 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #14,185 in Professional & Technical Services (21,562 peers)

Samuelsen, Gonzalez, Valenzuela & Brown LLP multi-year trail

Samuelsen, Gonzalez, Valenzuela & Brown LLP's plans moved +46.6% in assets from 2022 to 2024; this filing shows Samuelsen, Gonzalez, Valenzuela & Brown 401(k) Plan at $11M / 81 participants.

#14,185
in Professional & Technical Services (21,562 peers)
-23.9%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Samuelsen, Gonzalez, Valenzuela & Brown 401(k) Plan's outsized position by total assets

Samuelsen, Gonzalez, Valenzuela & Brown 401(k) Plan vs every filed plan by assets

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

$10,942,971 Top 33% higher than 67% 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

Samuelsen, Gonzalez, Valenzuela & Brown 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. Samuelsen, Gonzalez, Valenzuela & Brown 401(k) Plan is a small filing (81 participants) on this national headcount ladder.

DOL schedule card

Filing strip 953532774 · Samuelsen, Gonzalez, Valenzuela & Brown LLP PY 2022 · 401(k)

Samuelsen, Gonzalez, Valenzuela & Brown 401(k) Plan · $11M · 81 · 67th

  • ASSETS $11M
  • ASSETS 81
  • ASSETS 67th
  • ASSETS 401(k)
  • ASSETS near Long's Jewelers, Ltd 401(k) Profit Sharing Plan
  • ASSETS ind #14185

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 →

Samuelsen, Gonzalez, Valenzuela & Brown 401(k) Plan in the asset neighbourhood

Samuelsen, Gonzalez, Valenzuela & Brown 401(k) PlanSamuelsen, Gonzalez, Valenzu…$11MLong's Jewelers, Ltd 401(k) Profit Sharing PlanLong's Jewelers, Ltd 401(k) …$11MPediatrics in Brevard, P.a. 401(k) Profit Sharing PlanPediatrics in Brevard, P.a. …$11MIndependent Dispatch, Inc. 401(k) Profit Sharing PlanIndependent Dispatch, Inc. 4…$11MNei Electric Power Engineering, Inc. 401(k) Profit Sharing PlanNei Electric Power Engineeri…$11M
End-of-year total assets ($M) among Samuelsen, Gonzalez, Valenzuela & Brown 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Samuelsen, Gonzalez, Valenzuela & Brown LLP multi-year asset trail

Sponsor-wide plan assets over time

All Samuelsen, Gonzalez, Valenzuela & Brown LLP plans reported in each filing year

Latest sponsor-wide plan assets
$16M 46.6232799118265% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $10.9M $16M ▲ +46.6%
Year Plans Participants Total Assets
2022 1 81 $11M
2023 1 76 $13M
2024 1 78 $16M

Samuelsen, Gonzalez, Valenzuela & Brown LLP filing trail (2022)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$11M
Net Income-$3M
Employer EIN953532774
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.

Samuelsen, Gonzalez, Valenzuela & Brown 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Samuelsen, Gonzalez, Valenzuela & Brown 401(k) Plan, Total assets ($B): 0.010942971 · Participants: 81Samuelsen, Gonzalez, Valenzuela & Brown 401(k) 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
Samuelsen, Gonzalez, Valenzuela & Brown 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Samuelsen, Gonzalez, Valenzuela & Brown 401(k) Plan side-by-side with 3 peers →

Samuelsen, Gonzalez, Valenzuela & Brown 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Long's Jewelers, Ltd 401(k) Profit Sharing Plan in MA ($11M); by covered participants it is Ocean Express, LLC 401(k) Plan in MA (81 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (81 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 Samuelsen, Gonzalez, Valenzuela & Brown 401(k) Plan assets move in 2022? ▼
Samuelsen, Gonzalez, Valenzuela & Brown 401(k) Plan declined sharply - down 23.9% during 2022, from $14M to $11M. Reported net income was -$3M.
How have Samuelsen, Gonzalez, Valenzuela & Brown LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Samuelsen, Gonzalez, Valenzuela & Brown LLP's sponsor-wide assets grew 46.6%, from $11M to $16M.
Which 401(k) plans are similar in size to Samuelsen, Gonzalez, Valenzuela & Brown 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Long's Jewelers, Ltd 401(k) Profit Sharing Plan in MA ($11M, 118 participants).
Which 401(k) plans cover a similar participant headcount to Samuelsen, Gonzalez, Valenzuela & Brown 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ocean Express, LLC 401(k) Plan in MA (81 participants, $2M 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 953532774.

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.