401(k) · DOL Form 5500 · 2022
Reid, Sahm, Isaacs & Schmelzlen, LLP 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $1.4M
- Avg per participant High balance/head
Official DOL plan name: Reid, Sahm, Isaacs & Schmelzlen, LLP Profit Sharing Plan · Sponsored by Reid, Sahm, Isaacs & Schmelzlen, LLP · California · Professional & Technical Services
$5M in assets, 4 participants
Reid, Sahm, Isaacs & Schmelzlen, LLP's Reid, Sahm, Isaacs & Schmelzlen, LLP Profit Sharing Plan reported $5M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.
- #10,865 in Professional & Technical Services (21,562 peers)
2022 asset change
Reid, Sahm, Isaacs & Schmelzlen, LLP Profit Sharing Plan pulled back noticeably 13.0% in 2022 ($6M → $5M) for 4 participants.
- #10,865
- in Professional & Technical Services (21,562 peers)
- -13.0%
- assets change YoY
The plan reported a net loss of $822K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Reid, Sahm, Isaacs & Schmelzlen, LLP Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Reid, Sahm, Isaacs & Schmelzlen, LLP Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,495,142 Top 48% higher than 52% 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
Reid, Sahm, Isaacs & Schmelzlen, LLP 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. Reid, Sahm, Isaacs & Schmelzlen, LLP Profit Sharing Plan is a micro filing (4 participants), the leftmost band.
Published 5500 schedule card
Filing strip 330525120 · Reid, Sahm, Isaacs & Schmelzlen, LLP PY 2022 · 401(k)
Reid, Sahm, Isaacs & Schmelzlen, LLP Profit Sharing Plan · $5M · 4 · 52nd
- TYPE $5M
- NET 4
- BOOK 52nd
- VS-ST 401(k)
- BOY near Priority Dispatch & Diamond Expedited 401(k) Plan
- SCH ind #10865
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 →
Reid, Sahm, Isaacs & Schmelzlen, LLP Profit Sharing Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$822K |
| Employer EIN | 330525120 |
| Plan Effective Date | 1994-01-01 |
| 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
Reid, Sahm, Isaacs & Schmelzlen, LLP Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Priority Dispatch & Diamond Expedited 401(k) Plan in OH ($5M); by covered participants it is Reynolds Family Agency Retirement Plan in AL (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
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.