Profit Sharing · DOL Form 5500 · 2022

Coblentz, Patch, Duffy & Bass LLP Profit Sharing Plan

Data updated 2026-08-25

$693K
Total assets Small plan by assets
18
Participants Small participant base
21st
Percentile by assets National rank
$38,492
Avg per participant Low balance/head
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Official DOL plan name: Coblentz, Patch, Duffy & Bass LLP Non-Elective Plan · Sponsored by Coblentz, Patch, Duffy & Bass LLP · California · Professional & Technical Services

$693K in assets, 18 participants

Coblentz, Patch, Duffy & Bass LLP's Coblentz, Patch, Duffy & Bass LLP Non-Elective Plan reported $693K in total assets and 18 participants in its 2022 DOL Form 5500 filing, ranking in the 21st 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.

  • #3,749 in Professional & Technical Services (21,562 peers)

Coblentz, Patch, Duffy & Bass LLP multi-year trail

Coblentz, Patch, Duffy & Bass LLP's plans moved +15.3% in assets from 2022 to 2024; this filing shows Coblentz, Patch, Duffy & Bass LLP Non-Elective Plan at $693K / 18 participants.

#3,749
in Professional & Technical Services (21,562 peers)
+276.0%
assets growth YoY

Coblentz, Patch, Duffy & Bass LLP Non-Elective Plan among the smaller filed plans by assets

Coblentz, Patch, Duffy & Bass LLP Non-Elective Plan vs every filed plan by assets

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

$692,856 21st percentile higher than 21% 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

Coblentz, Patch, Duffy & Bass LLP Non-Elective 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. Coblentz, Patch, Duffy & Bass LLP Non-Elective Plan is a small filing (18 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 941244910 · Coblentz, Patch, Duffy & Bass LLP PY 2022 · Profit Sharing

Coblentz, Patch, Duffy & Bass LLP Non-Elective Plan · $693K · 18 · 21st

  • PART $693K
  • PART 18
  • PART 21st
  • PART Profit Sharing
  • PART near Sws Associates Inc Profit Sharing Plan & Trust
  • PART ind #3749

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 →

Coblentz, Patch, Duffy & Bass LLP Non-Elective Plan in the asset neighbourhood

Coblentz, Patch, Duffy & Bass LLP Non-Elective PlanCoblentz, Patch, Duffy & Bas…$693KSws Associates Inc Profit Sharing Plan & TrustSws Associates Inc Profit Sh…$693KJtms Investments Inc. Retirement PlanJtms Investments Inc. Retire…$693KCollier's Nursery Profit Sharing PlanCollier's Nursery Profit Sha…$693KFranklin Plugez Feliciano Retirement PlanFranklin Plugez Feliciano Re…$692K
End-of-year total assets ($M) among Coblentz, Patch, Duffy & Bass LLP Non-Elective Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Coblentz, Patch, Duffy & Bass LLP multi-year asset trail

Sponsor-wide plan assets over time

All Coblentz, Patch, Duffy & Bass LLP plans reported in each filing year

Latest sponsor-wide plan assets
$105M 15.288312332230774% vs 2022
2024 filing year
$85M$90M$95M$100M$105M$110M 202220232024 $91.4M $105M ▲ +15.3%
Year Plans Participants Total Assets
2022 3 210 $91M
2023 1 161 $98M
2024 1 149 $105M

Coblentz, Patch, Duffy & Bass LLP filing trail (2022)

Total Assets (Beginning of Year)$184K
Net Assets (End of Year)$693K
Net Income$657K
Employer EIN941244910
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Coblentz, Patch, Duffy & Bass LLP Non-Elective Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Coblentz, Patch, Duffy & Bass LLP Non-Elective Plan, Total assets ($B): 0.000692856 · Participants: 18Coblentz, Patch, Duffy & Bass LLP Non-Elective PlanIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
Coblentz, Patch, Duffy & Bass LLP Non-Elective Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Coblentz, Patch, Duffy & Bass LLP Non-Elective Plan side-by-side with 3 peers →

Coblentz, Patch, Duffy & Bass LLP Non-Elective Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Sws Associates Inc Profit Sharing Plan & Trust in TX ($693K); by covered participants it is Dme Interests, Inc. Retirement Plan in TX (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Coblentz, Patch, Duffy & Bass LLP Non-Elective Plan assets move in 2022? ▼
Coblentz, Patch, Duffy & Bass LLP Non-Elective Plan surged - up 276.0% during 2022, from $184K to $693K. Reported net income was $657K.
How have Coblentz, Patch, Duffy & Bass LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coblentz, Patch, Duffy & Bass LLP's sponsor-wide assets grew 15.3%, from $91M to $105M.
Where does Coblentz, Patch, Duffy & Bass LLP Non-Elective Plan rank by assets among Form 5500 filers? ▼
Coblentz, Patch, Duffy & Bass LLP Non-Elective Plan ranks in the 21st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Coblentz, Patch, Duffy & Bass LLP Non-Elective Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Sws Associates Inc Profit Sharing Plan & Trust in TX ($693K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Coblentz, Patch, Duffy & Bass LLP Non-Elective Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dme Interests, Inc. Retirement Plan in TX (18 participants, $488K 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 941244910.

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.