401(k) · DOL Form 5500 · 2022

Perona, Langer, Beck, Serbin & Harrison 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
162
Participants Small participant base
61st
Percentile by assets National rank
$50,838
Avg per participant Low balance/head
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Official DOL plan name: Perona, Langer, Beck, Serbin & Harrison 401(k) Profit Sharing Plan · Sponsored by Perona, Langer, Beck, Serbin & Harrison · California · Professional & Technical Services

$8M in assets, 162 participants

Perona, Langer, Beck, Serbin & Harrison's Perona, Langer, Beck, Serbin & Harrison 401(k) Profit Sharing Plan reported $8M in total assets and 162 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #12,765 in Professional & Technical Services (21,562 peers)

Coverage in California

Perona, Langer, Beck, Serbin & Harrison 401(k) Profit Sharing Plan covers 162 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $8M.

#12,765
in Professional & Technical Services (21,562 peers)
-65.6%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Perona, Langer, Beck, Serbin & Harrison 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Perona, Langer, Beck, Serbin & Harrison 401(k) Profit Sharing Plan vs every filed plan by assets

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

$8,235,680 Top 39% higher than 61% 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

Perona, Langer, Beck, Serbin & Harrison 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Perona, Langer, Beck, Serbin & Harrison 401(k) Profit Sharing Plan sits mid-pack in the medium band (162 participants).

Form 5500 schedule snapshot

Filing strip 953510853 · Perona, Langer, Beck, Serbin & Harrison PY 2022 · 401(k)

Perona, Langer, Beck, Serbin & Harrison 401(k) Profit Sharing Plan · $8M · 162 · 61st

  • BOOK $8M
  • BOOK 162
  • BOOK 61st
  • BOOK 401(k)
  • BOOK near The Bank of Princeton 401(k) Profit Sharing Plan
  • BOOK ind #12765

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 →

Perona, Langer, Beck, Serbin & Harrison 401(k) Profit Sharing Plan in the asset neighbourhood

Perona, Langer, Beck, Serbin & Harrison 401(k) Profit Sharing PlanPerona, Langer, Beck, Serbin…$8MThe Bank of Princeton 401(k) Profit Sharing PlanThe Bank of Princeton 401(k)…$8MHealth Union, LLC 401(k) Profit Sharing PlanHealth Union, LLC 401(k) Pro…$8MCentennial Plastics, Inc. Retirement PlanCentennial Plastics, Inc. Re…$8MTownsend Leather Co., Inc. 401(k) Retirement Profit Sharing PlanTownsend Leather Co., Inc. 4…$8M
End-of-year total assets ($M) among Perona, Langer, Beck, Serbin & Harrison 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$8M
Net Income-$4M
Employer EIN953510853
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Perona, Langer, Beck, Serbin & Harrison)

Sponsor-wide plan assets over time

All Perona, Langer, Beck, Serbin & Harrison plans reported in each filing year

Latest sponsor-wide plan assets
$11M 28.8904012783401% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $8.24M $10.6M ▲ +28.9%
Year Plans Participants Total Assets
2022 1 162 $8M
2023 1 71 $9M
2024 1 76 $11M

Nearby 401(k) Plans in California

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

Perona, Langer, Beck, Serbin & Harrison 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 ($B) Participants Perona, Langer, Beck, Serbin & Harrison 401(k) Profit Sharing Plan, Total assets ($B): 0.00823568 · Participants: 162Perona, Langer, Beck, Serbin & Harrison 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
Perona, Langer, Beck, Serbin & Harrison 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Perona, Langer, Beck, Serbin & Harrison 401(k) Profit Sharing Plan side-by-side with 3 peers →

Perona, Langer, Beck, Serbin & Harrison 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 Bank of Princeton 401(k) Profit Sharing Plan in NJ ($8M); by covered participants it is News Communications Inc. 401(k) in TX (162 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (162 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 Perona, Langer, Beck, Serbin & Harrison 401(k) Profit Sharing Plan assets move in 2022? ▼
Perona, Langer, Beck, Serbin & Harrison 401(k) Profit Sharing Plan contracted severely - down 65.6% during 2022, from $24M to $8M. Reported net income was -$4M.
How have Perona, Langer, Beck, Serbin & Harrison plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Perona, Langer, Beck, Serbin & Harrison's sponsor-wide assets grew 28.9%, from $8M to $11M.
Which 401(k) plans are similar in size to Perona, Langer, Beck, Serbin & Harrison 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Bank of Princeton 401(k) Profit Sharing Plan in NJ ($8M, 181 participants).
Which 401(k) plans cover a similar participant headcount to Perona, Langer, Beck, Serbin & Harrison 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is News Communications Inc. 401(k) in TX (162 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 953510853.

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.