401(k) · DOL Form 5500 · 2022

Wright, Finlay & Zak, LLP 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
81
Participants Small participant base
75th
Percentile by assets National rank
$209,939
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wright, Finlay & Zak, LLP 401(k) Plan · Sponsored by Wright, Finlay & Zak, LLP · California · Professional & Technical Services

$17M in assets, 81 participants

Wright, Finlay & Zak, LLP's Wright, Finlay & Zak, LLP 401(k) Plan reported $17M in total assets and 81 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #16,077 in Professional & Technical Services (21,562 peers)

Where Wright, Finlay & Zak, LLP 401(k) Plan sits by assets

Wright, Finlay & Zak, LLP 401(k) Plan sits in the top quartile of all filed plans by assets, $17M for 81 participants (~$209,939/participant), down 15.6% in 2022.

#16,077
in Professional & Technical Services (21,562 peers)
-15.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Wright, Finlay & Zak, LLP 401(k) Plan's outsized position by total assets

Wright, Finlay & Zak, LLP 401(k) Plan vs every filed plan by assets

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

$17,005,096 Top 25% higher than 75% 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

Wright, Finlay & Zak, LLP 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. Wright, Finlay & Zak, LLP 401(k) Plan is a small filing (81 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 330984579 · Wright, Finlay & Zak, LLP PY 2022 · 401(k)

Wright, Finlay & Zak, LLP 401(k) Plan · $17M · 81 · 75th

  • PHOTO $17M
  • IND 81
  • EOY 75th
  • 5500 401(k)
  • ASSETS near Fi-Tek Group 401(k) Plan
  • PCT ind #16077

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 →

Wright, Finlay & Zak, LLP 401(k) Plan in the asset neighbourhood

Wright, Finlay & Zak, LLP 401(k) PlanWright, Finlay & Zak, LLP 40…$17MPitlik & Wick, Inc. 401(k) Profit Sharing PlanPitlik & Wick, Inc. 401(k) P…$17MFi-Tek Group 401(k) Plan$17MWirtz Holding Company, Inc. Profit Sharing Retirement & 401(k) PlanWirtz Holding Company, Inc. …$17MCreative Financial Staffing 401(k) PlanCreative Financial Staffing …$17M
End-of-year total assets ($M) among Wright, Finlay & Zak, LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$17M
Net Income-$3M
Employer EIN330984579
Plan Effective Date2002-07-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Wright, Finlay & Zak, LLP)

Sponsor-wide plan assets over time

All Wright, Finlay & Zak, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$22M 27.542590762204462% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17M $21.7M ▲ +27.5%
Year Plans Participants Total Assets
2022 1 81 $17M
2023 1 75 $20M
2024 1 76 $22M

Nearby 401(k) Plans in California

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

Wright, Finlay & Zak, LLP 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Wright, Finlay & Zak, LLP 401(k) Plan, Total assets ($B): 0.017005096 · Participants: 81Wright, Finlay & Zak, LLP 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
Wright, Finlay & Zak, LLP 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Wright, Finlay & Zak, LLP 401(k) Plan side-by-side with 3 peers →

Wright, Finlay & Zak, LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Fi-Tek Group 401(k) Plan in NJ ($17M); 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 Wright, Finlay & Zak, LLP 401(k) Plan assets move in 2022? ▼
Wright, Finlay & Zak, LLP 401(k) Plan declined sharply - down 15.6% during 2022, from $20M to $17M. Reported net income was -$3M.
How have Wright, Finlay & Zak, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wright, Finlay & Zak, LLP's sponsor-wide assets grew 27.5%, from $17M to $22M.
Where does Wright, Finlay & Zak, LLP 401(k) Plan rank by assets among Form 5500 filers? ▼
Wright, Finlay & Zak, LLP 401(k) Plan ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Wright, Finlay & Zak, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fi-Tek Group 401(k) Plan in NJ ($17M, 141 participants).
Which 401(k) plans cover a similar participant headcount to Wright, Finlay & Zak, LLP 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 330984579.

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.