401(k) · DOL Form 5500 · 2022

Mullen & Filippi, LLP 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
142
Participants Small participant base
76th
Percentile by assets National rank
$129,679
Avg per participant Near avg balance/head
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Official DOL plan name: Mullen & Filippi 401(k) Profit Sharing Plan · Sponsored by Mullen & Filippi, LLP · California · Professional & Technical Services

$18M in assets, 142 participants

Mullen & Filippi, LLP's Mullen & Filippi 401(k) Profit Sharing Plan reported $18M in total assets and 142 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #16,407 in Professional & Technical Services (21,562 peers)

Coverage in California

Mullen & Filippi 401(k) Profit Sharing Plan covers 142 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $18M.

#16,407
in Professional & Technical Services (21,562 peers)
-27.3%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mullen & Filippi 401(k) Profit Sharing Plan's outsized position by total assets

Mullen & Filippi 401(k) Profit Sharing Plan vs every filed plan by assets

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

$18,414,389 Top 24% higher than 76% 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

Mullen & Filippi 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. Mullen & Filippi 401(k) Profit Sharing Plan sits mid-pack in the medium band (142 participants).

EBSA filing schedule strip

Filing strip 941125789 · Mullen & Filippi, LLP PY 2022 · 401(k)

Mullen & Filippi 401(k) Profit Sharing Plan · $18M · 142 · 76th

  • ASSETS $18M
  • PCT 142
  • EIN 76th
  • RANK 401(k)
  • PHOTO near Harris Freeman & Co., Inc. 401(k) Profit Sharing Plan
  • IND ind #16407

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 →

Mullen & Filippi 401(k) Profit Sharing Plan in the asset neighbourhood

Milton Pediatric Retirement TrustMilton Pediatric Retirement …$18MBirmingham Fastener & Supply, Inc. 401(k) PlanBirmingham Fastener & Supply…$18MEndava Inc. 401(k) Profit Sharing Plan and TrustEndava Inc. 401(k) Profit Sh…$18MMullen & Filippi 401(k) Profit Sharing PlanMullen & Filippi 401(k) Prof…$18MHarris Freeman & Co., Inc. 401(k) Profit Sharing PlanHarris Freeman & Co., Inc. 4…$18M
End-of-year total assets ($M) among Mullen & Filippi 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)$25M
Net Assets (End of Year)$18M
Net Income-$7M
Employer EIN941125789
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mullen & Filippi, LLP)

Sponsor-wide plan assets over time

All Mullen & Filippi, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$21M 11.450029648010586% vs 2022
2024 filing year
$18M$19M$20M$21M 202220232024 $18.4M $20.5M ▲ +11.5%
Year Plans Participants Total Assets
2022 1 142 $18M
2023 1 120 $18M
2024 1 124 $21M

Nearby 401(k) Plans in California

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

Mullen & Filippi 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 ($B) Participants Mullen & Filippi 401(k) Profit Sharing Plan, Total assets ($B): 0.018414389 · Participants: 142Mullen & Filippi 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
Mullen & Filippi 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants

Mullen & Filippi 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 Harris Freeman & Co., Inc. 401(k) Profit Sharing Plan in NJ ($18M); by covered participants it is Kent Materials 401(k) in LA (142 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (142 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 Mullen & Filippi 401(k) Profit Sharing Plan assets move in 2022?
Mullen & Filippi 401(k) Profit Sharing Plan declined sharply - down 27.3% during 2022, from $25M to $18M. Reported net income was -$7M.
How have Mullen & Filippi, LLP plan assets changed over time?
Across 3 plan years on file (2022-2024), Mullen & Filippi, LLP's sponsor-wide assets grew 11.5%, from $18M to $21M.
Where does Mullen & Filippi 401(k) Profit Sharing Plan rank by assets among Form 5500 filers?
Mullen & Filippi 401(k) Profit Sharing Plan ranks in the 76th 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 Mullen & Filippi 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Harris Freeman & Co., Inc. 401(k) Profit Sharing Plan in NJ ($18M, 208 participants).
Which 401(k) plans cover a similar participant headcount to Mullen & Filippi 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Kent Materials 401(k) in LA (142 participants, $159K in assets).