401(k) · DOL Form 5500 · 2022

Quigley-Simpson & Heppelwhite, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
164
Participants Small participant base
51st
Percentile by assets National rank
$31,009
Avg per participant Low balance/head
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Official DOL plan name: Quigley-Simpson & Heppelwhite, Inc. 401(k) Profit Sharing Plan · Sponsored by Quigley-Simpson & Heppelwhite, Inc. · California · Professional & Technical Services

$5M in assets, 164 participants

Quigley-Simpson & Heppelwhite, Inc.'s Quigley-Simpson & Heppelwhite, Inc. 401(k) Profit Sharing Plan reported $5M in total assets and 164 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.

  • #10,519 in Professional & Technical Services (21,562 peers)

Coverage in California

Quigley-Simpson & Heppelwhite, Inc. 401(k) Profit Sharing Plan covers 164 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $5M.

#10,519
in Professional & Technical Services (21,562 peers)
-0.6%
assets change YoY

The plan reported a net loss of $29K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Quigley-Simpson & Heppelwhite, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Quigley-Simpson & Heppelwhite, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$5,085,433 Top 49% higher than 51% 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

Quigley-Simpson & Heppelwhite, Inc. 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. Quigley-Simpson & Heppelwhite, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (164 participants).

Form 5500 schedule snapshot

Filing strip 352176523 · Quigley-Simpson & Heppelwhite, Inc. PY 2022 · 401(k)

Quigley-Simpson & Heppelwhite, Inc. 401(k) Profit Sharing Plan · $5M · 164 · 51st

  • EOY $5M
  • EOY 164
  • EOY 51st
  • EOY 401(k)
  • EOY near Absolute Dental Group, LLC 401(k) Plan
  • EOY ind #10519

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 →

Quigley-Simpson & Heppelwhite, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Quigley-Simpson & Heppelwhite, Inc. 401(k) Profit Sharing PlanQuigley-Simpson & Heppelwhit…$5MAbsolute Dental Group, LLC 401(k) PlanAbsolute Dental Group, LLC 4…$5MGajeske, Inc. 401(k) Plan$5MMontgomery Village Foundation, Inc. Retirement and Savings Plan and TrustMontgomery Village Foundatio…$5MTrapper Mining, Inc. Union Employees 401(k) PlanTrapper Mining, Inc. Union E…$5M
End-of-year total assets ($M) among Quigley-Simpson & Heppelwhite, Inc. 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)$5M
Net Assets (End of Year)$5M
Net Income-$29K
Employer EIN352176523
Plan Effective Date2004-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Quigley-Simpson & Heppelwhite, Inc.)

Sponsor-wide plan assets over time

All Quigley-Simpson & Heppelwhite, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 55.83227622898581% vs 2022
2024 filing year
$4M$5M$6M$7M$8M$9M 202220232024 $5.09M $7.92M ▲ +55.6%
Year Plans Participants Total Assets
2022 1 164 $5M
2023 1 164 $7M
2024 1 175 $8M

Nearby 401(k) Plans in California

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

Quigley-Simpson & Heppelwhite, Inc. 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 ($B) Participants Quigley-Simpson & Heppelwhite, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.005085433 · Participants: 164Quigley-Simpson & Heppelwhite, Inc. 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
Quigley-Simpson & Heppelwhite, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Quigley-Simpson & Heppelwhite, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Quigley-Simpson & Heppelwhite, Inc. 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 Absolute Dental Group, LLC 401(k) Plan in NV ($5M); by covered participants it is Inserv Corp. 401(k) Profit Sharing Plan in NC (164 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (164 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 Quigley-Simpson & Heppelwhite, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Quigley-Simpson & Heppelwhite, Inc. 401(k) Profit Sharing Plan held essentially flat - down 0.6% during 2022, from $5M to $5M. Reported net income was -$29K.
How have Quigley-Simpson & Heppelwhite, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Quigley-Simpson & Heppelwhite, Inc.'s sponsor-wide assets grew 55.8%, from $5M to $8M.
Which 401(k) plans are similar in size to Quigley-Simpson & Heppelwhite, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Absolute Dental Group, LLC 401(k) Plan in NV ($5M, 476 participants).
Which 401(k) plans cover a similar participant headcount to Quigley-Simpson & Heppelwhite, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Inserv Corp. 401(k) Profit Sharing Plan in NC (164 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 352176523.

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.