401(k) · DOL Form 5500 · 2022

Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
98
Participants Small participant base
66th
Percentile by assets National rank
$108,923
Avg per participant Below avg balance/head
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Official DOL plan name: Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan · Sponsored by Pettit Kohn Ingrassia Lutz & Dolin PC · California · Professional & Technical Services

$11M in assets, 98 participants

Pettit Kohn Ingrassia Lutz & Dolin PC's Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan reported $11M in total assets and 98 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.

  • #14,052 in Professional & Technical Services (21,562 peers)

Pettit Kohn Ingrassia Lutz & Dolin PC multi-year trail

Pettit Kohn Ingrassia Lutz & Dolin PC's plans moved +43.8% in assets from 2022 to 2024; this filing shows Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan at $11M / 98 participants.

#14,052
in Professional & Technical Services (21,562 peers)
-13.0%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan vs every filed plan by assets

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

$10,674,486 Top 34% higher than 66% 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

Pettit Kohn Ingrassia Lutz & Dolin PC 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. Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan is a small filing (98 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 562564085 · Pettit Kohn Ingrassia Lutz & Dolin PC PY 2022 · 401(k)

Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan · $11M · 98 · 66th

  • EOY $11M
  • EOY 98
  • EOY 66th
  • EOY 401(k)
  • EOY near Phoseon Technology Inc. 401(k) Profit Sharing Plan & Trust
  • EOY ind #14052

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 →

Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan in the asset neighbourhood

Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) PlanPettit Kohn Ingrassia Lutz &…$11MPhoseon Technology Inc. 401(k) Profit Sharing Plan & TrustPhoseon Technology Inc. 401(…$11MInnventures Ivi LP 401(k) Profit Sharing Plan and TrustInnventures Ivi LP 401(k) Pr…$11MErie and Niagara Insurance Association Savings PlanErie and Niagara Insurance A…$11MInalfa Roof Systems, Inc. Union 401(k) PlanInalfa Roof Systems, Inc. Un…$11M
End-of-year total assets ($M) among Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pettit Kohn Ingrassia Lutz & Dolin PC multi-year asset trail

Sponsor-wide plan assets over time

All Pettit Kohn Ingrassia Lutz & Dolin PC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 43.75642068386244% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $10.7M $15.4M ▲ +43.9%
Year Plans Participants Total Assets
2022 1 98 $11M
2023 1 102 $13M
2024 1 110 $15M

Pettit Kohn Ingrassia Lutz & Dolin PC filing trail (2022)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$11M
Net Income-$2M
Employer EIN562564085
Plan Effective Date2006-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan, Total assets ($B): 0.010674486 · Participants: 98Pettit Kohn Ingrassia Lutz & Dolin PC 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
Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan side-by-side with 3 peers →

Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Phoseon Technology Inc. 401(k) Profit Sharing Plan & Trust in OR ($11M); by covered participants it is Sierra7 401(k) Plan in VA (98 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (98 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 Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan assets move in 2022? ▼
Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan pulled back noticeably - down 13.0% during 2022, from $12M to $11M. Reported net income was -$2M.
How have Pettit Kohn Ingrassia Lutz & Dolin PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pettit Kohn Ingrassia Lutz & Dolin PC's sponsor-wide assets grew 43.8%, from $11M to $15M.
Which 401(k) plans are similar in size to Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Phoseon Technology Inc. 401(k) Profit Sharing Plan & Trust in OR ($11M, 124 participants).
Which 401(k) plans cover a similar participant headcount to Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sierra7 401(k) Plan in VA (98 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 562564085.

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.