401(k) · DOL Form 5500 · 2022

Stephan and Angelica Edelbrock Consulting 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
2
Participants Small participant base
47th
Percentile by assets National rank
$2.1M
Avg per participant High balance/head
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Official DOL plan name: Stephan and Angelica Edelbrock Consulting 401(k) Plan · Sponsored by Stephan and Angelica Edelbrock Consulting · California · Professional & Technical Services

$4M in assets, 2 participants

Stephan and Angelica Edelbrock Consulting's Stephan and Angelica Edelbrock Consulting 401(k) Plan reported $4M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.

  • #9,539 in Professional & Technical Services (21,562 peers)

What the 2022 filing shows

Stephan and Angelica Edelbrock Consulting 401(k) Plan holds $4M for 2 participants - about $2.1M per participant, in the lower half of filed plans by assets.

#9,539
in Professional & Technical Services (21,562 peers)
-0.3%
assets change YoY

The plan reported a net loss of $12K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stephan and Angelica Edelbrock Consulting 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Stephan and Angelica Edelbrock Consulting 401(k) Plan vs every filed plan by assets

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

$4,139,837 47th percentile higher than 47% 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

Stephan and Angelica Edelbrock Consulting 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stephan and Angelica Edelbrock Consulting 401(k) Plan is a micro filing (2 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 731689794 · Stephan and Angelica Edelbrock Consulting PY 2022 · 401(k)

Stephan and Angelica Edelbrock Consulting 401(k) Plan · $4M · 2 · 47th

  • PART $4M
  • PART 2
  • PART 47th
  • PART 401(k)
  • PART near Gilligan Company 401(k) Profit Sharing Plan
  • PART ind #9539

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 →

Stephan and Angelica Edelbrock Consulting 401(k) Plan in the asset neighbourhood

Stephan and Angelica Edelbrock Consulting 401(k) PlanStephan and Angelica Edelbro…$4MGilligan Company 401(k) Profit Sharing PlanGilligan Company 401(k) Prof…$4MEye Specialists of Chicago and Highland Park 401(k) PlanEye Specialists of Chicago a…$4MSpanish Cove 401(k) Plan$4MFortus Group 401(k) Profit Sharing PlanFortus Group 401(k) Profit S…$4M
End-of-year total assets ($M) among Stephan and Angelica Edelbrock Consulting 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$12K
Employer EIN731689794
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stephan and Angelica Edelbrock Consulting)

Sponsor-wide plan assets over time

All Stephan and Angelica Edelbrock Consulting plans reported in each filing year

Latest sponsor-wide plan assets
$5M 9.093087481463643% vs 2022
2023 filing year
$4M$4.2M$4.4M$4.6M 20222023 $4.14M $4.52M ▲ +9.2%
Year Plans Participants Total Assets
2022 1 2 $4M
2023 2 4 $5M

Nearby 401(k) Plans in California

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

Stephan and Angelica Edelbrock Consulting 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Stephan and Angelica Edelbrock Consulting 401(k) Plan, Total assets ($B): 0.004139837 · Participants: 2Stephan and Angelica Edelbrock Consulting 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
Stephan and Angelica Edelbrock Consulting 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Stephan and Angelica Edelbrock Consulting 401(k) Plan side-by-side with 3 peers →

Stephan and Angelica Edelbrock Consulting 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Gilligan Company 401(k) Profit Sharing Plan in OH ($4M); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Stephan and Angelica Edelbrock Consulting 401(k) Plan assets move in 2022? ▼
Stephan and Angelica Edelbrock Consulting 401(k) Plan held essentially flat - down 0.3% during 2022, from $4M to $4M. Reported net income was -$12K.
How have Stephan and Angelica Edelbrock Consulting plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Stephan and Angelica Edelbrock Consulting's sponsor-wide assets grew 9.1%, from $4M to $5M.
Which 401(k) plans are similar in size to Stephan and Angelica Edelbrock Consulting 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gilligan Company 401(k) Profit Sharing Plan in OH ($4M, 587 participants).
Which 401(k) plans cover a similar participant headcount to Stephan and Angelica Edelbrock Consulting 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants, $162K 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 731689794.

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.