401(k)
2022 plan-year 401(k) DOL Form 5500

PARTNER ENGINEERING AND SCIENCE 401K PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

PARTNER ASSESSMENT CORPORATION DBA PARTNER ENGINEERING AND SCIENCE

This 401(k) plan holds $65M in total assets and serves 1,161 participants as of 2022. It is sponsored by PARTNER ASSESSMENT CORPORATION DBA PARTNER ENGINEERING AND SCIENCE in California. The plan reported a net loss of $2M for the year.

Total Assets (2023)
$65M
Participants
1,161
State
Industry
Professional & Technical Services

What the Filing Says About PARTNER ENGINEERING AND SCIENCE 401K PLAN

PARTNER ENGINEERING AND SCIENCE 401K PLAN is a 401(k) retirement plan sponsored by PARTNER ASSESSMENT CORPORATION DBA PARTNER ENGINEERING AND SCIENCE, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $65M in total end-of-year assets and covers 1,161 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 208264379, and the plan has been effective since 2009-09-02. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $64M at the beginning of 2022 to $65M at year-end — a gain of 1.9%. Net assets (after liabilities) closed the year at $65M, with reported net income of $-1,616,518 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$64M
Total Assets (End of Year)$65M
Net Assets (End of Year)$65M
Net Income$-1,616,518
Plan Type401(k)
Employer EIN208264379
Plan Effective Date2009-09-02
Filing StatusFILING RECEIVED

Sponsor Plan History (PARTNER ASSESSMENT CORPORATION DBA PARTNER ENGINEERING AND SCIENCE)

Year Plans Participants Total Assets
2022 1 1,161 $65M
2023 1 1,276 $87M
2024 1 1,153 $109M

Nearby 401(k) Plans in California

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

Frequently Asked Questions

How much money is in the PARTNER ENGINEERING AND SCIENCE 401K PLAN?
As of the 2022 Form 5500 filing, PARTNER ENGINEERING AND SCIENCE 401K PLAN holds $65M in total assets with 1,161 participants. It is sponsored by PARTNER ASSESSMENT CORPORATION DBA PARTNER ENGINEERING AND SCIENCE.
What type of plan is PARTNER ENGINEERING AND SCIENCE 401K PLAN?
PARTNER ENGINEERING AND SCIENCE 401K PLAN is a 401(k) plan. It has been effective since 2009-09-02. The plan is filed with the U.S. Department of Labor under EIN 208264379.
Who sponsors the PARTNER ENGINEERING AND SCIENCE 401K PLAN?
PARTNER ENGINEERING AND SCIENCE 401K PLAN is sponsored by PARTNER ASSESSMENT CORPORATION DBA PARTNER ENGINEERING AND SCIENCE, located in California. The sponsor's EIN is 208264379 and the plan operates in the Professional & Technical Services industry.
How did PARTNER ENGINEERING AND SCIENCE 401K PLAN perform in 2022?
PARTNER ENGINEERING AND SCIENCE 401K PLAN grew by 1.9% during 2022, moving from $64M to $65M in total assets. Net income was $-1,616,518.
Where can I find official filings for PARTNER ENGINEERING AND SCIENCE 401K PLAN?
Official Form 5500 filings for PARTNER ENGINEERING AND SCIENCE 401K PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 208264379 or plan name at efast.dol.gov.
How does PARTNER ENGINEERING AND SCIENCE 401K PLAN compare to other plans?
You can compare PARTNER ENGINEERING AND SCIENCE 401K PLAN against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 208264379.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.