401(k) · DOL Form 5500 · 2022

John G. Garza 401(k) Plan

Data updated 2026-08-25

$222K
Total assets Small plan by assets
3
Participants Small participant base
11th
Percentile by assets National rank
$74,144
Avg per participant Below avg balance/head
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Official DOL plan name: John G. Garza Accountancy Corporation 401(k) Profit Sharing Plan · Sponsored by John G. Garza · California · Professional & Technical Services

$222K in assets, 3 participants

John G. Garza's John G. Garza Accountancy Corporation 401(k) Profit Sharing Plan reported $222K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 11th 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.

  • #2,009 in Professional & Technical Services (21,562 peers)

2022 asset change

John G. Garza Accountancy Corporation 401(k) Profit Sharing Plan pulled back noticeably 9.9% in 2022 ($247K → $222K) for 3 participants.

#2,009
in Professional & Technical Services (21,562 peers)
-9.9%
assets change YoY

The plan reported a net loss of $24K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

John G. Garza Accountancy Corporation 401(k) Profit Sharing Plan among the smaller filed plans by assets

John G. Garza Accountancy Corporation 401(k) Profit Sharing Plan vs every filed plan by assets

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

$222,433 11th percentile higher than 11% 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

John G. Garza Accountancy Corporation 401(k) Profit Sharing 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. John G. Garza Accountancy Corporation 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 770553106 · John G. Garza PY 2022 · 401(k)

John G. Garza Accountancy Corporation 401(k) Profit Sharing Plan · $222K · 3 · 11th

  • EBSA $222K
  • PART 3
  • TYPE 11th
  • NET 401(k)
  • BOOK near Lincoln Trail Homecare Inc. 401(k) Plan
  • VS-ST ind #2009

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 →

John G. Garza Accountancy Corporation 401(k) Profit Sharing Plan in the asset neighbourhood

John G. Garza Accountancy Corporation 401(k) Profit Sharing PlanJohn G. Garza Accountancy Co…$222KLincoln Trail Homecare Inc. 401(k) PlanLincoln Trail Homecare Inc. …$222KGhlp Homes, Inc. 401(k) Plan$222KHorizon Mdm Inc 401(k) Plan$222KStrategic Edge, Inc. 401(k) Plan & TrustStrategic Edge, Inc. 401(k) …$222K
End-of-year total assets ($M) among John G. Garza Accountancy Corporation 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

John G. Garza years around the 2022 move

Sponsor-wide plan assets over time

All John G. Garza plans reported in each filing year

Latest sponsor-wide plan assets
$224K 0.8995967324992246% vs 2022
2024 filing year
$0.21M$0.21M$0.22M$0.22M$0.23M 202220232024 $0.22M $0.22M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 3 $222K
2023 1 3 $212K
2024 1 3 $224K

2022 asset-move particulars

Total Assets (Beginning of Year)$247K
Net Assets (End of Year)$222K
Net Income-$24K
Employer EIN770553106
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

John G. Garza Accountancy Corporation 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 ($B) Participants John G. Garza Accountancy Corporation 401(k) Profit Sharing Plan, Total assets ($B): 0.000222433 · Participants: 3John G. Garza Accountancy Corporation 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
John G. Garza Accountancy Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare John G. Garza Accountancy Corporation 401(k) Profit Sharing Plan side-by-side with 3 peers →

John G. Garza Accountancy Corporation 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 Lincoln Trail Homecare Inc. 401(k) Plan in KY ($222K); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($222K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 John G. Garza Accountancy Corporation 401(k) Profit Sharing Plan assets move in 2022? ▼
John G. Garza Accountancy Corporation 401(k) Profit Sharing Plan pulled back noticeably - down 9.9% during 2022, from $247K to $222K. Reported net income was -$24K.
How have John G. Garza plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), John G. Garza's sponsor-wide assets grew 0.9%, from $222K to $224K.
Where does John G. Garza Accountancy Corporation 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
John G. Garza Accountancy Corporation 401(k) Profit Sharing Plan ranks in the 11th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to John G. Garza Accountancy Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lincoln Trail Homecare Inc. 401(k) Plan in KY ($222K, 15 participants).
Which 401(k) plans cover a similar participant headcount to John G. Garza Accountancy Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 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 770553106.

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.