401(k) · DOL Form 5500 · 2022

Kahn, Soares & Conway, 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
34
Participants Small participant base
63rd
Percentile by assets National rank
$263,969
Avg per participant High balance/head
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Official DOL plan name: Kahn, Soares & Conway, LLP 401(k) Profit Sharing Plan · Sponsored by Kahn, Soares & Conway, · California · Professional & Technical Services

$9M in assets, 34 participants

Kahn, Soares & Conway,'s Kahn, Soares & Conway, LLP 401(k) Profit Sharing Plan reported $9M in total assets and 34 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #13,186 in Professional & Technical Services (21,562 peers)

Kahn, Soares & Conway, multi-year trail

Kahn, Soares & Conway,'s plans moved +41.1% in assets from 2022 to 2024; this filing shows Kahn, Soares & Conway, LLP 401(k) Profit Sharing Plan at $9M / 34 participants.

#13,186
in Professional & Technical Services (21,562 peers)
-20.1%
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.

Kahn, Soares & Conway, LLP 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Kahn, Soares & Conway, LLP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$8,974,961 Top 37% higher than 63% 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

Kahn, Soares & Conway, LLP 401(k) Profit Sharing 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. Kahn, Soares & Conway, LLP 401(k) Profit Sharing Plan is a small filing (34 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 942540290 · Kahn, Soares & Conway, PY 2022 · 401(k)

Kahn, Soares & Conway, LLP 401(k) Profit Sharing Plan · $9M · 34 · 63rd

  • 5500 $9M
  • ASSETS 34
  • PCT 63rd
  • EIN 401(k)
  • RANK near Ag Trucking, Inc. Profit Sharing & Savings Plan
  • PHOTO ind #13186

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 →

Kahn, Soares & Conway, LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Ag Trucking, Inc. Profit Sharing & Savings PlanAg Trucking, Inc. Profit Sha…$9MAg Trucking, Inc. Profit Sharing & Savings PlanAg Trucking, Inc. Profit Sha…$9MQcc, LLC Profit Sharing Plan$9MKahn, Soares & Conway, LLP 401(k) Profit Sharing PlanKahn, Soares & Conway, LLP 4…$9MTgg Limited Partnership 401(k) Retirement Plan and TrustTgg Limited Partnership 401(…$9M
End-of-year total assets ($M) among Kahn, Soares & Conway, LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Kahn, Soares & Conway, multi-year asset trail

Sponsor-wide plan assets over time

All Kahn, Soares & Conway, plans reported in each filing year

Latest sponsor-wide plan assets
$13M 41.05035108230554% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.97M $12.7M ▲ +41.1%
Year Plans Participants Total Assets
2022 1 34 $9M
2023 1 34 $11M
2024 1 36 $13M

Kahn, Soares & Conway, filing trail (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$9M
Net Income-$2M
Employer EIN942540290
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Kahn, Soares & Conway, LLP 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 ($B) Participants Kahn, Soares & Conway, LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.008974961 · Participants: 34Kahn, Soares & Conway, LLP 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
Kahn, Soares & Conway, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants

Kahn, Soares & Conway, LLP 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 Ag Trucking, Inc. Profit Sharing & Savings Plan in IN ($9M); by covered participants it is Taylor Automotive Group 401(k) Plan in TN (34 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (34 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 Kahn, Soares & Conway, LLP 401(k) Profit Sharing Plan assets move in 2022?
Kahn, Soares & Conway, LLP 401(k) Profit Sharing Plan declined sharply - down 20.1% during 2022, from $11M to $9M. Reported net income was -$2M.
How have Kahn, Soares & Conway, plan assets changed over time?
Across 3 plan years on file (2022-2024), Kahn, Soares & Conway,'s sponsor-wide assets grew 41.1%, from $9M to $13M.
Which 401(k) plans are similar in size to Kahn, Soares & Conway, LLP 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Ag Trucking, Inc. Profit Sharing & Savings Plan in IN ($9M, 154 participants).
Which 401(k) plans cover a similar participant headcount to Kahn, Soares & Conway, LLP 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Taylor Automotive Group 401(k) Plan in TN (34 participants, $3M in assets).