401(k) · DOL Form 5500 · 2022

Buchalter, a Professional Corporation 401(k) Plan

Data updated 2026-08-25

$150M
Total assets Near avg plan size
418
Participants Below avg headcount
95th
Percentile by assets National rank
$359,048
Avg per participant High balance/head
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Official DOL plan name: Buchalter 401(k) Plan · Sponsored by Buchalter, a Professional Corporation · California · Professional & Technical Services

$150M in assets, 418 participants

Buchalter, a Professional Corporation's Buchalter 401(k) Plan reported $150M in total assets and 418 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #20,639 in Professional & Technical Services (21,562 peers)

Where Buchalter 401(k) Plan sits by assets

Buchalter 401(k) Plan sits in the top 5% of all filed plans by assets, $150M for 418 participants (~$359,048/participant), down 7.5% in 2022.

#20,639
in Professional & Technical Services (21,562 peers)
-7.5%
assets change YoY
1.5×
vs typical plan assets (national mean)

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

Buchalter 401(k) Plan's outsized position by total assets

Buchalter 401(k) Plan vs every filed plan by assets

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

$150,081,999 Top 5% higher than 95% 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

Buchalter 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Buchalter 401(k) Plan sits mid-pack in the medium band (418 participants).

Form 5500 schedule snapshot

Filing strip 952640846 · Buchalter, a Professional Corporation PY 2022 · 401(k)

Buchalter 401(k) Plan · $150M · 418 · 95th

  • BOY $150M
  • BOY 418
  • BOY 95th
  • BOY 401(k)
  • BOY near Beiersdorf North America 401(k) Plan
  • BOY ind #20639

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 →

Buchalter 401(k) Plan in the asset neighbourhood

Schott Corporation 401(k) PlanSchott Corporation 401(k) Pl…$150MBeiersdorf North America 401(k) PlanBeiersdorf North America 401…$150MBuchalter 401(k) Plan$150MMazak Employee Shared Savings PlanMazak Employee Shared Saving…$150MT-Systems North America, Inc. 401(k) Retirement PlanT-Systems North America, Inc…$150M
End-of-year total assets ($M) among Buchalter 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$162M
Net Assets (End of Year)$150M
Net Income-$12M
Employer EIN952640846
Plan Effective Date1983-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Buchalter, a Professional Corporation)

Sponsor-wide plan assets over time

All Buchalter, a Professional Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$268M 58.072832449787036% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $170M $268M ▲ +58.1%
Year Plans Participants Total Assets
2022 2 529 $170M
2023 3 719 $233M
2024 3 747 $268M

Nearby 401(k) Plans in California

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

Buchalter 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Buchalter 401(k) Plan, Total assets ($B): 0.150081999 · Participants: 418Buchalter 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
Buchalter 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Buchalter 401(k) Plan side-by-side with 3 peers →

Buchalter 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Beiersdorf North America 401(k) Plan in CT ($150M); by covered participants it is Harborone 401(k) Plan in MA (418 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($150M here).

Similar participant headcount

Nearest other-state filings by covered participants (418 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 Buchalter 401(k) Plan assets move in 2022? ▼
Buchalter 401(k) Plan pulled back noticeably - down 7.5% during 2022, from $162M to $150M. Reported net income was -$12M.
How have Buchalter, a Professional Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Buchalter, a Professional Corporation's sponsor-wide assets grew 58.1%, from $170M to $268M.
Where does Buchalter 401(k) Plan rank by assets among Form 5500 filers? ▼
Buchalter 401(k) Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Buchalter 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Beiersdorf North America 401(k) Plan in CT ($150M, 983 participants).
Which 401(k) plans cover a similar participant headcount to Buchalter 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Harborone 401(k) Plan in MA (418 participants, $79M 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 952640846.

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.