401(k) · DOL Form 5500 · 2022

Coblentz, Patch, Duffy & Bass LLP 401(k) Plan

Data updated 2026-08-25

$87M
Total assets Below avg plan size
148
Participants Small participant base
92nd
Percentile by assets National rank
$588,216
Avg per participant High balance/head
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Official DOL plan name: Coblentz, Patch, Duffy & Bass LLP 401(k) Profit Sharing Plan · Sponsored by Coblentz, Patch, Duffy & Bass LLP · California · Professional & Technical Services

$87M in assets, 148 participants

Coblentz, Patch, Duffy & Bass LLP's Coblentz, Patch, Duffy & Bass LLP 401(k) Profit Sharing Plan reported $87M in total assets and 148 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #20,073 in Professional & Technical Services (21,562 peers)

Coverage in California

Coblentz, Patch, Duffy & Bass LLP 401(k) Profit Sharing Plan covers 148 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $87M.

#20,073
in Professional & Technical Services (21,562 peers)
-21.2%
assets change YoY
0.9×
vs typical plan assets (national mean)

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

Coblentz, Patch, Duffy & Bass LLP 401(k) Profit Sharing Plan's outsized position by total assets

Coblentz, Patch, Duffy & Bass LLP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$87,055,914 Top 8% higher than 92% 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

Coblentz, Patch, Duffy & Bass LLP 401(k) Profit Sharing 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. Coblentz, Patch, Duffy & Bass LLP 401(k) Profit Sharing Plan sits mid-pack in the medium band (148 participants).

DOL schedule card

Filing strip 941244910 · Coblentz, Patch, Duffy & Bass LLP PY 2022 · 401(k)

Coblentz, Patch, Duffy & Bass LLP 401(k) Profit Sharing Plan · $87M · 148 · 92nd

  • PART $87M
  • PART 148
  • PART 92nd
  • PART 401(k)
  • PART near Zoominfo 401(k) Plan
  • PART ind #20073

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 →

Coblentz, Patch, Duffy & Bass LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Dhl Global Mail 401(k) Plan$87MSpark Therapeutics, Inc. 401(k) PlanSpark Therapeutics, Inc. 401…$87MCoblentz, Patch, Duffy & Bass LLP 401(k) Profit Sharing PlanCoblentz, Patch, Duffy & Bas…$87MZoominfo 401(k) Plan$87MWenger Corporation Retirement Savings PlanWenger Corporation Retiremen…$87M
End-of-year total assets ($M) among Coblentz, Patch, Duffy & Bass LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$110M
Net Assets (End of Year)$87M
Net Income-$24M
Employer EIN941244910
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coblentz, Patch, Duffy & Bass LLP)

Sponsor-wide plan assets over time

All Coblentz, Patch, Duffy & Bass LLP plans reported in each filing year

Latest sponsor-wide plan assets
$105M 15.288312332230774% vs 2022
2024 filing year
$85M$90M$95M$100M$105M$110M 202220232024 $91.4M $105M ▲ +15.3%
Year Plans Participants Total Assets
2022 3 210 $91M
2023 1 161 $98M
2024 1 149 $105M

Nearby 401(k) Plans in California

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

Coblentz, Patch, Duffy & Bass 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 ($B) Participants Coblentz, Patch, Duffy & Bass LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.087055914 · Participants: 148Coblentz, Patch, Duffy & Bass 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
Coblentz, Patch, Duffy & Bass LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Coblentz, Patch, Duffy & Bass LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Coblentz, Patch, Duffy & Bass 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 Zoominfo 401(k) Plan in WA ($87M); by covered participants it is Variq Corporation 401(k) Plan in MD (148 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($87M here).

Similar participant headcount

Nearest other-state filings by covered participants (148 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 Coblentz, Patch, Duffy & Bass LLP 401(k) Profit Sharing Plan assets move in 2022? ▼
Coblentz, Patch, Duffy & Bass LLP 401(k) Profit Sharing Plan declined sharply - down 21.2% during 2022, from $110M to $87M. Reported net income was -$24M.
How have Coblentz, Patch, Duffy & Bass LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coblentz, Patch, Duffy & Bass LLP's sponsor-wide assets grew 15.3%, from $91M to $105M.
Where does Coblentz, Patch, Duffy & Bass LLP 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Coblentz, Patch, Duffy & Bass LLP 401(k) Profit Sharing Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Coblentz, Patch, Duffy & Bass LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Zoominfo 401(k) Plan in WA ($87M, 2,281 participants).
Which 401(k) plans cover a similar participant headcount to Coblentz, Patch, Duffy & Bass LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Variq Corporation 401(k) Plan in MD (148 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 941244910.

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.