401(k) · DOL Form 5500 · 2022

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

Data updated 2026-08-11

$87M
Total assets
148
Participants
92nd
Percentile by assets
$588,216
Avg per participant
PlainRetire home → About this data

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.

  • 92nd percentile by assets (of 139,126 plans)
  • #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.

$87M
total plan assets (2022 EOY)
148
covered participants
92nd
percentile by assets (of 139,126 plans)
$588,216
avg assets per participant

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.

Where Coblentz, Patch, Duffy & Bass LLP 401(k) Profit Sharing Plan sits 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 $2,010,000,000 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

State
California
Industry
Professional & Technical Services

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Coblentz, Patch, Duffy & Bass LLP 401(k) Profit Sharing Plan reports 148 participants - about 23% of that state average ($87M EOY assets).

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)

$85M$90M$95M$100M$105M$110M 202220232024 $91.4M $105M ▲ +15.3%
Total plan assets by year, all Coblentz, Patch, Duffy & Bass LLP plans on file
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 ($B) Participants Coblentz, Patch, Duf…, Total assets ($B): 0.087055914 · Participants: 148Coblentz, Patch, Duf…Wells Fargo & Compan…, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Compan…Google LLC 401(k) Sa…, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 4…Chevron Employee Sav…, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Sav…Intel 401(k) Savings…, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings…
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)… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Coblentz, Patch, Duffy & Bass LLP 401(k) Profit Sharing Plan by total assets, not by location.

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).

Next read for Coblentz, Patch, Duffy & Bass LLP 401(k)…

Filing takeaways

Ways to act on Coblentz, Patch, Duffy & Bass LLP 401(k) Profit Sharing Plan's numbers.

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.