401(k) · DOL Form 5500 · 2022
Ellis George Cipollone O'brien Annaguey LLP 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 95
- Participants Small participant base
- 63rd
- Percentile by assets National rank
- $98,242
- Avg per participant Below avg balance/head
Official DOL plan name: Ellis George Cipollone O'brien Annaguey LLP 401(k) Plan · Sponsored by Ellis George Cipollone O'brien Annaguey LLP · California · Professional & Technical Services
$9M in assets, 95 participants
Ellis George Cipollone O'brien Annaguey LLP's Ellis George Cipollone O'brien Annaguey LLP 401(k) Plan reported $9M in total assets and 95 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.
- #13,384 in Professional & Technical Services (21,562 peers)
Ellis George Cipollone O'brien Annaguey LLP multi-year trail
Ellis George Cipollone O'brien Annaguey LLP's plans moved +41.9% in assets from 2022 to 2024; this filing shows Ellis George Cipollone O'brien Annaguey LLP 401(k) Plan at $9M / 95 participants.
- #13,384
- in Professional & Technical Services (21,562 peers)
- -12.8%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ellis George Cipollone O'brien Annaguey LLP 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Ellis George Cipollone O'brien Annaguey LLP 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$9,332,945 Top 37% higher than 63% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Ellis George Cipollone O'brien Annaguey LLP 401(k) 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. Ellis George Cipollone O'brien Annaguey LLP 401(k) Plan is a small filing (95 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 953970923 · Ellis George Cipollone O'brien Annaguey LLP PY 2022 · 401(k)
Ellis George Cipollone O'brien Annaguey LLP 401(k) Plan · $9M · 95 · 63rd
- PCT $9M
- PCT 95
- PCT 63rd
- PCT 401(k)
- PCT near Comalli Group, Inc. Profit Sharing Plan
- PCT ind #13384
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 →
Ellis George Cipollone O'brien Annaguey LLP 401(k) Plan in the asset neighbourhood
Ellis George Cipollone O'brien Annaguey LLP multi-year asset trail
Sponsor-wide plan assets over time
All Ellis George Cipollone O'brien Annaguey LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 41.93811278219254% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 95 | $9M |
| 2023 | 1 | 105 | $12M |
| 2024 | 1 | 93 | $13M |
Ellis George Cipollone O'brien Annaguey LLP filing trail (2022)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$1M |
| Employer EIN | 953970923 |
| Plan Effective Date | 2010-04-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Ellis George Cipollone O'brien Annaguey LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Comalli Group, Inc. Profit Sharing Plan in MA ($9M); by covered participants it is La Rosa Del Monte Express (New York), LLC 401(k) Profit Sharing Plan & Trust in NY (95 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
- Comalli Group, Inc. Profit Sharing Plan (MA) $9M · 133
- Lobar Associates, Inc. Retirement Plan (PA) $9M · 190
- Daniels & Erickson 401(k) Plan (TX) $9M · 31
- Braun Northwest, Inc. 401(k) Plan (WA) $9M · 156
Similar participant headcount
Nearest other-state filings by covered participants (95 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.