401(k) · DOL Form 5500 · 2022
Barton, Klugman & Oetting, LLP 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 15
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $908,035
- Avg per participant High balance/head
Official DOL plan name: Barton, Klugman & Oetting, LLP Section 401(k) Plan · Sponsored by Barton, Klugman & Oetting, LLP · California · Professional & Technical Services
$14M in assets, 15 participants
Barton, Klugman & Oetting, LLP's Barton, Klugman & Oetting, LLP Section 401(k) Plan reported $14M in total assets and 15 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.
- #15,138 in Professional & Technical Services (21,562 peers)
2022 asset change
Barton, Klugman & Oetting, LLP Section 401(k) Plan declined sharply 16.9% in 2022 ($16M → $14M) for 15 participants.
- #15,138
- in Professional & Technical Services (21,562 peers)
- -16.9%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Barton, Klugman & Oetting, LLP Section 401(k) Plan's outsized position by total assets
Barton, Klugman & Oetting, LLP Section 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,620,526 Top 29% higher than 71% 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
Barton, Klugman & Oetting, LLP Section 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. Barton, Klugman & Oetting, LLP Section 401(k) Plan is a small filing (15 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 953681528 · Barton, Klugman & Oetting, LLP PY 2022 · 401(k)
Barton, Klugman & Oetting, LLP Section 401(k) Plan · $14M · 15 · 71st
- NET $14M
- NET 15
- NET 71st
- NET 401(k)
- NET near National Equipment Dealers 401(k) Plan
- NET ind #15138
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 →
Barton, Klugman & Oetting, LLP Section 401(k) Plan in the asset neighbourhood
Barton, Klugman & Oetting, LLP years around the 2022 move
Sponsor-wide plan assets over time
All Barton, Klugman & Oetting, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 15 | $14M |
| 2023 | 1 | 16 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$3M |
| Employer EIN | 953681528 |
| Plan Effective Date | 1992-05-01 |
| 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
Barton, Klugman & Oetting, LLP Section 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is National Equipment Dealers 401(k) Plan in TX ($14M); by covered participants it is Trouble Free Plumbing, Inc. 401(k) Plan in IL (15 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- National Equipment Dealers 401(k) Plan (TX) $14M · 349
- Osp LLC 401(k) Plan Trust (MN) $14M · 171
- Zapp USA 401(k) Profit Sharing Plan (MA) $14M · 135
- Polywood 401(k) Profit Sharing Plan (IN) $14M · 871
Similar participant headcount
Nearest other-state filings by covered participants (15 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.