401(k) · DOL Form 5500 · 2023

Bertrand, Fox, Elliot, Osman & Wenzel, a Professional Coporation 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
29
Participants Small participant base
56th
Percentile by assets National rank
$311,568
Avg per participant High balance/head
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Official DOL plan name: Bertrand, Fox & Elliot 401(k) Profit Sharing Plan · Sponsored by Bertrand, Fox, Elliot, Osman & Wenzel, a Professional Coporation · California · Professional & Technical Services

$9M in assets, 29 participants

Bertrand, Fox, Elliot, Osman & Wenzel, a Professional Coporation's Bertrand, Fox & Elliot 401(k) Profit Sharing Plan reported $9M in total assets and 29 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #11,150 in Professional & Technical Services (20,321 peers)

Bertrand, Fox, Elliot, Osman & Wenzel, a Professional Coporation multi-year trail

Bertrand, Fox, Elliot, Osman & Wenzel, a Professional Coporation's plans moved +23.5% in assets from 2022 to 2023; this filing shows Bertrand, Fox & Elliot 401(k) Profit Sharing Plan at $9M / 29 participants.

#11,150
in Professional & Technical Services (20,321 peers)
+23.5%
assets growth YoY

Bertrand, Fox & Elliot 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Bertrand, Fox & Elliot 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$9,035,473 Top 44% higher than 56% of 127,068 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 2023

Bertrand, Fox & Elliot 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bertrand, Fox & Elliot 401(k) Profit Sharing Plan is a small filing (29 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bertrand, Fox & Elliot 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Bertrand, Fox & Elliot 401(k) Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Bertrand, Fox & Elliot 401(k) Profit Sharing Plan reported participants rose from 24 in the plan year 2022 filing to 29 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 943185085 · Bertrand, Fox, Elliot, Osman & Wenzel, a Professional Coporation PY 2023 · 401(k)

Bertrand, Fox & Elliot 401(k) Profit Sharing Plan · $9M · 29 · 56th

  • EBSA $9M
  • EBSA 29
  • EBSA 56th
  • EBSA 401(k)
  • EBSA near Fm Systems Group, LLC 401(k) Profit Sharing Plan
  • EBSA ind #11150

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 →

Bertrand, Fox & Elliot 401(k) Profit Sharing Plan in the asset neighbourhood

Bertrand, Fox & Elliot 401(k) Profit Sharing PlanBertrand, Fox & Elliot 401(k…$9MFm Systems Group, LLC 401(k) Profit Sharing PlanFm Systems Group, LLC 401(k)…$9MGrand Openings, Inc. Employees 401(k) Profit Sharing PlanGrand Openings, Inc. Employe…$9MWestminster Company Retirement Savings PlanWestminster Company Retireme…$9MCamp Greystone, LLC 401(k) Profit Sharing PlanCamp Greystone, LLC 401(k) P…$9M
End-of-year total assets ($M) among Bertrand, Fox & Elliot 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Bertrand, Fox, Elliot, Osman & Wenzel, a Professional Coporation multi-year asset trail

Sponsor-wide plan assets over time

All Bertrand, Fox, Elliot, Osman & Wenzel, a Professional Coporation plans reported in each filing year

Latest sponsor-wide plan assets
$9M 23.548490620036013% vs 2022
2023 filing year
$7M$8M$9M$10M 20222023 $7.31M $9.04M ▲ +23.7%
Year Plans Participants Total Assets
2022 1 24 $7M
2023 1 29 $9M

Bertrand, Fox, Elliot, Osman & Wenzel, a Professional Coporation filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN943185085
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Bertrand, Fox & Elliot 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 ($B) Participants Bertrand, Fox & Elliot 401(k) Profit Sharing Plan, Total assets ($B): 0.009035473 · Participants: 29Bertrand, Fox & Elliot 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Bertrand, Fox & Elliot 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Bertrand, Fox & Elliot 401(k) Profit Sharing Plan side-by-side with 3 peers →

Bertrand, Fox & Elliot 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 Fm Systems Group, LLC 401(k) Profit Sharing Plan in NC ($9M); by covered participants it is Kizer Pharmacy, LLC Safe Harbor 401(k) Plan in TN (29 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bertrand, Fox & Elliot 401(k) Profit Sharing Plan assets move in 2023? ▼
Bertrand, Fox & Elliot 401(k) Profit Sharing Plan grew sharply - up 23.5% during 2023, from $7M to $9M. Reported net income was $2M.
How have Bertrand, Fox, Elliot, Osman & Wenzel, a Professional Coporation plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Bertrand, Fox, Elliot, Osman & Wenzel, a Professional Coporation's sponsor-wide assets grew 23.5%, from $7M to $9M.
Which 401(k) plans are similar in size to Bertrand, Fox & Elliot 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fm Systems Group, LLC 401(k) Profit Sharing Plan in NC ($9M, 155 participants).
Which 401(k) plans cover a similar participant headcount to Bertrand, Fox & Elliot 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kizer Pharmacy, LLC Safe Harbor 401(k) Plan in TN (29 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 943185085.

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.