401(k) · DOL Form 5500 · 2023
Christopher Pendleton PC 401(k) Plan
Data updated 2026-08-25
- $535K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $267,604
- Avg per participant High balance/head
Official DOL plan name: Christopher Pendleton PC 401(k) Profit Sharing Plan & Trust Agreement · Sponsored by Christopher Pendleton PC · Arizona · Real Estate
$535K in assets, 2 participants
Christopher Pendleton PC's Christopher Pendleton PC 401(k) Profit Sharing Plan & Trust Agreement reported $535K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.
- #1,502 in Real Estate (4,727 peers)
What the 2023 filing shows
Christopher Pendleton PC 401(k) Profit Sharing Plan & Trust Agreement holds $535K for 2 participants - about $267,604 per participant, among the smaller plans by assets on file.
- #1,502
- in Real Estate (4,727 peers)
- -2.8%
- assets change YoY
The plan reported a net loss of $15K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Christopher Pendleton PC 401(k) Profit Sharing Plan & Trust Agreement among the smaller filed plans by assets
Christopher Pendleton PC 401(k) Profit Sharing Plan & Trust Agreement vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$535,208 18th percentile higher than 18% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Christopher Pendleton PC 401(k) Profit Sharing Plan & Trust Agreement among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Christopher Pendleton PC 401(k) Profit Sharing Plan & Trust Agreement is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Christopher Pendleton PC 401(k) Profit Sharing Plan & Trust Agreement reported net income fell from $13K in the plan year 2022 filing to -$15K in the plan year 2023 filing.
- Christopher Pendleton PC 401(k) Profit Sharing Plan & Trust Agreement end-of-year assets fell from $550K in the plan year 2022 filing to $535K in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 264828394 · Christopher Pendleton PC PY 2023 · 401(k)
Christopher Pendleton PC 401(k) Profit Sharing Plan & Trust Agreement · $535K · 2 · 18th
- EOY $535K
- EOY 2
- EOY 18th
- EOY 401(k)
- EOY near Mk Ventures, Inc. 401(k) Plan
- EOY ind #1502
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 Real Estate retirement plans → · Plans in Arizona →
Christopher Pendleton PC 401(k) Profit Sharing Plan & Trust Agreement in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $550K |
|---|---|
| Net Assets (End of Year) | $535K |
| Net Income | -$15K |
| Employer EIN | 264828394 |
| Plan Effective Date | 2009-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Christopher Pendleton PC)
Sponsor-wide plan assets over time
All Christopher Pendleton PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $535K 2.7628244143055696% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $550K |
| 2023 | 1 | 2 | $535K |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $5.7B · 7,448
- Banner Health Employees 401(k) Plan $4.3B · 52,452
- Republic Services, Inc. 401(k) Plan $2.4B · 28,131
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
- Stantec 401(k) Plan $2.0B · 10,719
Christopher Pendleton PC 401(k) Profit Sharing Plan & Trust Agreement's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Mk Ventures, Inc. 401(k) Plan in NH ($535K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($535K here).
- Mk Ventures, Inc. 401(k) Plan (NH) $535K · 1
- Sunday Hospitality 401(k) Plan (NY) $535K · 293
- Placer Foreclosure Inc 401(k) Profit Sharing Plan (CA) $535K · 3
- Galvanic Applied Sciences USA 401(k) Plan (MA) $535K · 12
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Napa Bound Retirement Plan (FL) 2 · 0 off
- Gillian Corporation 401(k) Plan (CO) 2 · 0 off
- Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
- Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.