401(k) · DOL Form 5500 · 2023

Hunsaker & Associates San Diego, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
63
Participants Small participant base
63rd
Percentile by assets National rank
$192,699
Avg per participant Above avg balance/head
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Official DOL plan name: Hunsaker & Associates San Diego, Inc. 401(k) Savings Plan · Sponsored by Hunsaker & Associates San Diego, Inc. · California · Professional & Technical Services

$12M in assets, 63 participants

Hunsaker & Associates San Diego, Inc.'s Hunsaker & Associates San Diego, Inc. 401(k) Savings Plan reported $12M in total assets and 63 participants in its 2023 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.

  • #12,569 in Professional & Technical Services (20,321 peers)

Hunsaker & Associates San Diego, Inc. multi-year trail

Hunsaker & Associates San Diego, Inc.'s plans moved +18.6% in assets from 2022 to 2024; this filing shows Hunsaker & Associates San Diego, Inc. 401(k) Savings Plan at $12M / 63 participants.

#12,569
in Professional & Technical Services (20,321 peers)
+9.9%
assets growth YoY

Hunsaker & Associates San Diego, Inc. 401(k) Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

Hunsaker & Associates San Diego, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$12,140,029 Top 37% higher than 63% 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

Hunsaker & Associates San Diego, Inc. 401(k) Savings 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. Hunsaker & Associates San Diego, Inc. 401(k) Savings Plan is a small filing (63 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hunsaker & Associates San Diego, Inc. 401(k) Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Hunsaker & Associates San Diego, Inc. 401(k) Savings Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Hunsaker & Associates San Diego, Inc. 401(k) Savings Plan reported participants rose from 62 in the plan year 2022 filing to 63 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 330223312 · Hunsaker & Associates San Diego, Inc. PY 2023 · 401(k)

Hunsaker & Associates San Diego, Inc. 401(k) Savings Plan · $12M · 63 · 63rd

  • TYPE $12M
  • TYPE 63
  • TYPE 63rd
  • TYPE 401(k)
  • TYPE near Bloomington Pediatrics, Ltd. Employees' Profit-Sharing Plan
  • TYPE ind #12569

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 →

Hunsaker & Associates San Diego, Inc. 401(k) Savings Plan in the asset neighbourhood

Hunsaker & Associates San Diego, Inc. 401(k) Savings PlanHunsaker & Associates San Di…$12MBloomington Pediatrics, Ltd. Employees' Profit-Sharing PlanBloomington Pediatrics, Ltd.…$12MThe Pareto 401(k) Plan$12MDecision Technologies, 401(k)$12MThe Stewart Organization 401(k) Partner PlanThe Stewart Organization 401…$12M
End-of-year total assets ($M) among Hunsaker & Associates San Diego, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Hunsaker & Associates San Diego, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Hunsaker & Associates San Diego, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 18.57485478038233% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $11.1M $13.1M ▲ +18.6%
Year Plans Participants Total Assets
2022 1 62 $11M
2023 1 63 $12M
2024 1 62 $13M

Hunsaker & Associates San Diego, Inc. filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN330223312
Plan Effective Date1987-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Hunsaker & Associates San Diego, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Hunsaker & Associates San Diego, Inc. 401(k) Savings Plan, Total assets ($B): 0.012140029 · Participants: 63Hunsaker & Associates San Diego, Inc. 401(k) Savings 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
Hunsaker & Associates San Diego, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Hunsaker & Associates San Diego, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Hunsaker & Associates San Diego, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Bloomington Pediatrics, Ltd. Employees' Profit-Sharing Plan in IL ($12M); by covered participants it is The Mcdevitt Companies Employee 401(k) Plan in NH (63 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (63 participants); asset peers above are excluded.

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 Hunsaker & Associates San Diego, Inc. 401(k) Savings Plan assets move in 2023? ▼
Hunsaker & Associates San Diego, Inc. 401(k) Savings Plan grew at a solid clip - up 9.9% during 2023, from $11M to $12M. Reported net income was $1M.
How have Hunsaker & Associates San Diego, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hunsaker & Associates San Diego, Inc.'s sponsor-wide assets grew 18.6%, from $11M to $13M.
Which 401(k) plans are similar in size to Hunsaker & Associates San Diego, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bloomington Pediatrics, Ltd. Employees' Profit-Sharing Plan in IL ($12M, 44 participants).
Which 401(k) plans cover a similar participant headcount to Hunsaker & Associates San Diego, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Mcdevitt Companies Employee 401(k) Plan in NH (63 participants, N/A 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 330223312.

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.