401(k) · DOL Form 5500 · 2023

Sjoberg Evashenk Consulting, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
10
Participants Small participant base
34th
Percentile by assets National rank
$268,670
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sjoberg Evashenk Consulting, Inc. 401(k) Profit Sharing Plan · Sponsored by Sjoberg Evashenk Consulting, Inc. · California · Professional & Technical Services

$3M in assets, 10 participants

Sjoberg Evashenk Consulting, Inc.'s Sjoberg Evashenk Consulting, Inc. 401(k) Profit Sharing Plan reported $3M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,257 in Professional & Technical Services (20,321 peers)

Sjoberg Evashenk Consulting, Inc. multi-year trail

Sjoberg Evashenk Consulting, Inc.'s plans moved +57.7% in assets from 2022 to 2024; this filing shows Sjoberg Evashenk Consulting, Inc. 401(k) Profit Sharing Plan at $3M / 10 participants.

#6,257
in Professional & Technical Services (20,321 peers)
+27.6%
assets growth YoY

Sjoberg Evashenk Consulting, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Sjoberg Evashenk Consulting, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,686,698 34th percentile higher than 34% 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

Sjoberg Evashenk Consulting, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sjoberg Evashenk Consulting, Inc. 401(k) Profit Sharing Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sjoberg Evashenk Consulting, Inc. 401(k) Profit Sharing Plan reported net income rose from -$400K in the plan year 2022 filing to $582K in the plan year 2023 filing.
  • Sjoberg Evashenk Consulting, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Sjoberg Evashenk Consulting, Inc. 401(k) Profit Sharing Plan reported participants rose from 8 in the plan year 2022 filing to 10 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 710956506 · Sjoberg Evashenk Consulting, Inc. PY 2023 · 401(k)

Sjoberg Evashenk Consulting, Inc. 401(k) Profit Sharing Plan · $3M · 10 · 34th

  • EIN $3M
  • RANK 10
  • PHOTO 34th
  • IND 401(k)
  • EOY near Sean Mccarthy Agency Inc. 401(k) Plan
  • 5500 ind #6257

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 →

Sjoberg Evashenk Consulting, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Sjoberg Evashenk Consulting, Inc. 401(k) Profit Sharing PlanSjoberg Evashenk Consulting,…$3MSean Mccarthy Agency Inc. 401(k) PlanSean Mccarthy Agency Inc. 40…$3MItv Associates, Inc. Profit Sharing PlanItv Associates, Inc. Profit …$3MD. L. Willie Employee Retirement PlanD. L. Willie Employee Retire…$3MMayco Savings Plan$3M
End-of-year total assets ($M) among Sjoberg Evashenk Consulting, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sjoberg Evashenk Consulting, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sjoberg Evashenk Consulting, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 57.71550227127062% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $2.1M $3.32M ▲ +58.1%
Year Plans Participants Total Assets
2022 1 8 $2M
2023 1 10 $3M
2024 1 14 $3M

Sjoberg Evashenk Consulting, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$582K
Employer EIN710956506
Plan Effective Date2000-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Sjoberg Evashenk Consulting, Inc. 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 ($B) Participants Sjoberg Evashenk Consulting, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.002686698 · Participants: 10Sjoberg Evashenk Consulting, Inc. 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
Sjoberg Evashenk Consulting, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sjoberg Evashenk Consulting, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Sjoberg Evashenk Consulting, Inc. 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 Sean Mccarthy Agency Inc. 401(k) Plan in NY ($3M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Sjoberg Evashenk Consulting, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Sjoberg Evashenk Consulting, Inc. 401(k) Profit Sharing Plan grew sharply - up 27.6% during 2023, from $2M to $3M. Reported net income was $582K.
How have Sjoberg Evashenk Consulting, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sjoberg Evashenk Consulting, Inc.'s sponsor-wide assets grew 57.7%, from $2M to $3M.
Which 401(k) plans are similar in size to Sjoberg Evashenk Consulting, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sean Mccarthy Agency Inc. 401(k) Plan in NY ($3M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Sjoberg Evashenk Consulting, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $1M 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 710956506.

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.