401(k) · DOL Form 5500 · 2023

Peters Habib Mckenna & Juhl-Rhodes LLP 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
10
Participants Small participant base
51st
Percentile by assets National rank
$712,351
Avg per participant High balance/head
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Official DOL plan name: Peters Habib Mckenna & Juhl-Rhodes LLP 401(k) Profit Sharing Plan · Sponsored by Peters Habib Mckenna & Juhl-Rhodes LLP · California · Professional & Technical Services

$7M in assets, 10 participants

Peters Habib Mckenna & Juhl-Rhodes LLP's Peters Habib Mckenna & Juhl-Rhodes LLP 401(k) Profit Sharing Plan reported $7M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #10,118 in Professional & Technical Services (20,321 peers)

Peters Habib Mckenna & Juhl-Rhodes LLP multi-year trail

Peters Habib Mckenna & Juhl-Rhodes LLP's plans moved +15.6% in assets from 2022 to 2024; this filing shows Peters Habib Mckenna & Juhl-Rhodes LLP 401(k) Profit Sharing Plan at $7M / 10 participants.

#10,118
in Professional & Technical Services (20,321 peers)
+6.7%
assets growth YoY

Peters Habib Mckenna & Juhl-Rhodes LLP 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Peters Habib Mckenna & Juhl-Rhodes LLP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$7,123,512 Top 49% higher than 51% 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

Peters Habib Mckenna & Juhl-Rhodes LLP 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. Peters Habib Mckenna & Juhl-Rhodes LLP 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

  • Peters Habib Mckenna & Juhl-Rhodes LLP 401(k) Profit Sharing Plan reported net income rose from $112K in the plan year 2022 filing to $448K in the plan year 2023 filing.
  • Peters Habib Mckenna & Juhl-Rhodes LLP 401(k) Profit Sharing Plan reported participants rose from 8 in the plan year 2022 filing to 10 in the plan year 2023 filing.
  • Peters Habib Mckenna & Juhl-Rhodes LLP 401(k) Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 464442579 · Peters Habib Mckenna & Juhl-Rhodes LLP PY 2023 · 401(k)

Peters Habib Mckenna & Juhl-Rhodes LLP 401(k) Profit Sharing Plan · $7M · 10 · 51st

  • EIN $7M
  • RANK 10
  • PHOTO 51st
  • IND 401(k)
  • EOY near Platformq LLC 401(k) Profit Sharing Plan and Trust
  • 5500 ind #10118

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 →

Peters Habib Mckenna & Juhl-Rhodes LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Peters Habib Mckenna & Juhl-Rhodes LLP 401(k) Profit Sharing PlanPeters Habib Mckenna & Juhl-…$7MPlatformq LLC 401(k) Profit Sharing Plan and TrustPlatformq LLC 401(k) Profit …$7MUnited States Gymnastics Federation Employee Retirement Benefits PlanUnited States Gymnastics Fed…$7MSeattle Hockey Partners LLC 401(k) PlanSeattle Hockey Partners LLC …$7MGreater Than One 401(k) Plan$7M
End-of-year total assets ($M) among Peters Habib Mckenna & Juhl-Rhodes LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Peters Habib Mckenna & Juhl-Rhodes LLP multi-year asset trail

Sponsor-wide plan assets over time

All Peters Habib Mckenna & Juhl-Rhodes LLP plans reported in each filing year

Latest sponsor-wide plan assets
$8M 15.625675008081371% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M 202220232024 $6.68M $7.72M ▲ +15.6%
Year Plans Participants Total Assets
2022 1 8 $7M
2023 1 10 $7M
2024 1 12 $8M

Peters Habib Mckenna & Juhl-Rhodes LLP filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$448K
Employer EIN464442579
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Peters Habib Mckenna & Juhl-Rhodes LLP 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 ($B) Participants Peters Habib Mckenna & Juhl-Rhodes LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.007123512 · Participants: 10Peters Habib Mckenna & Juhl-Rhodes LLP 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
Peters Habib Mckenna & Juhl-Rhodes LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Peters Habib Mckenna & Juhl-Rhodes LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Peters Habib Mckenna & Juhl-Rhodes LLP 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 Platformq LLC 401(k) Profit Sharing Plan and Trust in MA ($7M); 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.

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 Peters Habib Mckenna & Juhl-Rhodes LLP 401(k) Profit Sharing Plan assets move in 2023? ▼
Peters Habib Mckenna & Juhl-Rhodes LLP 401(k) Profit Sharing Plan grew at a solid clip - up 6.7% during 2023, from $7M to $7M. Reported net income was $448K.
How have Peters Habib Mckenna & Juhl-Rhodes LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Peters Habib Mckenna & Juhl-Rhodes LLP's sponsor-wide assets grew 15.6%, from $7M to $8M.
Which 401(k) plans are similar in size to Peters Habib Mckenna & Juhl-Rhodes LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Platformq LLC 401(k) Profit Sharing Plan and Trust in MA ($7M, 95 participants).
Which 401(k) plans cover a similar participant headcount to Peters Habib Mckenna & Juhl-Rhodes LLP 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 464442579.

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.