401(k) · DOL Form 5500 · 2023

Pkf San Diego, LLP 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
33
Participants Small participant base
60th
Percentile by assets National rank
$328,315
Avg per participant High balance/head
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Official DOL plan name: Pkf, LLP 401(k) Retirement Savings Plan · Sponsored by Pkf San Diego, LLP · California · Professional & Technical Services

$11M in assets, 33 participants

Pkf San Diego, LLP's Pkf, LLP 401(k) Retirement Savings Plan reported $11M in total assets and 33 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #12,017 in Professional & Technical Services (20,321 peers)

Pkf San Diego, LLP multi-year trail

Pkf San Diego, LLP's plans moved +28.7% in assets from 2022 to 2024; this filing shows Pkf, LLP 401(k) Retirement Savings Plan at $11M / 33 participants.

#12,017
in Professional & Technical Services (20,321 peers)
+11.2%
assets growth YoY

Pkf, LLP 401(k) Retirement Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

Pkf, LLP 401(k) Retirement Savings Plan vs every filed plan by assets

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

$10,834,395 Top 40% higher than 60% 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

Pkf, LLP 401(k) Retirement 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. Pkf, LLP 401(k) Retirement Savings Plan is a small filing (33 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pkf, LLP 401(k) Retirement Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Pkf, LLP 401(k) Retirement Savings Plan reported participants rose from 28 in the plan year 2022 filing to 33 in the plan year 2023 filing.
  • Pkf, LLP 401(k) Retirement Savings Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 813391684 · Pkf San Diego, LLP PY 2023 · 401(k)

Pkf, LLP 401(k) Retirement Savings Plan · $11M · 33 · 60th

  • SCH $11M
  • EBSA 33
  • PART 60th
  • TYPE 401(k)
  • NET near Sbam Retirement Savings 401(k) Pooled Employer Plan
  • BOOK ind #12017

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 →

Pkf, LLP 401(k) Retirement Savings Plan in the asset neighbourhood

Garan 401(k) Plan$11MPkf, LLP 401(k) Retirement Savings PlanPkf, LLP 401(k) Retirement S…$11MSbam Retirement Savings 401(k) Pooled Employer PlanSbam Retirement Savings 401(…$11MEustis Mortgage Corporation Incentive Retirement PlanEustis Mortgage Corporation …$11MCts 401(k)$11M
End-of-year total assets ($M) among Pkf, LLP 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pkf San Diego, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Pkf San Diego, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$13M 28.70952760936109% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.74M $12.5M ▲ +28.7%
Year Plans Participants Total Assets
2022 1 28 $10M
2023 1 33 $11M
2024 1 37 $13M

Pkf San Diego, LLP filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN813391684
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.

Pkf, LLP 401(k) Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Pkf, LLP 401(k) Retirement Savings Plan, Total assets ($B): 0.010834395 · Participants: 33Pkf, LLP 401(k) Retirement 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
Pkf, LLP 401(k) Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Pkf, LLP 401(k) Retirement Savings Plan side-by-side with 3 peers →

Pkf, LLP 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Sbam Retirement Savings 401(k) Pooled Employer Plan in MI ($11M); by covered participants it is Taylor Automotive Group 401(k) Plan in TN (33 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (33 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 Pkf, LLP 401(k) Retirement Savings Plan assets move in 2023? ▼
Pkf, LLP 401(k) Retirement Savings Plan grew at a solid clip - up 11.2% during 2023, from $10M to $11M. Reported net income was $1M.
How have Pkf San Diego, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pkf San Diego, LLP's sponsor-wide assets grew 28.7%, from $10M to $13M.
Which 401(k) plans are similar in size to Pkf, LLP 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sbam Retirement Savings 401(k) Pooled Employer Plan in MI ($11M, 354 participants).
Which 401(k) plans cover a similar participant headcount to Pkf, LLP 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Taylor Automotive Group 401(k) Plan in TN (33 participants, $4M 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 813391684.

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.