401(k) · DOL Form 5500 · 2023

Conger Moss Guillard, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
39
Participants Small participant base
57th
Percentile by assets National rank
$234,208
Avg per participant Above avg balance/head
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Official DOL plan name: Conger Moss Guillard 401(k) Profit Sharing Plan · Sponsored by Conger Moss Guillard, Inc. · California · Professional & Technical Services

$9M in assets, 39 participants

Conger Moss Guillard, Inc.'s Conger Moss Guillard 401(k) Profit Sharing Plan reported $9M in total assets and 39 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #11,189 in Professional & Technical Services (20,321 peers)

Conger Moss Guillard, Inc. multi-year trail

Conger Moss Guillard, Inc.'s plans moved +44.4% in assets from 2022 to 2024; this filing shows Conger Moss Guillard 401(k) Profit Sharing Plan at $9M / 39 participants.

#11,189
in Professional & Technical Services (20,321 peers)
+15.7%
assets growth YoY

Conger Moss Guillard 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Conger Moss Guillard 401(k) Profit Sharing Plan vs every filed plan by assets

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

$9,134,097 Top 43% higher than 57% 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

Conger Moss Guillard 401(k) Profit Sharing 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. Conger Moss Guillard 401(k) Profit Sharing Plan is a small filing (39 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Conger Moss Guillard 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Conger Moss Guillard 401(k) Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Conger Moss Guillard 401(k) Profit Sharing Plan reported participants rose from 37 in the plan year 2022 filing to 39 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 943371721 · Conger Moss Guillard, Inc. PY 2023 · 401(k)

Conger Moss Guillard 401(k) Profit Sharing Plan · $9M · 39 · 57th

  • VS-ST $9M
  • VS-ST 39
  • VS-ST 57th
  • VS-ST 401(k)
  • VS-ST near Family Medical Center Retirement and 401(k) Plan
  • VS-ST ind #11189

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 →

Conger Moss Guillard 401(k) Profit Sharing Plan in the asset neighbourhood

Conger Moss Guillard 401(k) Profit Sharing PlanConger Moss Guillard 401(k) …$9MFamily Medical Center Retirement and 401(k) PlanFamily Medical Center Retire…$9MMaple Donuts, Inc. 401(k) Retirement PlanMaple Donuts, Inc. 401(k) Re…$9MCarson-Dellosa Publishing, LLC 401(k) Profit Sharing PlanCarson-Dellosa Publishing, L…$9MOregon Law Center$9M
End-of-year total assets ($M) among Conger Moss Guillard 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Conger Moss Guillard, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Conger Moss Guillard, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 44.390842749627595% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.89M $11.4M ▲ +44.5%
Year Plans Participants Total Assets
2022 1 37 $8M
2023 1 39 $9M
2024 1 38 $11M

Conger Moss Guillard, Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN943371721
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Conger Moss Guillard 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 ($B) Participants Conger Moss Guillard 401(k) Profit Sharing Plan, Total assets ($B): 0.009134097 · Participants: 39Conger Moss Guillard 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
Conger Moss Guillard 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Conger Moss Guillard 401(k) Profit Sharing Plan side-by-side with 3 peers →

Conger Moss Guillard 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 Family Medical Center Retirement and 401(k) Plan in MI ($9M); by covered participants it is John S. Lane & Son, Inc. 401(k) Union Plan in NY (39 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (39 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 Conger Moss Guillard 401(k) Profit Sharing Plan assets move in 2023? ▼
Conger Moss Guillard 401(k) Profit Sharing Plan grew sharply - up 15.7% during 2023, from $8M to $9M. Reported net income was $1M.
How have Conger Moss Guillard, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Conger Moss Guillard, Inc.'s sponsor-wide assets grew 44.4%, from $8M to $11M.
Which 401(k) plans are similar in size to Conger Moss Guillard 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Family Medical Center Retirement and 401(k) Plan in MI ($9M, 147 participants).
Which 401(k) plans cover a similar participant headcount to Conger Moss Guillard 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is John S. Lane & Son, Inc. 401(k) Union Plan in NY (39 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 943371721.

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.