401(k) · DOL Form 5500 · 2023

Jackoway Austen Tyerman Wertheimer Mandelbaum Morris Bernstein Trattne 401(k) Plan

Data updated 2026-08-25

$69M
Total assets Below avg plan size
70
Participants Small participant base
88th
Percentile by assets National rank
$981,190
Avg per participant High balance/head
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Official DOL plan name: Jackoway Austen Tyerman Wertheimer Mandelbaum Morris Bernstein Trattner & Klein PC Thrift and Savings Plan · Sponsored by Jackoway Austen Tyerman Wertheimer Mandelbaum Morris Bernstein Trattne · California · Professional & Technical Services

$69M in assets, 70 participants

Jackoway Austen Tyerman Wertheimer Mandelbaum Morris Bernstein Trattne's Jackoway Austen Tyerman Wertheimer Mandelbaum Morris Bernstein Trattner & Klein PC Thrift and Savings Plan reported $69M in total assets and 70 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #18,219 in Professional & Technical Services (20,321 peers)

Where Jackoway Austen Tyerman Wertheimer Mandelbaum Morris Bernstein Trattner & Klein PC Thrift and Savings Plan sits by assets

Jackoway Austen Tyerman Wertheimer Mandelbaum Morris Bernstein Trattner & Klein PC Thrift and Savings Plan sits in the top quartile of all filed plans by assets, $69M for 70 participants (~$981,190/participant), up 15.5% in 2023.

#18,219
in Professional & Technical Services (20,321 peers)
+15.5%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Jackoway Austen Tyerman Wertheimer Mandelbaum Morris Bernstein Trattner & Klein PC Thrift and Savings Plan's outsized position by total assets

Jackoway Austen Tyerman Wertheimer Mandelbaum Morris Bernstein Trattner & Klein PC Thrift and Savings Plan vs every filed plan by assets

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

$68,683,268 Top 12% higher than 88% 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

Jackoway Austen Tyerman Wertheimer Mandelbaum Morris Bernstein Trattner & Klein PC Thrift and 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. Jackoway Austen Tyerman Wertheimer Mandelbaum Morris Bernstein Trattner & Klein PC Thrift and Savings Plan is a small filing (70 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jackoway Austen Tyerman Wertheimer Mandelbaum Morris Bernstein Trattner & Klein PC Thrift and Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Jackoway Austen Tyerman Wertheimer Mandelbaum Morris Bernstein Trattner & Klein PC Thrift and Savings Plan end-of-year assets rose from $59M in the plan year 2022 filing to $69M in the plan year 2023 filing.
  • Jackoway Austen Tyerman Wertheimer Mandelbaum Morris Bernstein Trattner & Klein PC Thrift and Savings Plan reported participants rose from 64 in the plan year 2022 filing to 70 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 953092463 · Jackoway Austen Tyerman Wertheimer Mandelbaum Morris Bernstein Trattne PY 2023 · 401(k)

Jackoway Austen Tyerman Wertheimer Mandelbaum Morris Bernstein Trattner & Klein PC Thrift and Savings Plan · $69M · 70 · 88th

  • BOY $69M
  • SCH 70
  • EBSA 88th
  • PART 401(k)
  • TYPE near Riverhead Building Supply Corp. 401(k) Savings Plan
  • NET ind #18219

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 →

Jackoway Austen Tyerman Wertheimer Mandelbaum Morris Bernstein Trattner & Klein PC Thrift and Savings Plan in the asset neighbourhood

Blanchard Machinery Company 401(k) Profit Sharing PlanBlanchard Machinery Company …$69MJackoway Austen Tyerman Wertheimer Mandelbaum Morris Bernstein Trattner & Klein PC Thrift and Savings PlanJackoway Austen Tyerman Wert…$69MRiverhead Building Supply Corp. 401(k) Savings PlanRiverhead Building Supply Co…$69MReal Alloy Recycling 401(k) PlanReal Alloy Recycling 401(k) …$69MNational Bank Holdings Corporation 401(k) PlanNational Bank Holdings Corpo…$69M
End-of-year total assets ($M) among Jackoway Austen Tyerman Wertheimer Mandelbaum Morris Bernstein Trattner & Klein PC Thrift and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)$69M
Net Income$9M
Employer EIN953092463
Plan Effective Date1977-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jackoway Austen Tyerman Wertheimer Mandelbaum Morris Bernstein Trattne)

Sponsor-wide plan assets over time

All Jackoway Austen Tyerman Wertheimer Mandelbaum Morris Bernstein Trattne plans reported in each filing year

Latest sponsor-wide plan assets
$81M 35.46857778347731% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $59.5M $80.6M ▲ +35.5%
Year Plans Participants Total Assets
2022 1 64 $59M
2023 1 70 $69M
2024 1 70 $81M

Nearby 401(k) Plans in California

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

Jackoway Austen Tyerman Wertheimer Mandelbaum Morris Bernstein Trattner & Klein PC Thrift and Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Jackoway Austen Tyerman Wertheimer Mandelbaum Morris Bernstein Trattner & Klein PC Thrift and Savings Plan, Total assets ($B): 0.068683268 · Participants: 70Jackoway Austen Tyerman Wertheimer Mandelbaum Morris Bernstein Trattner & Klein PC Thrift and 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
Jackoway Austen Tyerman Wertheimer Mandelbaum Morris Bernstein Trattner & Klein PC Thrift and Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Jackoway Austen Tyerman Wertheimer Mandelbaum Morris Bernstein Trattner & Klein PC Thrift and Savings Plan side-by-side with 3 peers →

Jackoway Austen Tyerman Wertheimer Mandelbaum Morris Bernstein Trattner & Klein PC Thrift and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Riverhead Building Supply Corp. 401(k) Savings Plan in NY ($69M); by covered participants it is The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan in WI (70 participants). Same-state nearby plans are listed separately above.

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 Jackoway Austen Tyerman Wertheimer Mandelbaum Morris Bernstein Trattner & Klein PC Thrift and Savings Plan assets move in 2023? ▼
Jackoway Austen Tyerman Wertheimer Mandelbaum Morris Bernstein Trattner & Klein PC Thrift and Savings Plan grew sharply - up 15.5% during 2023, from $59M to $69M. Reported net income was $9M.
How have Jackoway Austen Tyerman Wertheimer Mandelbaum Morris Bernstein Trattne plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jackoway Austen Tyerman Wertheimer Mandelbaum Morris Bernstein Trattne's sponsor-wide assets grew 35.5%, from $59M to $81M.
Where does Jackoway Austen Tyerman Wertheimer Mandelbaum Morris Bernstein Trattner & Klein PC Thrift and Savings Plan rank by assets among Form 5500 filers? ▼
Jackoway Austen Tyerman Wertheimer Mandelbaum Morris Bernstein Trattner & Klein PC Thrift and Savings Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Jackoway Austen Tyerman Wertheimer Mandelbaum Morris Bernstein Trattner & Klein PC Thrift and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Riverhead Building Supply Corp. 401(k) Savings Plan in NY ($69M, 554 participants).
Which 401(k) plans cover a similar participant headcount to Jackoway Austen Tyerman Wertheimer Mandelbaum Morris Bernstein Trattner & Klein PC Thrift and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan in WI (70 participants, $6M 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 953092463.

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.