401(k) · DOL Form 5500 · 2023
Carpenter, Petersen & Associates, 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 45th
- Percentile by assets National rank
- $633,623
- Avg per participant High balance/head
Official DOL plan name: Carpenter, Petersen & Associates, Cpa's an Accountancy Corporation 401(k) Savings Plan · Sponsored by Carpenter, Petersen & Associates, · California · Professional & Technical Services
$5M in assets, 8 participants
Carpenter, Petersen & Associates,'s Carpenter, Petersen & Associates, Cpa's an Accountancy Corporation 401(k) Savings Plan reported $5M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.
- #8,637 in Professional & Technical Services (20,321 peers)
Carpenter, Petersen & Associates, multi-year trail
Carpenter, Petersen & Associates,'s plans moved +14.0% in assets from 2022 to 2023; this filing shows Carpenter, Petersen & Associates, Cpa's an Accountancy Corporation 401(k) Savings Plan at $5M / 8 participants.
- #8,637
- in Professional & Technical Services (20,321 peers)
- +14.0%
- assets growth YoY
Carpenter, Petersen & Associates, Cpa's an Accountancy Corporation 401(k) Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers
Carpenter, Petersen & Associates, Cpa's an Accountancy Corporation 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,068,986 45th percentile higher than 45% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Carpenter, Petersen & Associates, Cpa's an Accountancy Corporation 401(k) Savings 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. Carpenter, Petersen & Associates, Cpa's an Accountancy Corporation 401(k) Savings Plan is a micro filing (8 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Carpenter, Petersen & Associates, Cpa's an Accountancy Corporation 401(k) Savings Plan reported net income rose from -$225K in the plan year 2022 filing to $644K in the plan year 2023 filing.
- Carpenter, Petersen & Associates, Cpa's an Accountancy Corporation 401(k) Savings Plan reported participants fell from 10 in the plan year 2022 filing to 8 in the plan year 2023 filing.
- Carpenter, Petersen & Associates, Cpa's an Accountancy Corporation 401(k) Savings Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 330684234 · Carpenter, Petersen & Associates, PY 2023 · 401(k)
Carpenter, Petersen & Associates, Cpa's an Accountancy Corporation 401(k) Savings Plan · $5M · 8 · 45th
- PART $5M
- PART 8
- PART 45th
- PART 401(k)
- PART near Pivotal Housing Partners LLC 401(k) Retirement Savings Plan
- PART ind #8637
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 →
Carpenter, Petersen & Associates, Cpa's an Accountancy Corporation 401(k) Savings Plan in the asset neighbourhood
Carpenter, Petersen & Associates, multi-year asset trail
Sponsor-wide plan assets over time
All Carpenter, Petersen & Associates, plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 13.971060399207843% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10 | $4M |
| 2023 | 1 | 8 | $5M |
Carpenter, Petersen & Associates, filing trail (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $644K |
| Employer EIN | 330684234 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Carpenter, Petersen & Associates, Cpa's an Accountancy Corporation 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Pivotal Housing Partners LLC 401(k) Retirement Savings Plan in OH ($5M); by covered participants it is Culshaw & Company LLC Employee Savings Plan in OR (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (8 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.