401(k) · DOL Form 5500 · 2023

Price Pelletier, LLP 401(k) Plan

Data updated 2026-08-25

$640K
Total assets Small plan by assets
13
Participants Small participant base
20th
Percentile by assets National rank
$49,248
Avg per participant Low balance/head
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Official DOL plan name: Price Pelletier 401(k) Plan · Sponsored by Price Pelletier, LLP · California · Professional & Technical Services

$640K in assets, 13 participants

Price Pelletier, LLP's Price Pelletier 401(k) Plan reported $640K in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #3,034 in Professional & Technical Services (20,321 peers)

Price Pelletier, LLP multi-year trail

Price Pelletier, LLP's plans moved +84.5% in assets from 2022 to 2024; this filing shows Price Pelletier 401(k) Plan at $640K / 13 participants.

#3,034
in Professional & Technical Services (20,321 peers)
+33.7%
assets growth YoY

Price Pelletier 401(k) Plan among the smaller filed plans by assets

Price Pelletier 401(k) Plan vs every filed plan by assets

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

$640,224 20th percentile higher than 20% 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

Price Pelletier 401(k) 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. Price Pelletier 401(k) Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Price Pelletier 401(k) Plan reported net income rose from $24K in the plan year 2022 filing to $161K in the plan year 2023 filing.
  • Price Pelletier 401(k) Plan end-of-year assets rose from $479K in the plan year 2022 filing to $640K in the plan year 2023 filing.
  • Price Pelletier 401(k) Plan reported participants rose from 12 in the plan year 2022 filing to 13 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 843878236 · Price Pelletier, LLP PY 2023 · 401(k)

Price Pelletier 401(k) Plan · $640K · 13 · 20th

  • PCT $640K
  • PCT 13
  • PCT 20th
  • PCT 401(k)
  • PCT near Fb Acquisition LLC
  • PCT ind #3034

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 →

Price Pelletier 401(k) Plan in the asset neighbourhood

Price Pelletier 401(k) Plan$640KFb Acquisition LLC$640KBeck Tool, Inc. 401(k) Pension PlanBeck Tool, Inc. 401(k) Pensi…$640KMexserv, Inc. 401(k) Profit Sharing PlanMexserv, Inc. 401(k) Profit …$640KSpine and Pain Center LLC 401(k) Profit Sharing Plan & TrustSpine and Pain Center LLC 40…$640K
End-of-year total assets ($M) among Price Pelletier 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Price Pelletier, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Price Pelletier, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$883K 84.50282138993656% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M 202220232024 $0.48M $0.88M ▲ +83.3%
Year Plans Participants Total Assets
2022 1 12 $479K
2023 1 13 $640K
2024 1 18 $883K

Price Pelletier, LLP filing trail (2023)

Total Assets (Beginning of Year)$479K
Net Assets (End of Year)$640K
Net Income$161K
Employer EIN843878236
Plan Effective Date2020-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Price Pelletier 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Price Pelletier 401(k) Plan, Total assets ($B): 0.000640224 · Participants: 13Price Pelletier 401(k) 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
Price Pelletier 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Price Pelletier 401(k) Plan side-by-side with 3 peers →

Price Pelletier 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Fb Acquisition LLC in OH ($640K); by covered participants it is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($640K here).

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Price Pelletier 401(k) Plan assets move in 2023? ▼
Price Pelletier 401(k) Plan surged - up 33.7% during 2023, from $479K to $640K. Reported net income was $161K.
How have Price Pelletier, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Price Pelletier, LLP's sponsor-wide assets grew 84.5%, from $479K to $883K.
Where does Price Pelletier 401(k) Plan rank by assets among Form 5500 filers? ▼
Price Pelletier 401(k) Plan ranks in the 20th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Price Pelletier 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fb Acquisition LLC in OH ($640K, 36 participants).
Which 401(k) plans cover a similar participant headcount to Price Pelletier 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 participants, $52 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 843878236.

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.