401(k) · DOL Form 5500 · 2023

Stephan and Angelica Edelbrock Consulting 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 2
Participants Small participant base: 42nd
Percentile by assets National rank: $2.3M
Avg per participant High balance/head

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Official DOL plan name: Stephan and Angelica Edelbrock Consulting 401(k) Plan · Sponsored by Stephan and Angelica Edelbrock Consulting · California · Professional & Technical Services

$5M in assets, 2 participants

Stephan and Angelica Edelbrock Consulting's Stephan and Angelica Edelbrock Consulting 401(k) Plan reported $5M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

#8,129 in Professional & Technical Services (20,321 peers)

2023 asset change

Stephan and Angelica Edelbrock Consulting 401(k) Plan grew at a solid clip 9.1% in 2023 ($4M → $5M) for 2 participants.

#8,129
in Professional & Technical Services (20,321 peers): +9.1%
assets growth YoY

Stephan and Angelica Edelbrock Consulting 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Stephan and Angelica Edelbrock Consulting 401(k) Plan vs every filed plan by assets

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

$4,516,276 42nd percentile higher than 42% 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

Stephan and Angelica Edelbrock Consulting 401(k) 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. Stephan and Angelica Edelbrock Consulting 401(k) Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Stephan and Angelica Edelbrock Consulting 401(k) Plan reported net income rose from -$12K in the plan year 2022 filing to $376K in the plan year 2023 filing.
Stephan and Angelica Edelbrock Consulting 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 731689794 · Stephan and Angelica Edelbrock Consulting PY 2023 · 401(k)

Stephan and Angelica Edelbrock Consulting 401(k) Plan · $5M · 2 · 42nd

PHOTO $5M
IND 2
EOY 42nd
5500 401(k)
ASSETS near Xng Retirement Plan
PCT ind #8129

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 →

End-of-year total assets ($M) among Stephan and Angelica Edelbrock Consulting 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Stephan and Angelica Edelbrock Consulting years around the 2023 move

Latest sponsor-wide plan assets: $5M 9.093087481463643% vs 2022; 2023 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$4M
2023	2	4	$5M

2023 asset-move particulars

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$5M
Net Income	$376K
Employer EIN	731689794
Plan Effective Date	2021-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

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

Stephan and Angelica Edelbrock Consulting 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

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

Compare Stephan and Angelica Edelbrock Consulting 401(k) Plan side-by-side with 3 peers →

Stephan and Angelica Edelbrock Consulting 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Xng Retirement Plan in MA ($5M); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Xng Retirement Plan (MA) $5M · 131
Clear Title Agency of Arizona 401(k) Plan (AZ) $5M · 69
Hassey & Hassey Dental Associates Profit Sharing Plan (MA) $5M · 16
Achieve Life Sciences Inc. 401(k) Retirement Savings Plan & Trust (WA) $5M · 13

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Napa Bound Retirement Plan (FL) 2 · 0 off
Gillian Corporation 401(k) Plan (CO) 2 · 0 off
Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off

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 Stephan and Angelica Edelbrock Consulting 401(k) Plan assets move in 2023? ▼

Stephan and Angelica Edelbrock Consulting 401(k) Plan grew at a solid clip - up 9.1% during 2023, from $4M to $5M. Reported net income was $376K.

How have Stephan and Angelica Edelbrock Consulting plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Stephan and Angelica Edelbrock Consulting's sponsor-wide assets grew 9.1%, from $4M to $5M.

Which 401(k) plans are similar in size to Stephan and Angelica Edelbrock Consulting 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Xng Retirement Plan in MA ($5M, 131 participants).

Which 401(k) plans cover a similar participant headcount to Stephan and Angelica Edelbrock Consulting 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 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 731689794.