401(k) · DOL Form 5500 · 2023

Spierer, Woodward, Corbalis, & Goldberg, a P.C. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
24
Participants Small participant base
47th
Percentile by assets National rank
$242,721
Avg per participant Above avg balance/head
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Official DOL plan name: Spierer, Woodward, Corbalis & Golberg a P.C.401(k) Plan & Trust · Sponsored by Spierer, Woodward, Corbalis, & Goldberg, a P.C. · California · Professional & Technical Services

$6M in assets, 24 participants

Spierer, Woodward, Corbalis, & Goldberg, a P.C.'s Spierer, Woodward, Corbalis & Golberg a P.C.401(k) Plan & Trust reported $6M in total assets and 24 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #9,230 in Professional & Technical Services (20,321 peers)

Spierer, Woodward, Corbalis, & Goldberg, a P.C. multi-year trail

Spierer, Woodward, Corbalis, & Goldberg, a P.C.'s plans moved +19.1% in assets from 2022 to 2024; this filing shows Spierer, Woodward, Corbalis & Golberg a P.C.401(k) Plan & Trust at $6M / 24 participants.

#9,230
in Professional & Technical Services (20,321 peers)
+17.7%
assets growth YoY

Spierer, Woodward, Corbalis & Golberg a P.C.401(k) Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Spierer, Woodward, Corbalis & Golberg a P.C.401(k) Plan & Trust vs every filed plan by assets

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

$5,825,311 47th percentile higher than 47% 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

Spierer, Woodward, Corbalis & Golberg a P.C.401(k) Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Spierer, Woodward, Corbalis & Golberg a P.C.401(k) Plan & Trust is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Spierer, Woodward, Corbalis & Golberg a P.C.401(k) Plan & Trust reported net income rose from -$834K in the plan year 2022 filing to $876K in the plan year 2023 filing.
  • Spierer, Woodward, Corbalis & Golberg a P.C.401(k) Plan & Trust end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Spierer, Woodward, Corbalis & Golberg a P.C.401(k) Plan & Trust reported participants rose from 23 in the plan year 2022 filing to 24 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 953633443 · Spierer, Woodward, Corbalis, & Goldberg, a P.C. PY 2023 · 401(k)

Spierer, Woodward, Corbalis & Golberg a P.C.401(k) Plan & Trust · $6M · 24 · 47th

  • EOY $6M
  • EOY 24
  • EOY 47th
  • EOY 401(k)
  • EOY near Colt Builders 401(k) Plan
  • EOY ind #9230

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 →

Spierer, Woodward, Corbalis & Golberg a P.C.401(k) Plan & Trust in the asset neighbourhood

Spierer, Woodward, Corbalis & Golberg a P.C.401(k) Plan & TrustSpierer, Woodward, Corbalis …$6MColt Builders 401(k) Plan$6MLauren International, Ltd. 401(k) Retirement PlanLauren International, Ltd. 4…$6MCe Broker, Inc. Retirement Savings & Profit Sharing Plan & TrustCe Broker, Inc. Retirement S…$6MAlaunos Therapeutics, Inc. 401(k) PlanAlaunos Therapeutics, Inc. 4…$6M
End-of-year total assets ($M) among Spierer, Woodward, Corbalis & Golberg a P.C.401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Spierer, Woodward, Corbalis, & Goldberg, a P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Spierer, Woodward, Corbalis, & Goldberg, a P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 19.129180079867048% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M 202220232024 $4.95M $5.9M ▲ +19.2%
Year Plans Participants Total Assets
2022 1 23 $5M
2023 1 24 $6M
2024 1 24 $6M

Spierer, Woodward, Corbalis, & Goldberg, a P.C. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$876K
Employer EIN953633443
Plan Effective Date1982-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Spierer, Woodward, Corbalis & Golberg a P.C.401(k) Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Spierer, Woodward, Corbalis & Golberg a P.C.401(k) Plan & Trust, Total assets ($B): 0.005825311 · Participants: 24Spierer, Woodward, Corbalis & Golberg a P.C.401(k) Plan & TrustWells 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
Spierer, Woodward, Corbalis & Golberg a P.C.401(k) Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Spierer, Woodward, Corbalis & Golberg a P.C.401(k) Plan & Trust side-by-side with 3 peers →

Spierer, Woodward, Corbalis & Golberg a P.C.401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Colt Builders 401(k) Plan in UT ($6M); by covered participants it is Hopereid, Inc. Retirement Plan in PA (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 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 Spierer, Woodward, Corbalis & Golberg a P.C.401(k) Plan & Trust assets move in 2023? ▼
Spierer, Woodward, Corbalis & Golberg a P.C.401(k) Plan & Trust grew sharply - up 17.7% during 2023, from $5M to $6M. Reported net income was $876K.
How have Spierer, Woodward, Corbalis, & Goldberg, a P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spierer, Woodward, Corbalis, & Goldberg, a P.C.'s sponsor-wide assets grew 19.1%, from $5M to $6M.
Which 401(k) plans are similar in size to Spierer, Woodward, Corbalis & Golberg a P.C.401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Colt Builders 401(k) Plan in UT ($6M, 215 participants).
Which 401(k) plans cover a similar participant headcount to Spierer, Woodward, Corbalis & Golberg a P.C.401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Hopereid, Inc. Retirement Plan in PA (24 participants, $433K 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 953633443.

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.