401(k) · DOL Form 5500 · 2023

Fenster & Fenster 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
7
Participants Small participant base
67th
Percentile by assets National rank
$2.1M
Avg per participant High balance/head
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Official DOL plan name: Fenster & Fenster an Accountancy Corp. 401(k) Profit Sharing Plan · Sponsored by Fenster & Fenster · California · Professional & Technical Services

$15M in assets, 7 participants

Fenster & Fenster's Fenster & Fenster an Accountancy Corp. 401(k) Profit Sharing Plan reported $15M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #13,514 in Professional & Technical Services (20,321 peers)

Fenster & Fenster multi-year trail

Fenster & Fenster's plans moved +24.5% in assets from 2022 to 2024; this filing shows Fenster & Fenster an Accountancy Corp. 401(k) Profit Sharing Plan at $15M / 7 participants.

#13,514
in Professional & Technical Services (20,321 peers)
+14.0%
assets growth YoY

Fenster & Fenster an Accountancy Corp. 401(k) Profit Sharing Plan's outsized position by total assets

Fenster & Fenster an Accountancy Corp. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$14,974,406 Top 33% higher than 67% 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

Fenster & Fenster an Accountancy Corp. 401(k) Profit Sharing 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. Fenster & Fenster an Accountancy Corp. 401(k) Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fenster & Fenster an Accountancy Corp. 401(k) Profit Sharing Plan reported net income rose from -$107K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Fenster & Fenster an Accountancy Corp. 401(k) Profit Sharing Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 952698993 · Fenster & Fenster PY 2023 · 401(k)

Fenster & Fenster an Accountancy Corp. 401(k) Profit Sharing Plan · $15M · 7 · 67th

  • BOOK $15M
  • VS-ST 7
  • BOY 67th
  • SCH 401(k)
  • EBSA near Et Investments, LLC 401(k) Plan
  • PART ind #13514

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 →

Fenster & Fenster an Accountancy Corp. 401(k) Profit Sharing Plan in the asset neighbourhood

Fenster & Fenster an Accountancy Corp. 401(k) Profit Sharing PlanFenster & Fenster an Account…$15MEt Investments, LLC 401(k) PlanEt Investments, LLC 401(k) P…$15MMeadows & Ohly, LLC 401(k) Profit Sharing PlanMeadows & Ohly, LLC 401(k) P…$15MFishtech Group 401(k) Plan$15MInspire11 401(k) Plan$15M
End-of-year total assets ($M) among Fenster & Fenster an Accountancy Corp. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Fenster & Fenster multi-year asset trail

Sponsor-wide plan assets over time

All Fenster & Fenster plans reported in each filing year

Latest sponsor-wide plan assets
$16M 24.54686789018656% vs 2022
2024 filing year
$12M$13M$14M$15M$16M$17M 202220232024 $13.1M $16.4M ▲ +24.6%
Year Plans Participants Total Assets
2022 1 7 $13M
2023 1 7 $15M
2024 1 6 $16M

Fenster & Fenster filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN952698993
Plan Effective Date1988-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Fenster & Fenster an Accountancy Corp. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Fenster & Fenster an Accountancy Corp. 401(k) Profit Sharing Plan, Total assets ($B): 0.014974406 · Participants: 7Fenster & Fenster an Accountancy Corp. 401(k) Profit Sharing 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
Fenster & Fenster an Accountancy Corp. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Fenster & Fenster an Accountancy Corp. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Fenster & Fenster an Accountancy Corp. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Et Investments, LLC 401(k) Plan in CO ($15M); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Fenster & Fenster an Accountancy Corp. 401(k) Profit Sharing Plan assets move in 2023? ▼
Fenster & Fenster an Accountancy Corp. 401(k) Profit Sharing Plan grew at a solid clip - up 14.0% during 2023, from $13M to $15M. Reported net income was $2M.
How have Fenster & Fenster plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fenster & Fenster's sponsor-wide assets grew 24.5%, from $13M to $16M.
Which 401(k) plans are similar in size to Fenster & Fenster an Accountancy Corp. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Et Investments, LLC 401(k) Plan in CO ($15M, 285 participants).
Which 401(k) plans cover a similar participant headcount to Fenster & Fenster an Accountancy Corp. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Asana Biosciences, LLC 401(k) Plan in NJ (7 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 952698993.

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.