401(k) · DOL Form 5500 · 2023

Seltzer Caplan Mcmahon Vitek, a Law Corporation 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
69
Participants Small participant base
81st
Percentile by assets National rank
$480,390
Avg per participant High balance/head
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Official DOL plan name: Seltzer Caplan Mcmahon Vitek Incentive Plan · Sponsored by Seltzer Caplan Mcmahon Vitek, a Law Corporation · California · Professional & Technical Services

$33M in assets, 69 participants

Seltzer Caplan Mcmahon Vitek, a Law Corporation's Seltzer Caplan Mcmahon Vitek Incentive Plan reported $33M in total assets and 69 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #16,494 in Professional & Technical Services (20,321 peers)

Where Seltzer Caplan Mcmahon Vitek Incentive Plan sits by assets

Seltzer Caplan Mcmahon Vitek Incentive Plan sits in the top quartile of all filed plans by assets, $33M for 69 participants (~$480,390/participant), up 10.5% in 2023.

#16,494
in Professional & Technical Services (20,321 peers)
+10.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Seltzer Caplan Mcmahon Vitek Incentive Plan's outsized position by total assets

Seltzer Caplan Mcmahon Vitek Incentive Plan vs every filed plan by assets

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

$33,146,924 Top 19% higher than 81% 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

Seltzer Caplan Mcmahon Vitek Incentive 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. Seltzer Caplan Mcmahon Vitek Incentive Plan is a small filing (69 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Seltzer Caplan Mcmahon Vitek Incentive Plan reported net income rose from -$10M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Seltzer Caplan Mcmahon Vitek Incentive Plan end-of-year assets rose from $30M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Seltzer Caplan Mcmahon Vitek Incentive Plan reported participants rose from 66 in the plan year 2022 filing to 69 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 952665305 · Seltzer Caplan Mcmahon Vitek, a Law Corporation PY 2023 · 401(k)

Seltzer Caplan Mcmahon Vitek Incentive Plan · $33M · 69 · 81st

  • EOY $33M
  • 5500 69
  • ASSETS 81st
  • PCT 401(k)
  • EIN near Safe Federal Credit Union 401(k) Plan
  • RANK ind #16494

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 →

Seltzer Caplan Mcmahon Vitek Incentive Plan in the asset neighbourhood

Seltzer Caplan Mcmahon Vitek Incentive PlanSeltzer Caplan Mcmahon Vitek…$33MSafe Federal Credit Union 401(k) PlanSafe Federal Credit Union 40…$33MProenergy Service 401(k) Plan$33MVerus Advisory, Inc. Retirement & Savings PlanVerus Advisory, Inc. Retirem…$33MBranding Iron Holdings Retirement Savings PlanBranding Iron Holdings Retir…$33M
End-of-year total assets ($M) among Seltzer Caplan Mcmahon Vitek Incentive Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$33M
Net Income$3M
Employer EIN952665305
Plan Effective Date1971-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Seltzer Caplan Mcmahon Vitek, a Law Corporation)

Sponsor-wide plan assets over time

All Seltzer Caplan Mcmahon Vitek, a Law Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$37M 23.765290294274067% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $30M $37.1M ▲ +23.8%
Year Plans Participants Total Assets
2022 1 66 $30M
2023 1 69 $33M
2024 1 69 $37M

Nearby 401(k) Plans in California

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

Seltzer Caplan Mcmahon Vitek Incentive Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Seltzer Caplan Mcmahon Vitek Incentive Plan, Total assets ($B): 0.033146924 · Participants: 69Seltzer Caplan Mcmahon Vitek Incentive 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
Seltzer Caplan Mcmahon Vitek Incentive Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Seltzer Caplan Mcmahon Vitek Incentive Plan side-by-side with 3 peers →

Seltzer Caplan Mcmahon Vitek Incentive Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Safe Federal Credit Union 401(k) Plan in SC ($33M); by covered participants it is Aquiline Management Holdings LP 401(k) Retirement Plan in NY (69 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($33M here).

Similar participant headcount

Nearest other-state filings by covered participants (69 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 Seltzer Caplan Mcmahon Vitek Incentive Plan assets move in 2023? ▼
Seltzer Caplan Mcmahon Vitek Incentive Plan grew at a solid clip - up 10.5% during 2023, from $30M to $33M. Reported net income was $3M.
How have Seltzer Caplan Mcmahon Vitek, a Law Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Seltzer Caplan Mcmahon Vitek, a Law Corporation's sponsor-wide assets grew 23.8%, from $30M to $37M.
Where does Seltzer Caplan Mcmahon Vitek Incentive Plan rank by assets among Form 5500 filers? ▼
Seltzer Caplan Mcmahon Vitek Incentive Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Seltzer Caplan Mcmahon Vitek Incentive Plan? ▼
Among 401(k) plans in other states, the closest by assets is Safe Federal Credit Union 401(k) Plan in SC ($33M, 322 participants).
Which 401(k) plans cover a similar participant headcount to Seltzer Caplan Mcmahon Vitek Incentive Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aquiline Management Holdings LP 401(k) Retirement Plan in NY (69 participants, $6M 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 952665305.

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.