401(k) · DOL Form 5500 · 2023

Egerman Law Group, LLP 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
4
Participants Small participant base
47th
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
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Official DOL plan name: Egerman Law Group, LLP 401(k) Profit Sharing Plan · Sponsored by Egerman Law Group, LLP · California · Professional & Technical Services

$6M in assets, 4 participants

Egerman Law Group, LLP's Egerman Law Group, LLP 401(k) Profit Sharing Plan reported $6M in total assets and 4 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.

  • #9,146 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Egerman Law Group, LLP 401(k) Profit Sharing Plan holds $6M for 4 participants - about $1.4M per participant, in the lower half of filed plans by assets.

#9,146
in Professional & Technical Services (20,321 peers)
-2.3%
assets change YoY

The plan reported a net loss of $133K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Egerman Law Group, LLP 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Egerman Law Group, LLP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$5,698,342 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

Egerman Law Group, LLP 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. Egerman Law Group, LLP 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Egerman Law Group, LLP 401(k) Profit Sharing Plan reported net income fell from $155K in the plan year 2022 filing to -$133K in the plan year 2023 filing.
  • Egerman Law Group, LLP 401(k) Profit Sharing Plan end-of-year assets fell from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 462235672 · Egerman Law Group, LLP PY 2023 · 401(k)

Egerman Law Group, LLP 401(k) Profit Sharing Plan · $6M · 4 · 47th

  • IND $6M
  • IND 4
  • IND 47th
  • IND 401(k)
  • IND near Concannon Lumber 401(k) Savings Plan
  • IND ind #9146

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 →

Egerman Law Group, LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Egerman Law Group, LLP 401(k) Profit Sharing PlanEgerman Law Group, LLP 401(k…$6MConcannon Lumber 401(k) Savings PlanConcannon Lumber 401(k) Savi…$6M403(b) Thrift Plan for Employees of Rural Resources Community Action403(b) Thrift Plan for Emplo…$6MMarshall-Jackson Mental Health Board 401(k) Retirement PlanMarshall-Jackson Mental Heal…$6MPriority 401(k)/Profit Sharing PlanPriority 401(k)/Profit Shari…$6M
End-of-year total assets ($M) among Egerman Law Group, LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$133K
Employer EIN462235672
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Egerman Law Group, LLP)

Sponsor-wide plan assets over time

All Egerman Law Group, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$5M 7.99352831840893% vs 2022
2024 filing year
$5.2M$5.4M$5.6M$5.8M$6M 202220232024 $5.83M $5.36M ▼ -8.1%
Year Plans Participants Total Assets
2022 1 4 $6M
2023 1 4 $6M
2024 1 4 $5M

Nearby 401(k) Plans in California

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

Egerman Law Group, LLP 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 ($B) Participants Egerman Law Group, LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.005698342 · Participants: 4Egerman Law Group, LLP 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
Egerman Law Group, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Egerman Law Group, LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Egerman Law Group, LLP 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 Concannon Lumber 401(k) Savings Plan in OR ($6M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Egerman Law Group, LLP 401(k) Profit Sharing Plan assets move in 2023? ▼
Egerman Law Group, LLP 401(k) Profit Sharing Plan edged down modestly - down 2.3% during 2023, from $6M to $6M. Reported net income was -$133K.
How have Egerman Law Group, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Egerman Law Group, LLP's sponsor-wide assets declined 8.0%, from $6M to $5M.
Which 401(k) plans are similar in size to Egerman Law Group, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Concannon Lumber 401(k) Savings Plan in OR ($6M, 36 participants).
Which 401(k) plans cover a similar participant headcount to Egerman Law Group, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 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 462235672.

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.