401(k) · DOL Form 5500 · 2023

Perona, Langer, Beck, Serbin & Harrison 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
71
Participants Small participant base
55th
Percentile by assets National rank
$120,330
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Perona, Langer, Beck, Serbin & Harrison 401(k) Profit Sharing Plan · Sponsored by Perona, Langer, Beck, Serbin & Harrison · California · Professional & Technical Services

$9M in assets, 71 participants

Perona, Langer, Beck, Serbin & Harrison's Perona, Langer, Beck, Serbin & Harrison 401(k) Profit Sharing Plan reported $9M in total assets and 71 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,915 in Professional & Technical Services (20,321 peers)

Perona, Langer, Beck, Serbin & Harrison multi-year trail

Perona, Langer, Beck, Serbin & Harrison's plans moved +28.9% in assets from 2022 to 2024; this filing shows Perona, Langer, Beck, Serbin & Harrison 401(k) Profit Sharing Plan at $9M / 71 participants.

#10,915
in Professional & Technical Services (20,321 peers)
+3.7%
assets growth YoY

Perona, Langer, Beck, Serbin & Harrison 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Perona, Langer, Beck, Serbin & Harrison 401(k) Profit Sharing Plan vs every filed plan by assets

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

$8,543,405 Top 45% higher than 55% 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

Perona, Langer, Beck, Serbin & Harrison 401(k) Profit Sharing 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. Perona, Langer, Beck, Serbin & Harrison 401(k) Profit Sharing Plan is a small filing (71 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Perona, Langer, Beck, Serbin & Harrison 401(k) Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $263K in the plan year 2023 filing.
  • Perona, Langer, Beck, Serbin & Harrison 401(k) Profit Sharing Plan reported participants fell from 162 in the plan year 2022 filing to 71 in the plan year 2023 filing.
  • Perona, Langer, Beck, Serbin & Harrison 401(k) Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 953510853 · Perona, Langer, Beck, Serbin & Harrison PY 2023 · 401(k)

Perona, Langer, Beck, Serbin & Harrison 401(k) Profit Sharing Plan · $9M · 71 · 55th

  • SCH $9M
  • EBSA 71
  • PART 55th
  • TYPE 401(k)
  • NET near Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan
  • BOOK ind #10915

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 →

Perona, Langer, Beck, Serbin & Harrison 401(k) Profit Sharing Plan in the asset neighbourhood

Perona, Langer, Beck, Serbin & Harrison 401(k) Profit Sharing PlanPerona, Langer, Beck, Serbin…$9MJoseph C. Lu Engineering & Land Surveying, P.C. 401(k) PlanJoseph C. Lu Engineering & L…$9MTeamsters Local 237 Savings and Investment Plan and TrustTeamsters Local 237 Savings …$9MSchreiber Corporation 401(k) PlanSchreiber Corporation 401(k)…$9MWebb Writes 401(k) Plan$9M
End-of-year total assets ($M) among Perona, Langer, Beck, Serbin & Harrison 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Perona, Langer, Beck, Serbin & Harrison multi-year asset trail

Sponsor-wide plan assets over time

All Perona, Langer, Beck, Serbin & Harrison plans reported in each filing year

Latest sponsor-wide plan assets
$11M 28.8904012783401% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $8.24M $10.6M ▲ +28.9%
Year Plans Participants Total Assets
2022 1 162 $8M
2023 1 71 $9M
2024 1 76 $11M

Perona, Langer, Beck, Serbin & Harrison filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$263K
Employer EIN953510853
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Perona, Langer, Beck, Serbin & Harrison 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 ($B) Participants Perona, Langer, Beck, Serbin & Harrison 401(k) Profit Sharing Plan, Total assets ($B): 0.008543405 · Participants: 71Perona, Langer, Beck, Serbin & Harrison 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
Perona, Langer, Beck, Serbin & Harrison 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Perona, Langer, Beck, Serbin & Harrison 401(k) Profit Sharing Plan side-by-side with 3 peers →

Perona, Langer, Beck, Serbin & Harrison 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 Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan in NY ($9M); by covered participants it is Eftec Savings Plan in MI (71 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (71 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 Perona, Langer, Beck, Serbin & Harrison 401(k) Profit Sharing Plan assets move in 2023? ▼
Perona, Langer, Beck, Serbin & Harrison 401(k) Profit Sharing Plan edged up modestly - up 3.7% during 2023, from $8M to $9M. Reported net income was $263K.
How have Perona, Langer, Beck, Serbin & Harrison plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Perona, Langer, Beck, Serbin & Harrison's sponsor-wide assets grew 28.9%, from $8M to $11M.
Which 401(k) plans are similar in size to Perona, Langer, Beck, Serbin & Harrison 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Joseph C. Lu Engineering & Land Surveying, P.C. 401(k) Plan in NY ($9M, 65 participants).
Which 401(k) plans cover a similar participant headcount to Perona, Langer, Beck, Serbin & Harrison 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eftec Savings Plan in MI (71 participants, $16M 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 953510853.

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.