401(k) · DOL Form 5500 · 2023

Karlin & Peebles, LLP 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
17
Participants Small participant base
42nd
Percentile by assets National rank
$255,047
Avg per participant Above avg balance/head
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Official DOL plan name: Karlin & Peebles, LLP Profit Sharing Plan · Sponsored by Karlin & Peebles, LLP · California · Professional & Technical Services

$4M in assets, 17 participants

Karlin & Peebles, LLP's Karlin & Peebles, LLP Profit Sharing Plan reported $4M in total assets and 17 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #7,965 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Karlin & Peebles, LLP Profit Sharing Plan holds $4M for 17 participants - about $255,047 per participant, in the lower half of filed plans by assets.

#7,965
in Professional & Technical Services (20,321 peers)
-7.8%
assets change YoY

The plan reported a net loss of $366K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Karlin & Peebles, LLP Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Karlin & Peebles, LLP Profit Sharing Plan vs every filed plan by assets

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

$4,335,802 42nd percentile higher than 42% 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

Karlin & Peebles, LLP 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. Karlin & Peebles, LLP Profit Sharing Plan is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Karlin & Peebles, LLP Profit Sharing Plan reported net income fell from $309K in the plan year 2022 filing to -$366K in the plan year 2023 filing.
  • Karlin & Peebles, LLP Profit Sharing Plan reported participants rose from 14 in the plan year 2022 filing to 17 in the plan year 2023 filing.
  • Karlin & Peebles, LLP Profit Sharing Plan end-of-year assets fell from $5M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 260217333 · Karlin & Peebles, LLP PY 2023 · 401(k)

Karlin & Peebles, LLP Profit Sharing Plan · $4M · 17 · 42nd

  • IND $4M
  • IND 17
  • IND 42nd
  • IND 401(k)
  • IND near Cma Engineers, Inc. Retirement Plan
  • IND ind #7965

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 →

Karlin & Peebles, LLP Profit Sharing Plan in the asset neighbourhood

Karlin & Peebles, LLP Profit Sharing PlanKarlin & Peebles, LLP Profit…$4MCma Engineers, Inc. Retirement PlanCma Engineers, Inc. Retireme…$4MLa Tortilleria, Inc. Employees Savings PlanLa Tortilleria, Inc. Employe…$4MPain Treatment Centers of America, PLLC 401(k) Profit Sharing PlanPain Treatment Centers of Am…$4MStrategic Resources, Inc.401(k) Profit Sharing PlanStrategic Resources, Inc.401…$4M
End-of-year total assets ($M) among Karlin & Peebles, LLP Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$366K
Employer EIN260217333
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Karlin & Peebles, LLP)

Sponsor-wide plan assets over time

All Karlin & Peebles, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$5M 1.4441343817851315% vs 2022
2024 filing year
$4.2M$4.4M$4.6M$4.8M 202220232024 $4.7M $4.63M ▼ -1.5%
Year Plans Participants Total Assets
2022 1 14 $5M
2023 1 17 $4M
2024 1 19 $5M

Nearby 401(k) Plans in California

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

Karlin & Peebles, LLP Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Karlin & Peebles, LLP Profit Sharing Plan, Total assets ($B): 0.004335802 · Participants: 17Karlin & Peebles, LLP 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
Karlin & Peebles, LLP Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Karlin & Peebles, LLP Profit Sharing Plan side-by-side with 3 peers →

Karlin & Peebles, LLP Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Cma Engineers, Inc. Retirement Plan in NH ($4M); by covered participants it is Cjp Encore, Inc. 401(k) Profit Sharing Plan in TX (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Karlin & Peebles, LLP Profit Sharing Plan assets move in 2023? ▼
Karlin & Peebles, LLP Profit Sharing Plan pulled back noticeably - down 7.8% during 2023, from $5M to $4M. Reported net income was -$366K.
How have Karlin & Peebles, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Karlin & Peebles, LLP's sponsor-wide assets declined 1.4%, from $5M to $5M.
Which 401(k) plans are similar in size to Karlin & Peebles, LLP Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cma Engineers, Inc. Retirement Plan in NH ($4M, 32 participants).
Which 401(k) plans cover a similar participant headcount to Karlin & Peebles, LLP Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cjp Encore, Inc. 401(k) Profit Sharing Plan in TX (17 participants, $48K 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 260217333.

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.