401(k) · DOL Form 5500 · 2023

Pierce Kavcioglu Espinosa & Cesar LLP 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
15
Participants Small participant base
28th
Percentile by assets National rank
$111,466
Avg per participant Below avg balance/head
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Official DOL plan name: Pierce Kavcioglu Espinosa & Cesar LLP 401(k) Plan · Sponsored by Pierce Kavcioglu Espinosa & Cesar LLP · California · Professional & Technical Services

$2M in assets, 15 participants

Pierce Kavcioglu Espinosa & Cesar LLP's Pierce Kavcioglu Espinosa & Cesar LLP 401(k) Plan reported $2M in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,885 in Professional & Technical Services (20,321 peers)

Pierce Kavcioglu Espinosa & Cesar LLP multi-year trail

Pierce Kavcioglu Espinosa & Cesar LLP's plans moved +102.9% in assets from 2022 to 2024; this filing shows Pierce Kavcioglu Espinosa & Cesar LLP 401(k) Plan at $2M / 15 participants.

#4,885
in Professional & Technical Services (20,321 peers)
+55.1%
assets growth YoY

Pierce Kavcioglu Espinosa & Cesar LLP 401(k) Plan among the smaller filed plans by assets

Pierce Kavcioglu Espinosa & Cesar LLP 401(k) Plan vs every filed plan by assets

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

$1,671,992 28th percentile higher than 28% 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

Pierce Kavcioglu Espinosa & Cesar LLP 401(k) 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. Pierce Kavcioglu Espinosa & Cesar LLP 401(k) Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pierce Kavcioglu Espinosa & Cesar LLP 401(k) Plan reported net income rose from $103K in the plan year 2022 filing to $594K in the plan year 2023 filing.
  • Pierce Kavcioglu Espinosa & Cesar LLP 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Pierce Kavcioglu Espinosa & Cesar LLP 401(k) Plan reported participants rose from 11 in the plan year 2022 filing to 15 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 862232389 · Pierce Kavcioglu Espinosa & Cesar LLP PY 2023 · 401(k)

Pierce Kavcioglu Espinosa & Cesar LLP 401(k) Plan · $2M · 15 · 28th

  • 5500 $2M
  • ASSETS 15
  • PCT 28th
  • EIN 401(k)
  • RANK near Tisd, Inc. 401(k) Plan
  • PHOTO ind #4885

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 →

Pierce Kavcioglu Espinosa & Cesar LLP 401(k) Plan in the asset neighbourhood

Pierce Kavcioglu Espinosa & Cesar LLP 401(k) PlanPierce Kavcioglu Espinosa & …$2MTisd, Inc. 401(k) Plan$2MGmr Technology 401(k) Plan$2MPrincenthal, May & Wilson, LLC Retirement PlanPrincenthal, May & Wilson, L…$2MThe Keyboard Corporation Retirement Savings PlanThe Keyboard Corporation Ret…$2M
End-of-year total assets ($M) among Pierce Kavcioglu Espinosa & Cesar LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pierce Kavcioglu Espinosa & Cesar LLP multi-year asset trail

Sponsor-wide plan assets over time

All Pierce Kavcioglu Espinosa & Cesar LLP plans reported in each filing year

Latest sponsor-wide plan assets
$2M 102.85825319799365% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M$2.5M 202220232024 $1.08M $2.19M ▲ +102.8%
Year Plans Participants Total Assets
2022 1 11 $1M
2023 1 15 $2M
2024 1 16 $2M

Pierce Kavcioglu Espinosa & Cesar LLP filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$594K
Employer EIN862232389
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Pierce Kavcioglu Espinosa & Cesar LLP 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Pierce Kavcioglu Espinosa & Cesar LLP 401(k) Plan, Total assets ($B): 0.001671992 · Participants: 15Pierce Kavcioglu Espinosa & Cesar LLP 401(k) 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
Pierce Kavcioglu Espinosa & Cesar LLP 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Pierce Kavcioglu Espinosa & Cesar LLP 401(k) Plan side-by-side with 3 peers →

Pierce Kavcioglu Espinosa & Cesar LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Tisd, Inc. 401(k) Plan in TX ($2M); by covered participants it is Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA (15 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Pierce Kavcioglu Espinosa & Cesar LLP 401(k) Plan assets move in 2023? ▼
Pierce Kavcioglu Espinosa & Cesar LLP 401(k) Plan surged - up 55.1% during 2023, from $1M to $2M. Reported net income was $594K.
How have Pierce Kavcioglu Espinosa & Cesar LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pierce Kavcioglu Espinosa & Cesar LLP's sponsor-wide assets grew 102.9%, from $1M to $2M.
Which 401(k) plans are similar in size to Pierce Kavcioglu Espinosa & Cesar LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tisd, Inc. 401(k) Plan in TX ($2M, 49 participants).
Which 401(k) plans cover a similar participant headcount to Pierce Kavcioglu Espinosa & Cesar LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA (15 participants, $4M 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 862232389.

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.