401(k) · DOL Form 5500 · 2023

Perkins & Associates, Cpas 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
25th
Percentile by assets National rank
$396,909
Avg per participant High balance/head
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Official DOL plan name: Perkins & Associates, Cpa's 401(k) Profit Sharing Plan · Sponsored by Perkins & Associates, Cpas · California · Professional & Technical Services

$1M in assets, 3 participants

Perkins & Associates, Cpas's Perkins & Associates, Cpa's 401(k) Profit Sharing Plan reported $1M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,179 in Professional & Technical Services (20,321 peers)

Perkins & Associates, Cpas multi-year trail

Perkins & Associates, Cpas's plans moved +24.9% in assets from 2022 to 2023; this filing shows Perkins & Associates, Cpa's 401(k) Profit Sharing Plan at $1M / 3 participants.

#4,179
in Professional & Technical Services (20,321 peers)
+24.9%
assets growth YoY

Perkins & Associates, Cpa's 401(k) Profit Sharing Plan among the smaller filed plans by assets

Perkins & Associates, Cpa's 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,190,728 25th percentile higher than 25% 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

Perkins & Associates, Cpa's 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. Perkins & Associates, Cpa's 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Perkins & Associates, Cpa's 401(k) Profit Sharing Plan reported net income rose from -$107K in the plan year 2022 filing to $237K in the plan year 2023 filing.
  • Perkins & Associates, Cpa's 401(k) Profit Sharing Plan end-of-year assets rose from $954K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 271154884 · Perkins & Associates, Cpas PY 2023 · 401(k)

Perkins & Associates, Cpa's 401(k) Profit Sharing Plan · $1M · 3 · 25th

  • IND $1M
  • IND 3
  • IND 25th
  • IND 401(k)
  • IND near DB Capital, Inc. 401(k) Plan
  • IND ind #4179

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 →

Perkins & Associates, Cpa's 401(k) Profit Sharing Plan in the asset neighbourhood

Perkins & Associates, Cpa's 401(k) Profit Sharing PlanPerkins & Associates, Cpa's …$1MDB Capital, Inc. 401(k) Plan$1MChautauqua Precision 401(k) PlanChautauqua Precision 401(k) …$1MVmrg Enterprises Inc. 401(k) PlanVmrg Enterprises Inc. 401(k)…$1MSac & Fox Casino Employees 401(k) PlanSac & Fox Casino Employees 4…$1M
End-of-year total assets ($M) among Perkins & Associates, Cpa's 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Perkins & Associates, Cpas multi-year asset trail

Sponsor-wide plan assets over time

All Perkins & Associates, Cpas plans reported in each filing year

Latest sponsor-wide plan assets
$1M 24.87420585564139% vs 2022
2023 filing year
$0.9M$1M$1.1M$1.2M$1.3M 20222023 $0.95M $1.19M ▲ +25.3%
Year Plans Participants Total Assets
2022 1 3 $954K
2023 1 3 $1M

Perkins & Associates, Cpas filing trail (2023)

Total Assets (Beginning of Year)$954K
Net Assets (End of Year)$1M
Net Income$237K
Employer EIN271154884
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Perkins & Associates, Cpa's 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 ($B) Participants Perkins & Associates, Cpa's 401(k) Profit Sharing Plan, Total assets ($B): 0.001190728 · Participants: 3Perkins & Associates, Cpa's 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
Perkins & Associates, Cpa's 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Perkins & Associates, Cpa's 401(k) Profit Sharing Plan side-by-side with 3 peers →

Perkins & Associates, Cpa's 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 DB Capital, Inc. 401(k) Plan in VA ($1M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Perkins & Associates, Cpa's 401(k) Profit Sharing Plan assets move in 2023? ▼
Perkins & Associates, Cpa's 401(k) Profit Sharing Plan grew sharply - up 24.9% during 2023, from $954K to $1M. Reported net income was $237K.
How have Perkins & Associates, Cpas plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Perkins & Associates, Cpas's sponsor-wide assets grew 24.9%, from $954K to $1M.
Where does Perkins & Associates, Cpa's 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Perkins & Associates, Cpa's 401(k) Profit Sharing Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Perkins & Associates, Cpa's 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is DB Capital, Inc. 401(k) Plan in VA ($1M, 14 participants).
Which 401(k) plans cover a similar participant headcount to Perkins & Associates, Cpa's 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 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 271154884.

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.