401(k) · DOL Form 5500 · 2023

Henry I. Somerfeld, Cpa, a Professional Corporation 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets: N/A
Participants Small participant base: 27th
Percentile by assets National rank

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Official DOL plan name: Henry I. Somerfeld, Cpa Profit Sharing 401(k) Plan · Sponsored by Henry I. Somerfeld, Cpa, a Professional Corporation · California · Professional & Technical Services

$1M in assets, N/A participants

Henry I. Somerfeld, Cpa, a Professional Corporation's Henry I. Somerfeld, Cpa Profit Sharing 401(k) Plan reported $1M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

#4,594 in Professional & Technical Services (20,321 peers)

Henry I. Somerfeld, Cpa, a Professional Corporation multi-year trail

Henry I. Somerfeld, Cpa, a Professional Corporation's plans moved +58.1% in assets from 2022 to 2024; this filing shows Henry I. Somerfeld, Cpa Profit Sharing 401(k) Plan at $1M / N/A participants.

#4,594
in Professional & Technical Services (20,321 peers): +21.1%
assets growth YoY

Henry I. Somerfeld, Cpa Profit Sharing 401(k) Plan among the smaller filed plans by assets

Henry I. Somerfeld, Cpa Profit Sharing 401(k) Plan vs every filed plan by assets

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

$1,456,055 27th percentile higher than 27% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Henry I. Somerfeld, Cpa Profit Sharing 401(k) Plan reported net income rose from -$459K in the plan year 2022 filing to $254K in the plan year 2023 filing.
Henry I. Somerfeld, Cpa Profit Sharing 401(k) Plan end-of-year assets rose from $1M 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 954778351 · Henry I. Somerfeld, Cpa, a Professional Corporation PY 2023 · 401(k)

Henry I. Somerfeld, Cpa Profit Sharing 401(k) Plan · $1M · N/A · 27th

BOY $1M
SCH N/A
EBSA 27th
PART 401(k)
TYPE near Luihn Vantedge Partners LLC 401(k) Plan
NET ind #4594

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 →

End-of-year total assets ($M) among Henry I. Somerfeld, Cpa Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Henry I. Somerfeld, Cpa, a Professional Corporation multi-year asset trail

Latest sponsor-wide plan assets: $2M 58.12206783616393% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$1M
2023	1	N/A	$1M
2024	1	N/A	$2M

Henry I. Somerfeld, Cpa, a Professional Corporation filing trail (2023)

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$1M
Net Income	$254K
Employer EIN	954778351
Plan Effective Date	2000-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

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

Henry I. Somerfeld, Cpa Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Henry I. Somerfeld, Cpa Profit Sharing 401(k) Plan side-by-side with 3 peers →

Henry I. Somerfeld, Cpa Profit Sharing 401(k) Plan's closest out-of-state 401(k) peers by assets

Outside California, the nearest 401(k) by end-of-year assets is Luihn Vantedge Partners LLC 401(k) Plan in KS at $1M (this filing: $1M).

Closest by plan assets

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

Luihn Vantedge Partners LLC 401(k) Plan (KS) $1M · 443
Bbblast 401(k) Trust (DE) $1M · 1
Lawrence J. Omallon 401(k) Profit Sharing Plan (NJ) $1M · 4
Harrington, Inc. Profit Sharing Plan (PA) $1M · 13

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 Henry I. Somerfeld, Cpa Profit Sharing 401(k) Plan assets move in 2023? ▼

Henry I. Somerfeld, Cpa Profit Sharing 401(k) Plan grew sharply - up 21.1% during 2023, from $1M to $1M. Reported net income was $254K.

How have Henry I. Somerfeld, Cpa, a Professional Corporation plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Henry I. Somerfeld, Cpa, a Professional Corporation's sponsor-wide assets grew 58.1%, from $1M to $2M.

Which 401(k) plans are similar in size to Henry I. Somerfeld, Cpa Profit Sharing 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Luihn Vantedge Partners LLC 401(k) Plan in KS ($1M, 443 participants).

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 954778351.