401(k) · DOL Form 5500 · 2023

Campbell Taylor Washburn, an Accountancy Corporation 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
58
Participants Small participant base
62nd
Percentile by assets National rank
$204,947
Avg per participant Above avg balance/head
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Official DOL plan name: Campbell Taylor Washburn 401(k) Profit Sharing Plan · Sponsored by Campbell Taylor Washburn, an Accountancy Corporation · California · Professional & Technical Services

$12M in assets, 58 participants

Campbell Taylor Washburn, an Accountancy Corporation's Campbell Taylor Washburn 401(k) Profit Sharing Plan reported $12M in total assets and 58 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #12,479 in Professional & Technical Services (20,321 peers)

2023 asset change

Campbell Taylor Washburn 401(k) Profit Sharing Plan grew sharply 25.7% in 2023 ($9M → $12M) for 58 participants.

#12,479
in Professional & Technical Services (20,321 peers)
+25.7%
assets growth YoY

Campbell Taylor Washburn 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Campbell Taylor Washburn 401(k) Profit Sharing Plan vs every filed plan by assets

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

$11,886,937 Top 38% higher than 62% 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

Campbell Taylor Washburn 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. Campbell Taylor Washburn 401(k) Profit Sharing Plan is a small filing (58 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Campbell Taylor Washburn 401(k) Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Campbell Taylor Washburn 401(k) Profit Sharing Plan reported participants rose from 44 in the plan year 2022 filing to 58 in the plan year 2023 filing.
  • Campbell Taylor Washburn 401(k) Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 680251243 · Campbell Taylor Washburn, an Accountancy Corporation PY 2023 · 401(k)

Campbell Taylor Washburn 401(k) Profit Sharing Plan · $12M · 58 · 62nd

  • NET $12M
  • NET 58
  • NET 62nd
  • NET 401(k)
  • NET near Applied Concepts, Inc. 401(k) Retirement Plan
  • NET ind #12479

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 →

Campbell Taylor Washburn 401(k) Profit Sharing Plan in the asset neighbourhood

Campbell Taylor Washburn 401(k) Profit Sharing PlanCampbell Taylor Washburn 401…$12MApplied Concepts, Inc. 401(k) Retirement PlanApplied Concepts, Inc. 401(k…$12MBarclay Water Management, Inc. 401(k) PlanBarclay Water Management, In…$12MSpinal Group, Inc. 401(k) PlanSpinal Group, Inc. 401(k) Pl…$12MShoplc Global, Inc. 401(k) PlanShoplc Global, Inc. 401(k) P…$12M
End-of-year total assets ($M) among Campbell Taylor Washburn 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Campbell Taylor Washburn, an Accountancy Corporation years around the 2023 move

Sponsor-wide plan assets over time

All Campbell Taylor Washburn, an Accountancy Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$10M 6.6996404494286965% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.46M $10.1M ▲ +6.7%
Year Plans Participants Total Assets
2022 1 44 $9M
2023 1 58 $12M
2024 1 84 $10M

2023 asset-move particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN680251243
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Campbell Taylor Washburn 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 ($B) Participants Campbell Taylor Washburn 401(k) Profit Sharing Plan, Total assets ($B): 0.011886937 · Participants: 58Campbell Taylor Washburn 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
Campbell Taylor Washburn 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Campbell Taylor Washburn 401(k) Profit Sharing Plan side-by-side with 3 peers →

Campbell Taylor Washburn 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 Applied Concepts, Inc. 401(k) Retirement Plan in TX ($12M); by covered participants it is Sri Technologies, Inc. Retirement Savings Plan in IL (58 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (58 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 Campbell Taylor Washburn 401(k) Profit Sharing Plan assets move in 2023? ▼
Campbell Taylor Washburn 401(k) Profit Sharing Plan grew sharply - up 25.7% during 2023, from $9M to $12M. Reported net income was $2M.
How have Campbell Taylor Washburn, an Accountancy Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Campbell Taylor Washburn, an Accountancy Corporation's sponsor-wide assets grew 6.7%, from $9M to $10M.
Which 401(k) plans are similar in size to Campbell Taylor Washburn 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Applied Concepts, Inc. 401(k) Retirement Plan in TX ($12M, 196 participants).
Which 401(k) plans cover a similar participant headcount to Campbell Taylor Washburn 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sri Technologies, Inc. Retirement Savings Plan in IL (58 participants, $849K 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 680251243.

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.