401(k) · DOL Form 5500 · 2023

Patel Burica & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
19
Participants Small participant base
50th
Percentile by assets National rank
$356,385
Avg per participant High balance/head
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Official DOL plan name: Patel Burica 401(k) Profit Sharing Plan · Sponsored by Patel Burica & Associates, Inc. · California · Professional & Technical Services

$7M in assets, 19 participants

Patel Burica & Associates, Inc.'s Patel Burica 401(k) Profit Sharing Plan reported $7M in total assets and 19 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,899 in Professional & Technical Services (20,321 peers)

Patel Burica & Associates, Inc. multi-year trail

Patel Burica & Associates, Inc.'s plans moved +76.1% in assets from 2022 to 2024; this filing shows Patel Burica 401(k) Profit Sharing Plan at $7M / 19 participants.

#9,899
in Professional & Technical Services (20,321 peers)
+38.4%
assets growth YoY

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

Patel Burica 401(k) Profit Sharing Plan vs every filed plan by assets

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

$6,771,315 Top 50% higher than 50% 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

Patel Burica 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. Patel Burica 401(k) Profit Sharing Plan is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Patel Burica 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Patel Burica 401(k) Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 562394659 · Patel Burica & Associates, Inc. PY 2023 · 401(k)

Patel Burica 401(k) Profit Sharing Plan · $7M · 19 · 50th

  • PHOTO $7M
  • IND 19
  • EOY 50th
  • 5500 401(k)
  • ASSETS near Dykstras Auto 401(k) Plan
  • PCT ind #9899

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 →

Patel Burica 401(k) Profit Sharing Plan in the asset neighbourhood

Patel Burica 401(k) Profit Sharing PlanPatel Burica 401(k) Profit S…$7MDykstras Auto 401(k) Plan$7MWimmer Solutions Corporation 401(k) PlanWimmer Solutions Corporation…$7MLexington Pediatrics 401(k) PlanLexington Pediatrics 401(k) …$7MPoplicus 401(k)$7M
End-of-year total assets ($M) among Patel Burica 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Patel Burica & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Patel Burica & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 76.10235321929741% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $4.89M $8.62M ▲ +76.3%
Year Plans Participants Total Assets
2022 1 19 $5M
2023 1 19 $7M
2024 1 23 $9M

Patel Burica & Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN562394659
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Patel Burica 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 ($B) Participants Patel Burica 401(k) Profit Sharing Plan, Total assets ($B): 0.006771315 · Participants: 19Patel Burica 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
Patel Burica 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Patel Burica 401(k) Profit Sharing Plan side-by-side with 3 peers →

Patel Burica 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 Dykstras Auto 401(k) Plan in MI ($7M); by covered participants it is Williams, Robinson Et Al 401(k) Plan & Trust in MO (19 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Patel Burica 401(k) Profit Sharing Plan assets move in 2023? ▼
Patel Burica 401(k) Profit Sharing Plan surged - up 38.4% during 2023, from $5M to $7M. Reported net income was $2M.
How have Patel Burica & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Patel Burica & Associates, Inc.'s sponsor-wide assets grew 76.1%, from $5M to $9M.
Which 401(k) plans are similar in size to Patel Burica 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dykstras Auto 401(k) Plan in MI ($7M, 508 participants).
Which 401(k) plans cover a similar participant headcount to Patel Burica 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Williams, Robinson Et Al 401(k) Plan & Trust in MO (19 participants, $3M 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 562394659.

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.