401(k) · DOL Form 5500 · 2023

Frank, Rimerman + Co. LLP 401(k) Plan

Data updated 2026-08-25

$88M
Total assets Below avg plan size
656
Participants Below avg headcount
90th
Percentile by assets National rank
$134,213
Avg per participant Near avg balance/head
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Official DOL plan name: Frank, Rimerman + Co. LLP 401(k) & Profit Sharing Plan · Sponsored by Frank, Rimerman + Co. LLP · California · Professional & Technical Services

$88M in assets, 656 participants

Frank, Rimerman + Co. LLP's Frank, Rimerman + Co. LLP 401(k) & Profit Sharing Plan reported $88M in total assets and 656 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #18,605 in Professional & Technical Services (20,321 peers)

Where Frank, Rimerman + Co. LLP 401(k) & Profit Sharing Plan sits by assets

Frank, Rimerman + Co. LLP 401(k) & Profit Sharing Plan sits in the top 10% of all filed plans by assets, $88M for 656 participants (~$134,213/participant), up 30.6% in 2023.

#18,605
in Professional & Technical Services (20,321 peers)
+30.6%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Frank, Rimerman + Co. LLP 401(k) & Profit Sharing Plan's outsized position by total assets

Frank, Rimerman + Co. LLP 401(k) & Profit Sharing Plan vs every filed plan by assets

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

$88,044,005 Top 10% higher than 90% 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

Frank, Rimerman + Co. LLP 401(k) & Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Frank, Rimerman + Co. LLP 401(k) & Profit Sharing Plan sits mid-pack in the medium band (656 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Frank, Rimerman + Co. LLP 401(k) & Profit Sharing Plan reported net income rose from -$12M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Frank, Rimerman + Co. LLP 401(k) & Profit Sharing Plan end-of-year assets rose from $67M in the plan year 2022 filing to $88M in the plan year 2023 filing.
  • Frank, Rimerman + Co. LLP 401(k) & Profit Sharing Plan reported participants rose from 579 in the plan year 2022 filing to 656 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 941341042 · Frank, Rimerman + Co. LLP PY 2023 · 401(k)

Frank, Rimerman + Co. LLP 401(k) & Profit Sharing Plan · $88M · 656 · 90th

  • RANK $88M
  • PHOTO 656
  • IND 90th
  • EOY 401(k)
  • 5500 near Freed Maxick Cpas, P. C. 401(k) Plan
  • ASSETS ind #18605

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 →

Frank, Rimerman + Co. LLP 401(k) & Profit Sharing Plan in the asset neighbourhood

Quantum Health, Inc. 401(k) PlanQuantum Health, Inc. 401(k) …$88MRheinmetall Group USA 401(k) Retirement PlanRheinmetall Group USA 401(k)…$88MFreed Maxick Cpas, P. C. 401(k) PlanFreed Maxick Cpas, P. C. 401…$88MShionogi, Inc. 401(k) Plan$88MFrank, Rimerman + Co. LLP 401(k) & Profit Sharing PlanFrank, Rimerman + Co. LLP 40…$88M
End-of-year total assets ($M) among Frank, Rimerman + Co. LLP 401(k) & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$67M
Net Assets (End of Year)$88M
Net Income$21M
Employer EIN941341042
Plan Effective Date2003-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Frank, Rimerman + Co. LLP)

Sponsor-wide plan assets over time

All Frank, Rimerman + Co. LLP plans reported in each filing year

Latest sponsor-wide plan assets
$109M 61.918461759892416% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $67.4M $109M ▲ +61.9%
Year Plans Participants Total Assets
2022 1 579 $67M
2023 1 656 $88M
2024 1 725 $109M

Nearby 401(k) Plans in California

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

Frank, Rimerman + Co. LLP 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 ($B) Participants Frank, Rimerman + Co. LLP 401(k) & Profit Sharing Plan, Total assets ($B): 0.088044005 · Participants: 656Frank, Rimerman + Co. LLP 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
Frank, Rimerman + Co. LLP 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Frank, Rimerman + Co. LLP 401(k) & Profit Sharing Plan side-by-side with 3 peers →

Frank, Rimerman + Co. LLP 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 Freed Maxick Cpas, P. C. 401(k) Plan in NY ($88M); by covered participants it is Minnieland 401(k) Plan in VA (656 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($88M here).

Similar participant headcount

Nearest other-state filings by covered participants (656 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 Frank, Rimerman + Co. LLP 401(k) & Profit Sharing Plan assets move in 2023? ▼
Frank, Rimerman + Co. LLP 401(k) & Profit Sharing Plan surged - up 30.6% during 2023, from $67M to $88M. Reported net income was $21M.
How have Frank, Rimerman + Co. LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Frank, Rimerman + Co. LLP's sponsor-wide assets grew 61.9%, from $67M to $109M.
Where does Frank, Rimerman + Co. LLP 401(k) & Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Frank, Rimerman + Co. LLP 401(k) & Profit Sharing Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Frank, Rimerman + Co. LLP 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Freed Maxick Cpas, P. C. 401(k) Plan in NY ($88M, 347 participants).
Which 401(k) plans cover a similar participant headcount to Frank, Rimerman + Co. LLP 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Minnieland 401(k) Plan in VA (656 participants, $11M 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 941341042.

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.