401(k) · DOL Form 5500 · 2023

Karlin Asset Management Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
96
Participants Small participant base
71st
Percentile by assets National rank
$189,239
Avg per participant Above avg balance/head
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Official DOL plan name: Karlin Asset Management Inc. 401(k) Plan · Sponsored by Karlin Asset Management Inc. · California · Finance & Insurance

$18M in assets, 96 participants

Karlin Asset Management Inc.'s Karlin Asset Management Inc. 401(k) Plan reported $18M in total assets and 96 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #5,050 in Finance & Insurance (8,869 peers)

Karlin Asset Management Inc. multi-year trail

Karlin Asset Management Inc.'s plans moved +60.4% in assets from 2022 to 2024; this filing shows Karlin Asset Management Inc. 401(k) Plan at $18M / 96 participants.

#5,050
in Finance & Insurance (8,869 peers)
+30.7%
assets growth YoY

Karlin Asset Management Inc. 401(k) Plan's outsized position by total assets

Karlin Asset Management Inc. 401(k) Plan vs every filed plan by assets

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

$18,166,967 Top 29% higher than 71% 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

Karlin Asset Management Inc. 401(k) 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. Karlin Asset Management Inc. 401(k) Plan is a small filing (96 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Karlin Asset Management Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Karlin Asset Management Inc. 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $18M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 203134295 · Karlin Asset Management Inc. PY 2023 · 401(k)

Karlin Asset Management Inc. 401(k) Plan · $18M · 96 · 71st

  • SCH $18M
  • SCH 96
  • SCH 71st
  • SCH 401(k)
  • SCH near Cattron North America 401(k) Plan
  • SCH ind #5050

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 Finance & Insurance retirement plans → · Plans in California →

Karlin Asset Management Inc. 401(k) Plan in the asset neighbourhood

Karlin Asset Management Inc. 401(k) PlanKarlin Asset Management Inc.…$18MCattron North America 401(k) PlanCattron North America 401(k)…$18MMolecular Templates, Inc. 401(k) PlanMolecular Templates, Inc. 40…$18MIntercommunity, Inc. 401(k) Profit Sharing PlanIntercommunity, Inc. 401(k) …$18MI.U.P.a.T Local 447 Deferred Savings PlanI.U.P.a.T Local 447 Deferred…$18M
End-of-year total assets ($M) among Karlin Asset Management Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Karlin Asset Management Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Karlin Asset Management Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 60.38680465410779% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.9M $22.3M ▲ +60.4%
Year Plans Participants Total Assets
2022 1 96 $14M
2023 1 96 $18M
2024 1 100 $22M

Karlin Asset Management Inc. filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$18M
Net Income$4M
Employer EIN203134295
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Karlin Asset Management Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Karlin Asset Management Inc. 401(k) Plan, Total assets ($B): 0.018166967 · Participants: 96Karlin Asset Management Inc. 401(k) 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
Karlin Asset Management Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Karlin Asset Management Inc. 401(k) Plan side-by-side with 3 peers →

Karlin Asset Management Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Cattron North America 401(k) Plan in OH ($18M); by covered participants it is Knowledge Link Inc. 401(k) Plan in VA (96 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (96 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 Karlin Asset Management Inc. 401(k) Plan assets move in 2023? ▼
Karlin Asset Management Inc. 401(k) Plan surged - up 30.7% during 2023, from $14M to $18M. Reported net income was $4M.
How have Karlin Asset Management Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Karlin Asset Management Inc.'s sponsor-wide assets grew 60.4%, from $14M to $22M.
Which 401(k) plans are similar in size to Karlin Asset Management Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cattron North America 401(k) Plan in OH ($18M, 153 participants).
Which 401(k) plans cover a similar participant headcount to Karlin Asset Management Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Knowledge Link Inc. 401(k) Plan in VA (96 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 203134295.

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.