401(k) · DOL Form 5500 · 2023

Coblentz, Patch, Duffy & Bass LLP 401(k) Plan

Data updated 2026-08-25

$98M
Total assets Below avg plan size
161
Participants Small participant base
91st
Percentile by assets National rank
$606,225
Avg per participant High balance/head
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Official DOL plan name: Coblentz Patch Duffy & Bass LLP 401(k) Profit Sharing Plan · Sponsored by Coblentz, Patch, Duffy & Bass LLP · California · Professional & Technical Services

$98M in assets, 161 participants

Coblentz, Patch, Duffy & Bass LLP's Coblentz Patch Duffy & Bass LLP 401(k) Profit Sharing Plan reported $98M in total assets and 161 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #18,759 in Professional & Technical Services (20,321 peers)

Coverage in California

Coblentz Patch Duffy & Bass LLP 401(k) Profit Sharing Plan covers 161 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $98M.

#18,759
in Professional & Technical Services (20,321 peers)
+12.1%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Coblentz Patch Duffy & Bass LLP 401(k) Profit Sharing Plan's outsized position by total assets

Coblentz Patch Duffy & Bass LLP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$97,602,245 Top 9% higher than 91% 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

Coblentz Patch Duffy & Bass 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. Coblentz Patch Duffy & Bass LLP 401(k) Profit Sharing Plan sits mid-pack in the medium band (161 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Coblentz Patch Duffy & Bass LLP 401(k) Profit Sharing Plan reported net income rose from -$24M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Coblentz Patch Duffy & Bass LLP 401(k) Profit Sharing Plan end-of-year assets rose from $87M in the plan year 2022 filing to $98M in the plan year 2023 filing.
  • Coblentz Patch Duffy & Bass LLP 401(k) Profit Sharing Plan reported participants rose from 148 in the plan year 2022 filing to 161 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 941244910 · Coblentz, Patch, Duffy & Bass LLP PY 2023 · 401(k)

Coblentz Patch Duffy & Bass LLP 401(k) Profit Sharing Plan · $98M · 161 · 91st

  • PART $98M
  • TYPE 161
  • NET 91st
  • BOOK 401(k)
  • VS-ST near Aurorium 401(k) Deferred Savings Plan
  • BOY ind #18759

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 →

Coblentz Patch Duffy & Bass LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Riverside Research Institute Tax-Sheltered Retirement Income PlanRiverside Research Institute…$98MOrchid Mps Holdings 401(k) Profit Sharing PlanOrchid Mps Holdings 401(k) P…$98MFirst Manhattan 401(k) Plan$98MCoblentz Patch Duffy & Bass LLP 401(k) Profit Sharing PlanCoblentz Patch Duffy & Bass …$98MAurorium 401(k) Deferred Savings PlanAurorium 401(k) Deferred Sav…$98M
End-of-year total assets ($M) among Coblentz Patch Duffy & Bass LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$87M
Net Assets (End of Year)$98M
Net Income$9M
Employer EIN941244910
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coblentz, Patch, Duffy & Bass LLP)

Sponsor-wide plan assets over time

All Coblentz, Patch, Duffy & Bass LLP plans reported in each filing year

Latest sponsor-wide plan assets
$105M 15.288312332230774% vs 2022
2024 filing year
$85M$90M$95M$100M$105M$110M 202220232024 $91.4M $105M ▲ +15.3%
Year Plans Participants Total Assets
2022 3 210 $91M
2023 1 161 $98M
2024 1 149 $105M

Nearby 401(k) Plans in California

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

Coblentz Patch Duffy & Bass 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 ($B) Participants Coblentz Patch Duffy & Bass LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.097602245 · Participants: 161Coblentz Patch Duffy & Bass 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
Coblentz Patch Duffy & Bass LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Coblentz Patch Duffy & Bass LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Coblentz Patch Duffy & Bass 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 Aurorium 401(k) Deferred Savings Plan in IN ($98M); by covered participants it is Kansas Crossing Casino, Lc 401(k) Plan in KS (161 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (161 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 Coblentz Patch Duffy & Bass LLP 401(k) Profit Sharing Plan assets move in 2023? ▼
Coblentz Patch Duffy & Bass LLP 401(k) Profit Sharing Plan grew at a solid clip - up 12.1% during 2023, from $87M to $98M. Reported net income was $9M.
How have Coblentz, Patch, Duffy & Bass LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coblentz, Patch, Duffy & Bass LLP's sponsor-wide assets grew 15.3%, from $91M to $105M.
Where does Coblentz Patch Duffy & Bass LLP 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Coblentz Patch Duffy & Bass LLP 401(k) Profit Sharing Plan ranks in the 91st 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 Coblentz Patch Duffy & Bass LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aurorium 401(k) Deferred Savings Plan in IN ($98M, 567 participants).
Which 401(k) plans cover a similar participant headcount to Coblentz Patch Duffy & Bass LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kansas Crossing Casino, Lc 401(k) Plan in KS (161 participants, N/A 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 941244910.

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.