401(k) · DOL Form 5500 · 2023

Babcock Holloway Caldwell & Stires PC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
13
Participants Small participant base
27th
Percentile by assets National rank
$113,532
Avg per participant Below avg balance/head
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Official DOL plan name: Babcock Holloway Caldwell & Stires, PC · Sponsored by Babcock Holloway Caldwell & Stires PC · California · Professional & Technical Services

$1M in assets, 13 participants

Babcock Holloway Caldwell & Stires PC's Babcock Holloway Caldwell & Stires, PC reported $1M in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,627 in Professional & Technical Services (20,321 peers)

Babcock Holloway Caldwell & Stires PC multi-year trail

Babcock Holloway Caldwell & Stires PC's plans moved +18.8% in assets from 2022 to 2024; this filing shows Babcock Holloway Caldwell & Stires, PC at $1M / 13 participants.

#4,627
in Professional & Technical Services (20,321 peers)
+25.1%
assets growth YoY

Babcock Holloway Caldwell & Stires, PC among the smaller filed plans by assets

Babcock Holloway Caldwell & Stires, PC vs every filed plan by assets

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

$1,475,919 27th percentile higher than 27% 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

Babcock Holloway Caldwell & Stires, PC among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Babcock Holloway Caldwell & Stires, PC is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Babcock Holloway Caldwell & Stires, PC reported net income rose from -$187K in the plan year 2022 filing to $296K in the plan year 2023 filing.
  • Babcock Holloway Caldwell & Stires, PC end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Babcock Holloway Caldwell & Stires, PC reported participants rose from 12 in the plan year 2022 filing to 13 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 273677873 · Babcock Holloway Caldwell & Stires PC PY 2023 · 401(k)

Babcock Holloway Caldwell & Stires, PC · $1M · 13 · 27th

  • BOY $1M
  • BOY 13
  • BOY 27th
  • BOY 401(k)
  • BOY near Designer Advantage Inc 401(k) Profit Sharing Plan & Trust
  • BOY ind #4627

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 →

Babcock Holloway Caldwell & Stires, PC in the asset neighbourhood

Babcock Holloway Caldwell & Stires, PCBabcock Holloway Caldwell & …$1MDesigner Advantage Inc 401(k) Profit Sharing Plan & TrustDesigner Advantage Inc 401(k…$1MEssent Corporation 401(k) Profit Sharing Plan and TrustEssent Corporation 401(k) Pr…$1MManagement Services 401(k) Retirement Benefit PlanManagement Services 401(k) R…$1MRussell, Rodriguez, Hyde, Bullock, LLP 401(k) PlanRussell, Rodriguez, Hyde, Bu…$1M
End-of-year total assets ($M) among Babcock Holloway Caldwell & Stires, PC and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Babcock Holloway Caldwell & Stires PC multi-year asset trail

Sponsor-wide plan assets over time

All Babcock Holloway Caldwell & Stires PC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 18.815543031484385% vs 2022
2024 filing year
$1.1M$1.2M$1.3M$1.4M$1.5M$1.6M 202220232024 $1.18M $1.4M ▲ +18.6%
Year Plans Participants Total Assets
2022 1 12 $1M
2023 1 13 $1M
2024 1 11 $1M

Babcock Holloway Caldwell & Stires PC filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$296K
Employer EIN273677873
Plan Effective Date2014-08-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Babcock Holloway Caldwell & Stires, PC vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Babcock Holloway Caldwell & Stires, PC, Total assets ($B): 0.001475919 · Participants: 13Babcock Holloway Caldwell & Stires, PCWells 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
Babcock Holloway Caldwell & Stires, PC vs. nearby 401(k) plans in California, assets vs. participants
Compare Babcock Holloway Caldwell & Stires, PC side-by-side with 3 peers →

Babcock Holloway Caldwell & Stires, PC's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Designer Advantage Inc 401(k) Profit Sharing Plan & Trust in MA ($1M); by covered participants it is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Babcock Holloway Caldwell & Stires, PC assets move in 2023? ▼
Babcock Holloway Caldwell & Stires, PC grew sharply - up 25.1% during 2023, from $1M to $1M. Reported net income was $296K.
How have Babcock Holloway Caldwell & Stires PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Babcock Holloway Caldwell & Stires PC's sponsor-wide assets grew 18.8%, from $1M to $1M.
Which 401(k) plans are similar in size to Babcock Holloway Caldwell & Stires, PC? ▼
Among 401(k) plans in other states, the closest by assets is Designer Advantage Inc 401(k) Profit Sharing Plan & Trust in MA ($1M, 40 participants).
Which 401(k) plans cover a similar participant headcount to Babcock Holloway Caldwell & Stires, PC? ▼
Among 401(k) plans in other states, the closest by covered participants is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 participants, $52 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 273677873.

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.