401(k)
2023 plan-year 401(k) DOL Form 5500

Albert a. Webb Associates Profit Sharing and Salary Deferral Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Albert a. Webb Associates · California · Professional & Technical Services

What the 2023 filing shows

Albert a. Webb Associates Profit Sharing and Salary Deferral Plan holds $50M for 169 participants — about $297,770 per participant, up 17.6% over the 2023 plan year.

$50M
total plan assets (2023 EOY)
169
covered participants
$297,770
avg assets per participant
+17.6%
assets growth YoY
Total Assets (2023)
$50M
Participants
169
State
Industry
Professional & Technical Services

What the Filing Says About Albert a. Webb Associates Profit Sharing and Salary Deferral Plan

Albert a. Webb Associates Profit Sharing and Salary Deferral Plan is a 401(k) retirement plan sponsored by Albert a. Webb Associates, headquartered in California. As of the 2023 Form 5500 filing, the plan reports $50M in total end-of-year assets and covers 169 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 951723730, and the plan has been effective since 1987-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $43M at the beginning of 2023 to $50M at year-end — a gain of 17.6%. Net assets (after liabilities) closed the year at $50M, with reported net income of $8M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$43M
Total Assets (End of Year)$50M
Net Assets (End of Year)$50M
Net Income$8M
Plan Type401(k)
Employer EIN951723730
Plan Effective Date1987-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Albert a. Webb Associates)

Year Plans Participants Total Assets
2022 1 150 $43M
2023 1 169 $50M
2024 1 170 $56M

Nearby 401(k) Plans in California

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Frequently Asked Questions

How much money is in the Albert a. Webb Associates Profit Sharing and Salary Deferral Plan?
As of the 2023 Form 5500 filing, Albert a. Webb Associates Profit Sharing and Salary Deferral Plan holds $50M in total assets with 169 participants. It is sponsored by Albert a. Webb Associates.
What type of plan is Albert a. Webb Associates Profit Sharing and Salary Deferral Plan?
Albert a. Webb Associates Profit Sharing and Salary Deferral Plan is a 401(k) plan. It has been effective since 1987-04-01. The plan is filed with the U.S. Department of Labor under EIN 951723730.
Who sponsors the Albert a. Webb Associates Profit Sharing and Salary Deferral Plan?
Albert a. Webb Associates Profit Sharing and Salary Deferral Plan is sponsored by Albert a. Webb Associates, located in California. The sponsor's EIN is 951723730 and the plan operates in the Professional & Technical Services industry.
How did Albert a. Webb Associates Profit Sharing and Salary Deferral Plan perform in 2023?
Albert a. Webb Associates Profit Sharing and Salary Deferral Plan grew by 17.6% during 2023, moving from $43M to $50M in total assets. Net income was $8M.
Where can I find official filings for Albert a. Webb Associates Profit Sharing and Salary Deferral Plan?
Official Form 5500 filings for Albert a. Webb Associates Profit Sharing and Salary Deferral Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 951723730 or plan name at efast.dol.gov.
How does Albert a. Webb Associates Profit Sharing and Salary Deferral Plan compare to other plans?
You can compare Albert a. Webb Associates Profit Sharing and Salary Deferral Plan against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 951723730.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.