401(k) · DOL Form 5500 · 2023

Kirtland & Packard, LLP 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
11
Participants Small participant base
29th
Percentile by assets National rank
$156,610
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kirtland & Packard Employee Savings & Retirement Plan · Sponsored by Kirtland & Packard, LLP · California · Professional & Technical Services

$2M in assets, 11 participants

Kirtland & Packard, LLP's Kirtland & Packard Employee Savings & Retirement Plan reported $2M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,952 in Professional & Technical Services (20,321 peers)

Kirtland & Packard, LLP multi-year trail

Kirtland & Packard, LLP's plans moved +31.2% in assets from 2022 to 2024; this filing shows Kirtland & Packard Employee Savings & Retirement Plan at $2M / 11 participants.

#4,952
in Professional & Technical Services (20,321 peers)
+21.0%
assets growth YoY

Kirtland & Packard Employee Savings & Retirement Plan among the smaller filed plans by assets

Kirtland & Packard Employee Savings & Retirement Plan vs every filed plan by assets

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

$1,722,713 29th percentile higher than 29% 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

Kirtland & Packard Employee Savings & Retirement 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. Kirtland & Packard Employee Savings & Retirement Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kirtland & Packard Employee Savings & Retirement Plan reported net income rose from -$214K in the plan year 2022 filing to $299K in the plan year 2023 filing.
  • Kirtland & Packard Employee Savings & Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Kirtland & Packard Employee Savings & Retirement Plan reported participants fell from 12 in the plan year 2022 filing to 11 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 952372416 · Kirtland & Packard, LLP PY 2023 · 401(k)

Kirtland & Packard Employee Savings & Retirement Plan · $2M · 11 · 29th

  • IND $2M
  • IND 11
  • IND 29th
  • IND 401(k)
  • IND near Evolve Services, Inc. 401(k) Plan
  • IND ind #4952

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 →

Kirtland & Packard Employee Savings & Retirement Plan in the asset neighbourhood

Kirtland & Packard Employee Savings & Retirement PlanKirtland & Packard Employee …$2MEvolve Services, Inc. 401(k) PlanEvolve Services, Inc. 401(k)…$2MStructure & Energy, Inc. 401(k) PlanStructure & Energy, Inc. 401…$2MRiver Communications, Inc. 401(k) PlanRiver Communications, Inc. 4…$2MBurns Pest Elimination, Inc. 401(k) PlanBurns Pest Elimination, Inc.…$2M
End-of-year total assets ($M) among Kirtland & Packard Employee Savings & Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kirtland & Packard, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Kirtland & Packard, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$2M 31.243092322553505% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M$2.4M 202220232024 $1.71M $2.24M ▲ +31.0%
Year Plans Participants Total Assets
2022 2 16 $2M
2023 2 14 $2M
2024 2 14 $2M

Kirtland & Packard, LLP filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$299K
Employer EIN952372416
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Kirtland & Packard Employee Savings & Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Kirtland & Packard Employee Savings & Retirement Plan, Total assets ($B): 0.001722713 · Participants: 11Kirtland & Packard Employee Savings & Retirement 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
Kirtland & Packard Employee Savings & Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Kirtland & Packard Employee Savings & Retirement Plan side-by-side with 3 peers →

Kirtland & Packard Employee Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Evolve Services, Inc. 401(k) Plan in AZ ($2M); by covered participants it is Bg Logistics, Inc. 401(k) Plan in FL (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Kirtland & Packard Employee Savings & Retirement Plan assets move in 2023? ▼
Kirtland & Packard Employee Savings & Retirement Plan grew sharply - up 21.0% during 2023, from $1M to $2M. Reported net income was $299K.
How have Kirtland & Packard, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kirtland & Packard, LLP's sponsor-wide assets grew 31.2%, from $2M to $2M.
Which 401(k) plans are similar in size to Kirtland & Packard Employee Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Evolve Services, Inc. 401(k) Plan in AZ ($2M, 9 participants).
Which 401(k) plans cover a similar participant headcount to Kirtland & Packard Employee Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bg Logistics, Inc. 401(k) Plan in FL (11 participants, $3M 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 952372416.

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.