401(k) · DOL Form 5500 · 2023

Clumeck Stern Schenkelberg & Getzoff 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
12
Participants Small participant base
56th
Percentile by assets National rank
$734,022
Avg per participant High balance/head
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Official DOL plan name: Clumeck Stern Schenkelberg & Getzoff 401(k) Profit Sharing Plan · Sponsored by Clumeck Stern Schenkelberg & Getzoff · California · Professional & Technical Services

$9M in assets, 12 participants

Clumeck Stern Schenkelberg & Getzoff's Clumeck Stern Schenkelberg & Getzoff 401(k) Profit Sharing Plan reported $9M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #11,040 in Professional & Technical Services (20,321 peers)

Clumeck Stern Schenkelberg & Getzoff multi-year trail

Clumeck Stern Schenkelberg & Getzoff's plans moved +23.7% in assets from 2022 to 2024; this filing shows Clumeck Stern Schenkelberg & Getzoff 401(k) Profit Sharing Plan at $9M / 12 participants.

#11,040
in Professional & Technical Services (20,321 peers)
+13.0%
assets growth YoY

Clumeck Stern Schenkelberg & Getzoff 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Clumeck Stern Schenkelberg & Getzoff 401(k) Profit Sharing Plan vs every filed plan by assets

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

$8,808,262 Top 44% higher than 56% 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

Clumeck Stern Schenkelberg & Getzoff 401(k) Profit Sharing 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. Clumeck Stern Schenkelberg & Getzoff 401(k) Profit Sharing Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Clumeck Stern Schenkelberg & Getzoff 401(k) Profit Sharing Plan reported net income rose from -$65K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Clumeck Stern Schenkelberg & Getzoff 401(k) Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 954120221 · Clumeck Stern Schenkelberg & Getzoff PY 2023 · 401(k)

Clumeck Stern Schenkelberg & Getzoff 401(k) Profit Sharing Plan · $9M · 12 · 56th

  • PHOTO $9M
  • PHOTO 12
  • PHOTO 56th
  • PHOTO 401(k)
  • PHOTO near Twg Development 401(k) Plan
  • PHOTO ind #11040

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 →

Clumeck Stern Schenkelberg & Getzoff 401(k) Profit Sharing Plan in the asset neighbourhood

Clumeck Stern Schenkelberg & Getzoff 401(k) Profit Sharing PlanClumeck Stern Schenkelberg &…$9MTwg Development 401(k) Plan$9MWelty Building Company Ltd. 401(k) Profit Sharing PlanWelty Building Company Ltd. …$9MCarcoustics USA, Inc 401(k) PlanCarcoustics USA, Inc 401(k) …$9MRunning Aces Casino & Racetrack 401(k) PlanRunning Aces Casino & Racetr…$9M
End-of-year total assets ($M) among Clumeck Stern Schenkelberg & Getzoff 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Clumeck Stern Schenkelberg & Getzoff multi-year asset trail

Sponsor-wide plan assets over time

All Clumeck Stern Schenkelberg & Getzoff plans reported in each filing year

Latest sponsor-wide plan assets
$16M 23.72283777540584% vs 2022
2024 filing year
$12M$13M$14M$15M$16M$17M 202220232024 $13.1M $16.2M ▲ +23.7%
Year Plans Participants Total Assets
2022 2 18 $13M
2023 2 17 $15M
2024 2 22 $16M

Clumeck Stern Schenkelberg & Getzoff filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN954120221
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Clumeck Stern Schenkelberg & Getzoff 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 ($B) Participants Clumeck Stern Schenkelberg & Getzoff 401(k) Profit Sharing Plan, Total assets ($B): 0.008808262 · Participants: 12Clumeck Stern Schenkelberg & Getzoff 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
Clumeck Stern Schenkelberg & Getzoff 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Clumeck Stern Schenkelberg & Getzoff 401(k) Profit Sharing Plan side-by-side with 3 peers →

Clumeck Stern Schenkelberg & Getzoff 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 Twg Development 401(k) Plan in IN ($9M); by covered participants it is Maryland Home Care Solutions Retirement Plan in MD (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Clumeck Stern Schenkelberg & Getzoff 401(k) Profit Sharing Plan assets move in 2023? ▼
Clumeck Stern Schenkelberg & Getzoff 401(k) Profit Sharing Plan grew at a solid clip - up 13.0% during 2023, from $8M to $9M. Reported net income was $1M.
How have Clumeck Stern Schenkelberg & Getzoff plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clumeck Stern Schenkelberg & Getzoff's sponsor-wide assets grew 23.7%, from $13M to $16M.
Which 401(k) plans are similar in size to Clumeck Stern Schenkelberg & Getzoff 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Twg Development 401(k) Plan in IN ($9M, 251 participants).
Which 401(k) plans cover a similar participant headcount to Clumeck Stern Schenkelberg & Getzoff 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Maryland Home Care Solutions Retirement Plan in MD (12 participants, $2M 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 954120221.

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.