401(k) · DOL Form 5500 · 2023

Wright, Finlay & Zak, LLP 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
75
Participants Small participant base
72nd
Percentile by assets National rank
$261,563
Avg per participant Above avg balance/head
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Official DOL plan name: Wright, Finlay & Zak, LLP 401(k) Plan · Sponsored by Wright, Finlay & Zak, LLP · California · Professional & Technical Services

$20M in assets, 75 participants

Wright, Finlay & Zak, LLP's Wright, Finlay & Zak, LLP 401(k) Plan reported $20M in total assets and 75 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #14,639 in Professional & Technical Services (20,321 peers)

Wright, Finlay & Zak, LLP multi-year trail

Wright, Finlay & Zak, LLP's plans moved +27.5% in assets from 2022 to 2024; this filing shows Wright, Finlay & Zak, LLP 401(k) Plan at $20M / 75 participants.

#14,639
in Professional & Technical Services (20,321 peers)
+15.4%
assets growth YoY

Wright, Finlay & Zak, LLP 401(k) Plan's outsized position by total assets

Wright, Finlay & Zak, LLP 401(k) Plan vs every filed plan by assets

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

$19,617,228 Top 28% higher than 72% 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

Wright, Finlay & Zak, LLP 401(k) 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. Wright, Finlay & Zak, LLP 401(k) Plan is a small filing (75 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wright, Finlay & Zak, LLP 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Wright, Finlay & Zak, LLP 401(k) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Wright, Finlay & Zak, LLP 401(k) Plan reported participants fell from 81 in the plan year 2022 filing to 75 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 330984579 · Wright, Finlay & Zak, LLP PY 2023 · 401(k)

Wright, Finlay & Zak, LLP 401(k) Plan · $20M · 75 · 72nd

  • IND $20M
  • EOY 75
  • 5500 72nd
  • ASSETS 401(k)
  • PCT near Merck Sharp and Dohme Federal Credit Union 401(k) Plan
  • EIN ind #14639

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 →

Wright, Finlay & Zak, LLP 401(k) Plan in the asset neighbourhood

Wright, Finlay & Zak, LLP 401(k) PlanWright, Finlay & Zak, LLP 40…$20MMerck Sharp and Dohme Federal Credit Union 401(k) PlanMerck Sharp and Dohme Federa…$20MQed Technologies 401(k) Plan$20MAugusta Sportswear, Inc. Retirement-Profit Sharing PlanAugusta Sportswear, Inc. Ret…$20MAnacomp 401(k) Plan$20M
End-of-year total assets ($M) among Wright, Finlay & Zak, LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wright, Finlay & Zak, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Wright, Finlay & Zak, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$22M 27.542590762204462% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17M $21.7M ▲ +27.5%
Year Plans Participants Total Assets
2022 1 81 $17M
2023 1 75 $20M
2024 1 76 $22M

Wright, Finlay & Zak, LLP filing trail (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN330984579
Plan Effective Date2002-07-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Wright, Finlay & Zak, LLP 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Wright, Finlay & Zak, LLP 401(k) Plan, Total assets ($B): 0.019617228 · Participants: 75Wright, Finlay & Zak, LLP 401(k) 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
Wright, Finlay & Zak, LLP 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Wright, Finlay & Zak, LLP 401(k) Plan side-by-side with 3 peers →

Wright, Finlay & Zak, LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Merck Sharp and Dohme Federal Credit Union 401(k) Plan in PA ($20M); by covered participants it is Airbiquity 401(k) Plan in WA (75 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (75 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 Wright, Finlay & Zak, LLP 401(k) Plan assets move in 2023? ▼
Wright, Finlay & Zak, LLP 401(k) Plan grew sharply - up 15.4% during 2023, from $17M to $20M. Reported net income was $3M.
How have Wright, Finlay & Zak, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wright, Finlay & Zak, LLP's sponsor-wide assets grew 27.5%, from $17M to $22M.
Which 401(k) plans are similar in size to Wright, Finlay & Zak, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Merck Sharp and Dohme Federal Credit Union 401(k) Plan in PA ($20M, 84 participants).
Which 401(k) plans cover a similar participant headcount to Wright, Finlay & Zak, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Airbiquity 401(k) Plan in WA (75 participants, $15M 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 330984579.

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.