401(k) · DOL Form 5500 · 2023

Kershaw Talley Barlow, PC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
15
Participants Small participant base
29th
Percentile by assets National rank
$117,893
Avg per participant Below avg balance/head
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Official DOL plan name: Kershaw Talley Barlow, PC 401(k) Profit Sharing Plan · Sponsored by Kershaw Talley Barlow, PC · California · Professional & Technical Services

$2M in assets, 15 participants

Kershaw Talley Barlow, PC's Kershaw Talley Barlow, PC 401(k) Profit Sharing Plan reported $2M in total assets and 15 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.

  • #5,022 in Professional & Technical Services (20,321 peers)

2023 asset change

Kershaw Talley Barlow, PC 401(k) Profit Sharing Plan grew sharply 20.5% in 2023 ($1M → $2M) for 15 participants.

#5,022
in Professional & Technical Services (20,321 peers)
+20.5%
assets growth YoY

Kershaw Talley Barlow, PC 401(k) Profit Sharing Plan among the smaller filed plans by assets

Kershaw Talley Barlow, PC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,768,402 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

Kershaw Talley Barlow, PC 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. Kershaw Talley Barlow, PC 401(k) Profit Sharing Plan is a small filing (15 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 474170800 · Kershaw Talley Barlow, PC PY 2023 · 401(k)

Kershaw Talley Barlow, PC 401(k) Profit Sharing Plan · $2M · 15 · 29th

  • PCT $2M
  • PCT 15
  • PCT 29th
  • PCT 401(k)
  • PCT near Dropoff, Inc. 401(k) Plan
  • PCT ind #5022

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 →

Kershaw Talley Barlow, PC 401(k) Profit Sharing Plan in the asset neighbourhood

Kershaw Talley Barlow, PC 401(k) Profit Sharing PlanKershaw Talley Barlow, PC 40…$2MDropoff, Inc. 401(k) Plan$2MPalo Verde Perfusion, Inc. 401(k) Profit Sharing PlanPalo Verde Perfusion, Inc. 4…$2MComplete Property Services, Inc. 401(k) PlanComplete Property Services, …$2MGamma Aerospace LLC Profit Sharing PlanGamma Aerospace LLC Profit S…$2M
End-of-year total assets ($M) among Kershaw Talley Barlow, PC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

2023 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$301K
Employer EIN474170800
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Kershaw Talley Barlow, PC 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 ($B) Participants Kershaw Talley Barlow, PC 401(k) Profit Sharing Plan, Total assets ($B): 0.001768402 · Participants: 15Kershaw Talley Barlow, PC 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
Kershaw Talley Barlow, PC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Kershaw Talley Barlow, PC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Kershaw Talley Barlow, PC 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 Dropoff, Inc. 401(k) Plan in TX ($2M); by covered participants it is Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Kershaw Talley Barlow, PC 401(k) Profit Sharing Plan assets move in 2023? ▼
Kershaw Talley Barlow, PC 401(k) Profit Sharing Plan grew sharply - up 20.5% during 2023, from $1M to $2M. Reported net income was $301K.
Which 401(k) plans are similar in size to Kershaw Talley Barlow, PC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dropoff, Inc. 401(k) Plan in TX ($2M, 166 participants).
Which 401(k) plans cover a similar participant headcount to Kershaw Talley Barlow, PC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA (15 participants, $4M 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 474170800.

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.