401(k) · DOL Form 5500 · 2023

Shartsis Friese LLP 401(k) Plan

Data updated 2026-08-25

$121M
Total assets Near avg plan size
114
Participants Small participant base
92nd
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Shartsis Friese LLP Profit Sharing/401(k) Plan · Sponsored by Shartsis Friese LLP · California · Professional & Technical Services

$121M in assets, 114 participants

Shartsis Friese LLP's Shartsis Friese LLP Profit Sharing/401(k) Plan reported $121M in total assets and 114 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #19,033 in Professional & Technical Services (20,321 peers)

Coverage in California

Shartsis Friese LLP Profit Sharing/401(k) Plan covers 114 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $121M.

#19,033
in Professional & Technical Services (20,321 peers)
+15.2%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Shartsis Friese LLP Profit Sharing/401(k) Plan's outsized position by total assets

Shartsis Friese LLP Profit Sharing/401(k) Plan vs every filed plan by assets

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

$121,409,821 Top 8% higher than 92% 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

Shartsis Friese LLP Profit Sharing/401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shartsis Friese LLP Profit Sharing/401(k) Plan sits mid-pack in the medium band (114 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shartsis Friese LLP Profit Sharing/401(k) Plan reported net income rose from -$26M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Shartsis Friese LLP Profit Sharing/401(k) Plan end-of-year assets rose from $105M in the plan year 2022 filing to $121M in the plan year 2023 filing.
  • Shartsis Friese LLP Profit Sharing/401(k) Plan reported participants rose from 110 in the plan year 2022 filing to 114 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 942288901 · Shartsis Friese LLP PY 2023 · 401(k)

Shartsis Friese LLP Profit Sharing/401(k) Plan · $121M · 114 · 92nd

  • VS-ST $121M
  • VS-ST 114
  • VS-ST 92nd
  • VS-ST 401(k)
  • VS-ST near Burgess & Niple Profit Sharing Plan and Trust
  • VS-ST ind #19033

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 →

Shartsis Friese LLP Profit Sharing/401(k) Plan in the asset neighbourhood

Shartsis Friese LLP Profit Sharing/401(k) PlanShartsis Friese LLP Profit S…$121MBurgess & Niple Profit Sharing Plan and TrustBurgess & Niple Profit Shari…$121MDirect Travel 401(k) Plan$121MHigginbotham Insurance Agency, Inc. Savings and Investment Plan and TrustHigginbotham Insurance Agenc…$121MCole Schotz P. C. Profit-Sharing and 401(k) PlanCole Schotz P. C. Profit-Sha…$121M
End-of-year total assets ($M) among Shartsis Friese LLP Profit Sharing/401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$105M
Net Assets (End of Year)$121M
Net Income$16M
Employer EIN942288901
Plan Effective Date1989-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shartsis Friese LLP)

Sponsor-wide plan assets over time

All Shartsis Friese LLP plans reported in each filing year

Latest sponsor-wide plan assets
$137M 30.369493443639804% vs 2022
2024 filing year
$100M$110M$120M$130M$140M$150M 202220232024 $105M $137M ▲ +30.4%
Year Plans Participants Total Assets
2022 1 110 $105M
2023 1 114 $121M
2024 1 111 $137M

Nearby 401(k) Plans in California

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

Shartsis Friese LLP Profit Sharing/401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Shartsis Friese LLP Profit Sharing/401(k) Plan, Total assets ($B): 0.121409821 · Participants: 114Shartsis Friese LLP Profit Sharing/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
Shartsis Friese LLP Profit Sharing/401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Shartsis Friese LLP Profit Sharing/401(k) Plan side-by-side with 3 peers →

Shartsis Friese LLP Profit Sharing/401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Burgess & Niple Profit Sharing Plan and Trust in OH ($121M); by covered participants it is Austin Medical Center 403b Plan in MN (114 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (114 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 Shartsis Friese LLP Profit Sharing/401(k) Plan assets move in 2023? ▼
Shartsis Friese LLP Profit Sharing/401(k) Plan grew sharply - up 15.2% during 2023, from $105M to $121M. Reported net income was $16M.
How have Shartsis Friese LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shartsis Friese LLP's sponsor-wide assets grew 30.4%, from $105M to $137M.
Where does Shartsis Friese LLP Profit Sharing/401(k) Plan rank by assets among Form 5500 filers? ▼
Shartsis Friese LLP Profit Sharing/401(k) Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Shartsis Friese LLP Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Burgess & Niple Profit Sharing Plan and Trust in OH ($121M, 446 participants).
Which 401(k) plans cover a similar participant headcount to Shartsis Friese LLP Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Austin Medical Center 403b Plan in MN (114 participants, N/A 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 942288901.

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.