401(k) · DOL Form 5500 · 2023

California Society of Cpas 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
92
Participants Small participant base
66th
Percentile by assets National rank
$156,409
Avg per participant Above avg balance/head
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Official DOL plan name: California Society of Cpas 401(k) Plan · Sponsored by California Society of Cpas · California · Other Services

$14M in assets, 92 participants

California Society of Cpas's California Society of Cpas 401(k) Plan reported $14M in total assets and 92 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #6,377 in Other Services (7,857 peers)

California Society of Cpas multi-year trail

California Society of Cpas's plans moved +15.2% in assets from 2022 to 2024; this filing shows California Society of Cpas 401(k) Plan at $14M / 92 participants.

#6,377
in Other Services (7,857 peers)
+6.7%
assets growth YoY

California Society of Cpas 401(k) Plan's mid-pack asset rank among Other Services and all filers

California Society of Cpas 401(k) Plan vs every filed plan by assets

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

$14,389,657 Top 34% higher than 66% 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

California Society of Cpas 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. California Society of Cpas 401(k) Plan is a small filing (92 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • California Society of Cpas 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $899K in the plan year 2023 filing.
  • California Society of Cpas 401(k) Plan reported participants rose from 86 in the plan year 2022 filing to 92 in the plan year 2023 filing.
  • California Society of Cpas 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $14M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 941056137 · California Society of Cpas PY 2023 · 401(k)

California Society of Cpas 401(k) Plan · $14M · 92 · 66th

  • PART $14M
  • PART 92
  • PART 66th
  • PART 401(k)
  • PART near Complete Children's Health, P.C. 401(k) Profit Sharing Plan
  • PART ind #6377

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 Other Services retirement plans → · Plans in California →

California Society of Cpas 401(k) Plan in the asset neighbourhood

California Society of Cpas 401(k) PlanCalifornia Society of Cpas 4…$14MComplete Children's Health, P.C. 401(k) Profit Sharing PlanComplete Children's Health, …$14MCummins-Wagner Company, Inc. 401(k) Retirement PlanCummins-Wagner Company, Inc.…$14MDiamond Surface, Inc. 401(k) PlanDiamond Surface, Inc. 401(k)…$14MShaw/Stewart Lumber Company Salary Savings PlanShaw/Stewart Lumber Company …$14M
End-of-year total assets ($M) among California Society of Cpas 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California Society of Cpas multi-year asset trail

Sponsor-wide plan assets over time

All California Society of Cpas plans reported in each filing year

Latest sponsor-wide plan assets
$16M 15.179981356548305% vs 2022
2024 filing year
$13M$14M$15M$16M 202220232024 $13.5M $15.5M ▲ +15.2%
Year Plans Participants Total Assets
2022 1 86 $13M
2023 1 92 $14M
2024 1 78 $16M

California Society of Cpas filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$899K
Employer EIN941056137
Plan Effective Date1997-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

California Society of Cpas 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants California Society of Cpas 401(k) Plan, Total assets ($B): 0.014389657 · Participants: 92California Society of Cpas 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
California Society of Cpas 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare California Society of Cpas 401(k) Plan side-by-side with 3 peers →

California Society of Cpas 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Complete Children's Health, P.C. 401(k) Profit Sharing Plan in NE ($14M); by covered participants it is Melanson, P.C. 401(k) Plan in NH (92 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (92 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 California Society of Cpas 401(k) Plan assets move in 2023? ▼
California Society of Cpas 401(k) Plan grew at a solid clip - up 6.7% during 2023, from $13M to $14M. Reported net income was $899K.
How have California Society of Cpas plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), California Society of Cpas's sponsor-wide assets grew 15.2%, from $13M to $16M.
Which 401(k) plans are similar in size to California Society of Cpas 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Complete Children's Health, P.C. 401(k) Profit Sharing Plan in NE ($14M, 128 participants).
Which 401(k) plans cover a similar participant headcount to California Society of Cpas 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Melanson, P.C. 401(k) Plan in NH (92 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 941056137.

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.