401(k) · DOL Form 5500 · 2023

Connolly & Finkel, LLP 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
3
Participants Small participant base
46th
Percentile by assets National rank
$1.8M
Avg per participant High balance/head
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Official DOL plan name: Connolly & Finkel, LLP 401(k) Profit Sharing Plan · Sponsored by Connolly & Finkel, LLP · California · Professional & Technical Services

$5M in assets, 3 participants

Connolly & Finkel, LLP's Connolly & Finkel, LLP 401(k) Profit Sharing Plan reported $5M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #8,911 in Professional & Technical Services (20,321 peers)

Connolly & Finkel, LLP multi-year trail

Connolly & Finkel, LLP's plans moved +23.1% in assets from 2022 to 2024; this filing shows Connolly & Finkel, LLP 401(k) Profit Sharing Plan at $5M / 3 participants.

#8,911
in Professional & Technical Services (20,321 peers)
+9.8%
assets growth YoY

Connolly & Finkel, LLP 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Connolly & Finkel, LLP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$5,407,287 46th percentile higher than 46% 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

Connolly & Finkel, LLP 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Connolly & Finkel, LLP 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Connolly & Finkel, LLP 401(k) Profit Sharing Plan reported net income rose from -$815K in the plan year 2022 filing to $482K in the plan year 2023 filing.
  • Connolly & Finkel, LLP 401(k) Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 954469818 · Connolly & Finkel, LLP PY 2023 · 401(k)

Connolly & Finkel, LLP 401(k) Profit Sharing Plan · $5M · 3 · 46th

  • EOY $5M
  • EOY 3
  • EOY 46th
  • EOY 401(k)
  • EOY near Kohn Law Firm S.C. 401(k) Plan
  • EOY ind #8911

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 →

Connolly & Finkel, LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Connolly & Finkel, LLP 401(k) Profit Sharing PlanConnolly & Finkel, LLP 401(k…$5MKohn Law Firm S.C. 401(k) PlanKohn Law Firm S.C. 401(k) Pl…$5MFlorida Hardware LLC 401 (K) PlanFlorida Hardware LLC 401 (K)…$5MEmployees' Profit Sharing Plan and Trust Agreement of Industries of the Blind, Inc.Employees' Profit Sharing Pl…$5MCambridge Healthcare 401(k) Profit Sharing PlanCambridge Healthcare 401(k) …$5M
End-of-year total assets ($M) among Connolly & Finkel, LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connolly & Finkel, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Connolly & Finkel, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$6M 23.112435941867975% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.93M $6.06M ▲ +22.9%
Year Plans Participants Total Assets
2022 1 3 $5M
2023 1 3 $5M
2024 1 3 $6M

Connolly & Finkel, LLP filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$482K
Employer EIN954469818
Plan Effective Date1994-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Connolly & Finkel, LLP 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 ($B) Participants Connolly & Finkel, LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.005407287 · Participants: 3Connolly & Finkel, LLP 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
Connolly & Finkel, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Connolly & Finkel, LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Connolly & Finkel, LLP 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 Kohn Law Firm S.C. 401(k) Plan in WI ($5M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Connolly & Finkel, LLP 401(k) Profit Sharing Plan assets move in 2023? ▼
Connolly & Finkel, LLP 401(k) Profit Sharing Plan grew at a solid clip - up 9.8% during 2023, from $5M to $5M. Reported net income was $482K.
How have Connolly & Finkel, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Connolly & Finkel, LLP's sponsor-wide assets grew 23.1%, from $5M to $6M.
Which 401(k) plans are similar in size to Connolly & Finkel, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kohn Law Firm S.C. 401(k) Plan in WI ($5M, 101 participants).
Which 401(k) plans cover a similar participant headcount to Connolly & Finkel, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 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 954469818.

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.