401(k) · DOL Form 5500 · 2023

Parker, Milliken, Clark, O'hara & Samuelian 401(k) Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size: 51
Participants Small participant base: 85th
Percentile by assets National rank: $954,674
Avg per participant High balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Parker, Milliken, Clark, O'hara & Samuelian Retirement Plan · Sponsored by Parker, Milliken, Clark, O'hara & Samuelian · California · Professional & Technical Services

$49M in assets, 51 participants

Parker, Milliken, Clark, O'hara & Samuelian's Parker, Milliken, Clark, O'hara & Samuelian Retirement Plan reported $49M in total assets and 51 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

#17,545 in Professional & Technical Services (20,321 peers)

Where Parker, Milliken, Clark, O'hara & Samuelian Retirement Plan sits by assets

Parker, Milliken, Clark, O'hara & Samuelian Retirement Plan sits in the top quartile of all filed plans by assets, $49M for 51 participants (~$954,674/participant), up 16.3% in 2023.

#17,545
in Professional & Technical Services (20,321 peers): +16.3%
assets growth YoY: 0.5×
vs typical plan assets (national mean)

Parker, Milliken, Clark, O'hara & Samuelian Retirement Plan's outsized position by total assets

Parker, Milliken, Clark, O'hara & Samuelian Retirement Plan vs every filed plan by assets

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

$48,688,353 Top 15% higher than 85% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Parker, Milliken, Clark, O'hara & Samuelian Retirement 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. Parker, Milliken, Clark, O'hara & Samuelian Retirement Plan is a small filing (51 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Parker, Milliken, Clark, O'hara & Samuelian Retirement Plan reported net income rose from -$7M in the plan year 2022 filing to $7M in the plan year 2023 filing.
Parker, Milliken, Clark, O'hara & Samuelian Retirement Plan end-of-year assets rose from $42M in the plan year 2022 filing to $49M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 954350527 · Parker, Milliken, Clark, O'hara & Samuelian PY 2023 · 401(k)

Parker, Milliken, Clark, O'hara & Samuelian Retirement Plan · $49M · 51 · 85th

TYPE $49M
NET 51
BOOK 85th
VS-ST 401(k)
BOY near Mitchell Martin Inc. 401(k) Profit Sharing Plan
SCH ind #17545

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 →

End-of-year total assets ($M) among Parker, Milliken, Clark, O'hara & Samuelian Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$42M
Net Assets (End of Year)	$49M
Net Income	$7M
Employer EIN	954350527
Plan Effective Date	1977-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Parker, Milliken, Clark, O'hara & Samuelian)

Latest sponsor-wide plan assets: $49M 15.977819598778986% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	51	$42M
2023	1	51	$49M
2024	1	46	$49M

Nearby 401(k) Plans in California

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

Parker, Milliken, Clark, O'hara & Samuelian Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Parker, Milliken, Clark, O'hara & Samuelian Retirement Plan side-by-side with 3 peers →

Parker, Milliken, Clark, O'hara & Samuelian Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Mitchell Martin Inc. 401(k) Profit Sharing Plan in NY ($49M); by covered participants it is E.L.D. D'onofrio, Inc. 401(k) Profit Sharing Plan in OH (51 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($49M here).

Mitchell Martin Inc. 401(k) Profit Sharing Plan (NY) $49M · 1,265
Landoll Corporation 401(k) Plan (KS) $49M · 732
Haselden Construction LLC 401(k) Savings Plan (CO) $49M · 351
Graham Hospital Thrift and Savings Plan (IL) $49M · 772

Similar participant headcount

Nearest other-state filings by covered participants (51 participants); asset peers above are excluded.

E.L.D. D'onofrio, Inc. 401(k) Profit Sharing Plan (OH) 51 · 0 off
Pinnacle Bank Profit Sharing Retirement Plan (AL) 51 · 0 off
True North Clippers, Inc. 401(k) Profit Sharing Plan (NH) 51 · 0 off
Halterman's Auto Ranch 401(k) Plan (PA) 51 · 0 off

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 Parker, Milliken, Clark, O'hara & Samuelian Retirement Plan assets move in 2023? ▼

Parker, Milliken, Clark, O'hara & Samuelian Retirement Plan grew sharply - up 16.3% during 2023, from $42M to $49M. Reported net income was $7M.

How have Parker, Milliken, Clark, O'hara & Samuelian plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Parker, Milliken, Clark, O'hara & Samuelian's sponsor-wide assets grew 16.0%, from $42M to $49M.

Where does Parker, Milliken, Clark, O'hara & Samuelian Retirement Plan rank by assets among Form 5500 filers? ▼

Parker, Milliken, Clark, O'hara & Samuelian Retirement Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to Parker, Milliken, Clark, O'hara & Samuelian Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Mitchell Martin Inc. 401(k) Profit Sharing Plan in NY ($49M, 1,265 participants).

Which 401(k) plans cover a similar participant headcount to Parker, Milliken, Clark, O'hara & Samuelian Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is E.L.D. D'onofrio, Inc. 401(k) Profit Sharing Plan in OH (51 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 954350527.