401(k) · DOL Form 5500 · 2023

Haynes Beffel & Wolfeld LLP 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
19
Participants Small participant base
67th
Percentile by assets National rank
$768,810
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Haynes Beffel & Wolfeld LLP Retirement Plan and Trust · Sponsored by Haynes Beffel & Wolfeld LLP · California · Professional & Technical Services

$15M in assets, 19 participants

Haynes Beffel & Wolfeld LLP's Haynes Beffel & Wolfeld LLP Retirement Plan and Trust reported $15M in total assets and 19 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #13,402 in Professional & Technical Services (20,321 peers)

Haynes Beffel & Wolfeld LLP multi-year trail

Haynes Beffel & Wolfeld LLP's plans moved +15.6% in assets from 2022 to 2024; this filing shows Haynes Beffel & Wolfeld LLP Retirement Plan and Trust at $15M / 19 participants.

#13,402
in Professional & Technical Services (20,321 peers)
+16.9%
assets growth YoY

Haynes Beffel & Wolfeld LLP Retirement Plan and Trust's outsized position by total assets

Haynes Beffel & Wolfeld LLP Retirement Plan and Trust vs every filed plan by assets

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

$14,607,382 Top 33% higher than 67% 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

Haynes Beffel & Wolfeld LLP Retirement Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Haynes Beffel & Wolfeld LLP Retirement Plan and Trust is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Haynes Beffel & Wolfeld LLP Retirement Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Haynes Beffel & Wolfeld LLP Retirement Plan and Trust end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 943321504 · Haynes Beffel & Wolfeld LLP PY 2023 · 401(k)

Haynes Beffel & Wolfeld LLP Retirement Plan and Trust · $15M · 19 · 67th

  • EOY $15M
  • 5500 19
  • ASSETS 67th
  • PCT 401(k)
  • EIN near Arvco Container Corp. 401(k) Retirement Plan
  • RANK ind #13402

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 →

Haynes Beffel & Wolfeld LLP Retirement Plan and Trust in the asset neighbourhood

Haynes Beffel & Wolfeld LLP Retirement Plan and TrustHaynes Beffel & Wolfeld LLP …$15MArvco Container Corp. 401(k) Retirement PlanArvco Container Corp. 401(k)…$15MWillmar Electric 401(k) Plan$15MToptal Retirement Savings PlanToptal Retirement Savings Pl…$15MThe Hagerman Group 401(k) PlanThe Hagerman Group 401(k) Pl…$15M
End-of-year total assets ($M) among Haynes Beffel & Wolfeld LLP Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Haynes Beffel & Wolfeld LLP multi-year asset trail

Sponsor-wide plan assets over time

All Haynes Beffel & Wolfeld LLP plans reported in each filing year

Latest sponsor-wide plan assets
$14M 15.564249402265794% vs 2022
2024 filing year
$12M$13M$14M$15M 202220232024 $12.5M $14.4M ▲ +15.6%
Year Plans Participants Total Assets
2022 1 19 $12M
2023 1 19 $15M
2024 1 19 $14M

Haynes Beffel & Wolfeld LLP filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN943321504
Plan Effective Date1999-03-16
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Haynes Beffel & Wolfeld LLP Retirement Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Haynes Beffel & Wolfeld LLP Retirement Plan and Trust, Total assets ($B): 0.014607382 · Participants: 19Haynes Beffel & Wolfeld LLP Retirement Plan and TrustWells 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
Haynes Beffel & Wolfeld LLP Retirement Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Haynes Beffel & Wolfeld LLP Retirement Plan and Trust side-by-side with 3 peers →

Haynes Beffel & Wolfeld LLP Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Arvco Container Corp. 401(k) Retirement Plan in MI ($15M); by covered participants it is Williams, Robinson Et Al 401(k) Plan & Trust in MO (19 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Haynes Beffel & Wolfeld LLP Retirement Plan and Trust assets move in 2023? ▼
Haynes Beffel & Wolfeld LLP Retirement Plan and Trust grew sharply - up 16.9% during 2023, from $12M to $15M. Reported net income was $2M.
How have Haynes Beffel & Wolfeld LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Haynes Beffel & Wolfeld LLP's sponsor-wide assets grew 15.6%, from $12M to $14M.
Which 401(k) plans are similar in size to Haynes Beffel & Wolfeld LLP Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Arvco Container Corp. 401(k) Retirement Plan in MI ($15M, 181 participants).
Which 401(k) plans cover a similar participant headcount to Haynes Beffel & Wolfeld LLP Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Williams, Robinson Et Al 401(k) Plan & Trust in MO (19 participants, $3M 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 943321504.

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.