401(k) · DOL Form 5500 · 2023

Buchalter, a Professional Corporation 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
138
Participants Small participant base
76th
Percentile by assets National rank
$178,043
Avg per participant Above avg balance/head
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Official DOL plan name: Buchalter Associate Attorney 401(k) Plan · Sponsored by Buchalter, a Professional Corporation · California · Professional & Technical Services

$25M in assets, 138 participants

Buchalter, a Professional Corporation's Buchalter Associate Attorney 401(k) Plan reported $25M in total assets and 138 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #15,544 in Professional & Technical Services (20,321 peers)

Coverage in California

Buchalter Associate Attorney 401(k) Plan covers 138 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $25M.

#15,544
in Professional & Technical Services (20,321 peers)
+24.8%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Buchalter Associate Attorney 401(k) Plan's outsized position by total assets

Buchalter Associate Attorney 401(k) Plan vs every filed plan by assets

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

$24,569,964 Top 24% higher than 76% 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

Buchalter Associate Attorney 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. Buchalter Associate Attorney 401(k) Plan sits mid-pack in the medium band (138 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Buchalter Associate Attorney 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Buchalter Associate Attorney 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Buchalter Associate Attorney 401(k) Plan reported participants rose from 111 in the plan year 2022 filing to 138 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 952640846 · Buchalter, a Professional Corporation PY 2023 · 401(k)

Buchalter Associate Attorney 401(k) Plan · $25M · 138 · 76th

  • PCT $25M
  • PCT 138
  • PCT 76th
  • PCT 401(k)
  • PCT near Kirkpatrick Companies Savings Incentive & Profit Sharing Plan
  • PCT ind #15544

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 →

Buchalter Associate Attorney 401(k) Plan in the asset neighbourhood

Buchalter Associate Attorney 401(k) PlanBuchalter Associate Attorney…$25MKirkpatrick Companies Savings Incentive & Profit Sharing PlanKirkpatrick Companies Saving…$25MBluum 401(k) Plan$25MMcbride & Son 401(k) Savings PlanMcbride & Son 401(k) Savings…$25MKerkering, Barberio & Co. 401(k) PlanKerkering, Barberio & Co. 40…$25M
End-of-year total assets ($M) among Buchalter Associate Attorney 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$25M
Net Income$5M
Employer EIN952640846
Plan Effective Date1985-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Buchalter, a Professional Corporation)

Sponsor-wide plan assets over time

All Buchalter, a Professional Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$268M 58.072832449787036% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $170M $268M ▲ +58.1%
Year Plans Participants Total Assets
2022 2 529 $170M
2023 3 719 $233M
2024 3 747 $268M

Nearby 401(k) Plans in California

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

Buchalter Associate Attorney 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Buchalter Associate Attorney 401(k) Plan, Total assets ($B): 0.024569964 · Participants: 138Buchalter Associate Attorney 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
Buchalter Associate Attorney 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Buchalter Associate Attorney 401(k) Plan side-by-side with 3 peers →

Buchalter Associate Attorney 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Kirkpatrick Companies Savings Incentive & Profit Sharing Plan in OK ($25M); by covered participants it is Pmt Group, Inc. Profit Sharing 401(k) Plan in CT (138 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (138 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 Buchalter Associate Attorney 401(k) Plan assets move in 2023? ▼
Buchalter Associate Attorney 401(k) Plan grew sharply - up 24.8% during 2023, from $20M to $25M. Reported net income was $5M.
How have Buchalter, a Professional Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Buchalter, a Professional Corporation's sponsor-wide assets grew 58.1%, from $170M to $268M.
Where does Buchalter Associate Attorney 401(k) Plan rank by assets among Form 5500 filers? ▼
Buchalter Associate Attorney 401(k) Plan ranks in the 76th 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 Buchalter Associate Attorney 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kirkpatrick Companies Savings Incentive & Profit Sharing Plan in OK ($25M, 120 participants).
Which 401(k) plans cover a similar participant headcount to Buchalter Associate Attorney 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pmt Group, Inc. Profit Sharing 401(k) Plan in CT (138 participants, $28M 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 952640846.

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.