401(k) · DOL Form 5500 · 2023

Buchalter, a Professional Corporation 401(k) Plan

Data updated 2026-08-25

$178M
Total assets Near avg plan size
464
Participants Below avg headcount
94th
Percentile by assets National rank
$384,299
Avg per participant High balance/head
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Official DOL plan name: Buchalter 401(k) Plan · Sponsored by Buchalter, a Professional Corporation · California · Professional & Technical Services

$178M in assets, 464 participants

Buchalter, a Professional Corporation's Buchalter 401(k) Plan reported $178M in total assets and 464 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #19,400 in Professional & Technical Services (20,321 peers)

Where Buchalter 401(k) Plan sits by assets

Buchalter 401(k) Plan sits in the top 10% of all filed plans by assets, $178M for 464 participants (~$384,299/participant), up 18.8% in 2023.

#19,400
in Professional & Technical Services (20,321 peers)
+18.8%
assets growth YoY
1.8×
vs typical plan assets (national mean)

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

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

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

$178,314,725 Top 6% higher than 94% 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 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 401(k) Plan sits mid-pack in the medium band (464 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Buchalter 401(k) Plan reported net income rose from -$12M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Buchalter 401(k) Plan end-of-year assets rose from $150M in the plan year 2022 filing to $178M in the plan year 2023 filing.
  • Buchalter 401(k) Plan reported participants rose from 418 in the plan year 2022 filing to 464 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 401(k) Plan · $178M · 464 · 94th

  • BOY $178M
  • SCH 464
  • EBSA 94th
  • PART 401(k)
  • TYPE near Buckle 401(k) Plan
  • NET ind #19400

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 401(k) Plan in the asset neighbourhood

Carousel Industries of North America, Inc. 401(k) Plan and TrustCarousel Industries of North…$178MThe Philadelphia Inquirer, Pbc 401(k) Retirement PlanThe Philadelphia Inquirer, P…$178MU.S. Lumber Group, LLC 401(k) PlanU.S. Lumber Group, LLC 401(k…$178MBuchalter 401(k) Plan$178MBuckle 401(k) Plan$178M
End-of-year total assets ($M) among Buchalter 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$150M
Net Assets (End of Year)$178M
Net Income$28M
Employer EIN952640846
Plan Effective Date1983-02-01
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 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Buchalter 401(k) Plan, Total assets ($B): 0.178314725 · Participants: 464Buchalter 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 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Buchalter 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Buckle 401(k) Plan in NE ($178M); by covered participants it is Radiology Services, LLC Employee Savings Plan in CT (464 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($178M here).

Similar participant headcount

Nearest other-state filings by covered participants (464 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 401(k) Plan assets move in 2023? ▼
Buchalter 401(k) Plan grew sharply - up 18.8% during 2023, from $150M to $178M. Reported net income was $28M.
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 401(k) Plan rank by assets among Form 5500 filers? ▼
Buchalter 401(k) Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Buchalter 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Buckle 401(k) Plan in NE ($178M, 2,672 participants).
Which 401(k) plans cover a similar participant headcount to Buchalter 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Radiology Services, LLC Employee Savings Plan in CT (464 participants, $50M 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.