401(k) · DOL Form 5500 · 2023

Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
102
Participants Small participant base
64th
Percentile by assets National rank
$128,365
Avg per participant Near avg balance/head
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Official DOL plan name: Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan · Sponsored by Pettit Kohn Ingrassia Lutz & Dolin PC · California · Professional & Technical Services

$13M in assets, 102 participants

Pettit Kohn Ingrassia Lutz & Dolin PC's Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan reported $13M in total assets and 102 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #12,928 in Professional & Technical Services (20,321 peers)

Coverage in California

Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan covers 102 participants in California, about 16% of the average California filer (state average ~630 per filing). Assets: $13M.

#12,928
in Professional & Technical Services (20,321 peers)
+22.7%
assets growth YoY

Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan vs every filed plan by assets

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

$13,093,221 Top 36% higher than 64% 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

Pettit Kohn Ingrassia Lutz & Dolin PC 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. Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan sits mid-pack in the medium band (102 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan reported participants rose from 98 in the plan year 2022 filing to 102 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 562564085 · Pettit Kohn Ingrassia Lutz & Dolin PC PY 2023 · 401(k)

Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan · $13M · 102 · 64th

  • EOY $13M
  • EOY 102
  • EOY 64th
  • EOY 401(k)
  • EOY near Marquardt Memorial Manor, Inc. Savings Plan
  • EOY ind #12928

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 →

Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan in the asset neighbourhood

Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) PlanPettit Kohn Ingrassia Lutz &…$13MMarquardt Memorial Manor, Inc. Savings PlanMarquardt Memorial Manor, In…$13MDetroit 90/90 Retirement Savings PlanDetroit 90/90 Retirement Sav…$13MDetroit 90/90 Retirement Savings PlanDetroit 90/90 Retirement Sav…$13MKeb America, Inc. 401(k) Plan$13M
End-of-year total assets ($M) among Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN562564085
Plan Effective Date2006-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pettit Kohn Ingrassia Lutz & Dolin PC)

Sponsor-wide plan assets over time

All Pettit Kohn Ingrassia Lutz & Dolin PC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 43.75642068386244% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $10.7M $15.4M ▲ +43.9%
Year Plans Participants Total Assets
2022 1 98 $11M
2023 1 102 $13M
2024 1 110 $15M

Nearby 401(k) Plans in California

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

Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan, Total assets ($B): 0.013093221 · Participants: 102Pettit Kohn Ingrassia Lutz & Dolin PC 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
Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan side-by-side with 3 peers →

Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Marquardt Memorial Manor, Inc. Savings Plan in WI ($13M); by covered participants it is Air-Land Transport Service, Inc. 401(k) Plan in IL (102 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (102 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 Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan assets move in 2023? ▼
Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan grew sharply - up 22.7% during 2023, from $11M to $13M. Reported net income was $2M.
How have Pettit Kohn Ingrassia Lutz & Dolin PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pettit Kohn Ingrassia Lutz & Dolin PC's sponsor-wide assets grew 43.8%, from $11M to $15M.
Which 401(k) plans are similar in size to Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Marquardt Memorial Manor, Inc. Savings Plan in WI ($13M, 358 participants).
Which 401(k) plans cover a similar participant headcount to Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Air-Land Transport Service, Inc. 401(k) Plan in IL (102 participants, $5M 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 562564085.

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.