401(k) · DOL Form 5500 · 2023
John Cumbelich & Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $985K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $328,243
- Avg per participant High balance/head
Official DOL plan name: John Cumbelich & Associates, Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by John Cumbelich & Associates, Inc. · California · Real Estate
$985K in assets, 3 participants
John Cumbelich & Associates, Inc.'s John Cumbelich & Associates, Inc. 401(k) Profit Sharing Plan & Trust reported $985K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.
- #1,917 in Real Estate (4,727 peers)
John Cumbelich & Associates, Inc. multi-year trail
John Cumbelich & Associates, Inc.'s plans moved +78.9% in assets from 2022 to 2024; this filing shows John Cumbelich & Associates, Inc. 401(k) Profit Sharing Plan & Trust at $985K / 3 participants.
- #1,917
- in Real Estate (4,727 peers)
- +39.7%
- assets growth YoY
John Cumbelich & Associates, Inc. 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
John Cumbelich & Associates, Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$984,728 24th percentile higher than 24% 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
John Cumbelich & Associates, Inc. 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. John Cumbelich & Associates, Inc. 401(k) Profit Sharing Plan & Trust is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- John Cumbelich & Associates, Inc. 401(k) Profit Sharing Plan & Trust reported net income rose from -$34K in the plan year 2022 filing to $280K in the plan year 2023 filing.
- John Cumbelich & Associates, Inc. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $705K in the plan year 2022 filing to $985K in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 680457851 · John Cumbelich & Associates, Inc. PY 2023 · 401(k)
John Cumbelich & Associates, Inc. 401(k) Profit Sharing Plan & Trust · $985K · 3 · 24th
- TYPE $985K
- NET 3
- BOOK 24th
- VS-ST 401(k)
- BOY near Three Creeks Restoration Corp. 401(k) Plan
- SCH ind #1917
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 Real Estate retirement plans → · Plans in California →
John Cumbelich & Associates, Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
John Cumbelich & Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All John Cumbelich & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 78.85595997832064% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $705K |
| 2023 | 1 | 3 | $985K |
| 2024 | 1 | 5 | $1M |
John Cumbelich & Associates, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $705K |
|---|---|
| Net Assets (End of Year) | $985K |
| Net Income | $280K |
| Employer EIN | 680457851 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
John Cumbelich & Associates, Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Three Creeks Restoration Corp. 401(k) Plan in MO ($985K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($985K here).
- Three Creeks Restoration Corp. 401(k) Plan (MO) $985K · 7
- Mc Frost Inc 401(k) Plan (NJ) $984K · N/A
- Ombu Salon & Spa Retirement Trust (WA) $984K · 21
- Padmaraj V Angolkar Dds Mds Ps 401(k) Profit Sharing Plan & Trust (WA) $985K · 14
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Cookeville Urology PLC 401(k) Profit Sharing Plan (TN) 3 · 0 off
- Md4m, Inc. 401(k) Plan (CO) 3 · 0 off
- Bee Hive Holdings, Inc. 401(k) Plan (AZ) 3 · 0 off
- J K B Solutions Retirement Plan (TX) 3 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.