401(k) · DOL Form 5500 · 2023

The Eisenberg Group, a.C., Cpas 401(k) Plan

Data updated 2026-08-25

$813K
Total assets Small plan by assets
5
Participants Small participant base
22nd
Percentile by assets National rank
$162,644
Avg per participant Above avg balance/head
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Official DOL plan name: The Eisenberg Group, a. C. Cpas 401(k) Savings Plan · Sponsored by The Eisenberg Group, a.C., Cpas · California · Professional & Technical Services

$813K in assets, 5 participants

The Eisenberg Group, a.C., Cpas's The Eisenberg Group, a. C. Cpas 401(k) Savings Plan reported $813K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,453 in Professional & Technical Services (20,321 peers)

The Eisenberg Group, a.C., Cpas multi-year trail

The Eisenberg Group, a.C., Cpas's plans moved +52.6% in assets from 2022 to 2024; this filing shows The Eisenberg Group, a. C. Cpas 401(k) Savings Plan at $813K / 5 participants.

#3,453
in Professional & Technical Services (20,321 peers)
+12.2%
assets growth YoY

The Eisenberg Group, a. C. Cpas 401(k) Savings Plan among the smaller filed plans by assets

The Eisenberg Group, a. C. Cpas 401(k) Savings Plan vs every filed plan by assets

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

$813,222 22nd percentile higher than 22% 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

The Eisenberg Group, a. C. Cpas 401(k) Savings Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Eisenberg Group, a. C. Cpas 401(k) Savings Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Eisenberg Group, a. C. Cpas 401(k) Savings Plan reported net income rose from -$142K in the plan year 2022 filing to $89K in the plan year 2023 filing.
  • The Eisenberg Group, a. C. Cpas 401(k) Savings Plan reported participants rose from 4 in the plan year 2022 filing to 5 in the plan year 2023 filing.
  • The Eisenberg Group, a. C. Cpas 401(k) Savings Plan end-of-year assets rose from $724K in the plan year 2022 filing to $813K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 330306596 · The Eisenberg Group, a.C., Cpas PY 2023 · 401(k)

The Eisenberg Group, a. C. Cpas 401(k) Savings Plan · $813K · 5 · 22nd

  • BOOK $813K
  • BOOK 5
  • BOOK 22nd
  • BOOK 401(k)
  • BOOK near The Alan W. Raetz Solo 401(k) Plan
  • BOOK ind #3453

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 →

The Eisenberg Group, a. C. Cpas 401(k) Savings Plan in the asset neighbourhood

The Eisenberg Group, a. C. Cpas 401(k) Savings PlanThe Eisenberg Group, a. C. C…$813KThe Alan W. Raetz Solo 401(k) PlanThe Alan W. Raetz Solo 401(k…$813KCelebration, Inc. Partner Investment PlanCelebration, Inc. Partner In…$813KValueworks LLC Retirement PlanValueworks LLC Retirement Pl…$813KHcd International 401(k) Profit Sharing Plan & TrustHcd International 401(k) Pro…$813K
End-of-year total assets ($M) among The Eisenberg Group, a. C. Cpas 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The Eisenberg Group, a.C., Cpas multi-year asset trail

Sponsor-wide plan assets over time

All The Eisenberg Group, a.C., Cpas plans reported in each filing year

Latest sponsor-wide plan assets
$1M 52.6482392176813% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.9M $1.38M ▲ +53.3%
Year Plans Participants Total Assets
2022 2 9 $902K
2023 2 10 $1M
2024 2 8 $1M

The Eisenberg Group, a.C., Cpas filing trail (2023)

Total Assets (Beginning of Year)$724K
Net Assets (End of Year)$813K
Net Income$89K
Employer EIN330306596
Plan Effective Date1993-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

The Eisenberg Group, a. C. Cpas 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The Eisenberg Group, a. C. Cpas 401(k) Savings Plan, Total assets ($B): 0.000813222 · Participants: 5The Eisenberg Group, a. C. Cpas 401(k) Savings 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
The Eisenberg Group, a. C. Cpas 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The Eisenberg Group, a. C. Cpas 401(k) Savings Plan side-by-side with 3 peers →

The Eisenberg Group, a. C. Cpas 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Alan W. Raetz Solo 401(k) Plan in FL ($813K); by covered participants it is Larrann, Inc. 401(k) Plan in FL (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($813K here).

Similar participant headcount

Nearest other-state filings by covered participants (5 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 The Eisenberg Group, a. C. Cpas 401(k) Savings Plan assets move in 2023? ▼
The Eisenberg Group, a. C. Cpas 401(k) Savings Plan grew at a solid clip - up 12.2% during 2023, from $724K to $813K. Reported net income was $89K.
How have The Eisenberg Group, a.C., Cpas plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Eisenberg Group, a.C., Cpas's sponsor-wide assets grew 52.6%, from $902K to $1M.
Where does The Eisenberg Group, a. C. Cpas 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
The Eisenberg Group, a. C. Cpas 401(k) Savings Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to The Eisenberg Group, a. C. Cpas 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Alan W. Raetz Solo 401(k) Plan in FL ($813K, 1 participant).
Which 401(k) plans cover a similar participant headcount to The Eisenberg Group, a. C. Cpas 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Larrann, Inc. 401(k) Plan in FL (5 participants, $588K 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 330306596.

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.