401(k) · DOL Form 5500 · 2023

Samuelsen, Gonzalez, Valenzuela & Brown LLP 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
76
Participants Small participant base
65th
Percentile by assets National rank
$174,564
Avg per participant Above avg balance/head
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Official DOL plan name: Samuelsen, Gonzalez, Valenzuela & Brown 401(k) Plan · Sponsored by Samuelsen, Gonzalez, Valenzuela & Brown LLP · California · Professional & Technical Services

$13M in assets, 76 participants

Samuelsen, Gonzalez, Valenzuela & Brown LLP's Samuelsen, Gonzalez, Valenzuela & Brown 401(k) Plan reported $13M in total assets and 76 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #12,985 in Professional & Technical Services (20,321 peers)

Samuelsen, Gonzalez, Valenzuela & Brown LLP multi-year trail

Samuelsen, Gonzalez, Valenzuela & Brown LLP's plans moved +46.6% in assets from 2022 to 2024; this filing shows Samuelsen, Gonzalez, Valenzuela & Brown 401(k) Plan at $13M / 76 participants.

#12,985
in Professional & Technical Services (20,321 peers)
+21.2%
assets growth YoY

Samuelsen, Gonzalez, Valenzuela & Brown 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Samuelsen, Gonzalez, Valenzuela & Brown 401(k) Plan vs every filed plan by assets

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

$13,266,849 Top 35% higher than 65% 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

Samuelsen, Gonzalez, Valenzuela & Brown 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Samuelsen, Gonzalez, Valenzuela & Brown 401(k) Plan is a small filing (76 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Samuelsen, Gonzalez, Valenzuela & Brown 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Samuelsen, Gonzalez, Valenzuela & Brown 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Samuelsen, Gonzalez, Valenzuela & Brown 401(k) Plan reported participants fell from 81 in the plan year 2022 filing to 76 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 953532774 · Samuelsen, Gonzalez, Valenzuela & Brown LLP PY 2023 · 401(k)

Samuelsen, Gonzalez, Valenzuela & Brown 401(k) Plan · $13M · 76 · 65th

  • SCH $13M
  • EBSA 76
  • PART 65th
  • TYPE 401(k)
  • NET near Cardinal Scale Manufacturing Company 401(k) Plan
  • BOOK ind #12985

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 →

Samuelsen, Gonzalez, Valenzuela & Brown 401(k) Plan in the asset neighbourhood

Samuelsen, Gonzalez, Valenzuela & Brown 401(k) PlanSamuelsen, Gonzalez, Valenzu…$13MCardinal Scale Manufacturing Company 401(k) PlanCardinal Scale Manufacturing…$13MBettis Asphalt & Construction Inc 401(k) and Profit Sharing PlanBettis Asphalt & Constructio…$13MMicrohealth LLC 401(k) Profit Sharing Plan & TrustMicrohealth LLC 401(k) Profi…$13MForest Health Services, LLC Retirement Savings PlanForest Health Services, LLC …$13M
End-of-year total assets ($M) among Samuelsen, Gonzalez, Valenzuela & Brown 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Samuelsen, Gonzalez, Valenzuela & Brown LLP multi-year asset trail

Sponsor-wide plan assets over time

All Samuelsen, Gonzalez, Valenzuela & Brown LLP plans reported in each filing year

Latest sponsor-wide plan assets
$16M 46.6232799118265% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $10.9M $16M ▲ +46.6%
Year Plans Participants Total Assets
2022 1 81 $11M
2023 1 76 $13M
2024 1 78 $16M

Samuelsen, Gonzalez, Valenzuela & Brown LLP filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN953532774
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Samuelsen, Gonzalez, Valenzuela & Brown 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Samuelsen, Gonzalez, Valenzuela & Brown 401(k) Plan, Total assets ($B): 0.013266849 · Participants: 76Samuelsen, Gonzalez, Valenzuela & Brown 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
Samuelsen, Gonzalez, Valenzuela & Brown 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Samuelsen, Gonzalez, Valenzuela & Brown 401(k) Plan side-by-side with 3 peers →

Samuelsen, Gonzalez, Valenzuela & Brown 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Cardinal Scale Manufacturing Company 401(k) Plan in MO ($13M); by covered participants it is Ovia Health 401(k) Plan in NC (76 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (76 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 Samuelsen, Gonzalez, Valenzuela & Brown 401(k) Plan assets move in 2023? ▼
Samuelsen, Gonzalez, Valenzuela & Brown 401(k) Plan grew sharply - up 21.2% during 2023, from $11M to $13M. Reported net income was $2M.
How have Samuelsen, Gonzalez, Valenzuela & Brown LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Samuelsen, Gonzalez, Valenzuela & Brown LLP's sponsor-wide assets grew 46.6%, from $11M to $16M.
Which 401(k) plans are similar in size to Samuelsen, Gonzalez, Valenzuela & Brown 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cardinal Scale Manufacturing Company 401(k) Plan in MO ($13M, 219 participants).
Which 401(k) plans cover a similar participant headcount to Samuelsen, Gonzalez, Valenzuela & Brown 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ovia Health 401(k) Plan in NC (76 participants, $4M 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 953532774.

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.