401(k) · DOL Form 5500 · 2023

Prizer & Flores Cpas & Business Advisors 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
7
Participants Small participant base
25th
Percentile by assets National rank
$172,209
Avg per participant Above avg balance/head
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Official DOL plan name: Prizer & Flores 401(k) Profit Sharing Plan · Sponsored by Prizer & Flores Cpas & Business Advisors · California · Professional & Technical Services

$1M in assets, 7 participants

Prizer & Flores Cpas & Business Advisors's Prizer & Flores 401(k) Profit Sharing Plan reported $1M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,207 in Professional & Technical Services (20,321 peers)

Prizer & Flores Cpas & Business Advisors multi-year trail

Prizer & Flores Cpas & Business Advisors's plans moved +47.0% in assets from 2022 to 2024; this filing shows Prizer & Flores 401(k) Profit Sharing Plan at $1M / 7 participants.

#4,207
in Professional & Technical Services (20,321 peers)
+22.6%
assets growth YoY

Prizer & Flores 401(k) Profit Sharing Plan among the smaller filed plans by assets

Prizer & Flores 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,205,464 25th percentile higher than 25% 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

Prizer & Flores 401(k) Profit Sharing 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. Prizer & Flores 401(k) Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Prizer & Flores 401(k) Profit Sharing Plan reported net income rose from -$77K in the plan year 2022 filing to $222K in the plan year 2023 filing.
  • Prizer & Flores 401(k) Profit Sharing Plan end-of-year assets rose from $983K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Prizer & Flores 401(k) Profit Sharing Plan reported participants rose from 6 in the plan year 2022 filing to 7 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 270290063 · Prizer & Flores Cpas & Business Advisors PY 2023 · 401(k)

Prizer & Flores 401(k) Profit Sharing Plan · $1M · 7 · 25th

  • VS-ST $1M
  • BOY 7
  • SCH 25th
  • EBSA 401(k)
  • PART near Sea Coast Investment Retirement Plan
  • TYPE ind #4207

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 →

Prizer & Flores 401(k) Profit Sharing Plan in the asset neighbourhood

Prizer & Flores 401(k) Profit Sharing PlanPrizer & Flores 401(k) Profi…$1MSea Coast Investment Retirement PlanSea Coast Investment Retirem…$1MMetropolitan Mortage and 401(k) Profit Sharing Plan & TrustMetropolitan Mortage and 401…$1MCrown Point Enterprises Inc 401(k) Profit Sharing Plan & TrustCrown Point Enterprises Inc …$1MSugarwood Services, Inc. 401(k) Profit Sharing PlanSugarwood Services, Inc. 401…$1M
End-of-year total assets ($M) among Prizer & Flores 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Prizer & Flores Cpas & Business Advisors multi-year asset trail

Sponsor-wide plan assets over time

All Prizer & Flores Cpas & Business Advisors plans reported in each filing year

Latest sponsor-wide plan assets
$1M 47.04881896812165% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.98M $1.45M ▲ +48.0%
Year Plans Participants Total Assets
2022 1 6 $983K
2023 1 7 $1M
2024 1 7 $1M

Prizer & Flores Cpas & Business Advisors filing trail (2023)

Total Assets (Beginning of Year)$983K
Net Assets (End of Year)$1M
Net Income$222K
Employer EIN270290063
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Prizer & Flores 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Prizer & Flores 401(k) Profit Sharing Plan, Total assets ($B): 0.001205464 · Participants: 7Prizer & Flores 401(k) Profit Sharing 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
Prizer & Flores 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Prizer & Flores 401(k) Profit Sharing Plan side-by-side with 3 peers →

Prizer & Flores 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Sea Coast Investment Retirement Plan in RI ($1M); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Prizer & Flores 401(k) Profit Sharing Plan assets move in 2023? ▼
Prizer & Flores 401(k) Profit Sharing Plan grew sharply - up 22.6% during 2023, from $983K to $1M. Reported net income was $222K.
How have Prizer & Flores Cpas & Business Advisors plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Prizer & Flores Cpas & Business Advisors's sponsor-wide assets grew 47.0%, from $983K to $1M.
Where does Prizer & Flores 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Prizer & Flores 401(k) Profit Sharing Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Prizer & Flores 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sea Coast Investment Retirement Plan in RI ($1M, 15 participants).
Which 401(k) plans cover a similar participant headcount to Prizer & Flores 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants, N/A 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 270290063.

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.