401(k) · DOL Form 5500 · 2023
Perotti & Carrade, Certified Public Accountants, a Professional Corpor 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 21
- Participants Small participant base
- 58th
- Percentile by assets National rank
- $459,563
- Avg per participant High balance/head
Official DOL plan name: Perotti & Carrade, Certified Public Accountants, a Professional Corporation 401(k) Profit Sharing Plan · Sponsored by Perotti & Carrade, Certified Public Accountants, a Professional Corpor · California · Professional & Technical Services
$10M in assets, 21 participants
Perotti & Carrade, Certified Public Accountants, a Professional Corpor's Perotti & Carrade, Certified Public Accountants, a Professional Corporation 401(k) Profit Sharing Plan reported $10M in total assets and 21 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.
- #11,439 in Professional & Technical Services (20,321 peers)
Perotti & Carrade, Certified Public Accountants, a Professional Corpor multi-year trail
Perotti & Carrade, Certified Public Accountants, a Professional Corpor's plans moved +27.6% in assets from 2022 to 2024; this filing shows Perotti & Carrade, Certified Public Accountants, a Professional Corporation 401(k) Profit Sharing Plan at $10M / 21 participants.
- #11,439
- in Professional & Technical Services (20,321 peers)
- +13.1%
- assets growth YoY
Perotti & Carrade, Certified Public Accountants, a Professional Corporation 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Perotti & Carrade, Certified Public Accountants, a Professional Corporation 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,650,817 Top 42% higher than 58% 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
Perotti & Carrade, Certified Public Accountants, a Professional Corporation 401(k) Profit Sharing 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. Perotti & Carrade, Certified Public Accountants, a Professional Corporation 401(k) Profit Sharing Plan is a small filing (21 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Perotti & Carrade, Certified Public Accountants, a Professional Corporation 401(k) Profit Sharing Plan reported net income rose from $529K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Perotti & Carrade, Certified Public Accountants, a Professional Corporation 401(k) Profit Sharing Plan reported participants rose from 18 in the plan year 2022 filing to 21 in the plan year 2023 filing.
- Perotti & Carrade, Certified Public Accountants, a Professional Corporation 401(k) Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 680095377 · Perotti & Carrade, Certified Public Accountants, a Professional Corpor PY 2023 · 401(k)
Perotti & Carrade, Certified Public Accountants, a Professional Corporation 401(k) Profit Sharing Plan · $10M · 21 · 58th
- RANK $10M
- PHOTO 21
- IND 58th
- EOY 401(k)
- 5500 near Zeus Scientific, Inc. 401(k) Profit Sharing Plan
- ASSETS ind #11439
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 →
Perotti & Carrade, Certified Public Accountants, a Professional Corporation 401(k) Profit Sharing Plan in the asset neighbourhood
Perotti & Carrade, Certified Public Accountants, a Professional Corpor multi-year asset trail
Sponsor-wide plan assets over time
All Perotti & Carrade, Certified Public Accountants, a Professional Corpor plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 27.559450174318872% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 18 | $9M |
| 2023 | 1 | 21 | $10M |
| 2024 | 1 | 20 | $11M |
Perotti & Carrade, Certified Public Accountants, a Professional Corpor filing trail (2023)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $1M |
| Employer EIN | 680095377 |
| Plan Effective Date | 1987-04-27 |
| 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
Perotti & Carrade, Certified Public Accountants, a Professional Corporation 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 Zeus Scientific, Inc. 401(k) Profit Sharing Plan in NJ ($10M); by covered participants it is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (21 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.