401(k) · DOL Form 5500 · 2024

Bertrand, Fox, Elliot, Osman & Wenzel, LLP 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets: 31
Participants Small participant base: 58th
Percentile by assets National rank: $357,339
Avg per participant High balance/head

Official DOL plan name: Bertrand, Fox, Elliot, Osman & Wenzel 401(k) Profit Sharing Plan · Sponsored by Bertrand, Fox, Elliot, Osman & Wenzel, LLP · California · Professional & Technical Services

$11M in assets, 31 participants

Bertrand, Fox, Elliot, Osman & Wenzel, LLP's Bertrand, Fox, Elliot, Osman & Wenzel 401(k) Profit Sharing Plan reported $11M in total assets and 31 participants in its 2024 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.

#11,357 in Professional & Technical Services (20,173 peers)

2024 asset change

Bertrand, Fox, Elliot, Osman & Wenzel 401(k) Profit Sharing Plan grew sharply 22.6% in 2024 ($9M → $11M) for 31 participants.

#11,357
in Professional & Technical Services (20,173 peers): +22.6%
assets growth YoY

Bertrand, Fox, Elliot, Osman & Wenzel 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Bertrand, Fox, Elliot, Osman & Wenzel 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$11,077,518 Top 42% higher than 58% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Bertrand, Fox, Elliot, Osman & Wenzel 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bertrand, Fox, Elliot, Osman & Wenzel 401(k) Profit Sharing Plan is a small filing (31 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Form 5500 schedule snapshot

Filing strip 934248982 · Bertrand, Fox, Elliot, Osman & Wenzel, LLP PY 2024 · 401(k)

Bertrand, Fox, Elliot, Osman & Wenzel 401(k) Profit Sharing Plan · $11M · 31 · 58th

EBSA $11M
EBSA 31
EBSA 58th
EBSA 401(k)
EBSA near Pine Belt Enterprises Retirement Plan
EBSA ind #11357

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 →

End-of-year total assets ($M) among Bertrand, Fox, Elliot, Osman & Wenzel 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)	$9M
Net Assets (End of Year)	$11M
Net Income	$2M
Employer EIN	934248982
Plan Effective Date	1995-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

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

Bertrand, Fox, Elliot, Osman & Wenzel 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants

Google LLC 401(k) Savings Plan $48.7B · 116,712
Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
Intel 401(k) Savings Plan $24.9B · 55,298
Apple 401(k) Plan $24.7B · 101,450
Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452

Compare Bertrand, Fox, Elliot, Osman & Wenzel 401(k) Profit Sharing Plan side-by-side with 3 peers →

Bertrand, Fox, Elliot, Osman & Wenzel 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 Pine Belt Enterprises Retirement Plan in NJ ($11M); by covered participants it is Pediatric Health Care of Northwest Houston, P.a. Safe Harbor 401(k) Plan in TX (31 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Pine Belt Enterprises Retirement Plan (NJ) $11M · 158
Lazare Potter Giacovas & Moyle LLP 401(k) Profit Sharing Plan and Trust (NY) $11M · 18
Learning Technologies Group, Inc. Enhanced Match 401(k) Plan (NC) $11M · 75
Sound Seal, Inc. 401(k) Plan (MA) $11M · 204

Similar participant headcount

Nearest other-state filings by covered participants (31 participants); asset peers above are excluded.

Pediatric Health Care of Northwest Houston, P.a. Safe Harbor 401(k) Plan (TX) 31 · 0 off
Jabezco Industrial Group, Inc. 401(k) Plan (TN) 31 · 0 off
Northwest Ohio Surgical Centers, Inc. 401(k) Plan (OH) 31 · 0 off
Coact, Inc. 401(k) Plan (MD) 31 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bertrand, Fox, Elliot, Osman & Wenzel 401(k) Profit Sharing Plan assets move in 2024? ▼

Bertrand, Fox, Elliot, Osman & Wenzel 401(k) Profit Sharing Plan grew sharply - up 22.6% during 2024, from $9M to $11M. Reported net income was $2M.

Which 401(k) plans are similar in size to Bertrand, Fox, Elliot, Osman & Wenzel 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Pine Belt Enterprises Retirement Plan in NJ ($11M, 158 participants).

Which 401(k) plans cover a similar participant headcount to Bertrand, Fox, Elliot, Osman & Wenzel 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Pediatric Health Care of Northwest Houston, P.a. Safe Harbor 401(k) Plan in TX (31 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 934248982.