401(k) · DOL Form 5500 · 2024

Pkf San Diego, LLP 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
37
Participants Small participant base
61st
Percentile by assets National rank
$338,942
Avg per participant High balance/head
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Official DOL plan name: Pkf, LLP 401(k) Retirement Savings Plan · Sponsored by Pkf San Diego, LLP · California · Professional & Technical Services

$13M in assets, 37 participants

Pkf San Diego, LLP's Pkf, LLP 401(k) Retirement Savings Plan reported $13M in total assets and 37 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #11,963 in Professional & Technical Services (20,173 peers)

Pkf San Diego, LLP multi-year trail

Pkf San Diego, LLP's plans moved +28.7% in assets from 2022 to 2024; this filing shows Pkf, LLP 401(k) Retirement Savings Plan at $13M / 37 participants.

#11,963
in Professional & Technical Services (20,173 peers)
+15.8%
assets growth YoY

Pkf, LLP 401(k) Retirement Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

Pkf, LLP 401(k) Retirement Savings Plan vs every filed plan by assets

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

$12,540,845 Top 39% higher than 61% of 123,620 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 2024

Pkf, LLP 401(k) Retirement Savings 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. Pkf, LLP 401(k) Retirement Savings Plan is a small filing (37 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pkf, LLP 401(k) Retirement Savings Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Pkf, LLP 401(k) Retirement Savings Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Pkf, LLP 401(k) Retirement Savings Plan reported participants rose from 33 in the plan year 2023 filing to 37 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 813391684 · Pkf San Diego, LLP PY 2024 · 401(k)

Pkf, LLP 401(k) Retirement Savings Plan · $13M · 37 · 61st

  • VS-ST $13M
  • VS-ST 37
  • VS-ST 61st
  • VS-ST 401(k)
  • VS-ST near Ward Manufacturing, LLC Salary Retirement Plan
  • VS-ST ind #11963

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 →

Pkf, LLP 401(k) Retirement Savings Plan in the asset neighbourhood

Pkf, LLP 401(k) Retirement Savings PlanPkf, LLP 401(k) Retirement S…$13MWard Manufacturing, LLC Salary Retirement PlanWard Manufacturing, LLC Sala…$13MConsolidated Chassis Management, LLC 401(k)Consolidated Chassis Managem…$13MWarren Paving, Inc. 401(k) Profit Sharing PlanWarren Paving, Inc. 401(k) P…$13MStova Group, LLC 401(k) Profit Sharing & TrustStova Group, LLC 401(k) Prof…$13M
End-of-year total assets ($M) among Pkf, LLP 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pkf San Diego, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Pkf San Diego, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$13M 28.70952760936109% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.74M $12.5M ▲ +28.7%
Year Plans Participants Total Assets
2022 1 28 $10M
2023 1 33 $11M
2024 1 37 $13M

Pkf San Diego, LLP filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN813391684
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Pkf, LLP 401(k) Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Pkf, LLP 401(k) Retirement Savings Plan, Total assets ($B): 0.012540845 · Participants: 37Pkf, LLP 401(k) Retirement Savings PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Pkf, LLP 401(k) Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Pkf, LLP 401(k) Retirement Savings Plan side-by-side with 3 peers →

Pkf, LLP 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Ward Manufacturing, LLC Salary Retirement Plan in PA ($13M); by covered participants it is Carnahan Evans PC Profit Sharing Plan in MO (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 participants); asset peers above are excluded.

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 Pkf, LLP 401(k) Retirement Savings Plan assets move in 2024? ▼
Pkf, LLP 401(k) Retirement Savings Plan grew sharply - up 15.8% during 2024, from $11M to $13M. Reported net income was $2M.
How have Pkf San Diego, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pkf San Diego, LLP's sponsor-wide assets grew 28.7%, from $10M to $13M.
Which 401(k) plans are similar in size to Pkf, LLP 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ward Manufacturing, LLC Salary Retirement Plan in PA ($13M, 110 participants).
Which 401(k) plans cover a similar participant headcount to Pkf, LLP 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carnahan Evans PC Profit Sharing Plan in MO (37 participants, $17M 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 813391684.

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.