401(k) · DOL Form 5500 · 2024
Nasella Mathis & Associates 401(k) Plan
Data updated 2026-08-25
- $729K
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $91,180
- Avg per participant Below avg balance/head
Official DOL plan name: Nasella Mathis & Associates 401(k) Profit Sharing Plan & Trust · Sponsored by Nasella Mathis & Associates · California · Other Services
$729K in assets, 8 participants
Nasella Mathis & Associates's Nasella Mathis & Associates 401(k) Profit Sharing Plan & Trust reported $729K in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.
- #3,319 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Nasella Mathis & Associates 401(k) Profit Sharing Plan & Trust ranks #3,319 of 7,719 2024 filers by assets (2751% of the sector average)-$729K for 8 participants.
- #3,319
- in Other Services (7,719 peers)
- +37.3%
- assets growth YoY
Nasella Mathis & Associates 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Nasella Mathis & Associates 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$729,441 21st percentile higher than 21% 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
Nasella Mathis & Associates 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nasella Mathis & Associates 401(k) Profit Sharing Plan & Trust is a micro filing (8 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Nasella Mathis & Associates 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $531K in the plan year 2023 filing to $729K in the plan year 2024 filing.
- Nasella Mathis & Associates 401(k) Profit Sharing Plan & Trust reported net income rose from $147K in the plan year 2023 filing to $198K in the plan year 2024 filing.
- Nasella Mathis & Associates 401(k) Profit Sharing Plan & Trust reported participants rose from 7 in the plan year 2023 filing to 8 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 330594381 · Nasella Mathis & Associates PY 2024 · 401(k)
Nasella Mathis & Associates 401(k) Profit Sharing Plan & Trust · $729K · 8 · 21st
- TYPE $729K
- NET 8
- BOOK 21st
- VS-ST 401(k)
- BOY near Youssi Real Estate & Development, Inc. 401(k) Profit Sharing Plan
- SCH ind #3319
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 Other Services retirement plans → · Plans in California →
Nasella Mathis & Associates 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $531K |
|---|---|
| Net Assets (End of Year) | $729K |
| Net Income | $198K |
| Employer EIN | 330594381 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Nasella Mathis & Associates)
Sponsor-wide plan assets over time
All Nasella Mathis & Associates plans reported in each filing year
- Latest sponsor-wide plan assets
- $729K 89.82611094340407% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $384K |
| 2023 | 1 | 7 | $531K |
| 2024 | 1 | 8 | $729K |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Nasella Mathis & Associates 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Youssi Real Estate & Development, Inc. 401(k) Profit Sharing Plan in IL ($729K); by covered participants it is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($729K here).
Similar participant headcount
Nearest other-state filings by covered participants (8 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.