401(k) · DOL Form 5500 · 2024

Price Pelletier, LLP 401(k) Plan

Data updated 2026-08-25

$883K
Total assets Small plan by assets
18
Participants Small participant base
22nd
Percentile by assets National rank
$49,082
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Price Pelletier 401(k) Plan · Sponsored by Price Pelletier, LLP · California · Professional & Technical Services

$883K in assets, 18 participants

Price Pelletier, LLP's Price Pelletier 401(k) Plan reported $883K in total assets and 18 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,459 in Professional & Technical Services (20,173 peers)

Price Pelletier, LLP multi-year trail

Price Pelletier, LLP's plans moved +84.5% in assets from 2022 to 2024; this filing shows Price Pelletier 401(k) Plan at $883K / 18 participants.

#3,459
in Professional & Technical Services (20,173 peers)
+38.0%
assets growth YoY

Price Pelletier 401(k) Plan among the smaller filed plans by assets

Price Pelletier 401(k) Plan vs every filed plan by assets

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

$883,477 22nd percentile higher than 22% 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

Price Pelletier 401(k) 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. Price Pelletier 401(k) Plan is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Price Pelletier 401(k) Plan reported net income rose from $161K in the plan year 2023 filing to $243K in the plan year 2024 filing.
  • Price Pelletier 401(k) Plan reported participants rose from 13 in the plan year 2023 filing to 18 in the plan year 2024 filing.
  • Price Pelletier 401(k) Plan end-of-year assets rose from $640K in the plan year 2023 filing to $883K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 843878236 · Price Pelletier, LLP PY 2024 · 401(k)

Price Pelletier 401(k) Plan · $883K · 18 · 22nd

  • IND $883K
  • IND 18
  • IND 22nd
  • IND 401(k)
  • IND near Excipio Consulting LLC 401(k) Profit Sharing Plan & Trust
  • IND ind #3459

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 →

Price Pelletier 401(k) Plan in the asset neighbourhood

Price Pelletier 401(k) Plan$883KExcipio Consulting LLC 401(k) Profit Sharing Plan & TrustExcipio Consulting LLC 401(k…$883KAfi Acquisition, Inc. Retirement PlanAfi Acquisition, Inc. Retire…$884KBeeline Services, Inc. 401(k) PlanBeeline Services, Inc. 401(k…$884KBar1 Prime Meats, Inc. 401(k) Profit Sharing PlanBar1 Prime Meats, Inc. 401(k…$884K
End-of-year total assets ($M) among Price Pelletier 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Price Pelletier, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Price Pelletier, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$883K 84.50282138993656% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M 202220232024 $0.48M $0.88M ▲ +83.3%
Year Plans Participants Total Assets
2022 1 12 $479K
2023 1 13 $640K
2024 1 18 $883K

Price Pelletier, LLP filing trail (2024)

Total Assets (Beginning of Year)$640K
Net Assets (End of Year)$883K
Net Income$243K
Employer EIN843878236
Plan Effective Date2020-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Price Pelletier 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Price Pelletier 401(k) Plan, Total assets ($B): 0.000883477 · Participants: 18Price Pelletier 401(k) 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
Price Pelletier 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Price Pelletier 401(k) Plan side-by-side with 3 peers →

Price Pelletier 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Excipio Consulting LLC 401(k) Profit Sharing Plan & Trust in OK ($883K); by covered participants it is Berchwood Partners LLC 401 (K) Profit Sharing Plan & Trust in NY (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Price Pelletier 401(k) Plan assets move in 2024? ▼
Price Pelletier 401(k) Plan surged - up 38.0% during 2024, from $640K to $883K. Reported net income was $243K.
How have Price Pelletier, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Price Pelletier, LLP's sponsor-wide assets grew 84.5%, from $479K to $883K.
Where does Price Pelletier 401(k) Plan rank by assets among Form 5500 filers? ▼
Price Pelletier 401(k) Plan ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Price Pelletier 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Excipio Consulting LLC 401(k) Profit Sharing Plan & Trust in OK ($883K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Price Pelletier 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Berchwood Partners LLC 401 (K) Profit Sharing Plan & Trust in NY (18 participants, N/A 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 843878236.

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.