401(k) · DOL Form 5500 · 2024
Weinstein, Boldt, Halfhide & Camel Professional Corporation 401(k) Plan
Data updated 2026-08-25
- $25M
- Total assets Below avg plan size
- 3
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $8.4M
- Avg per participant High balance/head
Official DOL plan name: Weinstein, Boldt, Halfhide & Camel Professional Corporation 401(k) Profit Sharing Plan · Sponsored by Weinstein, Boldt, Halfhide & Camel Professional Corporation · California · Professional & Technical Services
$25M in assets, 3 participants
Weinstein, Boldt, Halfhide & Camel Professional Corporation's Weinstein, Boldt, Halfhide & Camel Professional Corporation 401(k) Profit Sharing Plan reported $25M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #15,011 in Professional & Technical Services (20,173 peers)
Where Weinstein, Boldt, Halfhide & Camel Professional Corporation 401(k) Profit Sharing Plan sits by assets
Weinstein, Boldt, Halfhide & Camel Professional Corporation 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $25M for 3 participants (~$8.4M/participant), up 12.5% in 2024.
- #15,011
- in Professional & Technical Services (20,173 peers)
- +12.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Weinstein, Boldt, Halfhide & Camel Professional Corporation 401(k) Profit Sharing Plan's outsized position by total assets
Weinstein, Boldt, Halfhide & Camel Professional Corporation 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$25,344,585 Top 25% higher than 75% 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
Weinstein, Boldt, Halfhide & Camel Professional Corporation 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Weinstein, Boldt, Halfhide & Camel Professional Corporation 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Weinstein, Boldt, Halfhide & Camel Professional Corporation 401(k) Profit Sharing Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Weinstein, Boldt, Halfhide & Camel Professional Corporation 401(k) Profit Sharing Plan end-of-year assets rose from $23M in the plan year 2023 filing to $25M in the plan year 2024 filing.
DOL schedule card
Filing strip 953737424 · Weinstein, Boldt, Halfhide & Camel Professional Corporation PY 2024 · 401(k)
Weinstein, Boldt, Halfhide & Camel Professional Corporation 401(k) Profit Sharing Plan · $25M · 3 · 75th
- EBSA $25M
- EBSA 3
- EBSA 75th
- EBSA 401(k)
- EBSA near Insurance Organizations' Savings Trust 401(k) Plan
- EBSA ind #15011
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 →
Weinstein, Boldt, Halfhide & Camel Professional Corporation 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $3M |
| Employer EIN | 953737424 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Weinstein, Boldt, Halfhide & Camel Professional Corporation)
Sponsor-wide plan assets over time
All Weinstein, Boldt, Halfhide & Camel Professional Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 38.26899441743092% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $18M |
| 2023 | 1 | 3 | $23M |
| 2024 | 1 | 3 | $25M |
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
Weinstein, Boldt, Halfhide & Camel 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 Insurance Organizations' Savings Trust 401(k) Plan in MA ($25M); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.