401(k) · DOL Form 5500 · 2024
Peninsula Wealth LLC 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $328,007
- Avg per participant High balance/head
Official DOL plan name: Peninsula Wealth LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Peninsula Wealth LLC · California · Professional & Technical Services
$2M in assets, 6 participants
Peninsula Wealth LLC's Peninsula Wealth LLC 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.
- #5,041 in Professional & Technical Services (20,173 peers)
What the 2024 filing shows
Peninsula Wealth LLC 401(k) Profit Sharing Plan & Trust holds $2M for 6 participants - about $328,007 per participant, in the lower half of filed plans by assets.
- #5,041
- in Professional & Technical Services (20,173 peers)
- $436K
- reported net income
Peninsula Wealth LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Peninsula Wealth LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,968,042 29th percentile higher than 29% 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
Peninsula Wealth LLC 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. Peninsula Wealth LLC 401(k) Profit Sharing Plan & Trust is a micro filing (6 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 800535310 · Peninsula Wealth LLC PY 2024 · 401(k)
Peninsula Wealth LLC 401(k) Profit Sharing Plan & Trust · $2M · 6 · 29th
- IND $2M
- IND 6
- IND 29th
- IND 401(k)
- IND near Ramin Barry Cocoziello, M.D. 401(k) Plan
- IND ind #5041
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 →
Peninsula Wealth LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $436K |
| Employer EIN | 800535310 |
| Plan Effective Date | 2024-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Peninsula Wealth LLC 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 Ramin Barry Cocoziello, M.D. 401(k) Plan in NJ ($2M); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
- Caliche, Ltd 401(k) (TX) 6 · 0 off
- Pat Nguyen Safe Harbor 401(k) Plan (GA) 6 · 0 off
- Toyota Lift Northwest 401(k) Plan (OR) 6 · 0 off
- Johnston Tobey Baruch P.C. 401(k) Profit Sharing Plan and Trust (TX) 6 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.