401(k) · DOL Form 5500 · 2024

Drs. Korb & Merat 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
8
Participants Small participant base
25th
Percentile by assets National rank
$163,862
Avg per participant Above avg balance/head
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Official DOL plan name: Drs. Korb & Merat 401(k) Savings Plan & Trust · Sponsored by Drs. Korb & Merat · California · Healthcare & Social Assistance

$1M in assets, 8 participants

Drs. Korb & Merat's Drs. Korb & Merat 401(k) Savings Plan & Trust reported $1M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,697 in Healthcare & Social Assistance (16,916 peers)

Drs. Korb & Merat multi-year trail

Drs. Korb & Merat's plans moved +36.0% in assets from 2022 to 2024; this filing shows Drs. Korb & Merat 401(k) Savings Plan & Trust at $1M / 8 participants.

#3,697
in Healthcare & Social Assistance (16,916 peers)
+20.9%
assets growth YoY

Drs. Korb & Merat 401(k) Savings Plan & Trust among the smaller filed plans by assets

Drs. Korb & Merat 401(k) Savings Plan & Trust vs every filed plan by assets

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

$1,310,897 25th percentile higher than 25% 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

Drs. Korb & Merat 401(k) Savings 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. Drs. Korb & Merat 401(k) Savings Plan & Trust is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Drs. Korb & Merat 401(k) Savings Plan & Trust reported net income rose from $120K in the plan year 2023 filing to $227K in the plan year 2024 filing.
  • Drs. Korb & Merat 401(k) Savings Plan & Trust end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Drs. Korb & Merat 401(k) Savings Plan & Trust reported participants fell from 9 in the plan year 2023 filing to 8 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 550808028 · Drs. Korb & Merat PY 2024 · 401(k)

Drs. Korb & Merat 401(k) Savings Plan & Trust · $1M · 8 · 25th

  • NET $1M
  • NET 8
  • NET 25th
  • NET 401(k)
  • NET near Mcgowan Enterprises Inc. Retirement Plan
  • NET ind #3697

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Drs. Korb & Merat 401(k) Savings Plan & Trust in the asset neighbourhood

Drs. Korb & Merat 401(k) Savings Plan & TrustDrs. Korb & Merat 401(k) Sav…$1MMcgowan Enterprises Inc. Retirement PlanMcgowan Enterprises Inc. Ret…$1MTwo Fish Partners, Inc. 401(k) Profit Sharing PlanTwo Fish Partners, Inc. 401(…$1MJ.J. Babbitt Company, Inc. 401(k) Profit Sharing PlanJ.J. Babbitt Company, Inc. 4…$1MSymmetry Health and Fitness Inc. 401(k) PlanSymmetry Health and Fitness …$1M
End-of-year total assets ($M) among Drs. Korb & Merat 401(k) Savings Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Drs. Korb & Merat multi-year asset trail

Sponsor-wide plan assets over time

All Drs. Korb & Merat plans reported in each filing year

Latest sponsor-wide plan assets
$1M 35.97839526662573% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M 202220232024 $0.96M $1.31M ▲ +36.5%
Year Plans Participants Total Assets
2022 1 9 $964K
2023 1 9 $1M
2024 1 8 $1M

Drs. Korb & Merat filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$227K
Employer EIN550808028
Plan Effective Date1977-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Drs. Korb & Merat 401(k) Savings Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Drs. Korb & Merat 401(k) Savings Plan & Trust, Total assets ($B): 0.001310897 · Participants: 8Drs. Korb & Merat 401(k) Savings Plan & TrustGoogle 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
Drs. Korb & Merat 401(k) Savings Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants

Drs. Korb & Merat 401(k) Savings Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Mcgowan Enterprises Inc. Retirement Plan in MN ($1M); 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.

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.

Frequently Asked Questions

How did Drs. Korb & Merat 401(k) Savings Plan & Trust assets move in 2024?
Drs. Korb & Merat 401(k) Savings Plan & Trust grew sharply - up 20.9% during 2024, from $1M to $1M. Reported net income was $227K.
How have Drs. Korb & Merat plan assets changed over time?
Across 3 plan years on file (2022-2024), Drs. Korb & Merat's sponsor-wide assets grew 36.0%, from $964K to $1M.
Where does Drs. Korb & Merat 401(k) Savings Plan & Trust rank by assets among Form 5500 filers?
Drs. Korb & Merat 401(k) Savings Plan & Trust ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Drs. Korb & Merat 401(k) Savings Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Mcgowan Enterprises Inc. Retirement Plan in MN ($1M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Drs. Korb & Merat 401(k) Savings Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants, $411K in assets).