401(k) · DOL Form 5500 · 2024

Karlin Asset Management Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
100
Participants Small participant base
72nd
Percentile by assets National rank
$222,884
Avg per participant Above avg balance/head
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Official DOL plan name: Karlin Asset Management Inc. 401(k) Plan · Sponsored by Karlin Asset Management Inc. · California · Finance & Insurance

$22M in assets, 100 participants

Karlin Asset Management Inc.'s Karlin Asset Management Inc. 401(k) Plan reported $22M in total assets and 100 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #4,952 in Finance & Insurance (8,549 peers)

Coverage in California

Karlin Asset Management Inc. 401(k) Plan covers 100 participants in California, about 16% of the average California filer (state average ~630 per filing). Assets: $22M.

#4,952
in Finance & Insurance (8,549 peers)
+22.7%
assets growth YoY

Karlin Asset Management Inc. 401(k) Plan's outsized position by total assets

Karlin Asset Management Inc. 401(k) Plan vs every filed plan by assets

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

$22,288,356 Top 28% higher than 72% 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

Karlin Asset Management Inc. 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. Karlin Asset Management Inc. 401(k) Plan is a small filing (100 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Karlin Asset Management Inc. 401(k) Plan end-of-year assets rose from $18M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Karlin Asset Management Inc. 401(k) Plan reported participants rose from 96 in the plan year 2023 filing to 100 in the plan year 2024 filing.
  • Karlin Asset Management Inc. 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 203134295 · Karlin Asset Management Inc. PY 2024 · 401(k)

Karlin Asset Management Inc. 401(k) Plan · $22M · 100 · 72nd

  • IND $22M
  • IND 100
  • IND 72nd
  • IND 401(k)
  • IND near House Hasson Hardware Co. , Inc. Employees
  • IND ind #4952

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 Finance & Insurance retirement plans → · Plans in California →

Karlin Asset Management Inc. 401(k) Plan in the asset neighbourhood

Karlin Asset Management Inc. 401(k) PlanKarlin Asset Management Inc.…$22MHouse Hasson Hardware Co. , Inc. EmployeesHouse Hasson Hardware Co. , …$22MYusa Corporation 401(k) Plan$22M401(k) Profit Sharing Plan for Employees of Community Action Council for Lexington-Fayette, Bourbon, Harrison & Nicholas Counties401(k) Profit Sharing Plan f…$22MRydell 401(k) Plan$22M
End-of-year total assets ($M) among Karlin Asset Management Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$22M
Net Income$4M
Employer EIN203134295
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Karlin Asset Management Inc.)

Sponsor-wide plan assets over time

All Karlin Asset Management Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 60.38680465410779% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.9M $22.3M ▲ +60.4%
Year Plans Participants Total Assets
2022 1 96 $14M
2023 1 96 $18M
2024 1 100 $22M

Nearby 401(k) Plans in California

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

Karlin Asset Management Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Karlin Asset Management Inc. 401(k) Plan, Total assets ($B): 0.022288356 · Participants: 100Karlin Asset Management Inc. 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
Karlin Asset Management Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Karlin Asset Management Inc. 401(k) Plan side-by-side with 3 peers →

Karlin Asset Management Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is House Hasson Hardware Co. , Inc. Employees in TN ($22M); by covered participants it is Controltek 401(k) Profit Sharing Plan in WA (100 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (100 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 Karlin Asset Management Inc. 401(k) Plan assets move in 2024? ▼
Karlin Asset Management Inc. 401(k) Plan grew sharply - up 22.7% during 2024, from $18M to $22M. Reported net income was $4M.
How have Karlin Asset Management Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Karlin Asset Management Inc.'s sponsor-wide assets grew 60.4%, from $14M to $22M.
Which 401(k) plans are similar in size to Karlin Asset Management Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is House Hasson Hardware Co. , Inc. Employees in TN ($22M, 563 participants).
Which 401(k) plans cover a similar participant headcount to Karlin Asset Management Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Controltek 401(k) Profit Sharing Plan in WA (100 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 203134295.

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.