401(k) · DOL Form 5500 · 2024

Bartko, LLP 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
71
Participants Small participant base
79th
Percentile by assets National rank
$472,800
Avg per participant High balance/head
PlainRetire home → About this data

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

$34M in assets, 71 participants

Bartko, LLP's Bartko, LLP 401(k) & Profit Sharing Plan reported $34M in total assets and 71 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #15,985 in Professional & Technical Services (20,173 peers)

Where Bartko, LLP 401(k) & Profit Sharing Plan sits by assets

Bartko, LLP 401(k) & Profit Sharing Plan sits in the top quartile of all filed plans by assets, $34M for 71 participants (~$472,800/participant), up 15.8% in 2024.

#15,985
in Professional & Technical Services (20,173 peers)
+15.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Bartko, LLP 401(k) & Profit Sharing Plan's outsized position by total assets

Bartko, LLP 401(k) & Profit Sharing Plan vs every filed plan by assets

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

$33,568,801 Top 21% higher than 79% 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

Bartko, LLP 401(k) & Profit Sharing 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. Bartko, LLP 401(k) & Profit Sharing Plan is a small filing (71 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 932331735 · Bartko, LLP PY 2024 · 401(k)

Bartko, LLP 401(k) & Profit Sharing Plan · $34M · 71 · 79th

  • VS-ST $34M
  • VS-ST 71
  • VS-ST 79th
  • VS-ST 401(k)
  • VS-ST near Trace-a-Matic/Afw/D&h Industries Employees Retirement Plan
  • VS-ST ind #15985

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 →

Bartko, LLP 401(k) & Profit Sharing Plan in the asset neighbourhood

Yes Management, LLC 401(k) PlanYes Management, LLC 401(k) P…$34MBartko, LLP 401(k) & Profit Sharing PlanBartko, LLP 401(k) & Profit …$34MTrace-a-Matic/Afw/D&h Industries Employees Retirement PlanTrace-a-Matic/Afw/D&h Indust…$34MLucas Oil Products, Inc. 401(k) PlanLucas Oil Products, Inc. 401…$34MCrowne Management, LLC 401(k) and Profit Sharing PlanCrowne Management, LLC 401(k…$34M
End-of-year total assets ($M) among Bartko, LLP 401(k) & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$34M
Net Income$5M
Employer EIN932331735
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Bartko, LLP 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Bartko, LLP 401(k) & Profit Sharing Plan, Total assets ($B): 0.033568801 · Participants: 71Bartko, LLP 401(k) & Profit Sharing 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
Bartko, LLP 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Bartko, LLP 401(k) & Profit Sharing Plan side-by-side with 3 peers →

Bartko, LLP 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 Trace-a-Matic/Afw/D&h Industries Employees Retirement Plan in WI ($34M); by covered participants it is Council of Chief State School Officers 401(k) and Profit Sharing Plan in DC (71 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (71 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 Bartko, LLP 401(k) & Profit Sharing Plan assets move in 2024? ▼
Bartko, LLP 401(k) & Profit Sharing Plan grew sharply - up 15.8% during 2024, from $29M to $34M. Reported net income was $5M.
Where does Bartko, LLP 401(k) & Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Bartko, LLP 401(k) & Profit Sharing Plan ranks in the 79th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Bartko, LLP 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Trace-a-Matic/Afw/D&h Industries Employees Retirement Plan in WI ($34M, 357 participants).
Which 401(k) plans cover a similar participant headcount to Bartko, LLP 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Council of Chief State School Officers 401(k) and Profit Sharing Plan in DC (71 participants, $21M 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 932331735.

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.