401(k) · DOL Form 5500 · 2024

Campbell Taylor Washburn, an Accountancy Corporation 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
84
Participants Small participant base
56th
Percentile by assets National rank
$120,124
Avg per participant Near avg balance/head
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Official DOL plan name: Campbell Taylor Washburn 401(k) Profit Sharing Plan · Sponsored by Campbell Taylor Washburn, an Accountancy Corporation · California · Professional & Technical Services

$10M in assets, 84 participants

Campbell Taylor Washburn, an Accountancy Corporation's Campbell Taylor Washburn 401(k) Profit Sharing Plan reported $10M in total assets and 84 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #10,928 in Professional & Technical Services (20,173 peers)

2024 asset change

Campbell Taylor Washburn 401(k) Profit Sharing Plan declined sharply 15.1% in 2024 ($12M → $10M) for 84 participants.

#10,928
in Professional & Technical Services (20,173 peers)
-15.1%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Campbell Taylor Washburn 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Campbell Taylor Washburn 401(k) Profit Sharing Plan vs every filed plan by assets

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

$10,090,378 Top 44% higher than 56% 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

Campbell Taylor Washburn 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. Campbell Taylor Washburn 401(k) Profit Sharing Plan is a small filing (84 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Campbell Taylor Washburn 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Campbell Taylor Washburn 401(k) Profit Sharing Plan reported participants rose from 58 in the plan year 2023 filing to 84 in the plan year 2024 filing.
  • Campbell Taylor Washburn 401(k) Profit Sharing Plan end-of-year assets fell from $12M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 680251243 · Campbell Taylor Washburn, an Accountancy Corporation PY 2024 · 401(k)

Campbell Taylor Washburn 401(k) Profit Sharing Plan · $10M · 84 · 56th

  • VS-ST $10M
  • VS-ST 84
  • VS-ST 56th
  • VS-ST 401(k)
  • VS-ST near Work Services Corporation 401(k) Profit Sharing Plan
  • VS-ST ind #10928

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 →

Campbell Taylor Washburn 401(k) Profit Sharing Plan in the asset neighbourhood

Campbell Taylor Washburn 401(k) Profit Sharing PlanCampbell Taylor Washburn 401…$10MWork Services Corporation 401(k) Profit Sharing PlanWork Services Corporation 40…$10MCentury Petroleum Ltd 401(k) Profit Sharing PlanCentury Petroleum Ltd 401(k)…$10MNovipax Absorbents 401(k) PlanNovipax Absorbents 401(k) Pl…$10MEt Works Retirement Plan$10M
End-of-year total assets ($M) among Campbell Taylor Washburn 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Campbell Taylor Washburn, an Accountancy Corporation years around the 2024 move

Sponsor-wide plan assets over time

All Campbell Taylor Washburn, an Accountancy Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$10M 6.6996404494286965% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.46M $10.1M ▲ +6.7%
Year Plans Participants Total Assets
2022 1 44 $9M
2023 1 58 $12M
2024 1 84 $10M

2024 asset-move particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$10M
Net Income-$2M
Employer EIN680251243
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Campbell Taylor Washburn 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 ($B) Participants Campbell Taylor Washburn 401(k) Profit Sharing Plan, Total assets ($B): 0.010090378 · Participants: 84Campbell Taylor Washburn 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
Campbell Taylor Washburn 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants

Campbell Taylor Washburn 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 Work Services Corporation 401(k) Profit Sharing Plan in TX ($10M); by covered participants it is Sentrillion Savings Investment Plan in AZ (84 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (84 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 Campbell Taylor Washburn 401(k) Profit Sharing Plan assets move in 2024?
Campbell Taylor Washburn 401(k) Profit Sharing Plan declined sharply - down 15.1% during 2024, from $12M to $10M. Reported net income was -$2M.
How have Campbell Taylor Washburn, an Accountancy Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Campbell Taylor Washburn, an Accountancy Corporation's sponsor-wide assets grew 6.7%, from $9M to $10M.
Which 401(k) plans are similar in size to Campbell Taylor Washburn 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Work Services Corporation 401(k) Profit Sharing Plan in TX ($10M, 366 participants).
Which 401(k) plans cover a similar participant headcount to Campbell Taylor Washburn 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Sentrillion Savings Investment Plan in AZ (84 participants, N/A in assets).