401(k) · DOL Form 5500 · 2024
Peters Habib Mckenna & Juhl-Rhodes LLP 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $643,249
- Avg per participant High balance/head
Official DOL plan name: Peters Habib Mckenna & Juhl-Rhodes LLP 401(k) Profit Sharing Plan · Sponsored by Peters Habib Mckenna & Juhl-Rhodes LLP · California · Professional & Technical Services
$8M in assets, 12 participants
Peters Habib Mckenna & Juhl-Rhodes LLP's Peters Habib Mckenna & Juhl-Rhodes LLP 401(k) Profit Sharing Plan reported $8M in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.
- #9,778 in Professional & Technical Services (20,173 peers)
Peters Habib Mckenna & Juhl-Rhodes LLP multi-year trail
Peters Habib Mckenna & Juhl-Rhodes LLP's plans moved +15.6% in assets from 2022 to 2024; this filing shows Peters Habib Mckenna & Juhl-Rhodes LLP 401(k) Profit Sharing Plan at $8M / 12 participants.
- #9,778
- in Professional & Technical Services (20,173 peers)
- +8.4%
- assets growth YoY
Peters Habib Mckenna & Juhl-Rhodes LLP 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Peters Habib Mckenna & Juhl-Rhodes LLP 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,718,992 Top 50% higher than 50% 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
Peters Habib Mckenna & Juhl-Rhodes 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. Peters Habib Mckenna & Juhl-Rhodes LLP 401(k) Profit Sharing Plan is a small filing (12 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Peters Habib Mckenna & Juhl-Rhodes LLP 401(k) Profit Sharing Plan reported net income rose from $448K in the plan year 2023 filing to $595K in the plan year 2024 filing.
- Peters Habib Mckenna & Juhl-Rhodes LLP 401(k) Profit Sharing Plan reported participants rose from 10 in the plan year 2023 filing to 12 in the plan year 2024 filing.
- Peters Habib Mckenna & Juhl-Rhodes LLP 401(k) Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 464442579 · Peters Habib Mckenna & Juhl-Rhodes LLP PY 2024 · 401(k)
Peters Habib Mckenna & Juhl-Rhodes LLP 401(k) Profit Sharing Plan · $8M · 12 · 50th
- NET $8M
- BOOK 12
- VS-ST 50th
- BOY 401(k)
- SCH near Lamb Farms Inc 401(k) Profit Sharing Plan & Trust
- EBSA ind #9778
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 →
Peters Habib Mckenna & Juhl-Rhodes LLP 401(k) Profit Sharing Plan in the asset neighbourhood
Peters Habib Mckenna & Juhl-Rhodes LLP multi-year asset trail
Sponsor-wide plan assets over time
All Peters Habib Mckenna & Juhl-Rhodes LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 15.625675008081371% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $7M |
| 2023 | 1 | 10 | $7M |
| 2024 | 1 | 12 | $8M |
Peters Habib Mckenna & Juhl-Rhodes LLP filing trail (2024)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $595K |
| Employer EIN | 464442579 |
| Plan Effective Date | 1984-01-01 |
| 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
Peters Habib Mckenna & Juhl-Rhodes 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 Lamb Farms Inc 401(k) Profit Sharing Plan & Trust in NY ($8M); by covered participants it is Hoyt Hayes, Jr. Construction, Inc. Profit Sharing Plan in TN (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (12 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.