401(k) · DOL Form 5500 · 2024
Pierce Kavcioglu Espinosa & Cesar LLP 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 16
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $136,698
- Avg per participant Near avg balance/head
Official DOL plan name: Pierce Kavcioglu Espinosa & Cesar LLP 401(k) Plan · Sponsored by Pierce Kavcioglu Espinosa & Cesar LLP · California · Professional & Technical Services
$2M in assets, 16 participants
Pierce Kavcioglu Espinosa & Cesar LLP's Pierce Kavcioglu Espinosa & Cesar LLP 401(k) Plan reported $2M in total assets and 16 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.
- #5,290 in Professional & Technical Services (20,173 peers)
Pierce Kavcioglu Espinosa & Cesar LLP multi-year trail
Pierce Kavcioglu Espinosa & Cesar LLP's plans moved +102.9% in assets from 2022 to 2024; this filing shows Pierce Kavcioglu Espinosa & Cesar LLP 401(k) Plan at $2M / 16 participants.
- #5,290
- in Professional & Technical Services (20,173 peers)
- +30.8%
- assets growth YoY
Pierce Kavcioglu Espinosa & Cesar LLP 401(k) Plan among the smaller filed plans by assets
Pierce Kavcioglu Espinosa & Cesar LLP 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,187,169 30th percentile higher than 30% 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
Pierce Kavcioglu Espinosa & Cesar LLP 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. Pierce Kavcioglu Espinosa & Cesar LLP 401(k) Plan is a small filing (16 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Pierce Kavcioglu Espinosa & Cesar LLP 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Pierce Kavcioglu Espinosa & Cesar LLP 401(k) Plan reported net income fell from $594K in the plan year 2023 filing to $515K in the plan year 2024 filing.
- Pierce Kavcioglu Espinosa & Cesar LLP 401(k) Plan reported participants rose from 15 in the plan year 2023 filing to 16 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 862232389 · Pierce Kavcioglu Espinosa & Cesar LLP PY 2024 · 401(k)
Pierce Kavcioglu Espinosa & Cesar LLP 401(k) Plan · $2M · 16 · 30th
- EIN $2M
- EIN 16
- EIN 30th
- EIN 401(k)
- EIN near Echo Offshore, LLC 401(k) Plan
- EIN ind #5290
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 →
Pierce Kavcioglu Espinosa & Cesar LLP 401(k) Plan in the asset neighbourhood
Pierce Kavcioglu Espinosa & Cesar LLP multi-year asset trail
Sponsor-wide plan assets over time
All Pierce Kavcioglu Espinosa & Cesar LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 102.85825319799365% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 11 | $1M |
| 2023 | 1 | 15 | $2M |
| 2024 | 1 | 16 | $2M |
Pierce Kavcioglu Espinosa & Cesar LLP filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $515K |
| Employer EIN | 862232389 |
| Plan Effective Date | 2021-01-01 |
| 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
Pierce Kavcioglu Espinosa & Cesar LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Echo Offshore, LLC 401(k) Plan in LA ($2M); by covered participants it is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (16 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (16 participants); asset peers above are excluded.
- I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust (OH) 16 · 0 off
- Texas Midwest Emergency Physicians PA 401(k) Profit Sharing Plan & Trust (TX) 16 · 0 off
- River's Edge Dental Clinic 401(k)/Profit Sharing Plan (MN) 16 · 0 off
- Kelley-Mackenzie Auto Parts, Inc. 401(k) Profit Sharing Plan and Trust (NH) 16 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.