401(k) · DOL Form 5500 · 2024

Harrison Berkman Claypool & Guard, PLLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
6
Participants Small participant base
47th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Harrison Berkman Claypool & Guard, PLLC 401(k) Profit Sharing Plan · Sponsored by Harrison Berkman Claypool & Guard, PLLC · Washington · Professional & Technical Services

$6M in assets, 6 participants

Harrison Berkman Claypool & Guard, PLLC's Harrison Berkman Claypool & Guard, PLLC 401(k) Profit Sharing Plan reported $6M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

  • #9,038 in Professional & Technical Services (20,173 peers)

Harrison Berkman Claypool & Guard, PLLC multi-year trail

Harrison Berkman Claypool & Guard, PLLC's plans moved +33.1% in assets from 2022 to 2024; this filing shows Harrison Berkman Claypool & Guard, PLLC 401(k) Profit Sharing Plan at $6M / 6 participants.

#9,038
in Professional & Technical Services (20,173 peers)
+17.5%
assets growth YoY

Harrison Berkman Claypool & Guard, PLLC 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Harrison Berkman Claypool & Guard, PLLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$6,470,644 47th percentile higher than 47% 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

Harrison Berkman Claypool & Guard, PLLC 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Harrison Berkman Claypool & Guard, PLLC 401(k) Profit Sharing Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Harrison Berkman Claypool & Guard, PLLC 401(k) Profit Sharing Plan reported net income rose from $646K in the plan year 2023 filing to $963K in the plan year 2024 filing.
  • Harrison Berkman Claypool & Guard, PLLC 401(k) Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 912002224 · Harrison Berkman Claypool & Guard, PLLC PY 2024 · 401(k)

Harrison Berkman Claypool & Guard, PLLC 401(k) Profit Sharing Plan · $6M · 6 · 47th

  • NET $6M
  • BOOK 6
  • VS-ST 47th
  • BOY 401(k)
  • SCH near Annandale Golf Club 401(k) Plan
  • EBSA ind #9038

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 Washington →

Harrison Berkman Claypool & Guard, PLLC 401(k) Profit Sharing Plan in the asset neighbourhood

Harrison Berkman Claypool & Guard, PLLC 401(k) Profit Sharing PlanHarrison Berkman Claypool & …$6MAnnandale Golf Club 401(k) PlanAnnandale Golf Club 401(k) P…$6MEttore Products Company 401(k) Profit Sharing PlanEttore Products Company 401(…$6MWeights and Biases, Inc. 401(k) PlanWeights and Biases, Inc. 401…$6MParagon Metals LLC 401(k) PlanParagon Metals LLC 401(k) Pl…$6M
End-of-year total assets ($M) among Harrison Berkman Claypool & Guard, PLLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Harrison Berkman Claypool & Guard, PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Harrison Berkman Claypool & Guard, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 33.09829184213358% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M$7M 202220232024 $4.86M $6.47M ▲ +33.1%
Year Plans Participants Total Assets
2022 1 5 $5M
2023 1 6 $6M
2024 1 6 $6M

Harrison Berkman Claypool & Guard, PLLC filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$963K
Employer EIN912002224
Plan Effective Date1999-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Washington

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

Harrison Berkman Claypool & Guard, PLLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Harrison Berkman Claypool & Guard, PLLC 401(k) Profit Sharing Plan, Total assets ($B): 0.006470644 · Participants: 6Harrison Berkman Claypool & Guard, PLLC 401(k) Profit Sharing PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 34.593744657 · Participants: 1209303Amazon 401(k) Plan401(k) Savings Plan, Total assets ($B): 10.074085187 · Participants: 86668401(k) Savings Plan
Harrison Berkman Claypool & Guard, PLLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Harrison Berkman Claypool & Guard, PLLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Harrison Berkman Claypool & Guard, PLLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Annandale Golf Club 401(k) Plan in CA ($6M); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Harrison Berkman Claypool & Guard, PLLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Harrison Berkman Claypool & Guard, PLLC 401(k) Profit Sharing Plan grew sharply - up 17.5% during 2024, from $6M to $6M. Reported net income was $963K.
How have Harrison Berkman Claypool & Guard, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harrison Berkman Claypool & Guard, PLLC's sponsor-wide assets grew 33.1%, from $5M to $6M.
Which 401(k) plans are similar in size to Harrison Berkman Claypool & Guard, PLLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Annandale Golf Club 401(k) Plan in CA ($6M, 141 participants).
Which 401(k) plans cover a similar participant headcount to Harrison Berkman Claypool & Guard, PLLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Caliche, Ltd 401(k) in TX (6 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 912002224.

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.