401(k) · DOL Form 5500 · 2024

Henry I. Somerfeld, Cpa, a Professional Corporation 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
N/A
Participants Small participant base
29th
Percentile by assets National rank
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Official DOL plan name: Henry I. Somerfeld, Cpa Profit Sharing 401(k) Plan · Sponsored by Henry I. Somerfeld, Cpa, a Professional Corporation · California · Professional & Technical Services

$2M in assets, N/A participants

Henry I. Somerfeld, Cpa, a Professional Corporation's Henry I. Somerfeld, Cpa Profit Sharing 401(k) Plan reported $2M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,951 in Professional & Technical Services (20,173 peers)

Henry I. Somerfeld, Cpa, a Professional Corporation multi-year trail

Henry I. Somerfeld, Cpa, a Professional Corporation's plans moved +58.1% in assets from 2022 to 2024; this filing shows Henry I. Somerfeld, Cpa Profit Sharing 401(k) Plan at $2M / N/A participants.

#4,951
in Professional & Technical Services (20,173 peers)
+30.6%
assets growth YoY

Henry I. Somerfeld, Cpa Profit Sharing 401(k) Plan among the smaller filed plans by assets

Henry I. Somerfeld, Cpa Profit Sharing 401(k) Plan vs every filed plan by assets

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

$1,901,255 29th percentile higher than 29% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Henry I. Somerfeld, Cpa Profit Sharing 401(k) Plan reported net income rose from $254K in the plan year 2023 filing to $445K in the plan year 2024 filing.
  • Henry I. Somerfeld, Cpa Profit Sharing 401(k) Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 954778351 · Henry I. Somerfeld, Cpa, a Professional Corporation PY 2024 · 401(k)

Henry I. Somerfeld, Cpa Profit Sharing 401(k) Plan · $2M · N/A · 29th

  • BOY $2M
  • BOY N/A
  • BOY 29th
  • BOY 401(k)
  • BOY near Portage Country Club 401(k) Plan
  • BOY ind #4951

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 →

Henry I. Somerfeld, Cpa Profit Sharing 401(k) Plan in the asset neighbourhood

Henry I. Somerfeld, Cpa Profit Sharing 401(k) PlanHenry I. Somerfeld, Cpa Prof…$2MPortage Country Club 401(k) PlanPortage Country Club 401(k) …$2MMorris-Baker Funeral Home, Inc. 401(k) PlanMorris-Baker Funeral Home, I…$2MFrawley Oil Company, Inc. Retirement PlanFrawley Oil Company, Inc. Re…$2MCbp Manager, LLC$2M
End-of-year total assets ($M) among Henry I. Somerfeld, Cpa Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Henry I. Somerfeld, Cpa, a Professional Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Henry I. Somerfeld, Cpa, a Professional Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$2M 58.12206783616393% vs 2022
2024 filing year
$1M$1.5M$2M 202220232024 $1.2M $1.9M ▲ +58.3%
Year Plans Participants Total Assets
2022 1 N/A $1M
2023 1 N/A $1M
2024 1 N/A $2M

Henry I. Somerfeld, Cpa, a Professional Corporation filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$445K
Employer EIN954778351
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Henry I. Somerfeld, Cpa Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Henry I. Somerfeld, Cpa Profit Sharing 401(k) Plan, Total assets ($B): 0.001901255 · Participants: 0Henry I. Somerfeld, Cpa Profit Sharing 401(k) 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
Henry I. Somerfeld, Cpa Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Henry I. Somerfeld, Cpa Profit Sharing 401(k) Plan side-by-side with 3 peers →

Henry I. Somerfeld, Cpa Profit Sharing 401(k) Plan's closest out-of-state 401(k) peers by assets

Outside California, the nearest 401(k) by end-of-year assets is Portage Country Club 401(k) Plan in OH at $2M (this filing: $2M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

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 Henry I. Somerfeld, Cpa Profit Sharing 401(k) Plan assets move in 2024? ▼
Henry I. Somerfeld, Cpa Profit Sharing 401(k) Plan surged - up 30.6% during 2024, from $1M to $2M. Reported net income was $445K.
How have Henry I. Somerfeld, Cpa, a Professional Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Henry I. Somerfeld, Cpa, a Professional Corporation's sponsor-wide assets grew 58.1%, from $1M to $2M.
Which 401(k) plans are similar in size to Henry I. Somerfeld, Cpa Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Portage Country Club 401(k) Plan in OH ($2M, 41 participants).

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 954778351.

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.