401(k) · DOL Form 5500 · 2024
Glaser Weil Fink Howard Jordan & Shapiro, LLP 401(k) Plan
Data updated 2026-08-25
- $41M
- Total assets Below avg plan size
- 56
- Participants Small participant base
- 82nd
- Percentile by assets National rank
- $740,396
- Avg per participant High balance/head
Official DOL plan name: Glaser Weil Fink Howard Jordan & Shapiro, LLP Profit Sharing/401(k) Plan · Sponsored by Glaser Weil Fink Howard Jordan & Shapiro, LLP · California · Professional & Technical Services
$41M in assets, 56 participants
Glaser Weil Fink Howard Jordan & Shapiro, LLP's Glaser Weil Fink Howard Jordan & Shapiro, LLP Profit Sharing/401(k) Plan reported $41M in total assets and 56 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.
- #16,623 in Professional & Technical Services (20,173 peers)
Where Glaser Weil Fink Howard Jordan & Shapiro, LLP Profit Sharing/401(k) Plan sits by assets
Glaser Weil Fink Howard Jordan & Shapiro, LLP Profit Sharing/401(k) Plan sits in the top quartile of all filed plans by assets, $41M for 56 participants (~$740,396/participant), up 12.6% in 2024.
- #16,623
- in Professional & Technical Services (20,173 peers)
- +12.6%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Glaser Weil Fink Howard Jordan & Shapiro, LLP Profit Sharing/401(k) Plan's outsized position by total assets
Glaser Weil Fink Howard Jordan & Shapiro, LLP Profit Sharing/401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$41,462,175 Top 18% higher than 82% 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
Glaser Weil Fink Howard Jordan & Shapiro, LLP Profit Sharing/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. Glaser Weil Fink Howard Jordan & Shapiro, LLP Profit Sharing/401(k) Plan is a small filing (56 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Glaser Weil Fink Howard Jordan & Shapiro, LLP Profit Sharing/401(k) Plan reported net income fell from $1M in the plan year 2023 filing to -$14M in the plan year 2024 filing.
- Glaser Weil Fink Howard Jordan & Shapiro, LLP Profit Sharing/401(k) Plan reported participants fell from 66 in the plan year 2023 filing to 56 in the plan year 2024 filing.
- Glaser Weil Fink Howard Jordan & Shapiro, LLP Profit Sharing/401(k) Plan end-of-year assets rose from $37M in the plan year 2023 filing to $41M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 954156414 · Glaser Weil Fink Howard Jordan & Shapiro, LLP PY 2024 · 401(k)
Glaser Weil Fink Howard Jordan & Shapiro, LLP Profit Sharing/401(k) Plan · $41M · 56 · 82nd
- TYPE $41M
- TYPE 56
- TYPE 82nd
- TYPE 401(k)
- TYPE near Salmon Health and Retirement
- TYPE ind #16623
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 →
Glaser Weil Fink Howard Jordan & Shapiro, LLP Profit Sharing/401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $41M |
| Net Income | -$14M |
| Employer EIN | 954156414 |
| Plan Effective Date | 2009-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Glaser Weil Fink Howard Jordan & Shapiro, LLP)
Sponsor-wide plan assets over time
All Glaser Weil Fink Howard Jordan & Shapiro, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $41M 35.9675338629449% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 131 | $30M |
| 2023 | 2 | 125 | $37M |
| 2024 | 1 | 56 | $41M |
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
Glaser Weil Fink Howard Jordan & Shapiro, LLP Profit Sharing/401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Salmon Health and Retirement in MA ($41M); by covered participants it is Pilot Corporation of America Employees' 401(k) Plan in FL (56 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($41M here).
- Salmon Health and Retirement (MA) $41M · 893
- Urology San Antonio, P.a. 401(k) Profit Sharing Plan (TX) $41M · 218
- Npc Companies 401(k) Retirement Plan (PA) $41M · 430
- American Seating Company 401(k) Retirement Plan (MI) $41M · 193
Similar participant headcount
Nearest other-state filings by covered participants (56 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.