401(k) · DOL Form 5500 · 2024
Caufield & James LLP 401(k) Plan
Data updated 2026-08-11
- $3M
- Total assets
- 4
- Participants
- 36th
- Percentile by assets
- $850,346
- Avg per participant
Official DOL plan name: Caufield & James LLP 401(k) Plan · Sponsored by Caufield & James LLP · California · Professional & Technical Services
$3M in assets, 4 participants
Caufield & James LLP's Caufield & James LLP 401(k) Plan reported $3M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.
- 36th percentile by assets (of 123,622 plans)
- #6,558 in Professional & Technical Services (20,173 peers)
What the 2024 filing shows
Caufield & James LLP 401(k) Plan holds $3M for 4 participants - about $850,346 per participant, in the lower half of filed plans by assets.
- $3M
- total plan assets (2024 EOY)
- 4
- covered participants
- 36th
- percentile by assets (of 123,622 plans)
- $850,346
- avg assets per participant
Where Caufield & James LLP 401(k) Plan sits by total assets
Caufield & James LLP 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,401,382 36th percentile higher than 36% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Caufield & James LLP 401(k) Plan reported net income rose from -$207K in the plan year 2023 filing to $114K in the plan year 2024 filing.
- Caufield & James LLP 401(k) Plan reported participants fell from 7 in the plan year 2023 filing to 4 in the plan year 2024 filing.
- Caufield & James LLP 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
401(k) filing for Caufield & James LLP 401(k) Plan
401(k) filing for plan year 2024: EIN 134282635 ; effective since 2006-01-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
Filing particulars (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $114K |
| Employer EIN | 134282635 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Caufield & James LLP)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $3M |
| 2023 | 1 | 7 | $3M |
| 2024 | 1 | 4 | $3M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Caufield & James LLP 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Caufield & James LLP 401(k) Plan by total assets, not by location.
Frequently Asked Questions
How did Caufield & James LLP 401(k) Plan assets move in 2024? ▼
How have Caufield & James LLP plan assets changed over time? ▼
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Next read for Caufield & James LLP 401(k) Plan
Filing takeaways
Ways to act on Caufield & James LLP 401(k) Plan's numbers.
- By total assets, Caufield & James LLP 401(k) Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Caufield & James LLP's sponsor-wide assets have declined 2.7% since 2022 across 3 plan years on file. More Professional & Technical Services plans