401(k) · DOL Form 5500 · 2024
Carpenter, Petersen & Associates, 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $708,542
- Avg per participant High balance/head
Official DOL plan name: Carpenter, Petersen & Associates, Cpa's LLP 401(k) Savings Plan · Sponsored by Carpenter, Petersen & Associates, · California · Professional & Technical Services
$6M in assets, 8 participants
Carpenter, Petersen & Associates,'s Carpenter, Petersen & Associates, Cpa's LLP 401(k) Savings Plan reported $6M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.
- #8,485 in Professional & Technical Services (20,173 peers)
2024 asset change
Carpenter, Petersen & Associates, Cpa's LLP 401(k) Savings Plan grew at a solid clip 11.8% in 2024 ($5M → $6M) for 8 participants.
- #8,485
- in Professional & Technical Services (20,173 peers)
- +11.8%
- assets growth YoY
Carpenter, Petersen & Associates, Cpa's LLP 401(k) Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers
Carpenter, Petersen & Associates, Cpa's LLP 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,668,332 44th percentile higher than 44% 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
Carpenter, Petersen & Associates, Cpa's LLP 401(k) Savings 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. Carpenter, Petersen & Associates, Cpa's LLP 401(k) Savings Plan is a micro filing (8 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 934563647 · Carpenter, Petersen & Associates, PY 2024 · 401(k)
Carpenter, Petersen & Associates, Cpa's LLP 401(k) Savings Plan · $6M · 8 · 44th
- BOY $6M
- BOY 8
- BOY 44th
- BOY 401(k)
- BOY near Egami & Ichikawa, Cpas, Inc. 401(k) Plan
- BOY ind #8485
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 →
Carpenter, Petersen & Associates, Cpa's LLP 401(k) Savings Plan in the asset neighbourhood
2024 asset-move particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $610K |
| Employer EIN | 934563647 |
| Plan Effective Date | 1996-01-01 |
| 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
Carpenter, Petersen & Associates, Cpa's LLP 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Egami & Ichikawa, Cpas, Inc. 401(k) Plan in HI ($6M); by covered participants it is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 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 (8 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.