401(k) · DOL Form 5500 · 2024
Samuelsen, Gonzalez, Valenzuela & Brown LLP 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 78
- Participants Small participant base
- 66th
- Percentile by assets National rank
- $205,704
- Avg per participant Above avg balance/head
Official DOL plan name: Samuelsen, Gonzalez, Valenzuela & Brown 401(k) Plan · Sponsored by Samuelsen, Gonzalez, Valenzuela & Brown LLP · California · Professional & Technical Services
$16M in assets, 78 participants
Samuelsen, Gonzalez, Valenzuela & Brown LLP's Samuelsen, Gonzalez, Valenzuela & Brown 401(k) Plan reported $16M in total assets and 78 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.
- #13,092 in Professional & Technical Services (20,173 peers)
Samuelsen, Gonzalez, Valenzuela & Brown LLP multi-year trail
Samuelsen, Gonzalez, Valenzuela & Brown LLP's plans moved +46.6% in assets from 2022 to 2024; this filing shows Samuelsen, Gonzalez, Valenzuela & Brown 401(k) Plan at $16M / 78 participants.
- #13,092
- in Professional & Technical Services (20,173 peers)
- +20.9%
- assets growth YoY
Samuelsen, Gonzalez, Valenzuela & Brown 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Samuelsen, Gonzalez, Valenzuela & Brown 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$16,044,943 Top 34% higher than 66% 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
Samuelsen, Gonzalez, Valenzuela & Brown 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. Samuelsen, Gonzalez, Valenzuela & Brown 401(k) Plan is a small filing (78 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Samuelsen, Gonzalez, Valenzuela & Brown 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $16M in the plan year 2024 filing.
- Samuelsen, Gonzalez, Valenzuela & Brown 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Samuelsen, Gonzalez, Valenzuela & Brown 401(k) Plan reported participants rose from 76 in the plan year 2023 filing to 78 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 953532774 · Samuelsen, Gonzalez, Valenzuela & Brown LLP PY 2024 · 401(k)
Samuelsen, Gonzalez, Valenzuela & Brown 401(k) Plan · $16M · 78 · 66th
- NET $16M
- BOOK 78
- VS-ST 66th
- BOY 401(k)
- SCH near Seakeeper, Inc. 401(k) Plan
- EBSA ind #13092
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 →
Samuelsen, Gonzalez, Valenzuela & Brown 401(k) Plan in the asset neighbourhood
Samuelsen, Gonzalez, Valenzuela & Brown LLP multi-year asset trail
Sponsor-wide plan assets over time
All Samuelsen, Gonzalez, Valenzuela & Brown LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 46.6232799118265% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 81 | $11M |
| 2023 | 1 | 76 | $13M |
| 2024 | 1 | 78 | $16M |
Samuelsen, Gonzalez, Valenzuela & Brown LLP filing trail (2024)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $3M |
| Employer EIN | 953532774 |
| Plan Effective Date | 1990-01-01 |
| 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
Samuelsen, Gonzalez, Valenzuela & Brown 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Seakeeper, Inc. 401(k) Plan in MD ($16M); by covered participants it is Altro USA, Inc. Retirement Plan in MA (78 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- Seakeeper, Inc. 401(k) Plan (MD) $16M · 249
- Equitec Group 401(k) Plan (IL) $16M · 56
- Clayton Corporation 401(k) Plan (MO) $16M · 102
- Angus Barn 401(k) Profit Sharing Plan (NC) $16M · 241
Similar participant headcount
Nearest other-state filings by covered participants (78 participants); asset peers above are excluded.
- Altro USA, Inc. Retirement Plan (MA) 78 · 0 off
- Avb Bank 401(k) Profit Sharing Plan (OK) 78 · 0 off
- Logix Inc 401(k) Profit Sharing Plan & Trust (MA) 78 · 0 off
- Midland Metal Products Co., Retirement Benefits Plan (IL) 78 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.