401(k) · DOL Form 5500 · 2024
Jeffrey L. Otto, Cpa 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 55th
- Percentile by assets National rank
- $9.8M
- Avg per participant High balance/head
Official DOL plan name: Jeffrey L. Otto, Cpa 401(k) Profit Sharing Plan · Sponsored by Jeffrey L. Otto, Cpa · California · Professional & Technical Services
$10M in assets, 1 participants
Jeffrey L. Otto, Cpa's Jeffrey L. Otto, Cpa 401(k) Profit Sharing Plan reported $10M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 55th 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.
- #10,823 in Professional & Technical Services (20,173 peers)
2024 asset change
Jeffrey L. Otto, Cpa 401(k) Profit Sharing Plan surged 32.8% in 2024 ($7M → $10M) for 1 participant.
- #10,823
- in Professional & Technical Services (20,173 peers)
- +32.8%
- assets growth YoY
Jeffrey L. Otto, Cpa 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Jeffrey L. Otto, Cpa 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,833,033 Top 45% higher than 55% 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
Jeffrey L. Otto, Cpa 401(k) Profit Sharing 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. Jeffrey L. Otto, Cpa 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.
DOL schedule card
Filing strip 954063153 · Jeffrey L. Otto, Cpa PY 2024 · 401(k)
Jeffrey L. Otto, Cpa 401(k) Profit Sharing Plan · $10M · 1 · 55th
- PART $10M
- TYPE 1
- NET 55th
- BOOK 401(k)
- VS-ST near Jmk Holdings 401(k) Retirement Savings Plan
- BOY ind #10823
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 →
Jeffrey L. Otto, Cpa 401(k) Profit Sharing Plan in the asset neighbourhood
2024 asset-move particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $2M |
| Employer EIN | 954063153 |
| Plan Effective Date | 2012-01-01 |
| 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
Jeffrey L. Otto, Cpa 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Jmk Holdings 401(k) Retirement Savings Plan in TX ($10M); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Jmk Holdings 401(k) Retirement Savings Plan (TX) $10M · 339
- Xpressdocs Partners, Limited 401(k) Plan (TX) $10M · 234
- Cme Wire & Cable Inc 401(k) Profit Sharing Plan (GA) $10M · 159
- Kennametal Savings Plan (SC) $10M · 78
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.