401(k) · DOL Form 5500 · 2024
Julia Gussett Cpa a Professional Corporation 401(k) Plan
Data updated 2026-08-25
- $829K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $276,268
- Avg per participant High balance/head
Official DOL plan name: Julia Gussett Cpa a Professional Corporation 401(k) Plan · Sponsored by Julia Gussett Cpa a Professional Corporation · California · Professional & Technical Services
$829K in assets, 3 participants
Julia Gussett Cpa a Professional Corporation's Julia Gussett Cpa a Professional Corporation 401(k) Plan reported $829K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.
- #3,369 in Professional & Technical Services (20,173 peers)
Julia Gussett Cpa a Professional Corporation multi-year trail
Julia Gussett Cpa a Professional Corporation's plans moved +44.7% in assets from 2022 to 2024; this filing shows Julia Gussett Cpa a Professional Corporation 401(k) Plan at $829K / 3 participants.
- #3,369
- in Professional & Technical Services (20,173 peers)
- +17.2%
- assets growth YoY
Julia Gussett Cpa a Professional Corporation 401(k) Plan among the smaller filed plans by assets
Julia Gussett Cpa a Professional Corporation 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$828,803 22nd percentile higher than 22% 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
Julia Gussett Cpa a Professional Corporation 401(k) 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. Julia Gussett Cpa a Professional Corporation 401(k) Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Julia Gussett Cpa a Professional Corporation 401(k) Plan end-of-year assets rose from $707K in the plan year 2023 filing to $829K in the plan year 2024 filing.
- Julia Gussett Cpa a Professional Corporation 401(k) Plan reported net income fell from $134K in the plan year 2023 filing to $122K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 721597925 · Julia Gussett Cpa a Professional Corporation PY 2024 · 401(k)
Julia Gussett Cpa a Professional Corporation 401(k) Plan · $829K · 3 · 22nd
- PCT $829K
- PCT 3
- PCT 22nd
- PCT 401(k)
- PCT near Villages for Vets, Inc. 401(k) Plan
- PCT ind #3369
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 →
Julia Gussett Cpa a Professional Corporation 401(k) Plan in the asset neighbourhood
Julia Gussett Cpa a Professional Corporation multi-year asset trail
Sponsor-wide plan assets over time
All Julia Gussett Cpa a Professional Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $829K 44.68189475338006% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $573K |
| 2023 | 1 | 3 | $707K |
| 2024 | 1 | 3 | $829K |
Julia Gussett Cpa a Professional Corporation filing trail (2024)
| Total Assets (Beginning of Year) | $707K |
|---|---|
| Net Assets (End of Year) | $829K |
| Net Income | $122K |
| Employer EIN | 721597925 |
| Plan Effective Date | 2019-01-01 |
| 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
Julia Gussett Cpa a Professional Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Villages for Vets, Inc. 401(k) Plan in FL ($829K); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($829K here).
- Villages for Vets, Inc. 401(k) Plan (FL) $829K · 3
- Carolina Designs Realty 401(k) Plan (NC) $829K · N/A
- Aureum Assisted Living, Inc. 401(k) Plan (AZ) $829K · N/A
- Tg Window Coverings, Inc. 401(k) Profit Sharing Plan (NY) $829K · 1
Similar participant headcount
Nearest other-state filings by covered participants (3 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.