401(k) · DOL Form 5500 · 2024
Considine & Considine, an Accountancy Corporation 401(k) Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 76
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $340,924
- Avg per participant High balance/head
Official DOL plan name: Considine & Considine 401(k) Profit Sharing Plan and Trust · Sponsored by Considine & Considine, an Accountancy Corporation · California · Professional & Technical Services
$26M in assets, 76 participants
Considine & Considine, an Accountancy Corporation's Considine & Considine 401(k) Profit Sharing Plan and Trust reported $26M in total assets and 76 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #15,098 in Professional & Technical Services (20,173 peers)
Where Considine & Considine 401(k) Profit Sharing Plan and Trust sits by assets
Considine & Considine 401(k) Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $26M for 76 participants (~$340,924/participant), up 17.5% in 2024.
- #15,098
- in Professional & Technical Services (20,173 peers)
- +17.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Considine & Considine 401(k) Profit Sharing Plan and Trust's outsized position by total assets
Considine & Considine 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$25,910,222 Top 25% higher than 75% 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
Considine & Considine 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Considine & Considine 401(k) Profit Sharing Plan and Trust is a small filing (76 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Considine & Considine 401(k) Profit Sharing Plan and Trust reported net income rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Considine & Considine 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $22M in the plan year 2023 filing to $26M in the plan year 2024 filing.
- Considine & Considine 401(k) Profit Sharing Plan and Trust reported participants rose from 70 in the plan year 2023 filing to 76 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 952694444 · Considine & Considine, an Accountancy Corporation PY 2024 · 401(k)
Considine & Considine 401(k) Profit Sharing Plan and Trust · $26M · 76 · 75th
- EBSA $26M
- PART 76
- TYPE 75th
- NET 401(k)
- BOOK near Sourcepass 401(k) Plan
- VS-ST ind #15098
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 →
Considine & Considine 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $4M |
| Employer EIN | 952694444 |
| Plan Effective Date | 1971-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Considine & Considine, an Accountancy Corporation)
Sponsor-wide plan assets over time
All Considine & Considine, an Accountancy Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 28.01939632874546% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 64 | $20M |
| 2023 | 1 | 70 | $22M |
| 2024 | 1 | 76 | $26M |
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
Considine & Considine 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Sourcepass 401(k) Plan in NY ($26M); by covered participants it is Maxalea, Inc. 401(k) Plan in MD (76 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
- Sourcepass 401(k) Plan (NY) $26M · 438
- Peko Precision Products, Inc. Retirement Saving Plan (NY) $26M · 369
- Sonatype Retirement Trust (MD) $26M · 296
- K2 Services LLC 401(k) Plan (IL) $26M · 439
Similar participant headcount
Nearest other-state filings by covered participants (76 participants); asset peers above are excluded.
- Maxalea, Inc. 401(k) Plan (MD) 76 · 0 off
- Conceptions Reproductive Associates 401(k) Plan (CO) 76 · 0 off
- Generations Bank 401(k) Plan (NY) 76 · 0 off
- Ursuline Academy Dedham 401(k) Plan (MA) 76 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.