401(k) · DOL Form 5500 · 2024

Bradford & Barthel, LLP 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
206
Participants Below avg headcount
80th
Percentile by assets National rank
$172,717
Avg per participant Above avg balance/head
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Official DOL plan name: Bradford & Barthel 401(k) Profit Sharing Plan and Trust · Sponsored by Bradford & Barthel, LLP · California · Professional & Technical Services

$36M in assets, 206 participants

Bradford & Barthel, LLP's Bradford & Barthel 401(k) Profit Sharing Plan and Trust reported $36M in total assets and 206 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,185 in Professional & Technical Services (20,173 peers)

Coverage in California

Bradford & Barthel 401(k) Profit Sharing Plan and Trust covers 206 participants in California, about 33% of the average California filer (state average ~630 per filing). Assets: $36M.

#16,185
in Professional & Technical Services (20,173 peers)
+20.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Bradford & Barthel 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Bradford & Barthel 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$35,579,691 Top 20% higher than 80% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Bradford & Barthel 401(k) Profit Sharing Plan and Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bradford & Barthel 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (206 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bradford & Barthel 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $29M in the plan year 2023 filing to $36M in the plan year 2024 filing.
  • Bradford & Barthel 401(k) Profit Sharing Plan and Trust reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Bradford & Barthel 401(k) Profit Sharing Plan and Trust reported participants rose from 195 in the plan year 2023 filing to 206 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 943257728 · Bradford & Barthel, LLP PY 2024 · 401(k)

Bradford & Barthel 401(k) Profit Sharing Plan and Trust · $36M · 206 · 80th

  • TYPE $36M
  • TYPE 206
  • TYPE 80th
  • TYPE 401(k)
  • TYPE near Velocity Clinical Research 401(k) Plan
  • TYPE ind #16185

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 →

Bradford & Barthel 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Bradford & Barthel 401(k) Profit Sharing Plan and TrustBradford & Barthel 401(k) Pr…$36MVelocity Clinical Research 401(k) PlanVelocity Clinical Research 4…$36MDiverse Power 401(k) Plan$36MTenacre Foundation 401(k) PlanTenacre Foundation 401(k) Pl…$36MDelaware Claims Processing Facility, LLC. 401(k) PlanDelaware Claims Processing F…$36M
End-of-year total assets ($M) among Bradford & Barthel 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$36M
Net Income$6M
Employer EIN943257728
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bradford & Barthel, LLP)

Sponsor-wide plan assets over time

All Bradford & Barthel, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$36M 55.93930095459524% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $22.8M $35.6M ▲ +55.9%
Year Plans Participants Total Assets
2022 1 204 $23M
2023 1 195 $29M
2024 1 206 $36M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Bradford & Barthel 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Bradford & Barthel 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.035579691 · Participants: 206Bradford & Barthel 401(k) Profit Sharing Plan and TrustGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Bradford & Barthel 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Bradford & Barthel 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Bradford & Barthel 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 Velocity Clinical Research 401(k) Plan in NC ($36M); by covered participants it is Fairwave Holdings 401(k) Savings Plan in MO (206 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($36M here).

Similar participant headcount

Nearest other-state filings by covered participants (206 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.

Frequently Asked Questions

How did Bradford & Barthel 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Bradford & Barthel 401(k) Profit Sharing Plan and Trust grew sharply - up 20.9% during 2024, from $29M to $36M. Reported net income was $6M.
How have Bradford & Barthel, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bradford & Barthel, LLP's sponsor-wide assets grew 55.9%, from $23M to $36M.
Where does Bradford & Barthel 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Bradford & Barthel 401(k) Profit Sharing Plan and Trust ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Bradford & Barthel 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Velocity Clinical Research 401(k) Plan in NC ($36M, 1,282 participants).
Which 401(k) plans cover a similar participant headcount to Bradford & Barthel 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Fairwave Holdings 401(k) Savings Plan in MO (206 participants, $584K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 943257728.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.