401(k) · DOL Form 5500 · 2024

Haynes Beffel & Wolfeld LLP 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
19
Participants Small participant base
64th
Percentile by assets National rank
$759,764
Avg per participant High balance/head
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Official DOL plan name: Haynes Beffel & Wolfeld LLP Retirement Plan and Trust · Sponsored by Haynes Beffel & Wolfeld LLP · California · Professional & Technical Services

$14M in assets, 19 participants

Haynes Beffel & Wolfeld LLP's Haynes Beffel & Wolfeld LLP Retirement Plan and Trust reported $14M in total assets and 19 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #12,640 in Professional & Technical Services (20,173 peers)

Haynes Beffel & Wolfeld LLP multi-year trail

Haynes Beffel & Wolfeld LLP's plans moved +15.6% in assets from 2022 to 2024; this filing shows Haynes Beffel & Wolfeld LLP Retirement Plan and Trust at $14M / 19 participants.

#12,640
in Professional & Technical Services (20,173 peers)
-1.2%
assets change YoY

The plan reported a net loss of $172K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Haynes Beffel & Wolfeld LLP Retirement Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Haynes Beffel & Wolfeld LLP Retirement Plan and Trust vs every filed plan by assets

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

$14,435,521 Top 36% higher than 64% 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

Haynes Beffel & Wolfeld LLP Retirement 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. Haynes Beffel & Wolfeld LLP Retirement Plan and Trust is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Haynes Beffel & Wolfeld LLP Retirement Plan and Trust reported net income fell from $2M in the plan year 2023 filing to -$172K in the plan year 2024 filing.
  • Haynes Beffel & Wolfeld LLP Retirement Plan and Trust end-of-year assets fell from $15M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 943321504 · Haynes Beffel & Wolfeld LLP PY 2024 · 401(k)

Haynes Beffel & Wolfeld LLP Retirement Plan and Trust · $14M · 19 · 64th

  • BOY $14M
  • SCH 19
  • EBSA 64th
  • PART 401(k)
  • TYPE near Continuums Foundation Employee 401(k) Savings Trust
  • NET ind #12640

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 →

Haynes Beffel & Wolfeld LLP Retirement Plan and Trust in the asset neighbourhood

Haynes Beffel & Wolfeld LLP Retirement Plan and TrustHaynes Beffel & Wolfeld LLP …$14MContinuums Foundation Employee 401(k) Savings TrustContinuums Foundation Employ…$14MSuncoast Beverage Sales 401(k) Profit Sharing Plan & TrustSuncoast Beverage Sales 401(…$14MPavco, Inc. Profit Sharing and 401(k) Trust and PlanPavco, Inc. Profit Sharing a…$14MD & D Distributors Non-Union 401(k) PlanD & D Distributors Non-Union…$14M
End-of-year total assets ($M) among Haynes Beffel & Wolfeld LLP Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Haynes Beffel & Wolfeld LLP multi-year asset trail

Sponsor-wide plan assets over time

All Haynes Beffel & Wolfeld LLP plans reported in each filing year

Latest sponsor-wide plan assets
$14M 15.564249402265794% vs 2022
2024 filing year
$12M$13M$14M$15M 202220232024 $12.5M $14.4M ▲ +15.6%
Year Plans Participants Total Assets
2022 1 19 $12M
2023 1 19 $15M
2024 1 19 $14M

Haynes Beffel & Wolfeld LLP filing trail (2024)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$14M
Net Income-$172K
Employer EIN943321504
Plan Effective Date1999-03-16
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Haynes Beffel & Wolfeld LLP Retirement Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Haynes Beffel & Wolfeld LLP Retirement Plan and Trust, Total assets ($B): 0.014435521 · Participants: 19Haynes Beffel & Wolfeld LLP Retirement 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
Haynes Beffel & Wolfeld LLP Retirement Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Haynes Beffel & Wolfeld LLP Retirement Plan and Trust side-by-side with 3 peers →

Haynes Beffel & Wolfeld LLP Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Continuums Foundation Employee 401(k) Savings Trust in MN ($14M); by covered participants it is Handsome Holdings, Inc. 401(k) Plan in TX (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Haynes Beffel & Wolfeld LLP Retirement Plan and Trust assets move in 2024? ▼
Haynes Beffel & Wolfeld LLP Retirement Plan and Trust edged down modestly - down 1.2% during 2024, from $15M to $14M. Reported net income was -$172K.
How have Haynes Beffel & Wolfeld LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Haynes Beffel & Wolfeld LLP's sponsor-wide assets grew 15.6%, from $12M to $14M.
Which 401(k) plans are similar in size to Haynes Beffel & Wolfeld LLP Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Continuums Foundation Employee 401(k) Savings Trust in MN ($14M, 515 participants).
Which 401(k) plans cover a similar participant headcount to Haynes Beffel & Wolfeld LLP Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Handsome Holdings, Inc. 401(k) Plan in TX (19 participants, $412K 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 943321504.

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.