401(k) · DOL Form 5500 · 2024

Shartsis Friese LLP 401(k) Plan

Data updated 2026-08-25

$137M
Total assets Near avg plan size
111
Participants Small participant base
92nd
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Shartsis Friese LLP Profit Sharing/401(k) Plan · Sponsored by Shartsis Friese LLP · California · Professional & Technical Services

$137M in assets, 111 participants

Shartsis Friese LLP's Shartsis Friese LLP Profit Sharing/401(k) Plan reported $137M in total assets and 111 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,882 in Professional & Technical Services (20,173 peers)

Coverage in California

Shartsis Friese LLP Profit Sharing/401(k) Plan covers 111 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $137M.

#18,882
in Professional & Technical Services (20,173 peers)
+13.2%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Shartsis Friese LLP Profit Sharing/401(k) Plan's outsized position by total assets

Shartsis Friese LLP Profit Sharing/401(k) Plan vs every filed plan by assets

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

$137,441,487 Top 8% higher than 92% 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

Shartsis Friese LLP Profit Sharing/401(k) Plan 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. Shartsis Friese LLP Profit Sharing/401(k) Plan sits mid-pack in the medium band (111 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shartsis Friese LLP Profit Sharing/401(k) Plan end-of-year assets rose from $121M in the plan year 2023 filing to $137M in the plan year 2024 filing.
  • Shartsis Friese LLP Profit Sharing/401(k) Plan reported participants fell from 114 in the plan year 2023 filing to 111 in the plan year 2024 filing.
  • Shartsis Friese LLP Profit Sharing/401(k) Plan reported net income rose from $16M in the plan year 2023 filing to $16M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 942288901 · Shartsis Friese LLP PY 2024 · 401(k)

Shartsis Friese LLP Profit Sharing/401(k) Plan · $137M · 111 · 92nd

  • VS-ST $137M
  • VS-ST 111
  • VS-ST 92nd
  • VS-ST 401(k)
  • VS-ST near Austin Powder 401(k) Profit Sharing Plan
  • VS-ST ind #18882

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 →

Shartsis Friese LLP Profit Sharing/401(k) Plan in the asset neighbourhood

New Enterprise Associates 401(k) PlanNew Enterprise Associates 40…$138MMarten Transport Retirement Savings PlanMarten Transport Retirement …$137MAustin Powder 401(k) Profit Sharing PlanAustin Powder 401(k) Profit …$137MShartsis Friese LLP Profit Sharing/401(k) PlanShartsis Friese LLP Profit S…$137MSchool of Visual Arts LLC Savings or Cash OptionSchool of Visual Arts LLC Sa…$137M
End-of-year total assets ($M) among Shartsis Friese LLP Profit Sharing/401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$121M
Net Assets (End of Year)$137M
Net Income$16M
Employer EIN942288901
Plan Effective Date1989-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shartsis Friese LLP)

Sponsor-wide plan assets over time

All Shartsis Friese LLP plans reported in each filing year

Latest sponsor-wide plan assets
$137M 30.369493443639804% vs 2022
2024 filing year
$100M$110M$120M$130M$140M$150M 202220232024 $105M $137M ▲ +30.4%
Year Plans Participants Total Assets
2022 1 110 $105M
2023 1 114 $121M
2024 1 111 $137M

Nearby 401(k) Plans in California

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

Shartsis Friese LLP Profit Sharing/401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Shartsis Friese LLP Profit Sharing/401(k) Plan, Total assets ($B): 0.137441487 · Participants: 111Shartsis Friese LLP Profit Sharing/401(k) PlanGoogle 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
Shartsis Friese LLP Profit Sharing/401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Shartsis Friese LLP Profit Sharing/401(k) Plan side-by-side with 3 peers →

Shartsis Friese LLP Profit Sharing/401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Austin Powder 401(k) Profit Sharing Plan in OH ($137M); by covered participants it is R.N. Industries Trucking, Inc. Profit Sharing Plan in UT (111 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($137M here).

Similar participant headcount

Nearest other-state filings by covered participants (111 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 Shartsis Friese LLP Profit Sharing/401(k) Plan assets move in 2024? ▼
Shartsis Friese LLP Profit Sharing/401(k) Plan grew at a solid clip - up 13.2% during 2024, from $121M to $137M. Reported net income was $16M.
How have Shartsis Friese LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shartsis Friese LLP's sponsor-wide assets grew 30.4%, from $105M to $137M.
Where does Shartsis Friese LLP Profit Sharing/401(k) Plan rank by assets among Form 5500 filers? ▼
Shartsis Friese LLP Profit Sharing/401(k) Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Shartsis Friese LLP Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Austin Powder 401(k) Profit Sharing Plan in OH ($137M, 1,249 participants).
Which 401(k) plans cover a similar participant headcount to Shartsis Friese LLP Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is R.N. Industries Trucking, Inc. Profit Sharing Plan in UT (111 participants, $2M 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 942288901.

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.