401(k) · DOL Form 5500 · 2024

Shartsis Friese LLP 401(k) Plan

Data updated 2026-08-11

$137M
Total assets
111
Participants
92nd
Percentile by assets
$1.2M
Avg per participant
PlainRetire home → About this data

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.

  • 92nd percentile by assets (of 123,622 plans)
  • #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.

$137M
total plan assets (2024 EOY)
111
covered participants
92nd
percentile by assets (of 123,622 plans)
$1.2M
avg assets per participant

Where Shartsis Friese LLP Profit Sharing/401(k) Plan sits 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 $2,010,000,000 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

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 →

State
California
Industry
Professional & Technical Services

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Shartsis Friese LLP Profit Sharing/401(k) Plan reports 111 participants - about 18% of that state average ($137M EOY assets).

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)

$100M$110M$120M$130M$140M$150M 202220232024 $105M $137M ▲ +30.4%
Total plan assets by year, all Shartsis Friese LLP plans on file
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 ($B) Participants Shartsis Friese LLP …, Total assets ($B): 0.137441487 · Participants: 111Shartsis Friese LLP …Google LLC 401(k) Sa…, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 4…Intel 401(k) Savings…, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings…Apple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 4…, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 4…
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… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Shartsis Friese LLP Profit Sharing/401(k) Plan by total assets, not by location.

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).

Next read for Shartsis Friese LLP Profit Sharing/401(k…

Filing takeaways

Ways to act on Shartsis Friese LLP Profit Sharing/401(k) Plan's numbers.

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.