401(k) · DOL Form 5500 · 2024
Coblentz Patch Duffy & Bass LLP 401(k) Plan
Data updated 2026-08-25
- $105M
- Total assets Near avg plan size
- 149
- Participants Small participant base
- 91st
- Percentile by assets National rank
- $707,053
- Avg per participant High balance/head
Official DOL plan name: Coblentz Patch Duffy & Bass LLP 401(k) Profit Sharing Plan · Sponsored by Coblentz Patch Duffy & Bass LLP · California · Professional & Technical Services
$105M in assets, 149 participants
Coblentz Patch Duffy & Bass LLP's Coblentz Patch Duffy & Bass LLP 401(k) Profit Sharing Plan reported $105M in total assets and 149 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #18,553 in Professional & Technical Services (20,173 peers)
Coverage in California
Coblentz Patch Duffy & Bass LLP 401(k) Profit Sharing Plan covers 149 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $105M.
- #18,553
- in Professional & Technical Services (20,173 peers)
- +7.9%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Coblentz Patch Duffy & Bass LLP 401(k) Profit Sharing Plan's outsized position by total assets
Coblentz Patch Duffy & Bass LLP 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$105,350,876 Top 9% higher than 91% 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
Coblentz Patch Duffy & Bass LLP 401(k) Profit Sharing 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. Coblentz Patch Duffy & Bass LLP 401(k) Profit Sharing Plan sits mid-pack in the medium band (149 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Coblentz Patch Duffy & Bass LLP 401(k) Profit Sharing Plan reported net income fell from $9M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Coblentz Patch Duffy & Bass LLP 401(k) Profit Sharing Plan end-of-year assets rose from $98M in the plan year 2023 filing to $105M in the plan year 2024 filing.
- Coblentz Patch Duffy & Bass LLP 401(k) Profit Sharing Plan reported participants fell from 161 in the plan year 2023 filing to 149 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 941244910 · Coblentz Patch Duffy & Bass LLP PY 2024 · 401(k)
Coblentz Patch Duffy & Bass LLP 401(k) Profit Sharing Plan · $105M · 149 · 91st
- BOY $105M
- BOY 149
- BOY 91st
- BOY 401(k)
- BOY near Kellanova Pringles Savings and Investment Plan
- BOY ind #18553
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 →
Coblentz Patch Duffy & Bass LLP 401(k) Profit Sharing Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $98M |
|---|---|
| Net Assets (End of Year) | $105M |
| Net Income | $7M |
| Employer EIN | 941244910 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Coblentz Patch Duffy & Bass LLP)
Sponsor-wide plan assets over time
All Coblentz Patch Duffy & Bass LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $105M 15.288312332230774% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 210 | $91M |
| 2023 | 1 | 161 | $98M |
| 2024 | 1 | 149 | $105M |
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
Coblentz Patch Duffy & Bass LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Kellanova Pringles Savings and Investment Plan in IL ($105M); by covered participants it is Tier1 Integrity, LLC 401(k) Plan in TX (149 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($105M here).
- Kellanova Pringles Savings and Investment Plan (IL) $105M · 1,088
- Krieg Devault Profit Sharing Plan (IN) $105M · 162
- Crocs, Inc. 401(k) Plan (CO) $105M · 5,089
- Savings Plan for Hourly Employees of Ocean Spray Cranberries, Inc. (MA) $105M · 1,001
Similar participant headcount
Nearest other-state filings by covered participants (149 participants); asset peers above are excluded.
- Tier1 Integrity, LLC 401(k) Plan (TX) 149 · 0 off
- Venus Construction Company 401(k) Plan (TX) 149 · 0 off
- H.E.P. Materials Corp. 401(k) Profit Sharing Plan (NY) 149 · 0 off
- Roundstone Management, Ltd. 401(k) Plan (OH) 149 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.