401(k) · DOL Form 5500 · 2024

Mullen & Filippi, LLP 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
124
Participants Small participant base
71st
Percentile by assets National rank
$165,507
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mullen & Filippi 401(k) Profit Sharing Plan · Sponsored by Mullen & Filippi, LLP · California · Professional & Technical Services

$21M in assets, 124 participants

Mullen & Filippi, LLP's Mullen & Filippi 401(k) Profit Sharing Plan reported $21M in total assets and 124 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #14,130 in Professional & Technical Services (20,173 peers)

Coverage in California

Mullen & Filippi 401(k) Profit Sharing Plan covers 124 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $21M.

#14,130
in Professional & Technical Services (20,173 peers)
+12.4%
assets growth YoY

Mullen & Filippi 401(k) Profit Sharing Plan's outsized position by total assets

Mullen & Filippi 401(k) Profit Sharing Plan vs every filed plan by assets

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

$20,522,842 Top 29% higher than 71% 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

Mullen & Filippi 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. Mullen & Filippi 401(k) Profit Sharing Plan sits mid-pack in the medium band (124 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mullen & Filippi 401(k) Profit Sharing Plan reported net income rose from -$163K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Mullen & Filippi 401(k) Profit Sharing Plan end-of-year assets rose from $18M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Mullen & Filippi 401(k) Profit Sharing Plan reported participants rose from 120 in the plan year 2023 filing to 124 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 941125789 · Mullen & Filippi, LLP PY 2024 · 401(k)

Mullen & Filippi 401(k) Profit Sharing Plan · $21M · 124 · 71st

  • TYPE $21M
  • NET 124
  • BOOK 71st
  • VS-ST 401(k)
  • BOY near Center 401(k) Plan
  • SCH ind #14130

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 →

Mullen & Filippi 401(k) Profit Sharing Plan in the asset neighbourhood

Mullen & Filippi 401(k) Profit Sharing PlanMullen & Filippi 401(k) Prof…$21MCenter 401(k) Plan$21MAtlantic Tool & Die Company 401(k) Plan and TrustAtlantic Tool & Die Company …$21MAso 401(k) Savings Plan$21MCitizens Financial Corp. 401(k) Savings Plan and Trust AgreementCitizens Financial Corp. 401…$21M
End-of-year total assets ($M) among Mullen & Filippi 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$21M
Net Income$2M
Employer EIN941125789
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mullen & Filippi, LLP)

Sponsor-wide plan assets over time

All Mullen & Filippi, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$21M 11.450029648010586% vs 2022
2024 filing year
$18M$19M$20M$21M 202220232024 $18.4M $20.5M ▲ +11.5%
Year Plans Participants Total Assets
2022 1 142 $18M
2023 1 120 $18M
2024 1 124 $21M

Nearby 401(k) Plans in California

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

Mullen & Filippi 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Mullen & Filippi 401(k) Profit Sharing Plan, Total assets ($B): 0.020522842 · Participants: 124Mullen & Filippi 401(k) Profit Sharing 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
Mullen & Filippi 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Mullen & Filippi 401(k) Profit Sharing Plan side-by-side with 3 peers →

Mullen & Filippi 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 Center 401(k) Plan in CO ($21M); by covered participants it is General Aviation Flying Services, Inc. 401(k) Plan in NJ (124 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (124 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 Mullen & Filippi 401(k) Profit Sharing Plan assets move in 2024? ▼
Mullen & Filippi 401(k) Profit Sharing Plan grew at a solid clip - up 12.4% during 2024, from $18M to $21M. Reported net income was $2M.
How have Mullen & Filippi, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mullen & Filippi, LLP's sponsor-wide assets grew 11.5%, from $18M to $21M.
Which 401(k) plans are similar in size to Mullen & Filippi 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Center 401(k) Plan in CO ($21M, 2,783 participants).
Which 401(k) plans cover a similar participant headcount to Mullen & Filippi 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is General Aviation Flying Services, Inc. 401(k) Plan in NJ (124 participants, N/A 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 941125789.

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.