401(k) · DOL Form 5500 · 2024

Sean H Moshiri & Associates an Accountancy Corporation 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
5
Participants Small participant base
35th
Percentile by assets National rank
$638,775
Avg per participant High balance/head
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Official DOL plan name: Sean H Moshiri & Associates 401(k) Profit Sharing Plan · Sponsored by Sean H Moshiri & Associates an Accountancy Corporation · California · Professional & Technical Services

$3M in assets, 5 participants

Sean H Moshiri & Associates an Accountancy Corporation's Sean H Moshiri & Associates 401(k) Profit Sharing Plan reported $3M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,362 in Professional & Technical Services (20,173 peers)

Sean H Moshiri & Associates an Accountancy Corporation multi-year trail

Sean H Moshiri & Associates an Accountancy Corporation's plans moved +18.9% in assets from 2022 to 2024; this filing shows Sean H Moshiri & Associates 401(k) Profit Sharing Plan at $3M / 5 participants.

#6,362
in Professional & Technical Services (20,173 peers)
+15.6%
assets growth YoY

Sean H Moshiri & Associates 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Sean H Moshiri & Associates 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,193,875 35th percentile higher than 35% 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

Sean H Moshiri & Associates 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sean H Moshiri & Associates 401(k) Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sean H Moshiri & Associates 401(k) Profit Sharing Plan reported participants rose from 3 in the plan year 2023 filing to 5 in the plan year 2024 filing.
  • Sean H Moshiri & Associates 401(k) Profit Sharing Plan reported net income rose from $341K in the plan year 2023 filing to $431K in the plan year 2024 filing.
  • Sean H Moshiri & Associates 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 954683143 · Sean H Moshiri & Associates an Accountancy Corporation PY 2024 · 401(k)

Sean H Moshiri & Associates 401(k) Profit Sharing Plan · $3M · 5 · 35th

  • ASSETS $3M
  • PCT 5
  • EIN 35th
  • RANK 401(k)
  • PHOTO near Caresense Health 401(k)
  • IND ind #6362

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 →

Sean H Moshiri & Associates 401(k) Profit Sharing Plan in the asset neighbourhood

Sean H Moshiri & Associates 401(k) Profit Sharing PlanSean H Moshiri & Associates …$3MCaresense Health 401(k)$3MWalter J. Barnes Electric Co., Inc. Profit & Sharing Plan TrustWalter J. Barnes Electric Co…$3MNorthwestern Ohio Security Systems 401(k) PlanNorthwestern Ohio Security S…$3MRing Bender LLP 401(k) Plan and TrustRing Bender LLP 401(k) Plan …$3M
End-of-year total assets ($M) among Sean H Moshiri & Associates 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Sean H Moshiri & Associates an Accountancy Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Sean H Moshiri & Associates an Accountancy Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$9M 18.921970535859717% vs 2022
2024 filing year
$7M$7.5M$8M$8.5M$9M 202220232024 $7.31M $8.69M ▲ +18.9%
Year Plans Participants Total Assets
2022 2 6 $7M
2023 2 6 $8M
2024 2 8 $9M

Sean H Moshiri & Associates an Accountancy Corporation filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$431K
Employer EIN954683143
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Sean H Moshiri & Associates 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 ($B) Participants Sean H Moshiri & Associates 401(k) Profit Sharing Plan, Total assets ($B): 0.003193875 · Participants: 5Sean H Moshiri & Associates 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
Sean H Moshiri & Associates 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sean H Moshiri & Associates 401(k) Profit Sharing Plan side-by-side with 3 peers →

Sean H Moshiri & Associates 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 Caresense Health 401(k) in PA ($3M); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Sean H Moshiri & Associates 401(k) Profit Sharing Plan assets move in 2024? ▼
Sean H Moshiri & Associates 401(k) Profit Sharing Plan grew sharply - up 15.6% during 2024, from $3M to $3M. Reported net income was $431K.
How have Sean H Moshiri & Associates an Accountancy Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sean H Moshiri & Associates an Accountancy Corporation's sponsor-wide assets grew 18.9%, from $7M to $9M.
Which 401(k) plans are similar in size to Sean H Moshiri & Associates 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Caresense Health 401(k) in PA ($3M, 708 participants).
Which 401(k) plans cover a similar participant headcount to Sean H Moshiri & Associates 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nasr Psychiatric Services 401(k) Plan in IN (5 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 954683143.

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.