401(k) · DOL Form 5500 · 2024
Parker, Milliken, Clark, O'hara & Samuelian 401(k) Plan
Data updated 2026-08-25
- $49M
- Total assets Below avg plan size
- 46
- Participants Small participant base
- 84th
- Percentile by assets National rank
- $1.1M
- Avg per participant High balance/head
Official DOL plan name: Parker, Milliken, Clark, O'hara & Samuelian Retirement Plan · Sponsored by Parker, Milliken, Clark, O'hara & Samuelian · California · Professional & Technical Services
$49M in assets, 46 participants
Parker, Milliken, Clark, O'hara & Samuelian's Parker, Milliken, Clark, O'hara & Samuelian Retirement Plan reported $49M in total assets and 46 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.
- #17,057 in Professional & Technical Services (20,173 peers)
Where Parker, Milliken, Clark, O'hara & Samuelian Retirement Plan sits by assets
Parker, Milliken, Clark, O'hara & Samuelian Retirement Plan sits in the top quartile of all filed plans by assets, $49M for 46 participants (~$1.1M/participant), down 0.3% in 2024.
- #17,057
- in Professional & Technical Services (20,173 peers)
- -0.3%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $149K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Parker, Milliken, Clark, O'hara & Samuelian Retirement Plan's outsized position by total assets
Parker, Milliken, Clark, O'hara & Samuelian Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$48,539,552 Top 16% higher than 84% 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
Parker, Milliken, Clark, O'hara & Samuelian Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Parker, Milliken, Clark, O'hara & Samuelian Retirement Plan is a small filing (46 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Parker, Milliken, Clark, O'hara & Samuelian Retirement Plan reported net income fell from $7M in the plan year 2023 filing to -$149K in the plan year 2024 filing.
- Parker, Milliken, Clark, O'hara & Samuelian Retirement Plan reported participants fell from 51 in the plan year 2023 filing to 46 in the plan year 2024 filing.
- Parker, Milliken, Clark, O'hara & Samuelian Retirement Plan end-of-year assets fell from $49M in the plan year 2023 filing to $49M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 954350527 · Parker, Milliken, Clark, O'hara & Samuelian PY 2024 · 401(k)
Parker, Milliken, Clark, O'hara & Samuelian Retirement Plan · $49M · 46 · 84th
- SCH $49M
- SCH 46
- SCH 84th
- SCH 401(k)
- SCH near Jcb, Inc. 401(k) Retirement Plan
- SCH ind #17057
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 →
Parker, Milliken, Clark, O'hara & Samuelian Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $49M |
|---|---|
| Net Assets (End of Year) | $49M |
| Net Income | -$149K |
| Employer EIN | 954350527 |
| Plan Effective Date | 1977-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Parker, Milliken, Clark, O'hara & Samuelian)
Sponsor-wide plan assets over time
All Parker, Milliken, Clark, O'hara & Samuelian plans reported in each filing year
- Latest sponsor-wide plan assets
- $49M 15.977819598778986% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 51 | $42M |
| 2023 | 1 | 51 | $49M |
| 2024 | 1 | 46 | $49M |
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
Parker, Milliken, Clark, O'hara & Samuelian Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Jcb, Inc. 401(k) Retirement Plan in GA ($49M); by covered participants it is Westan Insurance Group 401(k) Plan in TN (46 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($49M here).
- Jcb, Inc. 401(k) Retirement Plan (GA) $49M · 1,034
- Jcb, Inc. 401(k) Retirement Plan (GA) $49M · 1,034
- Iqor Retirement Savings Plan (FL) $49M · 3,265
- X-Fab Texas, Inc. Employees 401(k) Profit Sharing Plan (TX) $49M · 467
Similar participant headcount
Nearest other-state filings by covered participants (46 participants); asset peers above are excluded.
- Westan Insurance Group 401(k) Plan (TN) 46 · 0 off
- Lucrumare Inc. 401(k) Plan (IL) 46 · 0 off
- Fairfax Christian School Inc 401(k) Profit Sharing Plan & Trust (VA) 46 · 0 off
- Argyle Fire District 401(k) Plan (TX) 46 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.