401(k) · DOL Form 5500 · 2024

Wright, Finlay & Zak, LLP 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
76
Participants Small participant base
72nd
Percentile by assets National rank
$285,378
Avg per participant High balance/head
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Official DOL plan name: Wright, Finlay & Zak, LLP 401(k) Plan · Sponsored by Wright, Finlay & Zak, LLP · California · Professional & Technical Services

$22M in assets, 76 participants

Wright, Finlay & Zak, LLP's Wright, Finlay & Zak, LLP 401(k) Plan reported $22M in total assets and 76 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #14,368 in Professional & Technical Services (20,173 peers)

Wright, Finlay & Zak, LLP multi-year trail

Wright, Finlay & Zak, LLP's plans moved +27.5% in assets from 2022 to 2024; this filing shows Wright, Finlay & Zak, LLP 401(k) Plan at $22M / 76 participants.

#14,368
in Professional & Technical Services (20,173 peers)
+10.6%
assets growth YoY

Wright, Finlay & Zak, LLP 401(k) Plan's outsized position by total assets

Wright, Finlay & Zak, LLP 401(k) Plan vs every filed plan by assets

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

$21,688,740 Top 28% higher than 72% 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

Wright, Finlay & Zak, LLP 401(k) 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. Wright, Finlay & Zak, LLP 401(k) Plan is a small filing (76 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wright, Finlay & Zak, LLP 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Wright, Finlay & Zak, LLP 401(k) Plan end-of-year assets rose from $20M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Wright, Finlay & Zak, LLP 401(k) Plan reported participants rose from 75 in the plan year 2023 filing to 76 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 330984579 · Wright, Finlay & Zak, LLP PY 2024 · 401(k)

Wright, Finlay & Zak, LLP 401(k) Plan · $22M · 76 · 72nd

  • TYPE $22M
  • NET 76
  • BOOK 72nd
  • VS-ST 401(k)
  • BOY near Gravel & Shea PC Profit Sharing Plan
  • SCH ind #14368

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 →

Wright, Finlay & Zak, LLP 401(k) Plan in the asset neighbourhood

Wright, Finlay & Zak, LLP 401(k) PlanWright, Finlay & Zak, LLP 40…$22MGravel & Shea PC Profit Sharing PlanGravel & Shea PC Profit Shar…$22MToth & Associates, Inc. 401(k) Profit Sharing PlanToth & Associates, Inc. 401(…$22MHillcroft Medical Clinic Association 401(k) PlanHillcroft Medical Clinic Ass…$22MInnovative Management Concepts, Inc. 401(k) PlanInnovative Management Concep…$22M
End-of-year total assets ($M) among Wright, Finlay & Zak, LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wright, Finlay & Zak, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Wright, Finlay & Zak, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$22M 27.542590762204462% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17M $21.7M ▲ +27.5%
Year Plans Participants Total Assets
2022 1 81 $17M
2023 1 75 $20M
2024 1 76 $22M

Wright, Finlay & Zak, LLP filing trail (2024)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$22M
Net Income$2M
Employer EIN330984579
Plan Effective Date2002-07-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Wright, Finlay & Zak, LLP 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Wright, Finlay & Zak, LLP 401(k) Plan, Total assets ($B): 0.02168874 · Participants: 76Wright, Finlay & Zak, LLP 401(k) 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
Wright, Finlay & Zak, LLP 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Wright, Finlay & Zak, LLP 401(k) Plan side-by-side with 3 peers →

Wright, Finlay & Zak, LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Gravel & Shea PC Profit Sharing Plan in VT ($22M); by covered participants it is Maxalea, Inc. 401(k) Plan in MD (76 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (76 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 Wright, Finlay & Zak, LLP 401(k) Plan assets move in 2024? ▼
Wright, Finlay & Zak, LLP 401(k) Plan grew at a solid clip - up 10.6% during 2024, from $20M to $22M. Reported net income was $2M.
How have Wright, Finlay & Zak, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wright, Finlay & Zak, LLP's sponsor-wide assets grew 27.5%, from $17M to $22M.
Which 401(k) plans are similar in size to Wright, Finlay & Zak, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gravel & Shea PC Profit Sharing Plan in VT ($22M, 42 participants).
Which 401(k) plans cover a similar participant headcount to Wright, Finlay & Zak, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Maxalea, Inc. 401(k) Plan in MD (76 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 330984579.

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.