401(k) · DOL Form 5500 · 2024

Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
110
Participants Small participant base
65th
Percentile by assets National rank
$139,502
Avg per participant Near avg balance/head
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Official DOL plan name: Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan · Sponsored by Pettit Kohn Ingrassia Lutz & Dolin PC · California · Professional & Technical Services

$15M in assets, 110 participants

Pettit Kohn Ingrassia Lutz & Dolin PC's Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan reported $15M in total assets and 110 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #12,923 in Professional & Technical Services (20,173 peers)

Coverage in California

Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan covers 110 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $15M.

#12,923
in Professional & Technical Services (20,173 peers)
+17.2%
assets growth YoY

Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan vs every filed plan by assets

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

$15,345,259 Top 35% higher than 65% 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

Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) 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. Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan sits mid-pack in the medium band (110 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan reported participants rose from 102 in the plan year 2023 filing to 110 in the plan year 2024 filing.
  • Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 562564085 · Pettit Kohn Ingrassia Lutz & Dolin PC PY 2024 · 401(k)

Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan · $15M · 110 · 65th

  • BOOK $15M
  • VS-ST 110
  • BOY 65th
  • SCH 401(k)
  • EBSA near The Eye Center of Central PA, LLP 401(k) Profit Sharing Plan
  • PART ind #12923

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 →

Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan in the asset neighbourhood

Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) PlanPettit Kohn Ingrassia Lutz &…$15MThe Eye Center of Central PA, LLP 401(k) Profit Sharing PlanThe Eye Center of Central PA…$15MRiverside Integrated Solutions 401(k) PlanRiverside Integrated Solutio…$15MPowers 401(k) Profit Sharing Plan & TrustPowers 401(k) Profit Sharing…$15MUnger 401(k) & Profit Sharing PlanUnger 401(k) & Profit Sharin…$15M
End-of-year total assets ($M) among Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN562564085
Plan Effective Date2006-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pettit Kohn Ingrassia Lutz & Dolin PC)

Sponsor-wide plan assets over time

All Pettit Kohn Ingrassia Lutz & Dolin PC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 43.75642068386244% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $10.7M $15.4M ▲ +43.9%
Year Plans Participants Total Assets
2022 1 98 $11M
2023 1 102 $13M
2024 1 110 $15M

Nearby 401(k) Plans in California

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

Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan, Total assets ($B): 0.015345259 · Participants: 110Pettit Kohn Ingrassia Lutz & Dolin PC 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
Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan side-by-side with 3 peers →

Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Eye Center of Central PA, LLP 401(k) Profit Sharing Plan in PA ($15M); by covered participants it is Baymeadows Animal Hospital LLC 401(k) Profit Sharing Plan & Trust in FL (110 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (110 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 Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan assets move in 2024? ▼
Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan grew sharply - up 17.2% during 2024, from $13M to $15M. Reported net income was $2M.
How have Pettit Kohn Ingrassia Lutz & Dolin PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pettit Kohn Ingrassia Lutz & Dolin PC's sponsor-wide assets grew 43.8%, from $11M to $15M.
Which 401(k) plans are similar in size to Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Eye Center of Central PA, LLP 401(k) Profit Sharing Plan in PA ($15M, 81 participants).
Which 401(k) plans cover a similar participant headcount to Pettit Kohn Ingrassia Lutz & Dolin PC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Baymeadows Animal Hospital LLC 401(k) Profit Sharing Plan & Trust in FL (110 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 562564085.

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.