401(k) · DOL Form 5500 · 2024

Private Client Fiduciary Corporation 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
15
Participants Small participant base
36th
Percentile by assets National rank
$235,861
Avg per participant Above avg balance/head
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Official DOL plan name: Private Client Fiduciary Corporation 401(k) Plan · Sponsored by Private Client Fiduciary Corporation · Washington · Finance & Insurance

$4M in assets, 15 participants

Private Client Fiduciary Corporation's Private Client Fiduciary Corporation 401(k) Plan reported $4M in total assets and 15 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #2,062 in Finance & Insurance (8,549 peers)

Private Client Fiduciary Corporation multi-year trail

Private Client Fiduciary Corporation's plans moved +427.8% in assets from 2022 to 2024; this filing shows Private Client Fiduciary Corporation 401(k) Plan at $4M / 15 participants.

#2,062
in Finance & Insurance (8,549 peers)
+227.0%
assets growth YoY

Private Client Fiduciary Corporation 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Private Client Fiduciary Corporation 401(k) Plan vs every filed plan by assets

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

$3,537,916 36th percentile higher than 36% 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

Private Client Fiduciary Corporation 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. Private Client Fiduciary Corporation 401(k) Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Private Client Fiduciary Corporation 401(k) Plan reported net income rose from $412K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Private Client Fiduciary Corporation 401(k) Plan end-of-year assets rose from $1M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Private Client Fiduciary Corporation 401(k) Plan reported participants rose from 14 in the plan year 2023 filing to 15 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 812134783 · Private Client Fiduciary Corporation PY 2024 · 401(k)

Private Client Fiduciary Corporation 401(k) Plan · $4M · 15 · 36th

  • PART $4M
  • PART 15
  • PART 36th
  • PART 401(k)
  • PART near Stuart a Feintuch Retirement Plan
  • PART ind #2062

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 Finance & Insurance retirement plans → · Plans in Washington →

Private Client Fiduciary Corporation 401(k) Plan in the asset neighbourhood

Private Client Fiduciary Corporation 401(k) PlanPrivate Client Fiduciary Cor…$4MStuart a Feintuch Retirement PlanStuart a Feintuch Retirement…$4MSanibel Captiva Beach Resorts, LLCSanibel Captiva Beach Resort…$4MHill Valley 401(k) Plan$4MJohn a. Scaletta, D.D.S., Ltd. Profit Sharing 401(k) PlanJohn a. Scaletta, D.D.S., Lt…$4M
End-of-year total assets ($M) among Private Client Fiduciary Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Private Client Fiduciary Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Private Client Fiduciary Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$4M 427.7824852014512% vs 2022
2024 filing year
$0M$1M$2M$3M$4M 202220232024 $0.67M $3.54M ▲ +428.4%
Year Plans Participants Total Assets
2022 1 13 $670K
2023 1 14 $1M
2024 1 15 $4M

Private Client Fiduciary Corporation filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$4M
Net Income$2M
Employer EIN812134783
Plan Effective Date2016-04-05
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Washington

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

Private Client Fiduciary Corporation 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Private Client Fiduciary Corporation 401(k) Plan, Total assets ($B): 0.003537916 · Participants: 15Private Client Fiduciary Corporation 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 34.593744657 · Participants: 1209303Amazon 401(k) Plan401(k) Savings Plan, Total assets ($B): 10.074085187 · Participants: 86668401(k) Savings Plan
Private Client Fiduciary Corporation 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Private Client Fiduciary Corporation 401(k) Plan side-by-side with 3 peers →

Private Client Fiduciary Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Stuart a Feintuch Retirement Plan in NY ($4M); by covered participants it is Sanztosalas, Inc 401(k) Plan in NC (15 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Private Client Fiduciary Corporation 401(k) Plan assets move in 2024? ▼
Private Client Fiduciary Corporation 401(k) Plan surged - up 227.0% during 2024, from $1M to $4M. Reported net income was $2M.
How have Private Client Fiduciary Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Private Client Fiduciary Corporation's sponsor-wide assets grew 427.8%, from $670K to $4M.
Which 401(k) plans are similar in size to Private Client Fiduciary Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stuart a Feintuch Retirement Plan in NY ($4M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Private Client Fiduciary Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sanztosalas, Inc 401(k) Plan in NC (15 participants, $8K 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 812134783.

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.