401(k) · DOL Form 5500 · 2024
Cline Carroll & Bartell LLP 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 17
- Participants Small participant base
- 37th
- Percentile by assets National rank
- $211,319
- Avg per participant Above avg balance/head
Official DOL plan name: Cline Carroll & Company LLP 401(k) Profit Sharing Plan · Sponsored by Cline Carroll & Bartell LLP · California · Professional & Technical Services
$4M in assets, 17 participants
Cline Carroll & Bartell LLP's Cline Carroll & Company LLP 401(k) Profit Sharing Plan reported $4M in total assets and 17 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.
- #6,748 in Professional & Technical Services (20,173 peers)
Cline Carroll & Bartell LLP multi-year trail
Cline Carroll & Bartell LLP's plans moved +37.2% in assets from 2022 to 2024; this filing shows Cline Carroll & Company LLP 401(k) Profit Sharing Plan at $4M / 17 participants.
- #6,748
- in Professional & Technical Services (20,173 peers)
- +16.3%
- assets growth YoY
Cline Carroll & Company LLP 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Cline Carroll & Company LLP 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,592,421 37th percentile higher than 37% 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
Cline Carroll & Company LLP 401(k) Profit Sharing 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. Cline Carroll & Company LLP 401(k) Profit Sharing Plan is a small filing (17 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cline Carroll & Company LLP 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Cline Carroll & Company LLP 401(k) Profit Sharing Plan reported net income rose from $470K in the plan year 2023 filing to $504K in the plan year 2024 filing.
- Cline Carroll & Company LLP 401(k) Profit Sharing Plan reported participants rose from 16 in the plan year 2023 filing to 17 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 953184251 · Cline Carroll & Bartell LLP PY 2024 · 401(k)
Cline Carroll & Company LLP 401(k) Profit Sharing Plan · $4M · 17 · 37th
- IND $4M
- EOY 17
- 5500 37th
- ASSETS 401(k)
- PCT near Somerset Hardwood Flooring Employee Retirement Plan
- EIN ind #6748
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 →
Cline Carroll & Company LLP 401(k) Profit Sharing Plan in the asset neighbourhood
Cline Carroll & Bartell LLP multi-year asset trail
Sponsor-wide plan assets over time
All Cline Carroll & Bartell LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 37.212820714568906% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 16 | $3M |
| 2023 | 1 | 16 | $3M |
| 2024 | 1 | 17 | $4M |
Cline Carroll & Bartell LLP filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $504K |
| Employer EIN | 953184251 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
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
Cline Carroll & Company LLP 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 Somerset Hardwood Flooring Employee Retirement Plan in KY ($4M); by covered participants it is Knowledge Commerce Group Gainesville, Inc. 401(k) Plan in VA (17 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Somerset Hardwood Flooring Employee Retirement Plan (KY) $4M · 313
- The Employees' 401(k) Plan of Southeast Region (NY) $4M · 1,654
- Pin of Ga 401(k) Plan (GA) $4M · 122
- Agente Technical LLC Retirement Trust (TX) $4M · 82
Similar participant headcount
Nearest other-state filings by covered participants (17 participants); asset peers above are excluded.
- Knowledge Commerce Group Gainesville, Inc. 401(k) Plan (VA) 17 · 0 off
- Fight 612, Inc. 401(k) Plan (IN) 17 · 0 off
- Great Oak Senior Care, Inc. 401(k) Plan (MN) 17 · 0 off
- Setco Automotive, N.a., Inc. Hourly 401(k) Plan (TN) 17 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.