401(k) · DOL Form 5500 · 2024

Koeller Nebeker Carlson Haluck 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
176
Participants Small participant base
76th
Percentile by assets National rank
$159,660
Avg per participant Above avg balance/head
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Official DOL plan name: Koeller Nebeker Carlson & Haluck, LLP 401(k) Plan · Sponsored by Koeller Nebeker Carlson Haluck · California · Professional & Technical Services

$28M in assets, 176 participants

Koeller Nebeker Carlson Haluck's Koeller Nebeker Carlson & Haluck, LLP 401(k) Plan reported $28M in total assets and 176 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #15,384 in Professional & Technical Services (20,173 peers)

Coverage in California

Koeller Nebeker Carlson & Haluck, LLP 401(k) Plan covers 176 participants in California, about 28% of the average California filer (state average ~630 per filing). Assets: $28M.

#15,384
in Professional & Technical Services (20,173 peers)
+3.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Koeller Nebeker Carlson & Haluck, LLP 401(k) Plan's outsized position by total assets

Koeller Nebeker Carlson & Haluck, LLP 401(k) Plan vs every filed plan by assets

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

$28,100,101 Top 24% higher than 76% 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

Koeller Nebeker Carlson & Haluck, LLP 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. Koeller Nebeker Carlson & Haluck, LLP 401(k) Plan sits mid-pack in the medium band (176 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Koeller Nebeker Carlson & Haluck, LLP 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $915K in the plan year 2024 filing.
  • Koeller Nebeker Carlson & Haluck, LLP 401(k) Plan reported participants fell from 192 in the plan year 2023 filing to 176 in the plan year 2024 filing.
  • Koeller Nebeker Carlson & Haluck, LLP 401(k) Plan end-of-year assets rose from $27M in the plan year 2023 filing to $28M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 330203014 · Koeller Nebeker Carlson Haluck PY 2024 · 401(k)

Koeller Nebeker Carlson & Haluck, LLP 401(k) Plan · $28M · 176 · 76th

  • IND $28M
  • IND 176
  • IND 76th
  • IND 401(k)
  • IND near Management Services Network LLC 401(k) Profit Sharing Plan and Trust
  • IND ind #15384

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 →

Koeller Nebeker Carlson & Haluck, LLP 401(k) Plan in the asset neighbourhood

Koeller Nebeker Carlson & Haluck, LLP 401(k) PlanKoeller Nebeker Carlson & Ha…$28MManagement Services Network LLC 401(k) Profit Sharing Plan and TrustManagement Services Network …$28MEmployees' Savings Plan of Madico, Inc.Employees' Savings Plan of M…$28MTpi Composites, Inc. 401(k) PlanTpi Composites, Inc. 401(k) …$28MRose Associates, Inc. 401(k) PlanRose Associates, Inc. 401(k)…$28M
End-of-year total assets ($M) among Koeller Nebeker Carlson & Haluck, LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$28M
Net Income$915K
Employer EIN330203014
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Koeller Nebeker Carlson Haluck)

Sponsor-wide plan assets over time

All Koeller Nebeker Carlson Haluck plans reported in each filing year

Latest sponsor-wide plan assets
$28M 23.742045528806425% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $22.7M $28.1M ▲ +23.7%
Year Plans Participants Total Assets
2022 1 191 $23M
2023 1 192 $27M
2024 1 176 $28M

Nearby 401(k) Plans in California

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

Koeller Nebeker Carlson & Haluck, LLP 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Koeller Nebeker Carlson & Haluck, LLP 401(k) Plan, Total assets ($B): 0.028100101 · Participants: 176Koeller Nebeker Carlson & Haluck, 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
Koeller Nebeker Carlson & Haluck, LLP 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Koeller Nebeker Carlson & Haluck, LLP 401(k) Plan side-by-side with 3 peers →

Koeller Nebeker Carlson & Haluck, LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Management Services Network LLC 401(k) Profit Sharing Plan and Trust in GA ($28M); by covered participants it is Central Texas Refuse 401(k) Plan in TX (176 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (176 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 Koeller Nebeker Carlson & Haluck, LLP 401(k) Plan assets move in 2024? ▼
Koeller Nebeker Carlson & Haluck, LLP 401(k) Plan edged up modestly - up 3.4% during 2024, from $27M to $28M. Reported net income was $915K.
How have Koeller Nebeker Carlson Haluck plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Koeller Nebeker Carlson Haluck's sponsor-wide assets grew 23.7%, from $23M to $28M.
Where does Koeller Nebeker Carlson & Haluck, LLP 401(k) Plan rank by assets among Form 5500 filers? ▼
Koeller Nebeker Carlson & Haluck, LLP 401(k) Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Koeller Nebeker Carlson & Haluck, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Management Services Network LLC 401(k) Profit Sharing Plan and Trust in GA ($28M, 476 participants).
Which 401(k) plans cover a similar participant headcount to Koeller Nebeker Carlson & Haluck, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Central Texas Refuse 401(k) Plan in TX (176 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 330203014.

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.