401(k) · DOL Form 5500 · 2024
Jackoway Austen Tyerman Wertheimer Mandelbaum Morris Bernstein Trattne 401(k) Plan
Data updated 2026-08-25
- $81M
- Total assets Below avg plan size
- 70
- Participants Small participant base
- 89th
- Percentile by assets National rank
- $1.2M
- Avg per participant High balance/head
Official DOL plan name: Jackoway Austen Tyerman Wertheimer Mandelbaum Morris Bernstein Trattner & Klein PC Thrift and Savings Plan · Sponsored by Jackoway Austen Tyerman Wertheimer Mandelbaum Morris Bernstein Trattne · California · Professional & Technical Services
$81M in assets, 70 participants
Jackoway Austen Tyerman Wertheimer Mandelbaum Morris Bernstein Trattne's Jackoway Austen Tyerman Wertheimer Mandelbaum Morris Bernstein Trattner & Klein PC Thrift and Savings Plan reported $81M in total assets and 70 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #18,138 in Professional & Technical Services (20,173 peers)
Where Jackoway Austen Tyerman Wertheimer Mandelbaum Morris Bernstein Trattner & Klein PC Thrift and Savings Plan sits by assets
Jackoway Austen Tyerman Wertheimer Mandelbaum Morris Bernstein Trattner & Klein PC Thrift and Savings Plan sits in the top quartile of all filed plans by assets, $81M for 70 participants (~$1.2M/participant), up 17.3% in 2024.
- #18,138
- in Professional & Technical Services (20,173 peers)
- +17.3%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Jackoway Austen Tyerman Wertheimer Mandelbaum Morris Bernstein Trattner & Klein PC Thrift and Savings Plan's outsized position by total assets
Jackoway Austen Tyerman Wertheimer Mandelbaum Morris Bernstein Trattner & Klein PC Thrift and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$80,548,431 Top 11% higher than 89% 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
Jackoway Austen Tyerman Wertheimer Mandelbaum Morris Bernstein Trattner & Klein PC Thrift and Savings 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. Jackoway Austen Tyerman Wertheimer Mandelbaum Morris Bernstein Trattner & Klein PC Thrift and Savings Plan is a small filing (70 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jackoway Austen Tyerman Wertheimer Mandelbaum Morris Bernstein Trattner & Klein PC Thrift and Savings Plan reported net income rose from $9M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Jackoway Austen Tyerman Wertheimer Mandelbaum Morris Bernstein Trattner & Klein PC Thrift and Savings Plan end-of-year assets rose from $69M in the plan year 2023 filing to $81M in the plan year 2024 filing.
DOL schedule card
Filing strip 953092463 · Jackoway Austen Tyerman Wertheimer Mandelbaum Morris Bernstein Trattne PY 2024 · 401(k)
Jackoway Austen Tyerman Wertheimer Mandelbaum Morris Bernstein Trattner & Klein PC Thrift and Savings Plan · $81M · 70 · 89th
- RANK $81M
- PHOTO 70
- IND 89th
- EOY 401(k)
- 5500 near Washington Education Association Staff 401(k) Plan
- ASSETS ind #18138
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 →
Jackoway Austen Tyerman Wertheimer Mandelbaum Morris Bernstein Trattner & Klein PC Thrift and Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $69M |
|---|---|
| Net Assets (End of Year) | $81M |
| Net Income | $12M |
| Employer EIN | 953092463 |
| Plan Effective Date | 1977-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jackoway Austen Tyerman Wertheimer Mandelbaum Morris Bernstein Trattne)
Sponsor-wide plan assets over time
All Jackoway Austen Tyerman Wertheimer Mandelbaum Morris Bernstein Trattne plans reported in each filing year
- Latest sponsor-wide plan assets
- $81M 35.46857778347731% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 64 | $59M |
| 2023 | 1 | 70 | $69M |
| 2024 | 1 | 70 | $81M |
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
Jackoway Austen Tyerman Wertheimer Mandelbaum Morris Bernstein Trattner & Klein PC Thrift and Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Washington Education Association Staff 401(k) Plan in WA ($81M); by covered participants it is Revenir Energy Services LLC 401(k) Plan in CO (70 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($81M here).
- Washington Education Association Staff 401(k) Plan (WA) $81M · 243
- Savills Inc., Section 401(k) Profit Sharing Plan (NY) $81M · 637
- Southland Holdings, LLC 401(k) Profit Sharing Plan (TX) $81M · 1,673
- Tinuiti, Inc. Retirement Plan (PA) $81M · 1,078
Similar participant headcount
Nearest other-state filings by covered participants (70 participants); asset peers above are excluded.
- Revenir Energy Services LLC 401(k) Plan (CO) 70 · 0 off
- Bogota Savings Bank 401(k) Savings Plan (NJ) 70 · 0 off
- Quebedeaux Pontiac Gmc 401(k) Plan (AZ) 70 · 0 off
- Fabtex, Inc. 401(k) Profit Sharing Plan (PA) 70 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.