401(k) · DOL Form 5500 · 2024

Behrens and Associates Inc 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
85
Participants Small participant base
50th
Percentile by assets National rank
$91,967
Avg per participant Below avg balance/head
PlainRetire home → About this data

Official DOL plan name: Behrens and Associates Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Behrens and Associates Inc · California · Other Services

$8M in assets, 85 participants

Behrens and Associates Inc's Behrens and Associates Inc 401(k) Profit Sharing Plan & Trust reported $8M in total assets and 85 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #5,465 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Behrens and Associates Inc 401(k) Profit Sharing Plan & Trust ranks #5,465 of 7,719 2024 filers by assets (257% of the sector average)-$8M for 85 participants.

#5,465
in Other Services (7,719 peers)
+19.0%
assets growth YoY

Behrens and Associates Inc 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Other Services and all filers

Behrens and Associates Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$7,817,196 Top 50% higher than 50% 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

Behrens and Associates Inc 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Behrens and Associates Inc 401(k) Profit Sharing Plan & Trust is a small filing (85 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 954460624 · Behrens and Associates Inc PY 2024 · 401(k)

Behrens and Associates Inc 401(k) Profit Sharing Plan & Trust · $8M · 85 · 50th

  • BOOK $8M
  • VS-ST 85
  • BOY 50th
  • SCH 401(k)
  • EBSA near Leonardo Technologies, Inc. 401(k) Plan
  • PART ind #5465

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 Other Services retirement plans → · Plans in California →

Behrens and Associates Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Behrens and Associates Inc 401(k) Profit Sharing Plan & TrustBehrens and Associates Inc 4…$8MLeonardo Technologies, Inc. 401(k) PlanLeonardo Technologies, Inc. …$8MAunt Bertha 401(k) Plan$8MPalmetto Air Group Retirement PlanPalmetto Air Group Retiremen…$8MJolt Credit Union 401(k) and Profit Sharing PlanJolt Credit Union 401(k) and…$8M
End-of-year total assets ($M) among Behrens and Associates Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN954460624
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Behrens and Associates Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Behrens and Associates Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.007817196 · Participants: 85Behrens and Associates Inc 401(k) Profit Sharing Plan & TrustGoogle 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
Behrens and Associates Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants

Behrens and Associates Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Leonardo Technologies, Inc. 401(k) Plan in OH ($8M); by covered participants it is Heart of America Beverage Company, LLC 401(k) Plan in MO (85 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (85 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 Behrens and Associates Inc 401(k) Profit Sharing Plan & Trust assets move in 2024?
Behrens and Associates Inc 401(k) Profit Sharing Plan & Trust grew sharply - up 19.0% during 2024, from $7M to $8M. Reported net income was $1M.
Which 401(k) plans are similar in size to Behrens and Associates Inc 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Leonardo Technologies, Inc. 401(k) Plan in OH ($8M, 18 participants).
Which 401(k) plans cover a similar participant headcount to Behrens and Associates Inc 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Heart of America Beverage Company, LLC 401(k) Plan in MO (85 participants, $11M in assets).