401(k) · DOL Form 5500 · 2023
Asu & Associates, a California Partnership 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $2.6M
- Avg per participant High balance/head
Official DOL plan name: Asu & Associates, a California Partnership 401(k) Profit Sharing Plan · Sponsored by Asu & Associates, a California Partnership · California · Real Estate
$11M in assets, 4 participants
Asu & Associates, a California Partnership's Asu & Associates, a California Partnership 401(k) Profit Sharing Plan reported $11M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.
- #3,652 in Real Estate (4,727 peers)
What the 2023 filing shows
Asu & Associates, a California Partnership 401(k) Profit Sharing Plan holds $11M for 4 participants - about $2.6M per participant, above the median plan by assets.
- #3,652
- in Real Estate (4,727 peers)
- -5.9%
- assets change YoY
The plan reported a net loss of $666K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Asu & Associates, a California Partnership 401(k) Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers
Asu & Associates, a California Partnership 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,591,606 Top 40% higher than 60% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Asu & Associates, a California Partnership 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Asu & Associates, a California Partnership 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.
DOL schedule card
Filing strip 201473384 · Asu & Associates, a California Partnership PY 2023 · 401(k)
Asu & Associates, a California Partnership 401(k) Profit Sharing Plan · $11M · 4 · 60th
- VS-ST $11M
- VS-ST 4
- VS-ST 60th
- VS-ST 401(k)
- VS-ST near Stewart Candy Company 401(k) Plan
- VS-ST ind #3652
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 Real Estate retirement plans → · Plans in California →
Asu & Associates, a California Partnership 401(k) Profit Sharing Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$666K |
| Employer EIN | 201473384 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Asu & Associates, a California Partnership)
Sponsor-wide plan assets over time
All Asu & Associates, a California Partnership plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 0.9865453832025096% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 4 | $11M |
| 2024 | 1 | 5 | $11M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Asu & Associates, a California Partnership 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 Stewart Candy Company 401(k) Plan in GA ($11M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Stewart Candy Company 401(k) Plan (GA) $11M · 187
- Modcomp, Inc. Investment and Retirement Plan (FL) $11M · 83
- Virtual Incorporated 401(k) Plan (MA) $11M · 180
- Pci Synthesis 401(k) Retirement Plan (MA) $11M · 90
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Makingchg, Inc. Retirement Plan (TN) 4 · 0 off
- Dolan Law Offices, P.C. Profit Sharing Plan & Trust (IL) 4 · 0 off
- Cromie Bros. 3 Inc. Retirement Plan (NH) 4 · 0 off
- Br3 Enterprises, Inc. 401(k) Plan (MO) 4 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.