401(k) · DOL Form 5500 · 2022

Core Group LLC 401(k) Plan

Data updated 2026-08-25

$279K
Total assets Small plan by assets
27
Participants Small participant base
13th
Percentile by assets National rank
$10,321
Avg per participant Low balance/head
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Official DOL plan name: Core Group LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Core Group LLC · California · Professional & Technical Services

$279K in assets, 27 participants

Core Group LLC's Core Group LLC 401(k) Profit Sharing Plan & Trust reported $279K in total assets and 27 participants in its 2022 DOL Form 5500 filing, ranking in the 13th 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.

  • #2,279 in Professional & Technical Services (21,562 peers)

Core Group LLC multi-year trail

Core Group LLC's plans moved +31.1% in assets from 2022 to 2024; this filing shows Core Group LLC 401(k) Profit Sharing Plan & Trust at $279K / 27 participants.

#2,279
in Professional & Technical Services (21,562 peers)
+31.1%
assets growth YoY

Core Group LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Core Group LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$278,671 13th percentile higher than 13% of 139,123 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 2022

Core Group LLC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Core Group LLC 401(k) Profit Sharing Plan & Trust is a small filing (27 participants) on this national headcount ladder.

DOL schedule card

Filing strip 371869014 · Core Group LLC PY 2022 · 401(k)

Core Group LLC 401(k) Profit Sharing Plan & Trust · $279K · 27 · 13th

  • PART $279K
  • PART 27
  • PART 13th
  • PART 401(k)
  • PART near Panicoe Provisions Corp. 401(k) Plan
  • PART ind #2279

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 →

Core Group LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Core Group LLC 401(k) Profit Sharing Plan & TrustCore Group LLC 401(k) Profit…$279KPanicoe Provisions Corp. 401(k) PlanPanicoe Provisions Corp. 401…$279KMadoughra Retirement Plan$279KOtwa, Inc. 401(k) Plan$279KValentine U.S.a., Inc. 401 K PlanValentine U.S.a., Inc. 401 K…$279K
End-of-year total assets ($M) among Core Group LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Core Group LLC multi-year asset trail

Sponsor-wide plan assets over time

All Core Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$365K 31.1115975469281% vs 2022
2024 filing year
$0.25M$0.3M$0.35M$0.4M 202220232024 $0.28M $0.37M ▲ +32.1%
Year Plans Participants Total Assets
2022 1 27 $279K
2023 1 28 $287K
2024 1 26 $365K

Core Group LLC filing trail (2022)

Total Assets (Beginning of Year)$213K
Net Assets (End of Year)$279K
Net Income$66K
Employer EIN371869014
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Core Group LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Core Group LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000278671 · Participants: 27Core Group LLC 401(k) Profit Sharing Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Core Group LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Core Group LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Core Group LLC 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 Panicoe Provisions Corp. 401(k) Plan in NJ ($279K); by covered participants it is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (27 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($279K here).

Similar participant headcount

Nearest other-state filings by covered participants (27 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Core Group LLC 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Core Group LLC 401(k) Profit Sharing Plan & Trust surged - up 31.1% during 2022, from $213K to $279K. Reported net income was $66K.
How have Core Group LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Core Group LLC's sponsor-wide assets grew 31.1%, from $279K to $365K.
Where does Core Group LLC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Core Group LLC 401(k) Profit Sharing Plan & Trust ranks in the 13th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Core Group LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Panicoe Provisions Corp. 401(k) Plan in NJ ($279K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Core Group LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (27 participants, $6M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 371869014.

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.