401(k) · DOL Form 5500 · 2022
Lazarus Goldbarg & Associates 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $158,088
- Avg per participant Above avg balance/head
Official DOL plan name: Lazarus Goldbarg & Associates 401(k) Profit Sharing Plan & Trust · Sponsored by Lazarus Goldbarg & Associates · California · Professional & Technical Services
$1M in assets, 8 participants
Lazarus Goldbarg & Associates's Lazarus Goldbarg & Associates 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 28th 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.
- #5,123 in Professional & Technical Services (21,562 peers)
2022 asset change
Lazarus Goldbarg & Associates 401(k) Profit Sharing Plan & Trust contracted severely 52.4% in 2022 ($3M → $1M) for 8 participants.
- #5,123
- in Professional & Technical Services (21,562 peers)
- -52.4%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lazarus Goldbarg & Associates 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Lazarus Goldbarg & Associates 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,264,703 28th percentile higher than 28% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Lazarus Goldbarg & Associates 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lazarus Goldbarg & Associates 401(k) Profit Sharing Plan & Trust is a micro filing (8 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 330784506 · Lazarus Goldbarg & Associates PY 2022 · 401(k)
Lazarus Goldbarg & Associates 401(k) Profit Sharing Plan & Trust · $1M · 8 · 28th
- ASSETS $1M
- ASSETS 8
- ASSETS 28th
- ASSETS 401(k)
- ASSETS near Branches of Learning Inc. 401(k) Plan
- ASSETS ind #5123
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 →
Lazarus Goldbarg & Associates 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$1M |
| Employer EIN | 330784506 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
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 $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Lazarus Goldbarg & Associates 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 Branches of Learning Inc. 401(k) Plan in VA ($1M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (8 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.