401(k) · DOL Form 5500 · 2022

Lurie, Zepeda, Schmalz, Hogan & Martin, Apc 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
19
Participants Small participant base
59th
Percentile by assets National rank
$397,905
Avg per participant High balance/head
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Official DOL plan name: Lurie, Zepeda, Schmalz, Hogan & Martin, Apc 401(k) Plan · Sponsored by Lurie, Zepeda, Schmalz, Hogan & Martin, Apc · California · Professional & Technical Services

$8M in assets, 19 participants

Lurie, Zepeda, Schmalz, Hogan & Martin, Apc's Lurie, Zepeda, Schmalz, Hogan & Martin, Apc 401(k) Plan reported $8M in total assets and 19 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.

  • #12,345 in Professional & Technical Services (21,562 peers)

Lurie, Zepeda, Schmalz, Hogan & Martin, Apc multi-year trail

Lurie, Zepeda, Schmalz, Hogan & Martin, Apc's plans moved +48.7% in assets from 2022 to 2024; this filing shows Lurie, Zepeda, Schmalz, Hogan & Martin, Apc 401(k) Plan at $8M / 19 participants.

#12,345
in Professional & Technical Services (21,562 peers)
-16.6%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lurie, Zepeda, Schmalz, Hogan & Martin, Apc 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Lurie, Zepeda, Schmalz, Hogan & Martin, Apc 401(k) Plan vs every filed plan by assets

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

$7,560,191 Top 41% higher than 59% 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

Lurie, Zepeda, Schmalz, Hogan & Martin, Apc 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lurie, Zepeda, Schmalz, Hogan & Martin, Apc 401(k) Plan is a small filing (19 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 953794947 · Lurie, Zepeda, Schmalz, Hogan & Martin, Apc PY 2022 · 401(k)

Lurie, Zepeda, Schmalz, Hogan & Martin, Apc 401(k) Plan · $8M · 19 · 59th

  • VS-ST $8M
  • VS-ST 19
  • VS-ST 59th
  • VS-ST 401(k)
  • VS-ST near Advance 2000 Retirement Plan
  • VS-ST ind #12345

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 →

Lurie, Zepeda, Schmalz, Hogan & Martin, Apc 401(k) Plan in the asset neighbourhood

Lurie, Zepeda, Schmalz, Hogan & Martin, Apc 401(k) PlanLurie, Zepeda, Schmalz, Hoga…$8MAdvance 2000 Retirement Plan$8MSupreme Lobster & Seafood Company Profit Sharing and 401(k) PlanSupreme Lobster & Seafood Co…$8MJennifer K. Cruseturner, Chapter 13 Retirement PlanJennifer K. Cruseturner, Cha…$8MElectri-Cord Manufacturing Retirement Savings PlanElectri-Cord Manufacturing R…$8M
End-of-year total assets ($M) among Lurie, Zepeda, Schmalz, Hogan & Martin, Apc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Lurie, Zepeda, Schmalz, Hogan & Martin, Apc multi-year asset trail

Sponsor-wide plan assets over time

All Lurie, Zepeda, Schmalz, Hogan & Martin, Apc plans reported in each filing year

Latest sponsor-wide plan assets
$11M 48.65939233545819% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.56M $11.2M ▲ +48.7%
Year Plans Participants Total Assets
2022 1 19 $8M
2023 1 20 $9M
2024 1 22 $11M

Lurie, Zepeda, Schmalz, Hogan & Martin, Apc filing trail (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$2M
Employer EIN953794947
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Lurie, Zepeda, Schmalz, Hogan & Martin, Apc 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Lurie, Zepeda, Schmalz, Hogan & Martin, Apc 401(k) Plan, Total assets ($B): 0.007560191 · Participants: 19Lurie, Zepeda, Schmalz, Hogan & Martin, Apc 401(k) PlanWells 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
Lurie, Zepeda, Schmalz, Hogan & Martin, Apc 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Lurie, Zepeda, Schmalz, Hogan & Martin, Apc 401(k) Plan side-by-side with 3 peers →

Lurie, Zepeda, Schmalz, Hogan & Martin, Apc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Advance 2000 Retirement Plan in NY ($8M); by covered participants it is Jch Holdings Inc. 401(k) Plan in TX (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Lurie, Zepeda, Schmalz, Hogan & Martin, Apc 401(k) Plan assets move in 2022? ▼
Lurie, Zepeda, Schmalz, Hogan & Martin, Apc 401(k) Plan declined sharply - down 16.6% during 2022, from $9M to $8M. Reported net income was -$2M.
How have Lurie, Zepeda, Schmalz, Hogan & Martin, Apc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lurie, Zepeda, Schmalz, Hogan & Martin, Apc's sponsor-wide assets grew 48.7%, from $8M to $11M.
Which 401(k) plans are similar in size to Lurie, Zepeda, Schmalz, Hogan & Martin, Apc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Advance 2000 Retirement Plan in NY ($8M, 88 participants).
Which 401(k) plans cover a similar participant headcount to Lurie, Zepeda, Schmalz, Hogan & Martin, Apc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jch Holdings Inc. 401(k) Plan in TX (19 participants, $2M 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 953794947.

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.