401(k) · DOL Form 5500 · 2022
Life&wealth Advisors Inc 401(k) Plan
Data updated 2026-08-25
- $430K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 17th
- Percentile by assets National rank
- $143,266
- Avg per participant Near avg balance/head
Official DOL plan name: Life&wealth Advisors Inc 401(k) Profit Sharing Plan · Sponsored by Life&wealth Advisors Inc · California · Finance & Insurance
$430K in assets, 3 participants
Life&wealth Advisors Inc's Life&wealth Advisors Inc 401(k) Profit Sharing Plan reported $430K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 17th 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.
- #999 in Finance & Insurance (9,261 peers)
2022 asset change
Life&wealth Advisors Inc 401(k) Profit Sharing Plan grew at a solid clip 11.1% in 2022 ($387K → $430K) for 3 participants.
- #999
- in Finance & Insurance (9,261 peers)
- +11.1%
- assets growth YoY
Life&wealth Advisors Inc 401(k) Profit Sharing Plan among the smaller filed plans by assets
Life&wealth Advisors Inc 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$429,797 17th percentile higher than 17% 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
Life&wealth Advisors Inc 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Life&wealth Advisors Inc 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
DOL schedule card
Filing strip 203075156 · Life&wealth Advisors Inc PY 2022 · 401(k)
Life&wealth Advisors Inc 401(k) Profit Sharing Plan · $430K · 3 · 17th
- ASSETS $430K
- PCT 3
- EIN 17th
- RANK 401(k)
- PHOTO near City Beautiful Signs and Graphics Corp. 401(k) Profit Sharing Plan
- IND ind #999
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 Finance & Insurance retirement plans → · Plans in California →
Life&wealth Advisors Inc 401(k) Profit Sharing Plan in the asset neighbourhood
Life&wealth Advisors Inc years around the 2022 move
Sponsor-wide plan assets over time
All Life&wealth Advisors Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $430K |
| 2023 | 1 | 3 | $459K |
| 2024 | 1 | 3 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $387K |
|---|---|
| Net Assets (End of Year) | $430K |
| Net Income | $43K |
| Employer EIN | 203075156 |
| Plan Effective Date | 2006-01-01 |
| 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
Life&wealth Advisors Inc 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 City Beautiful Signs and Graphics Corp. 401(k) Profit Sharing Plan in FL ($430K); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($430K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.