401(k) · DOL Form 5500 · 2022

Cambiar Investors LLC 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
49
Participants Small participant base
79th
Percentile by assets National rank
$452,463
Avg per participant High balance/head
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Official DOL plan name: Cambiar Investors LLC Profit Sharing Plan and Trust · Sponsored by Cambiar Investors LLC · Colorado · Finance & Insurance

$22M in assets, 49 participants

Cambiar Investors LLC's Cambiar Investors LLC Profit Sharing Plan and Trust reported $22M in total assets and 49 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #6,108 in Finance & Insurance (9,261 peers)

Where Cambiar Investors LLC Profit Sharing Plan and Trust sits by assets

Cambiar Investors LLC Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $22M for 49 participants (~$452,463/participant), down 27.5% in 2022.

#6,108
in Finance & Insurance (9,261 peers)
-27.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cambiar Investors LLC Profit Sharing Plan and Trust's outsized position by total assets

Cambiar Investors LLC Profit Sharing Plan and Trust vs every filed plan by assets

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

$22,170,667 Top 21% higher than 79% 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

Cambiar Investors LLC Profit Sharing Plan and 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. Cambiar Investors LLC Profit Sharing Plan and Trust is a small filing (49 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 841596610 · Cambiar Investors LLC PY 2022 · 401(k)

Cambiar Investors LLC Profit Sharing Plan and Trust · $22M · 49 · 79th

  • NET $22M
  • NET 49
  • NET 79th
  • NET 401(k)
  • NET near Alan Plummer Associates, Inc. Profit Sharing Plan
  • NET ind #6108

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 Colorado →

Cambiar Investors LLC Profit Sharing Plan and Trust in the asset neighbourhood

Cambiar Investors LLC Profit Sharing Plan and TrustCambiar Investors LLC Profit…$22MAlan Plummer Associates, Inc. Profit Sharing PlanAlan Plummer Associates, Inc…$22MMilton Truss Company Retirement Savings PlanMilton Truss Company Retirem…$22MMiles Partnership LLC 401(k)PlanMiles Partnership LLC 401(k)…$22MJamestown S'klallam Tribe 401(k) Profit Sharing PlanJamestown S'klallam Tribe 40…$22M
End-of-year total assets ($M) among Cambiar Investors LLC Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$22M
Net Income-$8M
Employer EIN841596610
Plan Effective Date2001-07-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Cambiar Investors LLC)

Sponsor-wide plan assets over time

All Cambiar Investors LLC plans reported in each filing year

Latest sponsor-wide plan assets
$30M 36.84617156533901% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22.2M $30.3M ▲ +36.9%
Year Plans Participants Total Assets
2022 1 49 $22M
2023 1 42 $28M
2024 1 39 $30M

Nearby 401(k) Plans in Colorado

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

Cambiar Investors LLC Profit Sharing Plan and Trust vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10123 Total assets ($B) Participants Cambiar Investors LLC Profit Sharing Plan and Trust, Total assets ($B): 0.022170667 · Participants: 49Cambiar Investors LLC Profit Sharing Plan and TrustDavita Retirement Savings Plan, Total assets ($B): 2.75238679 · Participants: 57172Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.51543651 · Participants: 10671Ball Corporation 401(k) and Employee Stock Ownership PlanScl Health 401(k) Retirement Savings Plan, Total assets ($B): 1.514958969 · Participants: 12642Scl Health 401(k) Retirement Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.504801917 · Participants: 5046Woodward Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.49307635 · Participants: 7741Empower Retirement, LLC 401(k) Savings Plan
Cambiar Investors LLC Profit Sharing Plan and Trust vs. nearby 401(k) plans in Colorado, assets vs. participants

Cambiar Investors LLC Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Alan Plummer Associates, Inc. Profit Sharing Plan in TX ($22M); by covered participants it is Ecoplan Associates, Inc. 401(k) Plan in AZ (49 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (49 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 Cambiar Investors LLC Profit Sharing Plan and Trust assets move in 2022?
Cambiar Investors LLC Profit Sharing Plan and Trust declined sharply - down 27.5% during 2022, from $31M to $22M. Reported net income was -$8M.
How have Cambiar Investors LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Cambiar Investors LLC's sponsor-wide assets grew 36.8%, from $22M to $30M.
Where does Cambiar Investors LLC Profit Sharing Plan and Trust rank by assets among Form 5500 filers?
Cambiar Investors LLC Profit Sharing Plan and Trust ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Cambiar Investors LLC Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Alan Plummer Associates, Inc. Profit Sharing Plan in TX ($22M, 165 participants).
Which 401(k) plans cover a similar participant headcount to Cambiar Investors LLC Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Ecoplan Associates, Inc. 401(k) Plan in AZ (49 participants, $63K in assets).