Other · DOL Form 5500 · 2022

Lmbhr-11, LLC Solo 401(k) Retirement Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
26th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Lmbhr-II, LLC Solo 401-K · Sponsored by Lmbhr-11, LLC Solo 401(k) · California · Real Estate

$1M in assets, 1 participants

Lmbhr-11, LLC Solo 401(k)'s Lmbhr-II, LLC Solo 401-K reported $1M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 26th 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.

  • #2,189 in Real Estate (5,057 peers)

What the 2022 filing shows

Lmbhr-II, LLC Solo 401-K holds $1M for 1 participant - about $1.1M per participant, in the lower half of filed plans by assets.

#2,189
in Real Estate (5,057 peers)
+1.3%
assets growth YoY

Lmbhr-II, LLC Solo 401-K among the smaller filed plans by assets

Lmbhr-II, LLC Solo 401-K vs every filed plan by assets

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

$1,147,857 26th percentile higher than 26% 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

Lmbhr-II, LLC Solo 401-K among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lmbhr-II, LLC Solo 401-K is a micro filing (1 participant), the leftmost band.

EBSA filing schedule strip

Filing strip 822957737 · Lmbhr-11, LLC Solo 401(k) PY 2022 · Other

Lmbhr-II, LLC Solo 401-K · $1M · 1 · 26th

  • IND $1M
  • IND 1
  • IND 26th
  • IND Other
  • IND near Fayette Resources, Inc Tax Sheltered Annuity Plan
  • IND ind #2189

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 Real Estate retirement plans → · Plans in California →

Lmbhr-II, LLC Solo 401-K in the asset neighbourhood

Lmbhr-II, LLC Solo 401-K$1MFayette Resources, Inc Tax Sheltered Annuity PlanFayette Resources, Inc Tax S…$1MFrontier Community Services, Inc. 403(b) PlanFrontier Community Services,…$1MSt. Aloysius Orphanage 403(b)(7) PlanSt. Aloysius Orphanage 403(b…$1M403(b) Thrift Plan for Employees of the Center for Pursuit403(b) Thrift Plan for Emplo…$1M
End-of-year total assets ($M) among Lmbhr-II, LLC Solo 401-K and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$14K
Employer EIN822957737
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lmbhr-11, LLC Solo 401(k))

Sponsor-wide plan assets over time

All Lmbhr-11, LLC Solo 401(k) plans reported in each filing year

Latest sponsor-wide plan assets
$1M 3.134711031077913% vs 2022
2024 filing year
$1.14M$1.15M$1.16M$1.17M$1.18M$1.19M 202220232024 $1.15M $1.18M ▲ +2.6%
Year Plans Participants Total Assets
2022 1 1 $1M
2023 1 1 $1M
2024 1 1 $1M

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

Lmbhr-II, LLC Solo 401-K vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Lmbhr-II, LLC Solo 401-K, Total assets ($B): 0.001147857 · Participants: 1Lmbhr-II, LLC Solo 401-KStanford Contributory Retirement Plan, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 3.677071678 · Participants: 22632University of Southern California Tax-Deferred Annuity Plan
Lmbhr-II, LLC Solo 401-K vs. nearby Other plans in California, assets vs. participants

Lmbhr-II, LLC Solo 401-K's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Fayette Resources, Inc Tax Sheltered Annuity Plan in PA ($1M); by covered participants it is James Nola Investment Trust in FL (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Lmbhr-II, LLC Solo 401-K assets move in 2022?
Lmbhr-II, LLC Solo 401-K edged up modestly - up 1.3% during 2022, from $1M to $1M. Reported net income was $14K.
How have Lmbhr-11, LLC Solo 401(k) plan assets changed over time?
Across 3 plan years on file (2022-2024), Lmbhr-11, LLC Solo 401(k)'s sponsor-wide assets grew 3.1%, from $1M to $1M.
Which Other plans are similar in size to Lmbhr-II, LLC Solo 401-K?
Among Other plans in other states, the closest by assets is Fayette Resources, Inc Tax Sheltered Annuity Plan in PA ($1M, 707 participants).
Which Other plans cover a similar participant headcount to Lmbhr-II, LLC Solo 401-K?
Among Other plans in other states, the closest by covered participants is James Nola Investment Trust in FL (1 participant, $2M in assets).