401(k) · DOL Form 5500 · 2022
Ocean Path Advisors LLC 401(k) Plan
Data updated 2026-08-25
- $110K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 7th
- Percentile by assets National rank
- $22,072
- Avg per participant Low balance/head
Official DOL plan name: Ocean Path Advisors LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Ocean Path Advisors LLC · California · Administrative & Support Services
$110K in assets, 5 participants
Ocean Path Advisors LLC's Ocean Path Advisors LLC 401(k) Profit Sharing Plan & Trust reported $110K in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 7th 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.
- #760 in Administrative & Support Services (4,927 peers)
2022 asset change
Ocean Path Advisors LLC 401(k) Profit Sharing Plan & Trust surged 812.3% in 2022 ($12K → $110K) for 5 participants.
- #760
- in Administrative & Support Services (4,927 peers)
- +812.3%
- assets growth YoY
Ocean Path Advisors LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Ocean Path Advisors LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$110,360 7th percentile higher than 7% 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
Ocean Path Advisors LLC 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. Ocean Path Advisors LLC 401(k) Profit Sharing Plan & Trust is a micro filing (5 participants), the leftmost band.
Published 5500 schedule card
Filing strip 861857170 · Ocean Path Advisors LLC PY 2022 · 401(k)
Ocean Path Advisors LLC 401(k) Profit Sharing Plan & Trust · $110K · 5 · 7th
- NET $110K
- NET 5
- NET 7th
- NET 401(k)
- NET near Kogent 401(k)
- NET ind #760
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 Administrative & Support Services retirement plans → · Plans in California →
Ocean Path Advisors LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $12K |
|---|---|
| Net Assets (End of Year) | $110K |
| Net Income | $98K |
| Employer EIN | 861857170 |
| Plan Effective Date | 2021-01-01 |
| 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
Ocean Path Advisors LLC 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 Kogent 401(k) in MA ($110K); by covered participants it is Stel Pro Inc 401(k) Plan in TX (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($110K here).
- Kogent 401(k) (MA) $110K · 1
- Winter Park Life Smiles 401(k) Plan (FL) $110K · 6
- DB River Inc. 401(k) Plan (FL) $110K · 2
- Horseshoe Associates Corporation 401(k) Plan (NJ) $110K · 2
Similar participant headcount
Nearest other-state filings by covered participants (5 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.