401(k) · DOL Form 5500 · 2022
Lereta, LLC 401(k) Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 806
- Participants Near avg headcount
- 81st
- Percentile by assets National rank
- $32,385
- Avg per participant Low balance/head
Official DOL plan name: Lereta, LLC 401(k) Plan · Sponsored by Lereta, LLC · California · Real Estate
$26M in assets, 806 participants
Lereta, LLC's Lereta, LLC 401(k) Plan reported $26M in total assets and 806 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.
- #4,625 in Real Estate (5,057 peers)
Where Lereta, LLC 401(k) Plan sits by assets
Lereta, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $26M for 806 participants (~$32,385/participant), down 15.4% in 2022.
- #4,625
- in Real Estate (5,057 peers)
- -15.4%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lereta, LLC 401(k) Plan's outsized position by total assets
Lereta, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$26,102,294 Top 19% higher than 81% 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
Lereta, LLC 401(k) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lereta, LLC 401(k) Plan sits mid-pack in the medium band (806 participants).
EBSA filing schedule strip
Filing strip 270800873 · Lereta, LLC PY 2022 · 401(k)
Lereta, LLC 401(k) Plan · $26M · 806 · 81st
- TYPE $26M
- TYPE 806
- TYPE 81st
- TYPE 401(k)
- TYPE near Owen Electric Cooperative Employee Savings and Protection Plan
- TYPE ind #4625
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 →
Lereta, LLC 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | -$5M |
| Employer EIN | 270800873 |
| Plan Effective Date | 2010-03-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lereta, LLC)
Sponsor-wide plan assets over time
All Lereta, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $35M 32.91646320434518% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 806 | $26M |
| 2023 | 1 | 708 | $32M |
| 2024 | 1 | 701 | $35M |
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
Lereta, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Owen Electric Cooperative Employee Savings and Protection Plan in KY ($26M); by covered participants it is Popular, Inc. USA 401(k) Savings & Investment Plan in PR (806 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
Similar participant headcount
Nearest other-state filings by covered participants (806 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.