401(k) · DOL Form 5500 · 2022

3rd & La Cienega Financial, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
7
Participants Small participant base
43rd
Percentile by assets National rank
$484,843
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: 3rd & La Cienega Financial, LLC 401(k) Profit Sharing Plan · Sponsored by 3rd & La Cienega Financial, LLC · California · Finance & Insurance

$3M in assets, 7 participants

3rd & La Cienega Financial, LLC's 3rd & La Cienega Financial, LLC 401(k) Profit Sharing Plan reported $3M in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,699 in Finance & Insurance (9,261 peers)

2022 asset change

3rd & La Cienega Financial, LLC 401(k) Profit Sharing Plan surged 214.8% in 2022 ($1M → $3M) for 7 participants.

#2,699
in Finance & Insurance (9,261 peers)
+214.8%
assets growth YoY

3rd & La Cienega Financial, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

3rd & La Cienega Financial, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,393,901 43rd percentile higher than 43% 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

3rd & La Cienega Financial, LLC 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. 3rd & La Cienega Financial, LLC 401(k) Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 461705095 · 3rd & La Cienega Financial, LLC PY 2022 · 401(k)

3rd & La Cienega Financial, LLC 401(k) Profit Sharing Plan · $3M · 7 · 43rd

  • IND $3M
  • IND 7
  • IND 43rd
  • IND 401(k)
  • IND near Apkudo, Inc 401(k) Profit Sharing Plan
  • IND ind #2699

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 →

3rd & La Cienega Financial, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

3rd & La Cienega Financial, LLC 401(k) Profit Sharing Plan3rd & La Cienega Financial, …$3MApkudo, Inc 401(k) Profit Sharing PlanApkudo, Inc 401(k) Profit Sh…$3MMachine Build Technologies, LLC 401(k) PlanMachine Build Technologies, …$3MHebrew Homes Health Network 401(k) PlanHebrew Homes Health Network …$3MMagna Associates, Inc. 401(k) PlanMagna Associates, Inc. 401(k…$3M
End-of-year total assets ($M) among 3rd & La Cienega Financial, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

3rd & La Cienega Financial, LLC years around the 2022 move

Sponsor-wide plan assets over time

All 3rd & La Cienega Financial, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 5.027459551707607% vs 2022
2023 filing year
$3.3M$3.4M$3.5M$3.6M 20222023 $3.39M $3.56M ▲ +5.0%
Year Plans Participants Total Assets
2022 1 7 $3M
2023 1 2 $4M

2022 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$3M
Net Income$2M
Employer EIN461705095
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

3rd & La Cienega Financial, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants 3rd & La Cienega Financial, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.003393901 · Participants: 73rd & La Cienega Financial, LLC 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
3rd & La Cienega Financial, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare 3rd & La Cienega Financial, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

3rd & La Cienega Financial, LLC 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 Apkudo, Inc 401(k) Profit Sharing Plan in MD ($3M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (7 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 3rd & La Cienega Financial, LLC 401(k) Profit Sharing Plan assets move in 2022? ▼
3rd & La Cienega Financial, LLC 401(k) Profit Sharing Plan surged - up 214.8% during 2022, from $1M to $3M. Reported net income was $2M.
How have 3rd & La Cienega Financial, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), 3rd & La Cienega Financial, LLC's sponsor-wide assets grew 5.0%, from $3M to $4M.
Which 401(k) plans are similar in size to 3rd & La Cienega Financial, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Apkudo, Inc 401(k) Profit Sharing Plan in MD ($3M, 130 participants).
Which 401(k) plans cover a similar participant headcount to 3rd & La Cienega Financial, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (7 participants, $67K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 461705095.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.