401(k)
2022 plan-year 401(k) DOL Form 5500

Littler Mendelson 401(k) Plan and Trust

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Littler Mendelson, P.C. · California · Professional & Technical Services

What the 2023 filing shows

Littler Mendelson 401(k) Plan and Trust holds $787M for 2,037 participants — about $386,485 per participant, down 16.4% over the 2022 plan year.

$787M
total plan assets (2022 EOY)
2,037
covered participants
$386,485
avg assets per participant
-16.4%
assets change YoY

The plan reported a net loss of $155M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$787M
Participants
2,037
State
Industry
Professional & Technical Services

What the Filing Says About Littler Mendelson 401(k) Plan and Trust

Littler Mendelson 401(k) Plan and Trust is a 401(k) retirement plan sponsored by Littler Mendelson, P.C., headquartered in California. As of the 2022 Form 5500 filing, the plan reports $787M in total end-of-year assets and covers 2,037 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 942602731, and the plan has been effective since 1978-02-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $942M at the beginning of 2022 to $787M at year-end — a decline of 16.4%. Net assets (after liabilities) closed the year at $787M, with reported net income of $-154,892,618 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$942M
Total Assets (End of Year)$787M
Net Assets (End of Year)$787M
Net Income$-154,892,618
Plan Type401(k)
Employer EIN942602731
Plan Effective Date1978-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Littler Mendelson, P.C.)

Year Plans Participants Total Assets
2022 1 2,037 $787M
2023 1 2,136 $932M
2024 2 2,410 $1.1B

Nearby 401(k) Plans in California

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Frequently Asked Questions

How much money is in the Littler Mendelson 401(k) Plan and Trust?
As of the 2022 Form 5500 filing, Littler Mendelson 401(k) Plan and Trust holds $787M in total assets with 2,037 participants. It is sponsored by Littler Mendelson, P.C..
What type of plan is Littler Mendelson 401(k) Plan and Trust?
Littler Mendelson 401(k) Plan and Trust is a 401(k) plan. It has been effective since 1978-02-01. The plan is filed with the U.S. Department of Labor under EIN 942602731.
Who sponsors the Littler Mendelson 401(k) Plan and Trust?
Littler Mendelson 401(k) Plan and Trust is sponsored by Littler Mendelson, P.C., located in California. The sponsor's EIN is 942602731 and the plan operates in the Professional & Technical Services industry.
How did Littler Mendelson 401(k) Plan and Trust perform in 2022?
Littler Mendelson 401(k) Plan and Trust declined by 16.4% during 2022, moving from $942M to $787M in total assets. Net income was $-154,892,618.
Where can I find official filings for Littler Mendelson 401(k) Plan and Trust?
Official Form 5500 filings for Littler Mendelson 401(k) Plan and Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 942602731 or plan name at efast.dol.gov.
How does Littler Mendelson 401(k) Plan and Trust compare to other plans?
You can compare Littler Mendelson 401(k) Plan and Trust against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 942602731.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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