401(k) · DOL Form 5500 · 2022

Jeffrey Campbell, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
9
Participants Small participant base
40th
Percentile by assets National rank
$323,717
Avg per participant High balance/head
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Official DOL plan name: Jeffrey Campbell, LLC 401(k) Profit Sharing Plan · Sponsored by Jeffrey Campbell, LLC · California · Wholesale Trade

$3M in assets, 9 participants

Jeffrey Campbell, LLC's Jeffrey Campbell, LLC 401(k) Profit Sharing Plan reported $3M in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.

  • #1,860 in Wholesale Trade (6,843 peers)

Jeffrey Campbell, LLC multi-year trail

Jeffrey Campbell, LLC's plans moved +15.2% in assets from 2022 to 2024; this filing shows Jeffrey Campbell, LLC 401(k) Profit Sharing Plan at $3M / 9 participants.

#1,860
in Wholesale Trade (6,843 peers)
-1.8%
assets change YoY

The plan reported a net loss of $55K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jeffrey Campbell, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Jeffrey Campbell, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,913,449 40th percentile higher than 40% 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

Jeffrey Campbell, 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. Jeffrey Campbell, LLC 401(k) Profit Sharing Plan is a micro filing (9 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 270063017 · Jeffrey Campbell, LLC PY 2022 · 401(k)

Jeffrey Campbell, LLC 401(k) Profit Sharing Plan · $3M · 9 · 40th

  • PCT $3M
  • PCT 9
  • PCT 40th
  • PCT 401(k)
  • PCT near Commercial Interiors Profit Sharing Plan
  • PCT ind #1860

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 Wholesale Trade retirement plans → · Plans in California →

Jeffrey Campbell, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Jeffrey Campbell, LLC 401(k) Profit Sharing PlanJeffrey Campbell, LLC 401(k)…$3MCommercial Interiors Profit Sharing PlanCommercial Interiors Profit …$3MShades of Light, LLC 401(k) PlanShades of Light, LLC 401(k) …$3MTjm Sales & Marketing Inc 401(k) PspTjm Sales & Marketing Inc 40…$3MBallantine Communications, Inc. 401(k) PlanBallantine Communications, I…$3M
End-of-year total assets ($M) among Jeffrey Campbell, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Jeffrey Campbell, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Jeffrey Campbell, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 15.191410592737336% vs 2022
2024 filing year
$2.8M$3M$3.2M$3.4M$3.6M 202220232024 $2.91M $3.36M ▲ +15.5%
Year Plans Participants Total Assets
2022 1 9 $3M
2023 1 16 $3M
2024 1 10 $3M

Jeffrey Campbell, LLC filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$55K
Employer EIN270063017
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Jeffrey Campbell, 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 ($B) Participants Jeffrey Campbell, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.002913449 · Participants: 9Jeffrey Campbell, 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
Jeffrey Campbell, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Jeffrey Campbell, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Jeffrey Campbell, 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 Commercial Interiors Profit Sharing Plan in TX ($3M); by covered participants it is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Jeffrey Campbell, LLC 401(k) Profit Sharing Plan assets move in 2022? ▼
Jeffrey Campbell, LLC 401(k) Profit Sharing Plan edged down modestly - down 1.8% during 2022, from $3M to $3M. Reported net income was -$55K.
How have Jeffrey Campbell, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jeffrey Campbell, LLC's sponsor-wide assets grew 15.2%, from $3M to $3M.
Which 401(k) plans are similar in size to Jeffrey Campbell, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Commercial Interiors Profit Sharing Plan in TX ($3M, 14 participants).
Which 401(k) plans cover a similar participant headcount to Jeffrey Campbell, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants, $616K 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 270063017.

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.