401(k) · DOL Form 5500 · 2022

Lozano Smith LLP 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
170
Participants Small participant base
85th
Percentile by assets National rank
$214,759
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lozano Smith 401(k) Profit Sharing Plan · Sponsored by Lozano Smith LLP · California · Professional & Technical Services

$37M in assets, 170 participants

Lozano Smith LLP's Lozano Smith 401(k) Profit Sharing Plan reported $37M in total assets and 170 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #18,514 in Professional & Technical Services (21,562 peers)

Coverage in California

Lozano Smith 401(k) Profit Sharing Plan covers 170 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $37M.

#18,514
in Professional & Technical Services (21,562 peers)
-14.6%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lozano Smith 401(k) Profit Sharing Plan's outsized position by total assets

Lozano Smith 401(k) Profit Sharing Plan vs every filed plan by assets

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

$36,509,000 Top 15% higher than 85% 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

Lozano Smith 401(k) Profit Sharing 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. Lozano Smith 401(k) Profit Sharing Plan sits mid-pack in the medium band (170 participants).

Published 5500 schedule card

Filing strip 800874383 · Lozano Smith LLP PY 2022 · 401(k)

Lozano Smith 401(k) Profit Sharing Plan · $37M · 170 · 85th

  • NET $37M
  • NET 170
  • NET 85th
  • NET 401(k)
  • NET near Pathways 401(k) Plan
  • NET ind #18514

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 Professional & Technical Services retirement plans → · Plans in California →

Lozano Smith 401(k) Profit Sharing Plan in the asset neighbourhood

Lozano Smith 401(k) Profit Sharing PlanLozano Smith 401(k) Profit S…$37MPathways 401(k) Plan$37MSummit Financial Group, Inc. Defined Contribution PlanSummit Financial Group, Inc.…$37MChild-Parent Centers, Inc. Retirement PlanChild-Parent Centers, Inc. R…$37MTacony Corporation Retirement PlanTacony Corporation Retiremen…$37M
End-of-year total assets ($M) among Lozano Smith 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$37M
Net Income-$6M
Employer EIN800874383
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lozano Smith LLP)

Sponsor-wide plan assets over time

All Lozano Smith LLP plans reported in each filing year

Latest sponsor-wide plan assets
$47M 29.9289490262675% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $36.5M $47.4M ▲ +29.9%
Year Plans Participants Total Assets
2022 1 170 $37M
2023 1 179 $41M
2024 1 185 $47M

Nearby 401(k) Plans in California

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

Lozano Smith 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 ($B) Participants Lozano Smith 401(k) Profit Sharing Plan, Total assets ($B): 0.036509 · Participants: 170Lozano Smith 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
Lozano Smith 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Lozano Smith 401(k) Profit Sharing Plan side-by-side with 3 peers →

Lozano Smith 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 Pathways 401(k) Plan in VA ($37M); by covered participants it is La Rosa Del Monte Express (New York), LLC 401(k) Profit Sharing Plan & Trust in NY (170 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($37M here).

Similar participant headcount

Nearest other-state filings by covered participants (170 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 Lozano Smith 401(k) Profit Sharing Plan assets move in 2022? ▼
Lozano Smith 401(k) Profit Sharing Plan pulled back noticeably - down 14.6% during 2022, from $43M to $37M. Reported net income was -$6M.
How have Lozano Smith LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lozano Smith LLP's sponsor-wide assets grew 29.9%, from $37M to $47M.
Where does Lozano Smith 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Lozano Smith 401(k) Profit Sharing Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Lozano Smith 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pathways 401(k) Plan in VA ($37M, 4,291 participants).
Which 401(k) plans cover a similar participant headcount to Lozano Smith 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is La Rosa Del Monte Express (New York), LLC 401(k) Profit Sharing Plan & Trust in NY (170 participants, $2M 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 800874383.

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.