401(k) · DOL Form 5500 · 2022

Headlands Asset Management Company, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
34
Participants Small participant base
61st
Percentile by assets National rank
$244,328
Avg per participant Above avg balance/head
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Official DOL plan name: Headlands Asset Management, LLC 401(k) Plan · Sponsored by Headlands Asset Management Company, LLC · California · Finance & Insurance

$8M in assets, 34 participants

Headlands Asset Management Company, LLC's Headlands Asset Management, LLC 401(k) Plan reported $8M in total assets and 34 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #4,119 in Finance & Insurance (9,261 peers)

Headlands Asset Management Company, LLC multi-year trail

Headlands Asset Management Company, LLC's plans moved +37.0% in assets from 2022 to 2024; this filing shows Headlands Asset Management, LLC 401(k) Plan at $8M / 34 participants.

#4,119
in Finance & Insurance (9,261 peers)
-12.3%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Headlands Asset Management, LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Headlands Asset Management, LLC 401(k) Plan vs every filed plan by assets

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

$8,307,162 Top 39% higher than 61% 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

Headlands Asset Management, LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Headlands Asset Management, LLC 401(k) Plan is a small filing (34 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 263624493 · Headlands Asset Management Company, LLC PY 2022 · 401(k)

Headlands Asset Management, LLC 401(k) Plan · $8M · 34 · 61st

  • PCT $8M
  • EIN 34
  • RANK 61st
  • PHOTO 401(k)
  • IND near Runbeck Companies 401 (K) Profit Sharing Plan
  • EOY ind #4119

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 →

Headlands Asset Management, LLC 401(k) Plan in the asset neighbourhood

Headlands Asset Management, LLC 401(k) PlanHeadlands Asset Management, …$8MRunbeck Companies 401 (K) Profit Sharing PlanRunbeck Companies 401 (K) Pr…$8MMethodist Retirement Communities & Its Affiliated Orgs Assoc 401(k) PlanMethodist Retirement Communi…$8MClearwell Dynamics Retirement PlanClearwell Dynamics Retiremen…$8MCccu Post Retirement Savings PlanCccu Post Retirement Savings…$8M
End-of-year total assets ($M) among Headlands Asset Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Headlands Asset Management Company, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Headlands Asset Management Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 36.98284684950167% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.31M $11.4M ▲ +36.9%
Year Plans Participants Total Assets
2022 1 34 $8M
2023 1 36 $10M
2024 1 43 $11M

Headlands Asset Management Company, LLC filing trail (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$1M
Employer EIN263624493
Plan Effective Date2002-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Headlands Asset Management, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Headlands Asset Management, LLC 401(k) Plan, Total assets ($B): 0.008307162 · Participants: 34Headlands Asset Management, LLC 401(k) 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
Headlands Asset Management, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Headlands Asset Management, LLC 401(k) Plan side-by-side with 3 peers →

Headlands Asset Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Runbeck Companies 401 (K) Profit Sharing Plan in AZ ($8M); by covered participants it is Taylor Automotive Group 401(k) Plan in TN (34 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (34 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 Headlands Asset Management, LLC 401(k) Plan assets move in 2022? ▼
Headlands Asset Management, LLC 401(k) Plan pulled back noticeably - down 12.3% during 2022, from $9M to $8M. Reported net income was -$1M.
How have Headlands Asset Management Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Headlands Asset Management Company, LLC's sponsor-wide assets grew 37.0%, from $8M to $11M.
Which 401(k) plans are similar in size to Headlands Asset Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Runbeck Companies 401 (K) Profit Sharing Plan in AZ ($8M, 134 participants).
Which 401(k) plans cover a similar participant headcount to Headlands Asset Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Taylor Automotive Group 401(k) Plan in TN (34 participants, $3M 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 263624493.

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.