401(k) · DOL Form 5500 · 2022
Lobel Financial 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 288
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $54,158
- Avg per participant Low balance/head
Official DOL plan name: Lobel Financial 401(k) Plan · Sponsored by Lobel Financial · California · Finance & Insurance
$16M in assets, 288 participants
Lobel Financial's Lobel Financial 401(k) Plan reported $16M in total assets and 288 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.
- #5,402 in Finance & Insurance (9,261 peers)
Coverage in California
Lobel Financial 401(k) Plan covers 288 participants in California, about 46% of the average California filer (state average ~630 per filing). Assets: $16M.
- #5,402
- in Finance & Insurance (9,261 peers)
- -10.4%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lobel Financial 401(k) Plan's outsized position by total assets
Lobel Financial 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$15,597,636 Top 27% higher than 73% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Lobel Financial 401(k) 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. Lobel Financial 401(k) Plan sits mid-pack in the medium band (288 participants).
Published 5500 schedule card
Filing strip 953470408 · Lobel Financial PY 2022 · 401(k)
Lobel Financial 401(k) Plan · $16M · 288 · 73rd
- IND $16M
- IND 288
- IND 73rd
- IND 401(k)
- IND near Knight Barry Title, Inc. 401(k) Plan
- IND ind #5402
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 →
Lobel Financial 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | -$2M |
| Employer EIN | 953470408 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lobel Financial)
Sponsor-wide plan assets over time
All Lobel Financial plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 28.50955106273797% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 288 | $16M |
| 2023 | 1 | 290 | $18M |
| 2024 | 1 | 284 | $20M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Lobel Financial 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Knight Barry Title, Inc. 401(k) Plan in WI ($16M); by covered participants it is Echelon Property Group LLC 401(k) Plan in CO (288 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (288 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.