401(k) · DOL Form 5500 · 2022

Lincoln, Gustafson & Cercos LLP 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
37
Participants Small participant base
57th
Percentile by assets National rank
$180,832
Avg per participant Above avg balance/head
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Official DOL plan name: Lincoln Gustafson & Cercos Profit Sharing Plan · Sponsored by Lincoln, Gustafson & Cercos LLP · California · Professional & Technical Services

$7M in assets, 37 participants

Lincoln, Gustafson & Cercos LLP's Lincoln Gustafson & Cercos Profit Sharing Plan reported $7M in total assets and 37 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.

  • #11,800 in Professional & Technical Services (21,562 peers)

Lincoln, Gustafson & Cercos LLP multi-year trail

Lincoln, Gustafson & Cercos LLP's plans moved +25.1% in assets from 2022 to 2024; this filing shows Lincoln Gustafson & Cercos Profit Sharing Plan at $7M / 37 participants.

#11,800
in Professional & Technical Services (21,562 peers)
-13.0%
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.

Lincoln Gustafson & Cercos Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Lincoln Gustafson & Cercos Profit Sharing Plan vs every filed plan by assets

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

$6,690,766 Top 43% higher than 57% 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

Lincoln Gustafson & Cercos Profit Sharing 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. Lincoln Gustafson & Cercos Profit Sharing Plan is a small filing (37 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 330224185 · Lincoln, Gustafson & Cercos LLP PY 2022 · 401(k)

Lincoln Gustafson & Cercos Profit Sharing Plan · $7M · 37 · 57th

  • NET $7M
  • BOOK 37
  • VS-ST 57th
  • BOY 401(k)
  • SCH near Drs. Hecht, Bass and Rosen, P.a. Section 401(k) Plan
  • EBSA ind #11800

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 →

Lincoln Gustafson & Cercos Profit Sharing Plan in the asset neighbourhood

Lincoln Gustafson & Cercos Profit Sharing PlanLincoln Gustafson & Cercos P…$7MDrs. Hecht, Bass and Rosen, P.a. Section 401(k) PlanDrs. Hecht, Bass and Rosen, …$7MBaptist Health System Retirement PlanBaptist Health System Retire…$7MStandley Systems, LLC Profit Sharing/401(k) PlanStandley Systems, LLC Profit…$7MEquity Settlement Services Inc 401(k) PlanEquity Settlement Services I…$7M
End-of-year total assets ($M) among Lincoln Gustafson & Cercos Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Lincoln, Gustafson & Cercos LLP multi-year asset trail

Sponsor-wide plan assets over time

All Lincoln, Gustafson & Cercos LLP plans reported in each filing year

Latest sponsor-wide plan assets
$8M 25.07277940971183% vs 2022
2024 filing year
$6M$7M$8M$9M 20222024 $6.69M $8.37M ▲ +25.1%
Year Plans Participants Total Assets
2022 1 37 $7M
2024 1 34 $8M

Lincoln, Gustafson & Cercos LLP filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$1M
Employer EIN330224185
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Lincoln Gustafson & Cercos Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Lincoln Gustafson & Cercos Profit Sharing Plan, Total assets ($B): 0.006690766 · Participants: 37Lincoln Gustafson & Cercos 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
Lincoln Gustafson & Cercos Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Lincoln Gustafson & Cercos Profit Sharing Plan side-by-side with 3 peers →

Lincoln Gustafson & Cercos Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Drs. Hecht, Bass and Rosen, P.a. Section 401(k) Plan in MD ($7M); by covered participants it is Parham LLC Safe Harbor 401(k) Plan in TN (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 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 Lincoln Gustafson & Cercos Profit Sharing Plan assets move in 2022? ▼
Lincoln Gustafson & Cercos Profit Sharing Plan pulled back noticeably - down 13.0% during 2022, from $8M to $7M. Reported net income was -$1M.
How have Lincoln, Gustafson & Cercos LLP plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Lincoln, Gustafson & Cercos LLP's sponsor-wide assets grew 25.1%, from $7M to $8M.
Which 401(k) plans are similar in size to Lincoln Gustafson & Cercos Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Drs. Hecht, Bass and Rosen, P.a. Section 401(k) Plan in MD ($7M, 9 participants).
Which 401(k) plans cover a similar participant headcount to Lincoln Gustafson & Cercos Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Parham LLC Safe Harbor 401(k) Plan in TN (37 participants, $438K 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 330224185.

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.