401(k) · DOL Form 5500 · 2022

Lhjs Investments, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
5
Participants Small participant base
38th
Percentile by assets National rank
$537,648
Avg per participant High balance/head
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Official DOL plan name: Lhjs Investments, LLC 401(k) Plan · Sponsored by Lhjs Investments, LLC · California · Finance & Insurance

$3M in assets, 5 participants

Lhjs Investments, LLC's Lhjs Investments, LLC 401(k) Plan reported $3M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.

  • #2,414 in Finance & Insurance (9,261 peers)

Lhjs Investments, LLC multi-year trail

Lhjs Investments, LLC's plans moved +17.8% in assets from 2022 to 2024; this filing shows Lhjs Investments, LLC 401(k) Plan at $3M / 5 participants.

#2,414
in Finance & Insurance (9,261 peers)
-3.2%
assets change YoY

The plan reported a net loss of $90K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Lhjs Investments, LLC 401(k) Plan vs every filed plan by assets

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

$2,688,240 38th percentile higher than 38% 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

Lhjs Investments, LLC 401(k) 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. Lhjs Investments, LLC 401(k) Plan is a micro filing (5 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 680428359 · Lhjs Investments, LLC PY 2022 · 401(k)

Lhjs Investments, LLC 401(k) Plan · $3M · 5 · 38th

  • TYPE $3M
  • TYPE 5
  • TYPE 38th
  • TYPE 401(k)
  • TYPE near Tomlinson & Associates, Inc. Retirement Plan
  • TYPE ind #2414

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 →

Lhjs Investments, LLC 401(k) Plan in the asset neighbourhood

Lhjs Investments, LLC 401(k) PlanLhjs Investments, LLC 401(k)…$3MTomlinson & Associates, Inc. Retirement PlanTomlinson & Associates, Inc.…$3MVolian 401(k) Plan$3MPride Rock Capital Management 401(k) Profit Sharing Plan & TrustPride Rock Capital Managemen…$3MMasami Foods, Inc. 401(k) Profit Sharing PlanMasami Foods, Inc. 401(k) Pr…$3M
End-of-year total assets ($M) among Lhjs Investments, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Lhjs Investments, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Lhjs Investments, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 17.818870338957833% vs 2022
2024 filing year
$2.6M$2.8M$3M$3.2M$3.4M 202220232024 $2.69M $3.17M ▲ +17.8%
Year Plans Participants Total Assets
2022 1 5 $3M
2023 1 5 $3M
2024 1 7 $3M

Lhjs Investments, LLC filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$90K
Employer EIN680428359
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Lhjs Investments, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Lhjs Investments, LLC 401(k) Plan, Total assets ($B): 0.00268824 · Participants: 5Lhjs Investments, 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
Lhjs Investments, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Lhjs Investments, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Tomlinson & Associates, Inc. Retirement Plan in ID ($3M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Lhjs Investments, LLC 401(k) Plan assets move in 2022?
Lhjs Investments, LLC 401(k) Plan edged down modestly - down 3.2% during 2022, from $3M to $3M. Reported net income was -$90K.
How have Lhjs Investments, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Lhjs Investments, LLC's sponsor-wide assets grew 17.8%, from $3M to $3M.
Which 401(k) plans are similar in size to Lhjs Investments, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Tomlinson & Associates, Inc. Retirement Plan in ID ($3M, 151 participants).
Which 401(k) plans cover a similar participant headcount to Lhjs Investments, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (5 participants, $48K in assets).