401(k) · DOL Form 5500 · 2022

Lba Realty, LLC 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
221
Participants Below avg headcount
86th
Percentile by assets National rank
$178,332
Avg per participant Above avg balance/head
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Official DOL plan name: Lba Realty 401(k) Plan · Sponsored by Lba Realty, LLC · California · Real Estate

$39M in assets, 221 participants

Lba Realty, LLC's Lba Realty 401(k) Plan reported $39M in total assets and 221 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #4,780 in Real Estate (5,057 peers)

Coverage in California

Lba Realty 401(k) Plan covers 221 participants in California, about 35% of the average California filer (state average ~630 per filing). Assets: $39M.

#4,780
in Real Estate (5,057 peers)
-14.1%
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.

Lba Realty 401(k) Plan's outsized position by total assets

Lba Realty 401(k) Plan vs every filed plan by assets

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

$39,411,363 Top 14% higher than 86% 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

Lba Realty 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. Lba Realty 401(k) Plan sits mid-pack in the medium band (221 participants).

Form 5500 schedule snapshot

Filing strip 202138561 · Lba Realty, LLC PY 2022 · 401(k)

Lba Realty 401(k) Plan · $39M · 221 · 86th

  • BOOK $39M
  • BOOK 221
  • BOOK 86th
  • BOOK 401(k)
  • BOOK near Aitkin Community Hospital, Inc Retirement Savings Plan
  • BOOK ind #4780

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 Real Estate retirement plans → · Plans in California →

Lba Realty 401(k) Plan in the asset neighbourhood

Aew, Inc. Retirement Plan$39MLba Realty 401(k) Plan$39MAitkin Community Hospital, Inc Retirement Savings PlanAitkin Community Hospital, I…$39MCorvesta, Inc. New Comparability Cash or Deferred Profit Sharing PlanCorvesta, Inc. New Comparabi…$39MNational Fish & Wildlife Tax Deferred Retirement PlanNational Fish & Wildlife Tax…$39M
End-of-year total assets ($M) among Lba Realty 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$39M
Net Income-$6M
Employer EIN202138561
Plan Effective Date1996-02-12
Filing StatusFILING RECEIVED

Sponsor Plan History (Lba Realty, LLC)

Sponsor-wide plan assets over time

All Lba Realty, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$57M 43.63701910030364% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $39.4M $56.6M ▲ +43.6%
Year Plans Participants Total Assets
2022 1 221 $39M
2023 1 244 $50M
2024 1 247 $57M

Nearby 401(k) Plans in California

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

Lba Realty 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Lba Realty 401(k) Plan, Total assets ($B): 0.039411363 · Participants: 221Lba Realty 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
Lba Realty 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Lba Realty 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Aitkin Community Hospital, Inc Retirement Savings Plan in MN ($39M); by covered participants it is Fts International, LLC 401(k) Profit Sharing Plan in VA (221 participants). Same-state nearby plans are listed separately above.

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 Lba Realty 401(k) Plan assets move in 2022? ▼
Lba Realty 401(k) Plan pulled back noticeably - down 14.1% during 2022, from $46M to $39M. Reported net income was -$6M.
How have Lba Realty, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lba Realty, LLC's sponsor-wide assets grew 43.6%, from $39M to $57M.
Where does Lba Realty 401(k) Plan rank by assets among Form 5500 filers? ▼
Lba Realty 401(k) Plan ranks in the 86th 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 Lba Realty 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aitkin Community Hospital, Inc Retirement Savings Plan in MN ($39M, 426 participants).
Which 401(k) plans cover a similar participant headcount to Lba Realty 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fts International, LLC 401(k) Profit Sharing Plan in VA (221 participants, $67M in assets).