401(k) · DOL Form 5500 · 2022

Low Income Investment Fund 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
96
Participants Small participant base
69th
Percentile by assets National rank
$130,341
Avg per participant Near avg balance/head
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Official DOL plan name: Low Income Investment Fund 401(k) Plan · Sponsored by Low Income Investment Fund · California · Other Services

$13M in assets, 96 participants

Low Income Investment Fund's Low Income Investment Fund 401(k) Plan reported $13M in total assets and 96 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #6,915 in Other Services (8,398 peers)

Low Income Investment Fund multi-year trail

Low Income Investment Fund's plans moved +64.3% in assets from 2022 to 2024; this filing shows Low Income Investment Fund 401(k) Plan at $13M / 96 participants.

#6,915
in Other Services (8,398 peers)
-15.6%
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.

Low Income Investment Fund 401(k) Plan's outsized position by total assets

Low Income Investment Fund 401(k) Plan vs every filed plan by assets

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

$12,512,735 Top 31% higher than 69% 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

Low Income Investment Fund 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. Low Income Investment Fund 401(k) Plan is a small filing (96 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 942952578 · Low Income Investment Fund PY 2022 · 401(k)

Low Income Investment Fund 401(k) Plan · $13M · 96 · 69th

  • EIN $13M
  • RANK 96
  • PHOTO 69th
  • IND 401(k)
  • EOY near Buzick Construction, Inc. 401(k) Plan
  • 5500 ind #6915

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 Other Services retirement plans → · Plans in California →

Low Income Investment Fund 401(k) Plan in the asset neighbourhood

Low Income Investment Fund 401(k) PlanLow Income Investment Fund 4…$13MBuzick Construction, Inc. 401(k) PlanBuzick Construction, Inc. 40…$13MHernco 401(k) Plan$13MSterling Site Access Solutions, LLC 401(k) PlanSterling Site Access Solutio…$13MField Payroll Retirement Plan$13M
End-of-year total assets ($M) among Low Income Investment Fund 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Low Income Investment Fund multi-year asset trail

Sponsor-wide plan assets over time

All Low Income Investment Fund plans reported in each filing year

Latest sponsor-wide plan assets
$21M 64.30914584221595% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $12.5M $20.6M ▲ +64.3%
Year Plans Participants Total Assets
2022 1 96 $13M
2023 1 133 $17M
2024 1 153 $21M

Low Income Investment Fund filing trail (2022)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$13M
Net Income-$2M
Employer EIN942952578
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Low Income Investment Fund 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Low Income Investment Fund 401(k) Plan, Total assets ($B): 0.012512735 · Participants: 96Low Income Investment Fund 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
Low Income Investment Fund 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Low Income Investment Fund 401(k) Plan side-by-side with 3 peers →

Low Income Investment Fund 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Buzick Construction, Inc. 401(k) Plan in KY ($13M); by covered participants it is Carolina Hearts Home Care 401(k) P/S Plan in NC (96 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (96 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 Low Income Investment Fund 401(k) Plan assets move in 2022? ▼
Low Income Investment Fund 401(k) Plan declined sharply - down 15.6% during 2022, from $15M to $13M. Reported net income was -$2M.
How have Low Income Investment Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Low Income Investment Fund's sponsor-wide assets grew 64.3%, from $13M to $21M.
Which 401(k) plans are similar in size to Low Income Investment Fund 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Buzick Construction, Inc. 401(k) Plan in KY ($13M, 218 participants).
Which 401(k) plans cover a similar participant headcount to Low Income Investment Fund 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carolina Hearts Home Care 401(k) P/S Plan in NC (96 participants, $46K 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 942952578.

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.