401(k) · DOL Form 5500 · 2022

Cltf for So. Cal. Administrative Co. LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
26
Participants Small participant base
46th
Percentile by assets National rank
$154,351
Avg per participant Above avg balance/head
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Official DOL plan name: Cltf for So. Cal 401(k) Plan · Sponsored by Cltf for So. Cal. Administrative Co. LLC · California · Finance & Insurance

$4M in assets, 26 participants

Cltf for So. Cal. Administrative Co. LLC's Cltf for So. Cal 401(k) Plan reported $4M in total assets and 26 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.

  • #2,932 in Finance & Insurance (9,261 peers)

Cltf for So. Cal. Administrative Co. LLC multi-year trail

Cltf for So. Cal. Administrative Co. LLC's plans moved +33.3% in assets from 2022 to 2024; this filing shows Cltf for So. Cal 401(k) Plan at $4M / 26 participants.

#2,932
in Finance & Insurance (9,261 peers)
-12.2%
assets change YoY

The plan reported a net loss of $556K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cltf for So. Cal 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Cltf for So. Cal 401(k) Plan vs every filed plan by assets

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

$4,013,131 46th percentile higher than 46% 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

Cltf for So. Cal 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. Cltf for So. Cal 401(k) Plan is a small filing (26 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 954773932 · Cltf for So. Cal. Administrative Co. LLC PY 2022 · 401(k)

Cltf for So. Cal 401(k) Plan · $4M · 26 · 46th

  • VS-ST $4M
  • BOY 26
  • SCH 46th
  • EBSA 401(k)
  • PART near Lehigh White Cement Company 401(k) Plan
  • TYPE ind #2932

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 →

Cltf for So. Cal 401(k) Plan in the asset neighbourhood

Cltf for So. Cal 401(k) Plan$4MLehigh White Cement Company 401(k) PlanLehigh White Cement Company …$4MJg Media, Inc. 401(k) Plan$4MEndicott Research Group Employee Savings PlanEndicott Research Group Empl…$4MAyres, Jenkins, Gordy & Almand, P.a. Profit Sharing PlanAyres, Jenkins, Gordy & Alma…$4M
End-of-year total assets ($M) among Cltf for So. Cal 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Cltf for So. Cal. Administrative Co. LLC multi-year asset trail

Sponsor-wide plan assets over time

All Cltf for So. Cal. Administrative Co. LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 33.332427972074676% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $4.01M $5.35M ▲ +33.4%
Year Plans Participants Total Assets
2022 1 26 $4M
2023 1 24 $5M
2024 1 27 $5M

Cltf for So. Cal. Administrative Co. LLC filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$556K
Employer EIN954773932
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Cltf for So. Cal 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Cltf for So. Cal 401(k) Plan, Total assets ($B): 0.004013131 · Participants: 26Cltf for So. Cal 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
Cltf for So. Cal 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Cltf for So. Cal 401(k) Plan side-by-side with 3 peers →

Cltf for So. Cal 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Lehigh White Cement Company 401(k) Plan in FL ($4M); by covered participants it is Acceletronics, Inc. Employees 401(k) Profit Sharing Plan in PA (26 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (26 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 Cltf for So. Cal 401(k) Plan assets move in 2022? ▼
Cltf for So. Cal 401(k) Plan pulled back noticeably - down 12.2% during 2022, from $5M to $4M. Reported net income was -$556K.
How have Cltf for So. Cal. Administrative Co. LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cltf for So. Cal. Administrative Co. LLC's sponsor-wide assets grew 33.3%, from $4M to $5M.
Which 401(k) plans are similar in size to Cltf for So. Cal 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lehigh White Cement Company 401(k) Plan in FL ($4M, 134 participants).
Which 401(k) plans cover a similar participant headcount to Cltf for So. Cal 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Acceletronics, Inc. Employees 401(k) Profit Sharing Plan in PA (26 participants, N/A 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 954773932.

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.