401(k) · DOL Form 5500 · 2022
Leonard S. Jarrott Dba Jarrott & Co. Real Estate Investments 401(k) Plan
Data updated 2026-08-25
- $921K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $460,451
- Avg per participant High balance/head
Official DOL plan name: Jarrott & Co. Real Estate Investments Profit Sharing Plan · Sponsored by Leonard S. Jarrott Dba Jarrott & Co. Real Estate Investments · California · Finance & Insurance
$921K in assets, 2 participants
Leonard S. Jarrott Dba Jarrott & Co. Real Estate Investments's Jarrott & Co. Real Estate Investments Profit Sharing Plan reported $921K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.
- #1,457 in Finance & Insurance (9,261 peers)
What the 2022 filing shows
Jarrott & Co. Real Estate Investments Profit Sharing Plan holds $921K for 2 participants - about $460,451 per participant, among the smaller plans by assets on file.
- #1,457
- in Finance & Insurance (9,261 peers)
- -0.6%
- assets change YoY
The plan reported a net loss of $6K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jarrott & Co. Real Estate Investments Profit Sharing Plan among the smaller filed plans by assets
Jarrott & Co. Real Estate Investments Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$920,901 24th percentile higher than 24% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Jarrott & Co. Real Estate Investments Profit Sharing 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. Jarrott & Co. Real Estate Investments Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 770272853 · Leonard S. Jarrott Dba Jarrott & Co. Real Estate Investments PY 2022 · 401(k)
Jarrott & Co. Real Estate Investments Profit Sharing Plan · $921K · 2 · 24th
- PCT $921K
- PCT 2
- PCT 24th
- PCT 401(k)
- PCT near Republica Havas, LLC 401(k) Plan
- PCT ind #1457
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 →
Jarrott & Co. Real Estate Investments Profit Sharing Plan in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $927K |
|---|---|
| Net Assets (End of Year) | $921K |
| Net Income | -$6K |
| Employer EIN | 770272853 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Jarrott & Co. Real Estate Investments Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Republica Havas, LLC 401(k) Plan in FL ($921K); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($921K here).
- Republica Havas, LLC 401(k) Plan (FL) $921K · 140
- Recovery Management Services 401(k) Plan (OH) $921K · 199
- Purushottam Naik, M.D., P.C. 401(k) Plan (MI) $921K · 3
- North East Missouri Co-Op Services Inc Retirement Plan (MO) $921K · 13
Similar participant headcount
Nearest other-state filings by covered participants (2 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.