401(k) · DOL Form 5500 · 2022
Compass LLC 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 346
- Participants Below avg headcount
- 42nd
- Percentile by assets National rank
- $9,633
- Avg per participant Low balance/head
Official DOL plan name: Compass LLC 401(k) Plan & Trust · Sponsored by Compass LLC · California · Other Services
$3M in assets, 346 participants
Compass LLC's Compass LLC 401(k) Plan & Trust reported $3M in total assets and 346 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.
- #5,349 in Other Services (8,398 peers)
Other Services sector rank
Within Other Services, Compass LLC 401(k) Plan & Trust ranks #5,349 of 8,398 2022 filers by assets (602% of the sector average)-$3M for 346 participants.
- #5,349
- in Other Services (8,398 peers)
- -8.2%
- assets change YoY
The plan reported a net loss of $293K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Compass LLC 401(k) Plan & Trust's mid-pack asset rank among Other Services and all filers
Compass LLC 401(k) Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,333,140 42nd percentile higher than 42% 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
Compass LLC 401(k) Plan & Trust 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. Compass LLC 401(k) Plan & Trust sits mid-pack in the medium band (346 participants).
Form 5500 schedule snapshot
Filing strip 680390518 · Compass LLC PY 2022 · 401(k)
Compass LLC 401(k) Plan & Trust · $3M · 346 · 42nd
- PCT $3M
- EIN 346
- RANK 42nd
- PHOTO 401(k)
- IND near Inside Real Estate 401(k) Plan
- EOY ind #5349
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 →
Compass LLC 401(k) Plan & Trust in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$293K |
| Employer EIN | 680390518 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Compass LLC)
Sponsor-wide plan assets over time
All Compass LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 149.07216618563876% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 346 | $3M |
| 2023 | 1 | 339 | $5M |
| 2024 | 1 | 384 | $8M |
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
Compass LLC 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Inside Real Estate 401(k) Plan in UT ($3M); by covered participants it is The International Companies Savings and Profit Sharing Plan in MO (346 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (346 participants); asset peers above are excluded.
- The International Companies Savings and Profit Sharing Plan (MO) 346 · 0 off
- Magnifi Financial 401(k) Plan & Trust (MN) 346 · 0 off
- American First Finance (TX) 346 · 0 off
- Praxis Engineering Technologies, Inc. 401(k) Plan (VA) 346 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.