401(k) · DOL Form 5500 · 2022
Compass LLC 401(k) Plan
Data updated 2026-08-11
- $3M
- Total assets
- 346
- Participants
- 42nd
- Percentile by assets
- $9,633
- Avg per participant
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.
- 42nd percentile by assets (of 139,126 plans)
- #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.
- $3M
- total plan assets (2022 EOY)
- 346
- covered participants
- 42nd
- percentile by assets (of 139,126 plans)
- $9,633
- avg assets per participant
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.
Rank #5,349 in Other Services
Among 8,398 Other Services plans that filed a Form 5500 for plan year 2022, Compass LLC 401(k) Plan & Trust ranks #5,349 by end-of-year assets - about 602% of the sector average of $20M. Nationally it sits in the 42nd percentile, a stronger position within its industry than across all filers.
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)
| 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.
Compass LLC 401(k) Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Compass LLC 401(k) Plan & Trust by total assets, not by location.
Frequently Asked Questions
How did Compass LLC 401(k) Plan & Trust assets move in 2022? ▼
How have Compass LLC plan assets changed over time? ▼
Which 401(k) plans are similar in size to Compass LLC 401(k) Plan & Trust? ▼
Next read for Compass LLC 401(k) Plan & Trust
Filing takeaways
Ways to act on Compass LLC 401(k) Plan & Trust's numbers.
- By total assets, Compass LLC 401(k) Plan & Trust ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Compass LLC's sponsor-wide assets have grown 149.1% since 2022 across 3 plan years on file. More Other Services plans