401(k) · DOL Form 5500 · 2022

La Jolla Group, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
313
Participants Below avg headcount
65th
Percentile by assets National rank
$32,959
Avg per participant Low balance/head
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Official DOL plan name: The La Jolla Group 401(k) Plan · Sponsored by La Jolla Group, Inc. · California · Manufacturing

$10M in assets, 313 participants

La Jolla Group, Inc.'s The La Jolla Group 401(k) Plan reported $10M in total assets and 313 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • #10,924 in Manufacturing (20,602 peers)

Coverage in California

The La Jolla Group 401(k) Plan covers 313 participants in California, about 50% of the average California filer (state average ~630 per filing). Assets: $10M.

#10,924
in Manufacturing (20,602 peers)
-10.0%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The La Jolla Group 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

The La Jolla Group 401(k) Plan vs every filed plan by assets

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

$10,316,203 Top 35% higher than 65% 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

The La Jolla Group 401(k) Plan 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. The La Jolla Group 401(k) Plan sits mid-pack in the medium band (313 participants).

Published 5500 schedule card

Filing strip 260710124 · La Jolla Group, Inc. PY 2022 · 401(k)

The La Jolla Group 401(k) Plan · $10M · 313 · 65th

  • TYPE $10M
  • TYPE 313
  • TYPE 65th
  • TYPE 401(k)
  • TYPE near Pennington Quality Market 401(k) Plan
  • TYPE ind #10924

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 Manufacturing retirement plans → · Plans in California →

The La Jolla Group 401(k) Plan in the asset neighbourhood

The La Jolla Group 401(k) PlanThe La Jolla Group 401(k) Pl…$10MPennington Quality Market 401(k) PlanPennington Quality Market 40…$10MUnited Fire Protection Corporation 401(k) PlanUnited Fire Protection Corpo…$10MWhen I Work, Inc. 401(k) Plan$10MMallory Safety and Supply Employees Retirement PlanMallory Safety and Supply Em…$10M
End-of-year total assets ($M) among The La Jolla Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$10M
Net Income-$1M
Employer EIN260710124
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (La Jolla Group, Inc.)

Sponsor-wide plan assets over time

All La Jolla Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 47.13220552174089% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $10.3M $15.2M ▲ +47.1%
Year Plans Participants Total Assets
2022 1 313 $10M
2023 1 393 $13M
2024 1 384 $15M

Nearby 401(k) Plans in California

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

The La Jolla Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The La Jolla Group 401(k) Plan, Total assets ($B): 0.010316203 · Participants: 313The La Jolla Group 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
The La Jolla Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

The La Jolla Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Pennington Quality Market 401(k) Plan in NJ ($10M); by covered participants it is Sbera 401(k) Plan as Adopted by Bristol County Savings Bank in MA (313 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (313 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 The La Jolla Group 401(k) Plan assets move in 2022?
The La Jolla Group 401(k) Plan pulled back noticeably - down 10.0% during 2022, from $11M to $10M. Reported net income was -$1M.
How have La Jolla Group, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), La Jolla Group, Inc.'s sponsor-wide assets grew 47.1%, from $10M to $15M.
Which 401(k) plans are similar in size to The La Jolla Group 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Pennington Quality Market 401(k) Plan in NJ ($10M, 74 participants).
Which 401(k) plans cover a similar participant headcount to The La Jolla Group 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Sbera 401(k) Plan as Adopted by Bristol County Savings Bank in MA (313 participants, $43M in assets).