401(k) · DOL Form 5500 · 2022

Custom Goods, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
296
Participants Below avg headcount
45th
Percentile by assets National rank
$12,823
Avg per participant Low balance/head
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Official DOL plan name: Custom Goods, LLC Consolidated 401(k) Plan · Sponsored by Custom Goods, LLC · California · Transportation & Warehousing

$4M in assets, 296 participants

Custom Goods, LLC's Custom Goods, LLC Consolidated 401(k) Plan reported $4M in total assets and 296 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.

  • #1,799 in Transportation & Warehousing (3,876 peers)

Coverage in California

Custom Goods, LLC Consolidated 401(k) Plan covers 296 participants in California, about 47% of the average California filer (state average ~630 per filing). Assets: $4M.

#1,799
in Transportation & Warehousing (3,876 peers)
+3.1%
assets growth YoY

Custom Goods, LLC Consolidated 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Custom Goods, LLC Consolidated 401(k) Plan vs every filed plan by assets

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

$3,795,682 45th percentile higher than 45% 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

Custom Goods, LLC Consolidated 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. Custom Goods, LLC Consolidated 401(k) Plan sits mid-pack in the medium band (296 participants).

EBSA filing schedule strip

Filing strip 954797546 · Custom Goods, LLC PY 2022 · 401(k)

Custom Goods, LLC Consolidated 401(k) Plan · $4M · 296 · 45th

  • PCT $4M
  • PCT 296
  • PCT 45th
  • PCT 401(k)
  • PCT near Petree and Seibert Family Dentistry, P.C. 401(k) Plan
  • PCT ind #1799

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 Transportation & Warehousing retirement plans → · Plans in California →

Custom Goods, LLC Consolidated 401(k) Plan in the asset neighbourhood

Custom Goods, LLC Consolidated 401(k) PlanCustom Goods, LLC Consolidat…$4MPetree and Seibert Family Dentistry, P.C. 401(k) PlanPetree and Seibert Family De…$4MFour Corners 401(k) Plan$4MMiller-Lewis Insurance Agency, Inc. Employees Profit Sharing and TrustMiller-Lewis Insurance Agenc…$4MConservis LLC Retirement Plan$4M
End-of-year total assets ($M) among Custom Goods, LLC Consolidated 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$113K
Employer EIN954797546
Plan Effective Date2016-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Custom Goods, LLC)

Sponsor-wide plan assets over time

All Custom Goods, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 206.90468801127176% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $3.8M $11.7M ▲ +206.6%
Year Plans Participants Total Assets
2022 1 296 $4M
2023 1 284 $10M
2024 1 461 $12M

Nearby 401(k) Plans in California

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

Custom Goods, LLC Consolidated 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Custom Goods, LLC Consolidated 401(k) Plan, Total assets ($B): 0.003795682 · Participants: 296Custom Goods, LLC Consolidated 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
Custom Goods, LLC Consolidated 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Custom Goods, LLC Consolidated 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Petree and Seibert Family Dentistry, P.C. 401(k) Plan in GA ($4M); by covered participants it is Aarsand Management, LLC 401(k) Plan in MD (296 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (296 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 Custom Goods, LLC Consolidated 401(k) Plan assets move in 2022?
Custom Goods, LLC Consolidated 401(k) Plan edged up modestly - up 3.1% during 2022, from $4M to $4M. Reported net income was $113K.
How have Custom Goods, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Custom Goods, LLC's sponsor-wide assets grew 206.9%, from $4M to $12M.
Which 401(k) plans are similar in size to Custom Goods, LLC Consolidated 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Petree and Seibert Family Dentistry, P.C. 401(k) Plan in GA ($4M, 14 participants).
Which 401(k) plans cover a similar participant headcount to Custom Goods, LLC Consolidated 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Aarsand Management, LLC 401(k) Plan in MD (296 participants, N/A in assets).