401(k) · DOL Form 5500 · 2022
Marlora Investments, LLC 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 84
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $16,167
- Avg per participant Low balance/head
Official DOL plan name: Marlora 401(k) Retirement Plan · Sponsored by Marlora Investments, LLC · California · Healthcare & Social Assistance
$1M in assets, 84 participants
Marlora Investments, LLC's Marlora 401(k) Retirement Plan reported $1M in total assets and 84 participants in its 2022 DOL Form 5500 filing, ranking in the 28th 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.
- #5,406 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Marlora 401(k) Retirement Plan declined sharply 21.3% in 2022 ($2M → $1M) for 84 participants.
- #5,406
- in Healthcare & Social Assistance (20,060 peers)
- -21.3%
- assets change YoY
The plan reported a net loss of $367K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Marlora 401(k) Retirement Plan among the smaller filed plans by assets
Marlora 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,358,059 28th percentile higher than 28% 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
Marlora 401(k) Retirement Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marlora 401(k) Retirement Plan is a small filing (84 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 330835115 · Marlora Investments, LLC PY 2022 · 401(k)
Marlora 401(k) Retirement Plan · $1M · 84 · 28th
- PHOTO $1M
- PHOTO 84
- PHOTO 28th
- PHOTO 401(k)
- PHOTO near Eagle Industries, Inc 401(k) Plan
- PHOTO ind #5406
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 Healthcare & Social Assistance retirement plans → · Plans in California →
Marlora 401(k) Retirement Plan in the asset neighbourhood
Marlora Investments, LLC years around the 2022 move
Sponsor-wide plan assets over time
All Marlora Investments, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 2.2737598292857673% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 84 | $1M |
| 2023 | 1 | 20 | $1M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$367K |
| Employer EIN | 330835115 |
| Plan Effective Date | 2000-01-01 |
| 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
Marlora 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Eagle Industries, Inc 401(k) Plan in MI ($1M); by covered participants it is Taec 401(k) Profit Sharing Plan in UT (84 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (84 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.