401(k) · DOL Form 5500 · 2022

Lotus Healthcare Partners, Inc. 401(k) Plan

Data updated 2026-08-25

$285K
Total assets Small plan by assets
1
Participants Small participant base
13th
Percentile by assets National rank
$285,122
Avg per participant High balance/head
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Official DOL plan name: Amj Investments 401(k) · Sponsored by Lotus Healthcare Partners, Inc. · California · Healthcare & Social Assistance

$285K in assets, 1 participants

Lotus Healthcare Partners, Inc.'s Amj Investments 401(k) reported $285K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 13th 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.

  • #1,907 in Healthcare & Social Assistance (20,060 peers)

Lotus Healthcare Partners, Inc. multi-year trail

Lotus Healthcare Partners, Inc.'s plans moved -46.6% in assets from 2022 to 2024; this filing shows Amj Investments 401(k) at $285K / 1 participant.

#1,907
in Healthcare & Social Assistance (20,060 peers)
+33.6%
assets growth YoY

Amj Investments 401(k) among the smaller filed plans by assets

Amj Investments 401(k) vs every filed plan by assets

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

$285,122 13th percentile higher than 13% 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

Amj Investments 401(k) among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Amj Investments 401(k) is a micro filing (1 participant), the leftmost band.

EBSA filing schedule strip

Filing strip 954526411 · Lotus Healthcare Partners, Inc. PY 2022 · 401(k)

Amj Investments 401(k) · $285K · 1 · 13th

  • RANK $285K
  • RANK 1
  • RANK 13th
  • RANK 401(k)
  • RANK near Mokanbts 401(k) Plan
  • RANK ind #1907

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 →

Amj Investments 401(k) in the asset neighbourhood

Amj Investments 401(k)$285KMokanbts 401(k) Plan$285KHd Ventures Inc 401(k) Profit Sharing PlanHd Ventures Inc 401(k) Profi…$285KThe Nest Schools, Inc. 401(k) PlanThe Nest Schools, Inc. 401(k…$285KDajael Retirement Plan$285K
End-of-year total assets ($M) among Amj Investments 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Lotus Healthcare Partners, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lotus Healthcare Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$152K 46.607417175805445% vs 2022
2024 filing year
$0.1M$0.2M$0.3M$0.4M 202220232024 $0.29M $0.15M ▼ -48.3%
Year Plans Participants Total Assets
2022 1 1 $285K
2023 1 1 $343K
2024 1 1 $152K

Lotus Healthcare Partners, Inc. filing trail (2022)

Total Assets (Beginning of Year)$213K
Net Assets (End of Year)$285K
Net Income$72K
Employer EIN954526411
Plan Effective Date2015-06-23
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Amj Investments 401(k) vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Amj Investments 401(k), Total assets ($B): 0.000285122 · Participants: 1Amj Investments 401(k)Wells 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
Amj Investments 401(k) vs. nearby 401(k) plans in California, assets vs. participants
Compare Amj Investments 401(k) side-by-side with 3 peers →

Amj Investments 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Mokanbts 401(k) Plan in KS ($285K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($285K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Amj Investments 401(k) assets move in 2022? ▼
Amj Investments 401(k) surged - up 33.6% during 2022, from $213K to $285K. Reported net income was $72K.
How have Lotus Healthcare Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lotus Healthcare Partners, Inc.'s sponsor-wide assets declined 46.6%, from $285K to $152K.
Where does Amj Investments 401(k) rank by assets among Form 5500 filers? ▼
Amj Investments 401(k) ranks in the 13th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Amj Investments 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Mokanbts 401(k) Plan in KS ($285K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Amj Investments 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 954526411.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.