401(k) · DOL Form 5500 · 2022
The Collected Group Company, LLC 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 303
- Participants Below avg headcount
- 65th
- Percentile by assets National rank
- $33,745
- Avg per participant Low balance/head
Official DOL plan name: The Collected Group Company, LLC Retirement Plan · Sponsored by The Collected Group Company, LLC · California · Wholesale Trade
$10M in assets, 303 participants
The Collected Group Company, LLC's The Collected Group Company, LLC Retirement Plan reported $10M in total assets and 303 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.
- #3,964 in Wholesale Trade (6,843 peers)
Coverage in California
The Collected Group Company, LLC Retirement Plan covers 303 participants in California, about 48% of the average California filer (state average ~630 per filing). Assets: $10M.
- #3,964
- in Wholesale Trade (6,843 peers)
- -8.7%
- assets change YoY
The plan reported a net loss of $975K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Collected Group Company, LLC Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers
The Collected Group Company, LLC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$10,224,714 Top 35% higher than 65% 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
The Collected Group Company, LLC Retirement 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 Collected Group Company, LLC Retirement Plan sits mid-pack in the medium band (303 participants).
EBSA filing schedule strip
Filing strip 954862188 · The Collected Group Company, LLC PY 2022 · 401(k)
The Collected Group Company, LLC Retirement Plan · $10M · 303 · 65th
- SCH $10M
- SCH 303
- SCH 65th
- SCH 401(k)
- SCH near Medford Wellington, Inc. 401(k) and Profit Sharing Plan
- SCH ind #3964
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 Wholesale Trade retirement plans → · Plans in California →
The Collected Group Company, LLC Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$975K |
| Employer EIN | 954862188 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Collected Group Company, LLC)
Sponsor-wide plan assets over time
All The Collected Group Company, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 73.49939140496754% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 661 | $29M |
| 2023 | 3 | 815 | $31M |
| 2024 | 1 | N/A | $8M |
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
The Collected Group Company, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Medford Wellington, Inc. 401(k) and Profit Sharing Plan in MA ($10M); by covered participants it is Geographic Solutions, Inc. 401(k) Plan and Trust in FL (303 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Medford Wellington, Inc. 401(k) and Profit Sharing Plan (MA) $10M · 119
- Vacation Innovations, LLC 401(k) Plan (FL) $10M · 207
- Mgc Group 401(k) Plan (NY) $10M · 202
- Arizona Nutritional Supplements, Profit Sharing Plan (AZ) $10M · 461
Similar participant headcount
Nearest other-state filings by covered participants (303 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.