401(k) · DOL Form 5500 · 2022

First Quadrant, LLC 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
56
Participants Small participant base
84th
Percentile by assets National rank
$591,061
Avg per participant High balance/head
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Official DOL plan name: First Quadrant, LLC 401(k) Profit Sharing Plan & Trust · Sponsored by First Quadrant, LLC · California · Finance & Insurance

$33M in assets, 56 participants

First Quadrant, LLC's First Quadrant, LLC 401(k) Profit Sharing Plan & Trust reported $33M in total assets and 56 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,857 in Finance & Insurance (9,261 peers)

Where First Quadrant, LLC 401(k) Profit Sharing Plan & Trust sits by assets

First Quadrant, LLC 401(k) Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $33M for 56 participants (~$591,061/participant), down 36.7% in 2022.

#6,857
in Finance & Insurance (9,261 peers)
-36.7%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $19M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

First Quadrant, LLC 401(k) Profit Sharing Plan & Trust's outsized position by total assets

First Quadrant, LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$33,099,426 Top 16% higher than 84% 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

First Quadrant, LLC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. First Quadrant, LLC 401(k) Profit Sharing Plan & Trust is a small filing (56 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 954562891 · First Quadrant, LLC PY 2022 · 401(k)

First Quadrant, LLC 401(k) Profit Sharing Plan & Trust · $33M · 56 · 84th

  • VS-ST $33M
  • VS-ST 56
  • VS-ST 84th
  • VS-ST 401(k)
  • VS-ST near Sdi Technologies, Inc. Employee 401(k) Savings Plan
  • VS-ST ind #6857

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 Finance & Insurance retirement plans → · Plans in California →

First Quadrant, LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

First Quadrant, LLC 401(k) Profit Sharing Plan & TrustFirst Quadrant, LLC 401(k) P…$33MSdi Technologies, Inc. Employee 401(k) Savings PlanSdi Technologies, Inc. Emplo…$33MMarjam Supply Company, Inc. and Affiliates Profit Sharing and 401(k) PlanMarjam Supply Company, Inc. …$33MGovernment Brands Holdco, Inc. 401(k) PlanGovernment Brands Holdco, In…$33MS.W. Rodgers Co., Inc. 401(k)/Profit Sharing PlanS.W. Rodgers Co., Inc. 401(k…$33M
End-of-year total assets ($M) among First Quadrant, LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$33M
Net Income-$19M
Employer EIN954562891
Plan Effective Date1996-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First Quadrant, LLC)

Sponsor-wide plan assets over time

All First Quadrant, LLC plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$10M$20M$30M$40M 20222023 $33.1M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 56 $33M
2023 1 32 N/A

Nearby 401(k) Plans in California

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

First Quadrant, LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants First Quadrant, LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.033099426 · Participants: 56First Quadrant, LLC 401(k) Profit Sharing Plan & TrustWells 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
First Quadrant, LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare First Quadrant, LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

First Quadrant, LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Sdi Technologies, Inc. Employee 401(k) Savings Plan in NJ ($33M); by covered participants it is Evoke at Entrada 401(k) Plan in UT (56 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (56 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 First Quadrant, LLC 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
First Quadrant, LLC 401(k) Profit Sharing Plan & Trust contracted severely - down 36.7% during 2022, from $52M to $33M. Reported net income was -$19M.
Where does First Quadrant, LLC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
First Quadrant, LLC 401(k) Profit Sharing Plan & Trust ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to First Quadrant, LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Sdi Technologies, Inc. Employee 401(k) Savings Plan in NJ ($33M, 149 participants).
Which 401(k) plans cover a similar participant headcount to First Quadrant, LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Evoke at Entrada 401(k) Plan in UT (56 participants, $3M 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 954562891.

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.