401(k) · DOL Form 5500 · 2023

Student Options LLC 401(k) Plan

Data updated 2026-08-25

$13K
Total assets Small plan by assets
4
Participants Small participant base
2nd
Percentile by assets National rank
$3,163
Avg per participant Low balance/head
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Official DOL plan name: Student Options LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Student Options LLC · California · Finance & Insurance

$13K in assets, 4 participants

Student Options LLC's Student Options LLC 401(k) Profit Sharing Plan & Trust reported $13K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 2nd 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.

  • #112 in Finance & Insurance (8,869 peers)

Student Options LLC multi-year trail

Student Options LLC's plans moved -93.4% in assets from 2022 to 2024; this filing shows Student Options LLC 401(k) Profit Sharing Plan & Trust at $13K / 4 participants.

#112
in Finance & Insurance (8,869 peers)
-85.3%
assets change YoY

The plan reported a net loss of $74K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Student Options LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Student Options LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$12,652 2nd percentile higher than 2% of 127,068 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 2023

Student Options LLC 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Student Options LLC 401(k) Profit Sharing Plan & Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Student Options LLC 401(k) Profit Sharing Plan & Trust end-of-year assets fell from $86K in the plan year 2022 filing to $13K in the plan year 2023 filing.
  • Student Options LLC 401(k) Profit Sharing Plan & Trust reported net income rose from -$380K in the plan year 2022 filing to -$74K in the plan year 2023 filing.
  • Student Options LLC 401(k) Profit Sharing Plan & Trust reported participants fell from 5 in the plan year 2022 filing to 4 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 943309528 · Student Options LLC PY 2023 · 401(k)

Student Options LLC 401(k) Profit Sharing Plan & Trust · $13K · 4 · 2nd

  • ASSETS $13K
  • ASSETS 4
  • ASSETS 2nd
  • ASSETS 401(k)
  • ASSETS near Timbers Inc 401(k) Profit Sharing Plan & Trust
  • ASSETS ind #112

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 →

Student Options LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Student Options LLC 401(k) Profit Sharing Plan & TrustStudent Options LLC 401(k) P…$13KTimbers Inc 401(k) Profit Sharing Plan & TrustTimbers Inc 401(k) Profit Sh…$13KWachusett Precision Tool, Inc. 401(k) PlanWachusett Precision Tool, In…$13KRg Holdings 401(k)$13KSn Pediatric Potentials, Inc. 401(k) PlanSn Pediatric Potentials, Inc…$13K
End-of-year total assets ($M) among Student Options LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Student Options LLC multi-year asset trail

Sponsor-wide plan assets over time

All Student Options LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6K 93.4461941344828% vs 2022
2024 filing year
$0M$0.05M$0.1M 202220232024 $0.09M $0.01M ▼ -88.9%
Year Plans Participants Total Assets
2022 1 5 $86K
2023 1 4 $13K
2024 1 4 $6K

Student Options LLC filing trail (2023)

Total Assets (Beginning of Year)$86K
Net Assets (End of Year)$13K
Net Income-$74K
Employer EIN943309528
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Student Options 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 ($B) Participants Student Options LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000012652 · Participants: 4Student Options LLC 401(k) Profit Sharing Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Student Options LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Student Options LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Student Options 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 Timbers Inc 401(k) Profit Sharing Plan & Trust in NJ ($13K); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Student Options LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Student Options LLC 401(k) Profit Sharing Plan & Trust contracted severely - down 85.3% during 2023, from $86K to $13K. Reported net income was -$74K.
How have Student Options LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Student Options LLC's sponsor-wide assets declined 93.4%, from $86K to $6K.
Where does Student Options LLC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Student Options LLC 401(k) Profit Sharing Plan & Trust ranks in the 2nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Student Options LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Timbers Inc 401(k) Profit Sharing Plan & Trust in NJ ($13K, 42 participants).
Which 401(k) plans cover a similar participant headcount to Student Options LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 943309528.

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.