401(k) · DOL Form 5500 · 2023

Core Group LLC 401(k) Plan

Data updated 2026-08-25

$287K
Total assets Small plan by assets
28
Participants Small participant base
13th
Percentile by assets National rank
$10,253
Avg per participant Low balance/head
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Official DOL plan name: Core Group LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Core Group LLC · California · Professional & Technical Services

$287K in assets, 28 participants

Core Group LLC's Core Group LLC 401(k) Profit Sharing Plan & Trust reported $287K in total assets and 28 participants in its 2023 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.

  • #2,086 in Professional & Technical Services (20,321 peers)

Core Group LLC multi-year trail

Core Group LLC's plans moved +31.1% in assets from 2022 to 2024; this filing shows Core Group LLC 401(k) Profit Sharing Plan & Trust at $287K / 28 participants.

#2,086
in Professional & Technical Services (20,321 peers)
+3.0%
assets growth YoY

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

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

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

$287,089 13th percentile higher than 13% 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

Core Group LLC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Core Group LLC 401(k) Profit Sharing Plan & Trust is a small filing (28 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Core Group LLC 401(k) Profit Sharing Plan & Trust reported net income fell from $66K in the plan year 2022 filing to $8K in the plan year 2023 filing.
  • Core Group LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 27 in the plan year 2022 filing to 28 in the plan year 2023 filing.
  • Core Group LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $279K in the plan year 2022 filing to $287K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 371869014 · Core Group LLC PY 2023 · 401(k)

Core Group LLC 401(k) Profit Sharing Plan & Trust · $287K · 28 · 13th

  • ASSETS $287K
  • ASSETS 28
  • ASSETS 13th
  • ASSETS 401(k)
  • ASSETS near Anngene Enterprises Inc. 401(k) Plan
  • ASSETS ind #2086

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 Professional & Technical Services retirement plans → · Plans in California →

Core Group LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Core Group LLC 401(k) Profit Sharing Plan & TrustCore Group LLC 401(k) Profit…$287KAnngene Enterprises Inc. 401(k) PlanAnngene Enterprises Inc. 401…$287KRonald Scott Properties Inc. 401(k) PlanRonald Scott Properties Inc.…$287KHd Ventures Inc 401(k) Profit Sharing PlanHd Ventures Inc 401(k) Profi…$287KSenalim, Inc. Retirement Plan$287K
End-of-year total assets ($M) among Core Group LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Core Group LLC multi-year asset trail

Sponsor-wide plan assets over time

All Core Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$365K 31.1115975469281% vs 2022
2024 filing year
$0.25M$0.3M$0.35M$0.4M 202220232024 $0.28M $0.37M ▲ +32.1%
Year Plans Participants Total Assets
2022 1 27 $279K
2023 1 28 $287K
2024 1 26 $365K

Core Group LLC filing trail (2023)

Total Assets (Beginning of Year)$279K
Net Assets (End of Year)$287K
Net Income$8K
Employer EIN371869014
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Core Group 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 ($B) Participants Core Group LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000287089 · Participants: 28Core Group 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
Core Group LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Core Group LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Core Group 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 Anngene Enterprises Inc. 401(k) Plan in FL ($287K); by covered participants it is Applied Video Technology, Inc. Profit Sharing Plan in PA (28 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($287K here).

Similar participant headcount

Nearest other-state filings by covered participants (28 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 Core Group LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Core Group LLC 401(k) Profit Sharing Plan & Trust edged up modestly - up 3.0% during 2023, from $279K to $287K. Reported net income was $8K.
How have Core Group LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Core Group LLC's sponsor-wide assets grew 31.1%, from $279K to $365K.
Where does Core Group LLC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Core Group LLC 401(k) Profit Sharing Plan & Trust ranks in the 13th 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 Core Group LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Anngene Enterprises Inc. 401(k) Plan in FL ($287K, 5 participants).
Which 401(k) plans cover a similar participant headcount to Core Group LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Applied Video Technology, Inc. Profit Sharing Plan in PA (28 participants, $968K 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 371869014.

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.