401(k) · DOL Form 5500 · 2023

Making Sense LLC 401(k) Plan

Data updated 2026-08-25

$150K
Total assets Small plan by assets
2
Participants Small participant base
9th
Percentile by assets National rank
$75,225
Avg per participant Below avg balance/head
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Official DOL plan name: Making Sense LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Making Sense LLC · California · Professional & Technical Services

$150K in assets, 2 participants

Making Sense LLC's Making Sense LLC 401(k) Profit Sharing Plan & Trust reported $150K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 9th 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.

  • #1,444 in Professional & Technical Services (20,321 peers)

Making Sense LLC multi-year trail

Making Sense LLC's plans moved +29.6% in assets from 2022 to 2024; this filing shows Making Sense LLC 401(k) Profit Sharing Plan & Trust at $150K / 2 participants.

#1,444
in Professional & Technical Services (20,321 peers)
+2.6%
assets growth YoY

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

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

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

$150,449 9th percentile higher than 9% 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

Making Sense 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. Making Sense LLC 401(k) Profit Sharing Plan & Trust is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Making Sense LLC 401(k) Profit Sharing Plan & Trust reported net income rose from -$39K in the plan year 2022 filing to $4K in the plan year 2023 filing.
  • Making Sense LLC 401(k) Profit Sharing Plan & Trust reported participants fell from 4 in the plan year 2022 filing to 2 in the plan year 2023 filing.
  • Making Sense LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $147K in the plan year 2022 filing to $150K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 204518092 · Making Sense LLC PY 2023 · 401(k)

Making Sense LLC 401(k) Profit Sharing Plan & Trust · $150K · 2 · 9th

  • ASSETS $150K
  • PCT 2
  • EIN 9th
  • RANK 401(k)
  • PHOTO near Doublemw Corp. 401(k) Profit Sharing Plan
  • IND ind #1444

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 →

Making Sense LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Making Sense LLC 401(k) Profit Sharing Plan & TrustMaking Sense LLC 401(k) Prof…$150KDoublemw Corp. 401(k) Profit Sharing PlanDoublemw Corp. 401(k) Profit…$150KStcj Corporation 401(k) Profit Sharing PlanStcj Corporation 401(k) Prof…$150KXist, Inc. 401(k) Plan$150KLouisiana Range Gun Club Inc 401(k) PlanLouisiana Range Gun Club Inc…$150K
End-of-year total assets ($M) among Making Sense LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Making Sense LLC multi-year asset trail

Sponsor-wide plan assets over time

All Making Sense LLC plans reported in each filing year

Latest sponsor-wide plan assets
$190K 29.62139754961785% vs 2022
2024 filing year
$0.14M$0.16M$0.18M$0.2M 202220232024 $0.15M $0.19M ▲ +26.7%
Year Plans Participants Total Assets
2022 1 4 $147K
2023 1 2 $150K
2024 1 1 $190K

Making Sense LLC filing trail (2023)

Total Assets (Beginning of Year)$147K
Net Assets (End of Year)$150K
Net Income$4K
Employer EIN204518092
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Making Sense 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 ($B) Participants Making Sense LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000150449 · Participants: 2Making Sense 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
Making Sense LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants

Making Sense 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 Doublemw Corp. 401(k) Profit Sharing Plan in MA ($150K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($150K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Making Sense LLC 401(k) Profit Sharing Plan & Trust assets move in 2023?
Making Sense LLC 401(k) Profit Sharing Plan & Trust edged up modestly - up 2.6% during 2023, from $147K to $150K. Reported net income was $4K.
How have Making Sense LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Making Sense LLC's sponsor-wide assets grew 29.6%, from $147K to $190K.
Where does Making Sense LLC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers?
Making Sense LLC 401(k) Profit Sharing Plan & Trust ranks in the 9th 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 Making Sense LLC 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Doublemw Corp. 401(k) Profit Sharing Plan in MA ($150K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Making Sense LLC 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A in assets).