401(k) · DOL Form 5500 · 2023

Life&wealth Advisors Inc 401(k) Plan

Data updated 2026-08-25

$459K
Total assets Small plan by assets
3
Participants Small participant base
17th
Percentile by assets National rank
$152,943
Avg per participant Above avg balance/head
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Official DOL plan name: Life&wealth Advisors Inc 401(k) Profit Sharing Plan · Sponsored by Life&wealth Advisors Inc · California · Finance & Insurance

$459K in assets, 3 participants

Life&wealth Advisors Inc's Life&wealth Advisors Inc 401(k) Profit Sharing Plan reported $459K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

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

What the 2023 filing shows

Life&wealth Advisors Inc 401(k) Profit Sharing Plan holds $459K for 3 participants - about $152,943 per participant, among the smaller plans by assets on file.

#927
in Finance & Insurance (8,869 peers)
+6.8%
assets growth YoY

Life&wealth Advisors Inc 401(k) Profit Sharing Plan among the smaller filed plans by assets

Life&wealth Advisors Inc 401(k) Profit Sharing Plan vs every filed plan by assets

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

$458,830 17th percentile higher than 17% 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

Life&wealth Advisors Inc 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Life&wealth Advisors Inc 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Life&wealth Advisors Inc 401(k) Profit Sharing Plan reported net income fell from $43K in the plan year 2022 filing to $29K in the plan year 2023 filing.
  • Life&wealth Advisors Inc 401(k) Profit Sharing Plan end-of-year assets rose from $430K in the plan year 2022 filing to $459K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 203075156 · Life&wealth Advisors Inc PY 2023 · 401(k)

Life&wealth Advisors Inc 401(k) Profit Sharing Plan · $459K · 3 · 17th

  • EBSA $459K
  • EBSA 3
  • EBSA 17th
  • EBSA 401(k)
  • EBSA near Ray Schultens Motors, Inc. 401(k) Plan
  • EBSA ind #927

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 →

Life&wealth Advisors Inc 401(k) Profit Sharing Plan in the asset neighbourhood

Life&wealth Advisors Inc 401(k) Profit Sharing PlanLife&wealth Advisors Inc 401…$459KRay Schultens Motors, Inc. 401(k) PlanRay Schultens Motors, Inc. 4…$459KMspellegrini, Corp. 401(k) Profit Sharing PlanMspellegrini, Corp. 401(k) P…$459KJ & S Business Enterprises Inc. 401(k) PlanJ & S Business Enterprises I…$459KExport Trade of America Inc 401(k) Profit Sharing Plan & TrustExport Trade of America Inc …$459K
End-of-year total assets ($M) among Life&wealth Advisors Inc 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$430K
Net Assets (End of Year)$459K
Net Income$29K
Employer EIN203075156
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Life&wealth Advisors Inc)

Sponsor-wide plan assets over time

All Life&wealth Advisors Inc plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.2M$0.4M$0.6M 202220232024 $0.43M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 3 $430K
2023 1 3 $459K
2024 1 3 N/A

Nearby 401(k) Plans in California

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

Life&wealth Advisors Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Life&wealth Advisors Inc 401(k) Profit Sharing Plan, Total assets ($B): 0.00045883 · Participants: 3Life&wealth Advisors Inc 401(k) Profit Sharing PlanWells 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
Life&wealth Advisors Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Life&wealth Advisors Inc 401(k) Profit Sharing Plan side-by-side with 3 peers →

Life&wealth Advisors Inc 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Ray Schultens Motors, Inc. 401(k) Plan in OR ($459K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Life&wealth Advisors Inc 401(k) Profit Sharing Plan assets move in 2023? ▼
Life&wealth Advisors Inc 401(k) Profit Sharing Plan grew at a solid clip - up 6.8% during 2023, from $430K to $459K. Reported net income was $29K.
Where does Life&wealth Advisors Inc 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Life&wealth Advisors Inc 401(k) Profit Sharing Plan ranks in the 17th 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 Life&wealth Advisors Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ray Schultens Motors, Inc. 401(k) Plan in OR ($459K, 29 participants).
Which 401(k) plans cover a similar participant headcount to Life&wealth Advisors Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 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 203075156.

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.