401(k) · DOL Form 5500 · 2023

Cambiar Investors LLC 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
42
Participants Small participant base
78th
Percentile by assets National rank
$669,831
Avg per participant High balance/head
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Official DOL plan name: Cambiar Investors LLC Profit Sharing Plan and Trust · Sponsored by Cambiar Investors LLC · Colorado · Finance & Insurance

$28M in assets, 42 participants

Cambiar Investors LLC's Cambiar Investors LLC Profit Sharing Plan and Trust reported $28M in total assets and 42 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,922 in Finance & Insurance (8,869 peers)

Where Cambiar Investors LLC Profit Sharing Plan and Trust sits by assets

Cambiar Investors LLC Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $28M for 42 participants (~$669,831/participant), up 26.9% in 2023.

#5,922
in Finance & Insurance (8,869 peers)
+26.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Cambiar Investors LLC Profit Sharing Plan and Trust's outsized position by total assets

Cambiar Investors LLC Profit Sharing Plan and Trust vs every filed plan by assets

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

$28,132,884 Top 22% higher than 78% 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

Cambiar Investors LLC Profit Sharing Plan and 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. Cambiar Investors LLC Profit Sharing Plan and Trust is a small filing (42 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cambiar Investors LLC Profit Sharing Plan and Trust reported net income rose from -$8M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Cambiar Investors LLC Profit Sharing Plan and Trust end-of-year assets rose from $22M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Cambiar Investors LLC Profit Sharing Plan and Trust reported participants fell from 49 in the plan year 2022 filing to 42 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 841596610 · Cambiar Investors LLC PY 2023 · 401(k)

Cambiar Investors LLC Profit Sharing Plan and Trust · $28M · 42 · 78th

  • SCH $28M
  • EBSA 42
  • PART 78th
  • TYPE 401(k)
  • NET near Rxo Retirement Savings Plan
  • BOOK ind #5922

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 Colorado →

Cambiar Investors LLC Profit Sharing Plan and Trust in the asset neighbourhood

United Business Bank 401(k) PlanUnited Business Bank 401(k) …$28MMaintech 401(k) Retirement Plan and TrustMaintech 401(k) Retirement P…$28MCambiar Investors LLC Profit Sharing Plan and TrustCambiar Investors LLC Profit…$28MRxo Retirement Savings Plan$28MUniversity Psychiatric Practice, Inc. Section 403(b) PlanUniversity Psychiatric Pract…$28M
End-of-year total assets ($M) among Cambiar Investors LLC Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$28M
Net Income$6M
Employer EIN841596610
Plan Effective Date2001-07-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Cambiar Investors LLC)

Sponsor-wide plan assets over time

All Cambiar Investors LLC plans reported in each filing year

Latest sponsor-wide plan assets
$30M 36.84617156533901% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22.2M $30.3M ▲ +36.9%
Year Plans Participants Total Assets
2022 1 49 $22M
2023 1 42 $28M
2024 1 39 $30M

Nearby 401(k) Plans in Colorado

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

Cambiar Investors LLC Profit Sharing Plan and Trust vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Cambiar Investors LLC Profit Sharing Plan and Trust, Total assets ($B): 0.028132884 · Participants: 42Cambiar Investors LLC Profit Sharing Plan and TrustDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Cambiar Investors LLC Profit Sharing Plan and Trust vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Cambiar Investors LLC Profit Sharing Plan and Trust side-by-side with 3 peers →

Cambiar Investors LLC Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Rxo Retirement Savings Plan in NC ($28M); by covered participants it is Rodriguez Hidalgo Retirement Plan in PR (42 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (42 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 Cambiar Investors LLC Profit Sharing Plan and Trust assets move in 2023? ▼
Cambiar Investors LLC Profit Sharing Plan and Trust grew sharply - up 26.9% during 2023, from $22M to $28M. Reported net income was $6M.
How have Cambiar Investors LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cambiar Investors LLC's sponsor-wide assets grew 36.8%, from $22M to $30M.
Where does Cambiar Investors LLC Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Cambiar Investors LLC Profit Sharing Plan and Trust ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Cambiar Investors LLC Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Rxo Retirement Savings Plan in NC ($28M, 90 participants).
Which 401(k) plans cover a similar participant headcount to Cambiar Investors LLC Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Rodriguez Hidalgo Retirement Plan in PR (42 participants, $2M 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 841596610.

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.