401(k) · DOL Form 5500 · 2023

Corey, Luzaich, De Ghetaldi & Riddle LLP 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
41
Participants Small participant base
40th
Percentile by assets National rank
$93,580
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Corey, Luzaich, De Ghetaldi & Riddle LLP Salary Deferral Plan · Sponsored by Corey, Luzaich, De Ghetaldi & Riddle LLP · California · Professional & Technical Services

$4M in assets, 41 participants

Corey, Luzaich, De Ghetaldi & Riddle LLP's Corey, Luzaich, De Ghetaldi & Riddle LLP Salary Deferral Plan reported $4M in total assets and 41 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,486 in Professional & Technical Services (20,321 peers)

Corey, Luzaich, De Ghetaldi & Riddle LLP multi-year trail

Corey, Luzaich, De Ghetaldi & Riddle LLP's plans moved +20.4% in assets from 2022 to 2024; this filing shows Corey, Luzaich, De Ghetaldi & Riddle LLP Salary Deferral Plan at $4M / 41 participants.

#7,486
in Professional & Technical Services (20,321 peers)
+31.5%
assets growth YoY

Corey, Luzaich, De Ghetaldi & Riddle LLP Salary Deferral Plan's mid-pack asset rank among Professional & Technical Services and all filers

Corey, Luzaich, De Ghetaldi & Riddle LLP Salary Deferral Plan vs every filed plan by assets

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

$3,836,786 40th percentile higher than 40% 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

Corey, Luzaich, De Ghetaldi & Riddle LLP Salary Deferral Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Corey, Luzaich, De Ghetaldi & Riddle LLP Salary Deferral Plan is a small filing (41 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Corey, Luzaich, De Ghetaldi & Riddle LLP Salary Deferral Plan reported net income rose from -$247K in the plan year 2022 filing to $893K in the plan year 2023 filing.
  • Corey, Luzaich, De Ghetaldi & Riddle LLP Salary Deferral Plan reported participants rose from 25 in the plan year 2022 filing to 41 in the plan year 2023 filing.
  • Corey, Luzaich, De Ghetaldi & Riddle LLP Salary Deferral Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 941605114 · Corey, Luzaich, De Ghetaldi & Riddle LLP PY 2023 · 401(k)

Corey, Luzaich, De Ghetaldi & Riddle LLP Salary Deferral Plan · $4M · 41 · 40th

  • VS-ST $4M
  • VS-ST 41
  • VS-ST 40th
  • VS-ST 401(k)
  • VS-ST near Pruvations Inc 401(k)
  • VS-ST ind #7486

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 →

Corey, Luzaich, De Ghetaldi & Riddle LLP Salary Deferral Plan in the asset neighbourhood

Corey, Luzaich, De Ghetaldi & Riddle LLP Salary Deferral PlanCorey, Luzaich, De Ghetaldi …$4MPruvations Inc 401(k)$4MCaruso Homes Employee 401(k) PlanCaruso Homes Employee 401(k)…$4MParker Gas 401(k) Plan$4MGlobal Bondholder Services 401(k) Profit Sharing PlanGlobal Bondholder Services 4…$4M
End-of-year total assets ($M) among Corey, Luzaich, De Ghetaldi & Riddle LLP Salary Deferral Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Corey, Luzaich, De Ghetaldi & Riddle LLP multi-year asset trail

Sponsor-wide plan assets over time

All Corey, Luzaich, De Ghetaldi & Riddle LLP plans reported in each filing year

Latest sponsor-wide plan assets
$4M 20.380729943825155% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.92M $3.51M ▲ +20.2%
Year Plans Participants Total Assets
2022 1 25 $3M
2023 1 41 $4M
2024 1 39 $4M

Corey, Luzaich, De Ghetaldi & Riddle LLP filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$893K
Employer EIN941605114
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Corey, Luzaich, De Ghetaldi & Riddle LLP Salary Deferral Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Corey, Luzaich, De Ghetaldi & Riddle LLP Salary Deferral Plan, Total assets ($B): 0.003836786 · Participants: 41Corey, Luzaich, De Ghetaldi & Riddle LLP Salary Deferral 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
Corey, Luzaich, De Ghetaldi & Riddle LLP Salary Deferral Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Corey, Luzaich, De Ghetaldi & Riddle LLP Salary Deferral Plan side-by-side with 3 peers →

Corey, Luzaich, De Ghetaldi & Riddle LLP Salary Deferral Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Pruvations Inc 401(k) in NJ ($4M); by covered participants it is Houston Vehicle Leasing 401(k) Plan in TX (41 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (41 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 Corey, Luzaich, De Ghetaldi & Riddle LLP Salary Deferral Plan assets move in 2023? ▼
Corey, Luzaich, De Ghetaldi & Riddle LLP Salary Deferral Plan surged - up 31.5% during 2023, from $3M to $4M. Reported net income was $893K.
How have Corey, Luzaich, De Ghetaldi & Riddle LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Corey, Luzaich, De Ghetaldi & Riddle LLP's sponsor-wide assets grew 20.4%, from $3M to $4M.
Which 401(k) plans are similar in size to Corey, Luzaich, De Ghetaldi & Riddle LLP Salary Deferral Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pruvations Inc 401(k) in NJ ($4M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Corey, Luzaich, De Ghetaldi & Riddle LLP Salary Deferral Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Houston Vehicle Leasing 401(k) Plan in TX (41 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 941605114.

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.