401(k) · DOL Form 5500 · 2023

Long Term Care Planning LLC 401(k) Plan

Data updated 2026-08-25

$850K
Total assets Small plan by assets: 1
Participants Small participant base: 22nd
Percentile by assets National rank: $850,000
Avg per participant High balance/head

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Official DOL plan name: Long Term Care Planning LLC 401(k) Plan · Sponsored by Long Term Care Planning LLC · Washington · Finance & Insurance

$850K in assets, 1 participants

Long Term Care Planning LLC's Long Term Care Planning LLC 401(k) Plan reported $850K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

#1,243 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Long Term Care Planning LLC 401(k) Plan holds $850K for 1 participant - about $850,000 per participant, among the smaller plans by assets on file.

#1,243
in Finance & Insurance (8,869 peers): +0.0%
assets growth YoY

Long Term Care Planning LLC 401(k) Plan among the smaller filed plans by assets

Long Term Care Planning LLC 401(k) Plan vs every filed plan by assets

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

$850,000 22nd percentile higher than 22% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Long Term Care Planning LLC 401(k) 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. Long Term Care Planning LLC 401(k) Plan is a micro filing (1 participant), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Plan-year Form 5500 strip

Filing strip 852984854 · Long Term Care Planning LLC PY 2023 · 401(k)

Long Term Care Planning LLC 401(k) Plan · $850K · 1 · 22nd

EBSA $850K
EBSA 1
EBSA 22nd
EBSA 401(k)
EBSA near Polidan Retirement Plan
EBSA ind #1243

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 Washington →

End-of-year total assets ($M) among Long Term Care Planning LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$850K
Net Assets (End of Year)	$850K
Employer EIN	852984854
Plan Effective Date	2017-09-27
Filing Status	FILING RECEIVED

Sponsor Plan History (Long Term Care Planning LLC)

Latest sponsor-wide plan assets: $900K 5.88235294117647% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	1	$850K
2023	1	1	$850K
2024	1	1	$900K

Nearby 401(k) Plans in Washington

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

Long Term Care Planning LLC 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants

The Boeing Company 401(k) Retirement Plan $72.2B · 128,910
Microsoft Corporation Savings Plus 401(k) Plan $53.2B · 123,296
Costco 401(k) Retirement Plan $33.4B · 192,744
T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust $8.3B · 71,538
401(k) Savings Plan $8.1B · 87,590

Compare Long Term Care Planning LLC 401(k) Plan side-by-side with 3 peers →

Long Term Care Planning LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Polidan Retirement Plan in FL ($850K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($850K here).

Polidan Retirement Plan (FL) $850K · 2
America Asia Acuherb, Inc. 401(k) (MD) $850K · 1
Advanced Solutions Inc 401(k) Plan (CO) $850K · N/A
Inspiration Pointe Investments, Inc. 401(k) Plan (FL) $850K · 2

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

Beandel, Inc. 401(k) Profit Sharing Plan (UT) 1 · 0 off
Goldsugar Foodservice, Inc. 401(k) Profit Sharing Plan (IL) 1 · 0 off
Armo 401(k) Trust (NJ) 1 · 0 off
Provencio Enterprises Retirement Plan (TX) 1 · 0 off

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 Long Term Care Planning LLC 401(k) Plan assets move in 2023? ▼

Long Term Care Planning LLC 401(k) Plan held essentially flat - up 0.0% during 2023, from $850K to $850K.

How have Long Term Care Planning LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Long Term Care Planning LLC's sponsor-wide assets grew 5.9%, from $850K to $900K.

Where does Long Term Care Planning LLC 401(k) Plan rank by assets among Form 5500 filers? ▼

Long Term Care Planning LLC 401(k) Plan ranks in the 22nd 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 Long Term Care Planning LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Polidan Retirement Plan in FL ($850K, 2 participants).

Which 401(k) plans cover a similar participant headcount to Long Term Care Planning LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 852984854.