401(k) · DOL Form 5500 · 2023

Lereta, LLC 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
708
Participants Below avg headcount
80th
Percentile by assets National rank
$45,226
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lereta, LLC 401(k) Plan · Sponsored by Lereta, LLC · California · Real Estate

$32M in assets, 708 participants

Lereta, LLC's Lereta, LLC 401(k) Plan reported $32M in total assets and 708 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #4,324 in Real Estate (4,727 peers)

Where Lereta, LLC 401(k) Plan sits by assets

Lereta, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $32M for 708 participants (~$45,226/participant), up 22.7% in 2023.

#4,324
in Real Estate (4,727 peers)
+22.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Lereta, LLC 401(k) Plan's outsized position by total assets

Lereta, LLC 401(k) Plan vs every filed plan by assets

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

$32,020,054 Top 20% higher than 80% 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

Lereta, LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lereta, LLC 401(k) Plan sits mid-pack in the medium band (708 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lereta, LLC 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Lereta, LLC 401(k) Plan end-of-year assets rose from $26M in the plan year 2022 filing to $32M in the plan year 2023 filing.
  • Lereta, LLC 401(k) Plan reported participants fell from 806 in the plan year 2022 filing to 708 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 270800873 · Lereta, LLC PY 2023 · 401(k)

Lereta, LLC 401(k) Plan · $32M · 708 · 80th

  • VS-ST $32M
  • VS-ST 708
  • VS-ST 80th
  • VS-ST 401(k)
  • VS-ST near The Midwest Trust Company Profit Sharing 401(k) Plan
  • VS-ST ind #4324

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 Real Estate retirement plans → · Plans in California →

Lereta, LLC 401(k) Plan in the asset neighbourhood

Lereta, LLC 401(k) Plan$32MThe Midwest Trust Company Profit Sharing 401(k) PlanThe Midwest Trust Company Pr…$32MLas Vegas Paving Corporation Profit Sharing and 401(k) PlanLas Vegas Paving Corporation…$32MSwimusa 401(k) Retirement PlanSwimusa 401(k) Retirement Pl…$32MSmartbear Software, Inc. 401(k) PlanSmartbear Software, Inc. 401…$32M
End-of-year total assets ($M) among Lereta, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$32M
Net Income$6M
Employer EIN270800873
Plan Effective Date2010-03-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Lereta, LLC)

Sponsor-wide plan assets over time

All Lereta, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$35M 32.91646320434518% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $26.1M $34.7M ▲ +32.9%
Year Plans Participants Total Assets
2022 1 806 $26M
2023 1 708 $32M
2024 1 701 $35M

Nearby 401(k) Plans in California

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

Lereta, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Lereta, LLC 401(k) Plan, Total assets ($B): 0.032020054 · Participants: 708Lereta, LLC 401(k) 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
Lereta, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Lereta, LLC 401(k) Plan side-by-side with 3 peers →

Lereta, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Midwest Trust Company Profit Sharing 401(k) Plan in KS ($32M); by covered participants it is Langley Federal Credit Union 401(k) Plan in VA (708 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (708 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 Lereta, LLC 401(k) Plan assets move in 2023? ▼
Lereta, LLC 401(k) Plan grew sharply - up 22.7% during 2023, from $26M to $32M. Reported net income was $6M.
How have Lereta, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lereta, LLC's sponsor-wide assets grew 32.9%, from $26M to $35M.
Where does Lereta, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Lereta, LLC 401(k) Plan ranks in the 80th 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 Lereta, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Midwest Trust Company Profit Sharing 401(k) Plan in KS ($32M, 160 participants).
Which 401(k) plans cover a similar participant headcount to Lereta, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Langley Federal Credit Union 401(k) Plan in VA (708 participants, $50M 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 270800873.

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.