401(k) · DOL Form 5500 · 2023
Landmark Dividend LLC 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 124
- Participants Small participant base
- 64th
- Percentile by assets National rank
- $102,867
- Avg per participant Below avg balance/head
Official DOL plan name: Landmark Dividend LLC 401(k) Plan · Sponsored by Landmark Dividend LLC · California · Real Estate
$13M in assets, 124 participants
Landmark Dividend LLC's Landmark Dividend LLC 401(k) Plan reported $13M in total assets and 124 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.
- #3,794 in Real Estate (4,727 peers)
Coverage in California
Landmark Dividend LLC 401(k) Plan covers 124 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $13M.
- #3,794
- in Real Estate (4,727 peers)
- +27.6%
- assets growth YoY
Landmark Dividend LLC 401(k) Plan's mid-pack asset rank among Real Estate and all filers
Landmark Dividend LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,755,494 Top 36% higher than 64% 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
Landmark Dividend 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. Landmark Dividend LLC 401(k) Plan sits mid-pack in the medium band (124 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Landmark Dividend LLC 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Landmark Dividend LLC 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Landmark Dividend LLC 401(k) Plan reported participants fell from 129 in the plan year 2022 filing to 124 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 271963201 · Landmark Dividend LLC PY 2023 · 401(k)
Landmark Dividend LLC 401(k) Plan · $13M · 124 · 64th
- NET $13M
- BOOK 124
- VS-ST 64th
- BOY 401(k)
- SCH near Blackstone Audio 401(k) Profit Sharing Plan
- EBSA ind #3794
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 →
Landmark Dividend LLC 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $3M |
| Employer EIN | 271963201 |
| Plan Effective Date | 2012-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Landmark Dividend LLC)
Sponsor-wide plan assets over time
All Landmark Dividend LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 57.55414816186899% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 129 | $10M |
| 2023 | 1 | 124 | $13M |
| 2024 | 1 | 128 | $16M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Landmark Dividend LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Blackstone Audio 401(k) Profit Sharing Plan in OR ($13M); by covered participants it is F.L. Chamberlain School Retirement Plan in MA (124 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (124 participants); asset peers above are excluded.
- F.L. Chamberlain School Retirement Plan (MA) 124 · 0 off
- The Contractors Retirement Plan (VA) 124 · 0 off
- Zymeworks Biopharmaceuticals 401(k) Plan () 124 · 0 off
- The Childrens Home of Pittsburgh 401(k) Plan (PA) 124 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.