Other · DOL Form 5500 · 2023

Lmbhr-11, LLC Solo 401(k) Retirement Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets: 1
Participants Small participant base: 25th
Percentile by assets National rank: $1.2M
Avg per participant High balance/head

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Official DOL plan name: Lmbhr-II, LLC Solo 401-K · Sponsored by Lmbhr-11, LLC Solo 401(k) · California · Real Estate

$1M in assets, 1 participants

Lmbhr-11, LLC Solo 401(k)'s Lmbhr-II, LLC Solo 401-K reported $1M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

#2,016 in Real Estate (4,727 peers)

What the 2023 filing shows

Lmbhr-II, LLC Solo 401-K holds $1M for 1 participant - about $1.2M per participant, in the lower half of filed plans by assets.

#2,016
in Real Estate (4,727 peers): +1.7%
assets growth YoY

Lmbhr-II, LLC Solo 401-K among the smaller filed plans by assets

Lmbhr-II, LLC Solo 401-K vs every filed plan by assets

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

$1,167,220 25th percentile higher than 25% 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

Lmbhr-II, LLC Solo 401-K among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lmbhr-II, LLC Solo 401-K 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%)

Lmbhr-II, LLC Solo 401-K reported net income rose from $14K in the plan year 2022 filing to $19K in the plan year 2023 filing.
Lmbhr-II, LLC Solo 401-K end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 822957737 · Lmbhr-11, LLC Solo 401(k) PY 2023 · Other

Lmbhr-II, LLC Solo 401-K · $1M · 1 · 25th

5500 $1M
5500 1
5500 25th
5500 Other
5500 near Asi-Ne Company Sponsored Pension Plan
5500 ind #2016

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 →

End-of-year total assets ($M) among Lmbhr-II, LLC Solo 401-K and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$1M
Net Income	$19K
Employer EIN	822957737
Plan Effective Date	2017-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Lmbhr-11, LLC Solo 401(k))

Latest sponsor-wide plan assets: $1M 3.134711031077913% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	1	$1M
2023	1	1	$1M
2024	1	1	$1M

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

Lmbhr-II, LLC Solo 401-K vs. nearby Other plans in California, assets vs. participants

Stanford Contributory Retirement Plan $11.0B · 21,674
Sutter Health 403(b) Savings Plan $6.5B · 50,273
Stanford Health Care Retirement Savings Plan $5.8B · 22,681
Caltech Base Retirement Plan $4.8B · 10,682
University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764

Compare Lmbhr-II, LLC Solo 401-K side-by-side with 3 peers →

Lmbhr-II, LLC Solo 401-K's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Asi-Ne Company Sponsored Pension Plan in ME ($1M); by covered participants it is James Nola Investment Trust in FL (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Asi-Ne Company Sponsored Pension Plan (ME) $1M · 140
Westbury Christian School (TX) $1M · 60
Gordon Management Co., Inc. Profit Sharing Plan and Trust (MI) $1M · 29
Eugene V and Clare E Thaw Charitable Trust Defined Contribution Retirement Plan (NM) $1M · 1

Similar participant headcount

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

James Nola Investment Trust (FL) 1 · 0 off
Ap/M 401(k) Plan (IA) 1 · 0 off
Gramly & Associates Inc Retirement Paln (WI) 1 · 0 off
Morrow Valley Ranch Investment Plan (MO) 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 Lmbhr-II, LLC Solo 401-K assets move in 2023? ▼

Lmbhr-II, LLC Solo 401-K edged up modestly - up 1.7% during 2023, from $1M to $1M. Reported net income was $19K.

How have Lmbhr-11, LLC Solo 401(k) plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Lmbhr-11, LLC Solo 401(k)'s sponsor-wide assets grew 3.1%, from $1M to $1M.

Where does Lmbhr-II, LLC Solo 401-K rank by assets among Form 5500 filers? ▼

Lmbhr-II, LLC Solo 401-K ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).

Which Other plans are similar in size to Lmbhr-II, LLC Solo 401-K? ▼

Among Other plans in other states, the closest by assets is Asi-Ne Company Sponsored Pension Plan in ME ($1M, 140 participants).

Which Other plans cover a similar participant headcount to Lmbhr-II, LLC Solo 401-K? ▼

Among Other plans in other states, the closest by covered participants is James Nola Investment Trust in FL (1 participant, $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 822957737.