401(k) · DOL Form 5500 · 2023

Russell & Lazarus a Profession 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
31
Participants Small participant base
47th
Percentile by assets National rank
$183,905
Avg per participant Above avg balance/head
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Official DOL plan name: Russell & Lazarus a Profession 401(k) Profit Sharing Plan & Trust · Sponsored by Russell & Lazarus a Profession · California · Professional & Technical Services

$6M in assets, 31 participants

Russell & Lazarus a Profession's Russell & Lazarus a Profession 401(k) Profit Sharing Plan & Trust reported $6M in total assets and 31 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #9,147 in Professional & Technical Services (20,321 peers)

Russell & Lazarus a Profession multi-year trail

Russell & Lazarus a Profession's plans moved +58.5% in assets from 2022 to 2024; this filing shows Russell & Lazarus a Profession 401(k) Profit Sharing Plan & Trust at $6M / 31 participants.

#9,147
in Professional & Technical Services (20,321 peers)
+23.4%
assets growth YoY

Russell & Lazarus a Profession 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Russell & Lazarus a Profession 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$5,701,066 47th percentile higher than 47% 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

Russell & Lazarus a Profession 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Russell & Lazarus a Profession 401(k) Profit Sharing Plan & Trust is a small filing (31 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Russell & Lazarus a Profession 401(k) Profit Sharing Plan & Trust reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Russell & Lazarus a Profession 401(k) Profit Sharing Plan & Trust reported participants rose from 25 in the plan year 2022 filing to 31 in the plan year 2023 filing.
  • Russell & Lazarus a Profession 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 330808977 · Russell & Lazarus a Profession PY 2023 · 401(k)

Russell & Lazarus a Profession 401(k) Profit Sharing Plan & Trust · $6M · 31 · 47th

  • BOY $6M
  • BOY 31
  • BOY 47th
  • BOY 401(k)
  • BOY near Brinly-Hardy Company Retirement Savings Plan
  • BOY ind #9147

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 →

Russell & Lazarus a Profession 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Russell & Lazarus a Profession 401(k) Profit Sharing Plan & TrustRussell & Lazarus a Professi…$6MBrinly-Hardy Company Retirement Savings PlanBrinly-Hardy Company Retirem…$6MRobinson Paving Company, Inc. 401(k) Profit Sharing Plan and TrustRobinson Paving Company, Inc…$6MClaims Service Bureau of New York, Inc. Employees' Profit Sharing PlanClaims Service Bureau of New…$6MChernoff Sales Retirement PlanChernoff Sales Retirement Pl…$6M
End-of-year total assets ($M) among Russell & Lazarus a Profession 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Russell & Lazarus a Profession multi-year asset trail

Sponsor-wide plan assets over time

All Russell & Lazarus a Profession plans reported in each filing year

Latest sponsor-wide plan assets
$7M 58.5215987975945% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.62M $7.32M ▲ +58.4%
Year Plans Participants Total Assets
2022 1 25 $5M
2023 1 31 $6M
2024 1 30 $7M

Russell & Lazarus a Profession filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN330808977
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Russell & Lazarus a Profession 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Russell & Lazarus a Profession 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.005701066 · Participants: 31Russell & Lazarus a Profession 401(k) Profit Sharing Plan & TrustWells 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
Russell & Lazarus a Profession 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants

Russell & Lazarus a Profession 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Brinly-Hardy Company Retirement Savings Plan in IN ($6M); by covered participants it is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 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 Russell & Lazarus a Profession 401(k) Profit Sharing Plan & Trust assets move in 2023?
Russell & Lazarus a Profession 401(k) Profit Sharing Plan & Trust grew sharply - up 23.4% during 2023, from $5M to $6M. Reported net income was $1M.
How have Russell & Lazarus a Profession plan assets changed over time?
Across 3 plan years on file (2022-2024), Russell & Lazarus a Profession's sponsor-wide assets grew 58.5%, from $5M to $7M.
Which 401(k) plans are similar in size to Russell & Lazarus a Profession 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Brinly-Hardy Company Retirement Savings Plan in IN ($6M, 77 participants).
Which 401(k) plans cover a similar participant headcount to Russell & Lazarus a Profession 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (31 participants, $8M in assets).