401(k) · DOL Form 5500 · 2023

Lizellen La Follette Md, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
8
Participants Small participant base
25th
Percentile by assets National rank
$146,984
Avg per participant Above avg balance/head
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Official DOL plan name: Lizellen La Follette Md, Inc. 401(k) Plan & Trust · Sponsored by Lizellen La Follette Md, Inc. · California · Healthcare & Social Assistance

$1M in assets, 8 participants

Lizellen La Follette Md, Inc.'s Lizellen La Follette Md, Inc. 401(k) Plan & Trust reported $1M in total assets and 8 participants 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.

  • #3,754 in Healthcare & Social Assistance (17,684 peers)

Lizellen La Follette Md, Inc. multi-year trail

Lizellen La Follette Md, Inc.'s plans moved +25.6% in assets from 2022 to 2024; this filing shows Lizellen La Follette Md, Inc. 401(k) Plan & Trust at $1M / 8 participants.

#3,754
in Healthcare & Social Assistance (17,684 peers)
+0.6%
assets growth YoY

Lizellen La Follette Md, Inc. 401(k) Plan & Trust among the smaller filed plans by assets

Lizellen La Follette Md, Inc. 401(k) Plan & Trust vs every filed plan by assets

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

$1,175,872 25th percentile higher than 25% 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

Lizellen La Follette Md, Inc. 401(k) Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lizellen La Follette Md, Inc. 401(k) Plan & Trust is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lizellen La Follette Md, Inc. 401(k) Plan & Trust reported net income rose from -$131K in the plan year 2022 filing to $7K in the plan year 2023 filing.
  • Lizellen La Follette Md, Inc. 401(k) Plan & Trust reported participants rose from 7 in the plan year 2022 filing to 8 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 680428315 · Lizellen La Follette Md, Inc. PY 2023 · 401(k)

Lizellen La Follette Md, Inc. 401(k) Plan & Trust · $1M · 8 · 25th

  • SCH $1M
  • SCH 8
  • SCH 25th
  • SCH 401(k)
  • SCH near Haselden Homecare, Inc. 401(k) Profit Sharing Plan
  • SCH ind #3754

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Lizellen La Follette Md, Inc. 401(k) Plan & Trust in the asset neighbourhood

Lizellen La Follette Md, Inc. 401(k) Plan & TrustLizellen La Follette Md, Inc…$1MHaselden Homecare, Inc. 401(k) Profit Sharing PlanHaselden Homecare, Inc. 401(…$1MSchiller Grounds Care, Inc. Union Employees 401(k) PlanSchiller Grounds Care, Inc. …$1MCmms, Inc. 401(k) Profit Sharing PlanCmms, Inc. 401(k) Profit Sha…$1MLucky Clover Packaging LLC 401(k) P/S PlanLucky Clover Packaging LLC 4…$1M
End-of-year total assets ($M) among Lizellen La Follette Md, Inc. 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Lizellen La Follette Md, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lizellen La Follette Md, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 25.555050672307665% vs 2022
2024 filing year
$1.1M$1.2M$1.3M$1.4M$1.5M 202220232024 $1.17M $1.47M ▲ +25.6%
Year Plans Participants Total Assets
2022 1 7 $1M
2023 1 8 $1M
2024 1 7 $1M

Lizellen La Follette Md, Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$7K
Employer EIN680428315
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Lizellen La Follette Md, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Lizellen La Follette Md, Inc. 401(k) Plan & Trust, Total assets ($B): 0.001175872 · Participants: 8Lizellen La Follette Md, Inc. 401(k) 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
Lizellen La Follette Md, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Lizellen La Follette Md, Inc. 401(k) Plan & Trust side-by-side with 3 peers →

Lizellen La Follette Md, Inc. 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Haselden Homecare, Inc. 401(k) Profit Sharing Plan in TX ($1M); by covered participants it is Culshaw & Company LLC Employee Savings Plan in OR (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Lizellen La Follette Md, Inc. 401(k) Plan & Trust assets move in 2023? ▼
Lizellen La Follette Md, Inc. 401(k) Plan & Trust held essentially flat - up 0.6% during 2023, from $1M to $1M. Reported net income was $7K.
How have Lizellen La Follette Md, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lizellen La Follette Md, Inc.'s sponsor-wide assets grew 25.6%, from $1M to $1M.
Where does Lizellen La Follette Md, Inc. 401(k) Plan & Trust rank by assets among Form 5500 filers? ▼
Lizellen La Follette Md, Inc. 401(k) Plan & Trust 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 401(k) plans are similar in size to Lizellen La Follette Md, Inc. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Haselden Homecare, Inc. 401(k) Profit Sharing Plan in TX ($1M, 14 participants).
Which 401(k) plans cover a similar participant headcount to Lizellen La Follette Md, Inc. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Culshaw & Company LLC Employee Savings Plan in OR (8 participants, $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 680428315.

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.