401(k) · DOL Form 5500 · 2023

Planahead, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
16
Participants Small participant base
54th
Percentile by assets National rank
$496,895
Avg per participant High balance/head
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Official DOL plan name: Planahead, LLC 401(k) Plan · Sponsored by Planahead, LLC · California · Wholesale Trade

$8M in assets, 16 participants

Planahead, LLC's Planahead, LLC 401(k) Plan reported $8M in total assets and 16 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #2,787 in Wholesale Trade (6,309 peers)

Planahead, LLC multi-year trail

Planahead, LLC's plans moved +34.4% in assets from 2022 to 2024; this filing shows Planahead, LLC 401(k) Plan at $8M / 16 participants.

#2,787
in Wholesale Trade (6,309 peers)
+18.9%
assets growth YoY

Planahead, LLC 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

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

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

$7,950,319 Top 46% higher than 54% 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

Planahead, LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Planahead, LLC 401(k) Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Planahead, LLC 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Planahead, LLC 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 020586040 · Planahead, LLC PY 2023 · 401(k)

Planahead, LLC 401(k) Plan · $8M · 16 · 54th

  • PHOTO $8M
  • IND 16
  • EOY 54th
  • 5500 401(k)
  • ASSETS near Steger & Bizzell Engineering 401(k) Plan
  • PCT ind #2787

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 Wholesale Trade retirement plans → · Plans in California →

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

Planahead, LLC 401(k) Plan$8MSteger & Bizzell Engineering 401(k) PlanSteger & Bizzell Engineering…$8MEarle W. Noyes & Sons, Inc. 401(k) Savings & Retirement PlanEarle W. Noyes & Sons, Inc. …$8MMedical Murray, Inc. 401(k) Retirement PlanMedical Murray, Inc. 401(k) …$8MExpress Credit Auto Savings Incentive PlanExpress Credit Auto Savings …$8M
End-of-year total assets ($M) among Planahead, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Planahead, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Planahead, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 34.400619643632915% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.72M $13.1M ▲ +34.5%
Year Plans Participants Total Assets
2022 2 31 $10M
2023 2 32 $12M
2024 2 32 $13M

Planahead, LLC filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN020586040
Plan Effective Date2003-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Planahead, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Planahead, LLC 401(k) Plan, Total assets ($B): 0.007950319 · Participants: 16Planahead, 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
Planahead, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Planahead, LLC 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Steger & Bizzell Engineering 401(k) Plan in TX ($8M); by covered participants it is Quality Parts Express, Inc. 401(k) Plan in TN (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 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 Planahead, LLC 401(k) Plan assets move in 2023? ▼
Planahead, LLC 401(k) Plan grew sharply - up 18.9% during 2023, from $7M to $8M. Reported net income was $1M.
How have Planahead, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Planahead, LLC's sponsor-wide assets grew 34.4%, from $10M to $13M.
Which 401(k) plans are similar in size to Planahead, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Steger & Bizzell Engineering 401(k) Plan in TX ($8M, 48 participants).
Which 401(k) plans cover a similar participant headcount to Planahead, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Quality Parts Express, Inc. 401(k) Plan in TN (16 participants, $1M 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 020586040.

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.