401(k) · DOL Form 5500 · 2023
Diamond Peo, LLC 401(k) Plan
Data updated 2026-08-25
- $222K
- Total assets Small plan by assets
- 1,836
- Participants Near avg headcount
- 11th
- Percentile by assets National rank
- $121
- Avg per participant Low balance/head
Official DOL plan name: Diamond Peo LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Diamond Peo, LLC · California · Professional & Technical Services
$222K in assets, 1,836 participants
Diamond Peo, LLC's Diamond Peo LLC 401(k) Profit Sharing Plan & Trust reported $222K in total assets and 1,836 participants in its 2023 DOL Form 5500 filing, ranking in the 11th 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.
- #1,801 in Professional & Technical Services (20,321 peers)
Coverage in California
Diamond Peo LLC 401(k) Profit Sharing Plan & Trust covers 1,836 participants in California, 2.9x the typical California plan (state average ~630 per filing). Assets: $222K.
- #1,801
- in Professional & Technical Services (20,321 peers)
- +21.4%
- assets growth YoY
Diamond Peo LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Diamond Peo LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$221,598 11th percentile higher than 11% 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
Diamond Peo LLC 401(k) Profit Sharing Plan & Trust's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Diamond Peo LLC 401(k) Profit Sharing Plan & Trust lands in the large band (1,836 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Diamond Peo LLC 401(k) Profit Sharing Plan & Trust reported net income rose from -$225K in the plan year 2022 filing to $39K in the plan year 2023 filing.
- Diamond Peo LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 1,044 in the plan year 2022 filing to 1,836 in the plan year 2023 filing.
- Diamond Peo LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $183K in the plan year 2022 filing to $222K in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 813573469 · Diamond Peo, LLC PY 2023 · 401(k)
Diamond Peo LLC 401(k) Profit Sharing Plan & Trust · $222K · 1,836 · 11th
- IND $222K
- IND 1,836
- IND 11th
- IND 401(k)
- IND near Iota Family Pharmacy Investment Plan
- IND ind #1801
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 →
Diamond Peo LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $183K |
|---|---|
| Net Assets (End of Year) | $222K |
| Net Income | $39K |
| Employer EIN | 813573469 |
| Plan Effective Date | 2020-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Diamond Peo, LLC)
Sponsor-wide plan assets over time
All Diamond Peo, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $248K 35.785575774839224% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,044 | $183K |
| 2023 | 1 | 1,836 | $222K |
| 2024 | 1 | 1,835 | $248K |
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
Diamond Peo LLC 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 Iota Family Pharmacy Investment Plan in LA ($222K); by covered participants it is One Voice Central Texas 403(b) Plan in TX (1,836 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($222K here).
Similar participant headcount
Nearest other-state filings by covered participants (1,836 participants); asset peers above are excluded.
- One Voice Central Texas 403(b) Plan (TX) 1,836 · 0 off
- Belden Inc. Retirement Savings Plan (MO) 1,837 · 1 off
- Nbt Bancorp Inc. 401(k) & Employee Stock Ownership Plan (NY) 1,838 · 2 off
- J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan (WI) 1,834 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.