401(k) · DOL Form 5500 · 2023

Horan Lloyd a Professional Corporation 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
17
Participants Small participant base
50th
Percentile by assets National rank
$384,952
Avg per participant High balance/head
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Official DOL plan name: Horan Lloyd 401(k) Plan · Sponsored by Horan Lloyd a Professional Corporation · California · Professional & Technical Services

$7M in assets, 17 participants

Horan Lloyd a Professional Corporation's Horan Lloyd 401(k) Plan reported $7M in total assets and 17 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,743 in Professional & Technical Services (20,321 peers)

Horan Lloyd a Professional Corporation multi-year trail

Horan Lloyd a Professional Corporation's plans moved +10.1% in assets from 2022 to 2023; this filing shows Horan Lloyd 401(k) Plan at $7M / 17 participants.

#9,743
in Professional & Technical Services (20,321 peers)
+10.1%
assets growth YoY

Horan Lloyd 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Horan Lloyd 401(k) Plan vs every filed plan by assets

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

$6,544,190 Top 50% higher than 50% 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

Horan Lloyd 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. Horan Lloyd 401(k) Plan is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Horan Lloyd 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $599K in the plan year 2023 filing.
  • Horan Lloyd 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Horan Lloyd 401(k) Plan reported participants rose from 16 in the plan year 2022 filing to 17 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 942223965 · Horan Lloyd a Professional Corporation PY 2023 · 401(k)

Horan Lloyd 401(k) Plan · $7M · 17 · 50th

  • EOY $7M
  • EOY 17
  • EOY 50th
  • EOY 401(k)
  • EOY near Care for the Homeless Retirement Plan
  • EOY ind #9743

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 →

Horan Lloyd 401(k) Plan in the asset neighbourhood

Horan Lloyd 401(k) Plan$7MCare for the Homeless Retirement PlanCare for the Homeless Retire…$7MCentury Airconditioning Supply 401(k) PlanCentury Airconditioning Supp…$7MLlox 401(k) & Profit Sharing PlanLlox 401(k) & Profit Sharing…$7MCogo Labs Retirement Plan$7M
End-of-year total assets ($M) among Horan Lloyd 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Horan Lloyd a Professional Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Horan Lloyd a Professional Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$7M 10.070335997438045% vs 2022
2023 filing year
$5.8M$6M$6.2M$6.4M$6.6M 20222023 $5.95M $6.54M ▲ +9.9%
Year Plans Participants Total Assets
2022 1 16 $6M
2023 1 17 $7M

Horan Lloyd a Professional Corporation filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$599K
Employer EIN942223965
Plan Effective Date1975-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Horan Lloyd 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Horan Lloyd 401(k) Plan, Total assets ($B): 0.00654419 · Participants: 17Horan Lloyd 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
Horan Lloyd 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Horan Lloyd 401(k) Plan side-by-side with 3 peers →

Horan Lloyd 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Care for the Homeless Retirement Plan in NY ($7M); by covered participants it is Cjp Encore, Inc. 401(k) Profit Sharing Plan in TX (17 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Horan Lloyd 401(k) Plan assets move in 2023? ▼
Horan Lloyd 401(k) Plan grew at a solid clip - up 10.1% during 2023, from $6M to $7M. Reported net income was $599K.
How have Horan Lloyd a Professional Corporation plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Horan Lloyd a Professional Corporation's sponsor-wide assets grew 10.1%, from $6M to $7M.
Which 401(k) plans are similar in size to Horan Lloyd 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Care for the Homeless Retirement Plan in NY ($7M, 201 participants).
Which 401(k) plans cover a similar participant headcount to Horan Lloyd 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cjp Encore, Inc. 401(k) Profit Sharing Plan in TX (17 participants, $48K 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 942223965.

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.