401(k) · DOL Form 5500 · 2023

Loanzer Company 401(k) Plan

Data updated 2026-08-25

$997K
Total assets Small plan by assets
1
Participants Small participant base
24th
Percentile by assets National rank
$996,507
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Loanzer Company 401(k) · Sponsored by Loanzer Company · California · Finance & Insurance

$997K in assets, 1 participants

Loanzer Company's Loanzer Company 401(k) reported $997K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #1,346 in Finance & Insurance (8,869 peers)

Loanzer Company multi-year trail

Loanzer Company's plans moved +44.9% in assets from 2022 to 2024; this filing shows Loanzer Company 401(k) at $997K / 1 participant.

#1,346
in Finance & Insurance (8,869 peers)
+31.7%
assets growth YoY

Loanzer Company 401(k) among the smaller filed plans by assets

Loanzer Company 401(k) vs every filed plan by assets

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

$996,507 24th percentile higher than 24% 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

Loanzer Company 401(k) among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Loanzer Company 401(k) is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Loanzer Company 401(k) end-of-year assets rose from $757K in the plan year 2022 filing to $997K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 853472486 · Loanzer Company PY 2023 · 401(k)

Loanzer Company 401(k) · $997K · 1 · 24th

  • PCT $997K
  • PCT 1
  • PCT 24th
  • PCT 401(k)
  • PCT near Vostermans Ventilation, Inc. 401(k) Profit-Sharing Plan & Trust
  • PCT ind #1346

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 Finance & Insurance retirement plans → · Plans in California →

Loanzer Company 401(k) in the asset neighbourhood

Loanzer Company 401(k)$997KVostermans Ventilation, Inc. 401(k) Profit-Sharing Plan & TrustVostermans Ventilation, Inc.…$996KGreg Zook Sales, Inc. 401(k) Profit Sharing PlanGreg Zook Sales, Inc. 401(k)…$996KCountry Ford, Inc$996KAventura Health Group LLC 401(k) PlanAventura Health Group LLC 40…$996K
End-of-year total assets ($M) among Loanzer Company 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Loanzer Company multi-year asset trail

Sponsor-wide plan assets over time

All Loanzer Company plans reported in each filing year

Latest sponsor-wide plan assets
$1M 44.857647435168715% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M 202220232024 $0.76M $1.1M ▲ +44.7%
Year Plans Participants Total Assets
2022 1 1 $757K
2023 1 1 $997K
2024 1 2 $1M

Loanzer Company filing trail (2023)

Total Assets (Beginning of Year)$757K
Net Assets (End of Year)$997K
Net Income$240K
Employer EIN853472486
Plan Effective Date2021-05-25
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Loanzer Company 401(k) vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Loanzer Company 401(k), Total assets ($B): 0.000996507 · Participants: 1Loanzer Company 401(k)Wells 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
Loanzer Company 401(k) vs. nearby 401(k) plans in California, assets vs. participants
Compare Loanzer Company 401(k) side-by-side with 3 peers →

Loanzer Company 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Vostermans Ventilation, Inc. 401(k) Profit-Sharing Plan & Trust in IL ($996K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($997K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Loanzer Company 401(k) assets move in 2023? ▼
Loanzer Company 401(k) surged - up 31.7% during 2023, from $757K to $997K. Reported net income was $240K.
How have Loanzer Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Loanzer Company's sponsor-wide assets grew 44.9%, from $757K to $1M.
Where does Loanzer Company 401(k) rank by assets among Form 5500 filers? ▼
Loanzer Company 401(k) ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Loanzer Company 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Vostermans Ventilation, Inc. 401(k) Profit-Sharing Plan & Trust in IL ($996K, 25 participants).
Which 401(k) plans cover a similar participant headcount to Loanzer Company 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 853472486.

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.