401(k) · DOL Form 5500 · 2023

Lobel Financial 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
290
Participants Below avg headcount
71st
Percentile by assets National rank
$63,613
Avg per participant Low balance/head
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Official DOL plan name: Lobel Financial 401(k) Plan · Sponsored by Lobel Financial · California · Finance & Insurance

$18M in assets, 290 participants

Lobel Financial's Lobel Financial 401(k) Plan reported $18M in total assets and 290 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #5,082 in Finance & Insurance (8,869 peers)

Coverage in California

Lobel Financial 401(k) Plan covers 290 participants in California, about 46% of the average California filer (state average ~630 per filing). Assets: $18M.

#5,082
in Finance & Insurance (8,869 peers)
+18.3%
assets growth YoY

Lobel Financial 401(k) Plan's outsized position by total assets

Lobel Financial 401(k) Plan vs every filed plan by assets

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

$18,447,912 Top 29% higher than 71% 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

Lobel Financial 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lobel Financial 401(k) Plan sits mid-pack in the medium band (290 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lobel Financial 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Lobel Financial 401(k) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $18M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 953470408 · Lobel Financial PY 2023 · 401(k)

Lobel Financial 401(k) Plan · $18M · 290 · 71st

  • EOY $18M
  • 5500 290
  • ASSETS 71st
  • PCT 401(k)
  • EIN near Ubg 401(k) - Frontier Cooperative
  • RANK ind #5082

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 →

Lobel Financial 401(k) Plan in the asset neighbourhood

Lobel Financial 401(k) Plan$18MUbg 401(k) - Frontier CooperativeUbg 401(k) - Frontier Cooper…$18MPine Instrument Company 401(k) Profit Sharing PlanPine Instrument Company 401(…$18MBeyer Services 401(k) Plan$18MQ Corporate Holdings Retirement and Savings PlanQ Corporate Holdings Retirem…$18M
End-of-year total assets ($M) among Lobel Financial 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN953470408
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lobel Financial)

Sponsor-wide plan assets over time

All Lobel Financial plans reported in each filing year

Latest sponsor-wide plan assets
$20M 28.50955106273797% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.6M $20M ▲ +28.5%
Year Plans Participants Total Assets
2022 1 288 $16M
2023 1 290 $18M
2024 1 284 $20M

Nearby 401(k) Plans in California

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

Lobel Financial 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Lobel Financial 401(k) Plan, Total assets ($B): 0.018447912 · Participants: 290Lobel Financial 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
Lobel Financial 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Lobel Financial 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Ubg 401(k) - Frontier Cooperative in NE ($18M); by covered participants it is Tireman/World Tire 401(k) Plan in OH (290 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (290 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 Lobel Financial 401(k) Plan assets move in 2023? ▼
Lobel Financial 401(k) Plan grew sharply - up 18.3% during 2023, from $16M to $18M. Reported net income was $3M.
How have Lobel Financial plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lobel Financial's sponsor-wide assets grew 28.5%, from $16M to $20M.
Which 401(k) plans are similar in size to Lobel Financial 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ubg 401(k) - Frontier Cooperative in NE ($18M, 429 participants).
Which 401(k) plans cover a similar participant headcount to Lobel Financial 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tireman/World Tire 401(k) Plan in OH (290 participants, N/A 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 953470408.

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.