401(k) · DOL Form 5500 · 2023

Tobin Lucks, LLP 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
122
Participants Small participant base
74th
Percentile by assets National rank
$172,136
Avg per participant Above avg balance/head
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Official DOL plan name: Tobin Lucks, LLP 401(k) Profit Sharing Plan · Sponsored by Tobin Lucks, LLP · California · Professional & Technical Services

$21M in assets, 122 participants

Tobin Lucks, LLP's Tobin Lucks, LLP 401(k) Profit Sharing Plan reported $21M in total assets and 122 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #14,932 in Professional & Technical Services (20,321 peers)

Coverage in California

Tobin Lucks, LLP 401(k) Profit Sharing Plan covers 122 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $21M.

#14,932
in Professional & Technical Services (20,321 peers)
+25.0%
assets growth YoY

Tobin Lucks, LLP 401(k) Profit Sharing Plan's outsized position by total assets

Tobin Lucks, LLP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$21,000,577 Top 26% higher than 74% 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

Tobin Lucks, LLP 401(k) Profit Sharing 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. Tobin Lucks, LLP 401(k) Profit Sharing Plan sits mid-pack in the medium band (122 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tobin Lucks, LLP 401(k) Profit Sharing Plan reported net income rose from -$6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Tobin Lucks, LLP 401(k) Profit Sharing Plan end-of-year assets rose from $17M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Tobin Lucks, LLP 401(k) Profit Sharing Plan reported participants fell from 144 in the plan year 2022 filing to 122 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 431983451 · Tobin Lucks, LLP PY 2023 · 401(k)

Tobin Lucks, LLP 401(k) Profit Sharing Plan · $21M · 122 · 74th

  • PCT $21M
  • PCT 122
  • PCT 74th
  • PCT 401(k)
  • PCT near D-Patrick, Inc. 401(k) Profit Sharing Plan
  • PCT ind #14932

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 →

Tobin Lucks, LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Tobin Lucks, LLP 401(k) Profit Sharing PlanTobin Lucks, LLP 401(k) Prof…$21MD-Patrick, Inc. 401(k) Profit Sharing PlanD-Patrick, Inc. 401(k) Profi…$21MLakeshore Ear, Nose and Throat Center, P.C. 401(k) Profit Sharing Plan and TrustLakeshore Ear, Nose and Thro…$21MGlobal Lending Services LLC 401(k) PlanGlobal Lending Services LLC …$21MPaymaster, Inc. Multiple Employer 401(k) PlanPaymaster, Inc. Multiple Emp…$21M
End-of-year total assets ($M) among Tobin Lucks, LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$21M
Net Income$4M
Employer EIN431983451
Plan Effective Date1990-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tobin Lucks, LLP)

Sponsor-wide plan assets over time

All Tobin Lucks, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$25M 45.97188989839135% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $16.8M $24.5M ▲ +46.0%
Year Plans Participants Total Assets
2022 1 144 $17M
2023 1 122 $21M
2024 1 131 $25M

Nearby 401(k) Plans in California

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

Tobin Lucks, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Tobin Lucks, LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.021000577 · Participants: 122Tobin Lucks, LLP 401(k) Profit Sharing 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
Tobin Lucks, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Tobin Lucks, LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Tobin Lucks, LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is D-Patrick, Inc. 401(k) Profit Sharing Plan in IN ($21M); by covered participants it is G & L Davis Meat Co. Inc. 401(k) Plan in NY (122 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (122 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 Tobin Lucks, LLP 401(k) Profit Sharing Plan assets move in 2023? ▼
Tobin Lucks, LLP 401(k) Profit Sharing Plan grew sharply - up 25.0% during 2023, from $17M to $21M. Reported net income was $4M.
How have Tobin Lucks, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tobin Lucks, LLP's sponsor-wide assets grew 46.0%, from $17M to $25M.
Which 401(k) plans are similar in size to Tobin Lucks, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is D-Patrick, Inc. 401(k) Profit Sharing Plan in IN ($21M, 317 participants).
Which 401(k) plans cover a similar participant headcount to Tobin Lucks, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is G & L Davis Meat Co. Inc. 401(k) Plan in NY (122 participants, $12M 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 431983451.

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.