401(k) · DOL Form 5500 · 2023

Compass LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 339
Participants Below avg headcount: 42nd
Percentile by assets National rank: $13,301
Avg per participant Low balance/head

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Official DOL plan name: Compass LLC 401(k) Plan & Trust · Sponsored by Compass LLC · California · Other Services

$5M in assets, 339 participants

Compass LLC's Compass LLC 401(k) Plan & Trust reported $5M in total assets and 339 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

#5,075 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Compass LLC 401(k) Plan & Trust ranks #5,075 of 7,857 2023 filers by assets (445% of the sector average)-$5M for 339 participants.

#5,075
in Other Services (7,857 peers): +35.3%
assets growth YoY

Compass LLC 401(k) Plan & Trust's mid-pack asset rank among Other Services and all filers

Compass LLC 401(k) Plan & Trust vs every filed plan by assets

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

$4,508,967 42nd percentile higher than 42% 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

Compass LLC 401(k) Plan & Trust 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. Compass LLC 401(k) Plan & Trust sits mid-pack in the medium band (339 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Compass LLC 401(k) Plan & Trust reported net income rose from -$293K in the plan year 2022 filing to $1M in the plan year 2023 filing.
Compass LLC 401(k) Plan & Trust end-of-year assets rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
Compass LLC 401(k) Plan & Trust reported participants fell from 346 in the plan year 2022 filing to 339 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 680390518 · Compass LLC PY 2023 · 401(k)

Compass LLC 401(k) Plan & Trust · $5M · 339 · 42nd

PCT $5M
EIN 339
RANK 42nd
PHOTO 401(k)
IND near Case Management 401(k) Savings Plan
EOY ind #5075

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 Other Services retirement plans → · Plans in California →

End-of-year total assets ($M) among Compass LLC 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$5M
Net Income	$1M
Employer EIN	680390518
Plan Effective Date	2013-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Compass LLC)

Latest sponsor-wide plan assets: $8M 149.07216618563876% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	346	$3M
2023	1	339	$5M
2024	1	384	$8M

Nearby 401(k) Plans in California

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

Compass LLC 401(k) Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants

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

Compare Compass LLC 401(k) Plan & Trust side-by-side with 3 peers →

Compass LLC 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Case Management 401(k) Savings Plan in PA ($5M); by covered participants it is Simply Storage Management , LLC 401(k) Plan in FL (339 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Case Management 401(k) Savings Plan (PA) $5M · 113
Pm Consulting Group 401(k) Plan (MD) $5M · 147
Seagrave Fire Apparatus, LLC Union 401(k) Savings Plan (WI) $5M · 216
Gregory J. Plancich, D.D.S., Inc., P.S. 401(k) Plan (WA) $5M · 15

Similar participant headcount

Nearest other-state filings by covered participants (339 participants); asset peers above are excluded.

Simply Storage Management , LLC 401(k) Plan (FL) 339 · 0 off
Location Services, LLC Dba Pathfinder Services 401(k) Plan (IN) 339 · 0 off
Techsource, Inc. 401(k) Profit Sharing Plan (NM) 339 · 0 off
G.E. Foodland Retirement Plan (TX) 339 · 0 off

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 Compass LLC 401(k) Plan & Trust assets move in 2023? ▼

Compass LLC 401(k) Plan & Trust surged - up 35.3% during 2023, from $3M to $5M. Reported net income was $1M.

How have Compass LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Compass LLC's sponsor-wide assets grew 149.1%, from $3M to $8M.

Which 401(k) plans are similar in size to Compass LLC 401(k) Plan & Trust? ▼

Among 401(k) plans in other states, the closest by assets is Case Management 401(k) Savings Plan in PA ($5M, 113 participants).

Which 401(k) plans cover a similar participant headcount to Compass LLC 401(k) Plan & Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Simply Storage Management , LLC 401(k) Plan in FL (339 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 680390518.