401(k) · DOL Form 5500 · 2023

Cltf for So. Cal. Administrative Co. LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
24
Participants Small participant base
44th
Percentile by assets National rank
$205,308
Avg per participant Above avg balance/head
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Official DOL plan name: Cltf for So. Cal 401(k) Plan · Sponsored by Cltf for So. Cal. Administrative Co. LLC · California · Finance & Insurance

$5M in assets, 24 participants

Cltf for So. Cal. Administrative Co. LLC's Cltf for So. Cal 401(k) Plan reported $5M in total assets and 24 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #2,763 in Finance & Insurance (8,869 peers)

Cltf for So. Cal. Administrative Co. LLC multi-year trail

Cltf for So. Cal. Administrative Co. LLC's plans moved +33.3% in assets from 2022 to 2024; this filing shows Cltf for So. Cal 401(k) Plan at $5M / 24 participants.

#2,763
in Finance & Insurance (8,869 peers)
+22.8%
assets growth YoY

Cltf for So. Cal 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Cltf for So. Cal 401(k) Plan vs every filed plan by assets

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

$4,927,392 44th percentile higher than 44% 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

Cltf for So. Cal 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. Cltf for So. Cal 401(k) Plan is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cltf for So. Cal 401(k) Plan reported net income rose from -$556K in the plan year 2022 filing to $914K in the plan year 2023 filing.
  • Cltf for So. Cal 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Cltf for So. Cal 401(k) Plan reported participants fell from 26 in the plan year 2022 filing to 24 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 954773932 · Cltf for So. Cal. Administrative Co. LLC PY 2023 · 401(k)

Cltf for So. Cal 401(k) Plan · $5M · 24 · 44th

  • RANK $5M
  • PHOTO 24
  • IND 44th
  • EOY 401(k)
  • 5500 near The General Agency, Inc. 401(k) Plan
  • ASSETS ind #2763

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 →

Cltf for So. Cal 401(k) Plan in the asset neighbourhood

Cltf for So. Cal 401(k) Plan$5MThe General Agency, Inc. 401(k) PlanThe General Agency, Inc. 401…$5MSEIU Local 200united 401(k) PlanSEIU Local 200united 401(k) …$5MTriangle Credit Union 401(k) Savings PlanTriangle Credit Union 401(k)…$5MBest Energy Services, Inc.$5M
End-of-year total assets ($M) among Cltf for So. Cal 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Cltf for So. Cal. Administrative Co. LLC multi-year asset trail

Sponsor-wide plan assets over time

All Cltf for So. Cal. Administrative Co. LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 33.332427972074676% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $4.01M $5.35M ▲ +33.4%
Year Plans Participants Total Assets
2022 1 26 $4M
2023 1 24 $5M
2024 1 27 $5M

Cltf for So. Cal. Administrative Co. LLC filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$914K
Employer EIN954773932
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Cltf for So. Cal 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Cltf for So. Cal 401(k) Plan, Total assets ($B): 0.004927392 · Participants: 24Cltf for So. Cal 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
Cltf for So. Cal 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Cltf for So. Cal 401(k) Plan side-by-side with 3 peers →

Cltf for So. Cal 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The General Agency, Inc. 401(k) Plan in SC ($5M); by covered participants it is Hopereid, Inc. Retirement Plan in PA (24 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

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

Similar participant headcount

Nearest other-state filings by covered participants (24 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 Cltf for So. Cal 401(k) Plan assets move in 2023? ▼
Cltf for So. Cal 401(k) Plan grew sharply - up 22.8% during 2023, from $4M to $5M. Reported net income was $914K.
How have Cltf for So. Cal. Administrative Co. LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cltf for So. Cal. Administrative Co. LLC's sponsor-wide assets grew 33.3%, from $4M to $5M.
Which 401(k) plans are similar in size to Cltf for So. Cal 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The General Agency, Inc. 401(k) Plan in SC ($5M, 10 participants).
Which 401(k) plans cover a similar participant headcount to Cltf for So. Cal 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hopereid, Inc. Retirement Plan in PA (24 participants, $433K 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 954773932.

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.