401(k) · DOL Form 5500 · 2023

Lance Kashian & Company 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
24
Participants Small participant base
33rd
Percentile by assets National rank
$103,561
Avg per participant Below avg balance/head
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Official DOL plan name: Lance Kashian & Company 401(k) Profit Sharing Plan & Trust · Sponsored by Lance Kashian & Company · California · Real Estate

$2M in assets, 24 participants

Lance Kashian & Company's Lance Kashian & Company 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 24 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #2,504 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Lance Kashian & Company 401(k) Profit Sharing Plan & Trust ranks #2,504 of 4,727 2023 filers by assets (1045% of the sector average)-$2M for 24 participants.

#2,504
in Real Estate (4,727 peers)
+26.7%
assets growth YoY

Lance Kashian & Company 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Lance Kashian & Company 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$2,485,459 33rd percentile higher than 33% 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

Lance Kashian & Company 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lance Kashian & Company 401(k) Profit Sharing Plan & Trust is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lance Kashian & Company 401(k) Profit Sharing Plan & Trust reported net income rose from -$93K in the plan year 2022 filing to $524K in the plan year 2023 filing.
  • Lance Kashian & Company 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Lance Kashian & Company 401(k) Profit Sharing Plan & Trust reported participants rose from 21 in the plan year 2022 filing to 24 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 941577121 · Lance Kashian & Company PY 2023 · 401(k)

Lance Kashian & Company 401(k) Profit Sharing Plan & Trust · $2M · 24 · 33rd

  • EIN $2M
  • EIN 24
  • EIN 33rd
  • EIN 401(k)
  • EIN near Launchcode 401(k) Plan
  • EIN ind #2504

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 Real Estate retirement plans → · Plans in California →

Lance Kashian & Company 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Lance Kashian & Company 401(k) Profit Sharing Plan & TrustLance Kashian & Company 401(…$2MLaunchcode 401(k) Plan$2MEast Coast Truck & Trailer Sales, Inc. 401(k) PlanEast Coast Truck & Trailer S…$2MBig Head Brewing Company 401(k) PlanBig Head Brewing Company 401…$2MSorrento Lumber Co., Inc. 401(k) Profit Sharing Plan and TrustSorrento Lumber Co., Inc. 40…$2M
End-of-year total assets ($M) among Lance Kashian & Company 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$524K
Employer EIN941577121
Plan Effective Date2006-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lance Kashian & Company)

Sponsor-wide plan assets over time

All Lance Kashian & Company plans reported in each filing year

Latest sponsor-wide plan assets
$3M 56.34745930338073% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.96M $3.07M ▲ +56.6%
Year Plans Participants Total Assets
2022 1 21 $2M
2023 1 24 $2M
2024 1 22 $3M

Nearby 401(k) Plans in California

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

Lance Kashian & Company 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Lance Kashian & Company 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.002485459 · Participants: 24Lance Kashian & Company 401(k) Profit Sharing Plan & TrustWells 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
Lance Kashian & Company 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Lance Kashian & Company 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Lance Kashian & Company 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Launchcode 401(k) Plan in MO ($2M); by covered participants it is Hopereid, Inc. Retirement Plan in PA (24 participants). Same-state nearby plans are listed separately above.

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 Lance Kashian & Company 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Lance Kashian & Company 401(k) Profit Sharing Plan & Trust grew sharply - up 26.7% during 2023, from $2M to $2M. Reported net income was $524K.
How have Lance Kashian & Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lance Kashian & Company's sponsor-wide assets grew 56.3%, from $2M to $3M.
Which 401(k) plans are similar in size to Lance Kashian & Company 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Launchcode 401(k) Plan in MO ($2M, 50 participants).
Which 401(k) plans cover a similar participant headcount to Lance Kashian & Company 401(k) Profit Sharing Plan & Trust? ▼
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 941577121.

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.