401(k) · DOL Form 5500 · 2023

The Consumer Compass, Inc. 401(k) Plan

Data updated 2026-08-25

$813K
Total assets Small plan by assets
1
Participants Small participant base
22nd
Percentile by assets National rank
$813,144
Avg per participant High balance/head
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Official DOL plan name: The Consumer Compass Inc 401(k) · Sponsored by The Consumer Compass, Inc. · California · Professional & Technical Services

$813K in assets, 1 participants

The Consumer Compass, Inc.'s The Consumer Compass Inc 401(k) reported $813K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,451 in Professional & Technical Services (20,321 peers)

The Consumer Compass, Inc. multi-year trail

The Consumer Compass, Inc.'s plans moved +24.7% in assets from 2022 to 2024; this filing shows The Consumer Compass Inc 401(k) at $813K / 1 participant.

#3,451
in Professional & Technical Services (20,321 peers)
+11.3%
assets growth YoY

The Consumer Compass Inc 401(k) among the smaller filed plans by assets

The Consumer Compass Inc 401(k) vs every filed plan by assets

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

$813,144 22nd percentile higher than 22% 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

The Consumer Compass Inc 401(k) among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Consumer Compass Inc 401(k) is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Consumer Compass Inc 401(k) reported net income rose from -$87K in the plan year 2022 filing to $82K in the plan year 2023 filing.
  • The Consumer Compass Inc 401(k) end-of-year assets rose from $731K in the plan year 2022 filing to $813K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 208856180 · The Consumer Compass, Inc. PY 2023 · 401(k)

The Consumer Compass Inc 401(k) · $813K · 1 · 22nd

  • EOY $813K
  • EOY 1
  • EOY 22nd
  • EOY 401(k)
  • EOY near Valueworks LLC Retirement Plan
  • EOY ind #3451

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 →

The Consumer Compass Inc 401(k) in the asset neighbourhood

The Consumer Compass Inc 401(k)The Consumer Compass Inc 401…$813KValueworks LLC Retirement PlanValueworks LLC Retirement Pl…$813KThe Alan W. Raetz Solo 401(k) PlanThe Alan W. Raetz Solo 401(k…$813KQuality Implement Co. Retirement Savings PlanQuality Implement Co. Retire…$813KCelebration, Inc. Partner Investment PlanCelebration, Inc. Partner In…$813K
End-of-year total assets ($M) among The Consumer Compass Inc 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The Consumer Compass, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Consumer Compass, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$911K 24.6824753781554% vs 2022
2024 filing year
$0.7M$0.8M$0.9M$1M 202220232024 $0.73M $0.91M ▲ +24.7%
Year Plans Participants Total Assets
2022 1 1 $731K
2023 1 1 $813K
2024 1 1 $911K

The Consumer Compass, Inc. filing trail (2023)

Total Assets (Beginning of Year)$731K
Net Assets (End of Year)$813K
Net Income$82K
Employer EIN208856180
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

The Consumer Compass Inc 401(k) vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The Consumer Compass Inc 401(k), Total assets ($B): 0.000813144 · Participants: 1The Consumer Compass Inc 401(k)Wells 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
The Consumer Compass Inc 401(k) vs. nearby 401(k) plans in California, assets vs. participants
Compare The Consumer Compass Inc 401(k) side-by-side with 3 peers →

The Consumer Compass Inc 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Valueworks LLC Retirement Plan in NY ($813K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($813K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 The Consumer Compass Inc 401(k) assets move in 2023? ▼
The Consumer Compass Inc 401(k) grew at a solid clip - up 11.3% during 2023, from $731K to $813K. Reported net income was $82K.
How have The Consumer Compass, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Consumer Compass, Inc.'s sponsor-wide assets grew 24.7%, from $731K to $911K.
Where does The Consumer Compass Inc 401(k) rank by assets among Form 5500 filers? ▼
The Consumer Compass Inc 401(k) ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to The Consumer Compass Inc 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Valueworks LLC Retirement Plan in NY ($813K, 4 participants).
Which 401(k) plans cover a similar participant headcount to The Consumer Compass Inc 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 208856180.

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.