401(k) · DOL Form 5500 · 2023

La Jolla Group, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
393
Participants Below avg headcount
64th
Percentile by assets National rank
$32,456
Avg per participant Low balance/head
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Official DOL plan name: The La Jolla Group 401(k) Plan · Sponsored by La Jolla Group, Inc. · California · Manufacturing

$13M in assets, 393 participants

La Jolla Group, Inc.'s The La Jolla Group 401(k) Plan reported $13M in total assets and 393 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #9,624 in Manufacturing (18,722 peers)

La Jolla Group, Inc. multi-year trail

La Jolla Group, Inc.'s plans moved +47.1% in assets from 2022 to 2024; this filing shows The La Jolla Group 401(k) Plan at $13M / 393 participants.

#9,624
in Manufacturing (18,722 peers)
+23.6%
assets growth YoY

The La Jolla Group 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

The La Jolla Group 401(k) Plan vs every filed plan by assets

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

$12,755,186 Top 36% higher than 64% 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 La Jolla Group 401(k) 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. The La Jolla Group 401(k) Plan sits mid-pack in the medium band (393 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The La Jolla Group 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The La Jolla Group 401(k) Plan reported participants rose from 313 in the plan year 2022 filing to 393 in the plan year 2023 filing.
  • The La Jolla Group 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 260710124 · La Jolla Group, Inc. PY 2023 · 401(k)

The La Jolla Group 401(k) Plan · $13M · 393 · 64th

  • PART $13M
  • TYPE 393
  • NET 64th
  • BOOK 401(k)
  • VS-ST near Blackstone Audio 401(k) Profit Sharing Plan
  • BOY ind #9624

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 Manufacturing retirement plans → · Plans in California →

The La Jolla Group 401(k) Plan in the asset neighbourhood

The La Jolla Group 401(k) PlanThe La Jolla Group 401(k) Pl…$13MBlackstone Audio 401(k) Profit Sharing PlanBlackstone Audio 401(k) Prof…$13MPizza Wholesale of Lexington, Inc. 401(k)Retirement Savings PlanPizza Wholesale of Lexington…$13MAmerican Insurance Acquisition, Inc.American Insurance Acquisiti…$13MInductotherm Corp 401(k) Plan$13M
End-of-year total assets ($M) among The La Jolla Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

La Jolla Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All La Jolla Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 47.13220552174089% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $10.3M $15.2M ▲ +47.1%
Year Plans Participants Total Assets
2022 1 313 $10M
2023 1 393 $13M
2024 1 384 $15M

La Jolla Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN260710124
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

The La Jolla Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The La Jolla Group 401(k) Plan, Total assets ($B): 0.012755186 · Participants: 393The La Jolla Group 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
The La Jolla Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The La Jolla Group 401(k) Plan side-by-side with 3 peers →

The La Jolla Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Blackstone Audio 401(k) Profit Sharing Plan in OR ($13M); by covered participants it is Anchor Industries, Inc. 401(k) Plan in IN (393 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (393 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 The La Jolla Group 401(k) Plan assets move in 2023? ▼
The La Jolla Group 401(k) Plan grew sharply - up 23.6% during 2023, from $10M to $13M. Reported net income was $3M.
How have La Jolla Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), La Jolla Group, Inc.'s sponsor-wide assets grew 47.1%, from $10M to $15M.
Which 401(k) plans are similar in size to The La Jolla Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Blackstone Audio 401(k) Profit Sharing Plan in OR ($13M, 222 participants).
Which 401(k) plans cover a similar participant headcount to The La Jolla Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Anchor Industries, Inc. 401(k) Plan in IN (393 participants, $18M 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 260710124.

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.