401(k) · DOL Form 5500 · 2023
Low Income Investment Fund 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 133
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $126,130
- Avg per participant Near avg balance/head
Official DOL plan name: Low Income Investment Fund 401(k) Plan · Sponsored by Low Income Investment Fund · California · Other Services
$17M in assets, 133 participants
Low Income Investment Fund's Low Income Investment Fund 401(k) Plan reported $17M in total assets and 133 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.
- #6,526 in Other Services (7,857 peers)
Coverage in California
Low Income Investment Fund 401(k) Plan covers 133 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $17M.
- #6,526
- in Other Services (7,857 peers)
- +34.1%
- assets growth YoY
Low Income Investment Fund 401(k) Plan's outsized position by total assets
Low Income Investment Fund 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$16,775,319 Top 31% higher than 69% 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
Low Income Investment Fund 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. Low Income Investment Fund 401(k) Plan sits mid-pack in the medium band (133 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Low Income Investment Fund 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Low Income Investment Fund 401(k) Plan reported participants rose from 96 in the plan year 2022 filing to 133 in the plan year 2023 filing.
- Low Income Investment Fund 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $17M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 942952578 · Low Income Investment Fund PY 2023 · 401(k)
Low Income Investment Fund 401(k) Plan · $17M · 133 · 69th
- TYPE $17M
- TYPE 133
- TYPE 69th
- TYPE 401(k)
- TYPE near Drax Biomass Inc. 401(k) Plan
- TYPE ind #6526
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 →
Low Income Investment Fund 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $4M |
| Employer EIN | 942952578 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Low Income Investment Fund)
Sponsor-wide plan assets over time
All Low Income Investment Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 64.30914584221595% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 96 | $13M |
| 2023 | 1 | 133 | $17M |
| 2024 | 1 | 153 | $21M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Low Income Investment Fund 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Drax Biomass Inc. 401(k) Plan in LA ($17M); by covered participants it is Beyond Campus Innovations Inc 401(k) Profit Sharing Plan & Trust in CO (133 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Drax Biomass Inc. 401(k) Plan (LA) $17M · 283
- Rising Phoenix Holdings Corporation 401(k) Retirement Savings Plan (NY) $17M · 743
- Shaw Electric, Inc. Retirement Savings Plan (IA) $17M · 138
- Andgar Retirement Fund (WA) $17M · 169
Similar participant headcount
Nearest other-state filings by covered participants (133 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.