401(k) · DOL Form 5500 · 2023

Lob.Com Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets: 185
Participants Below avg headcount: 58th
Percentile by assets National rank: $52,304
Avg per participant Low balance/head

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Official DOL plan name: Lob 401(k) Plan · Sponsored by Lob.Com Inc. · California · Professional & Technical Services

$10M in assets, 185 participants

Lob.Com Inc.'s Lob 401(k) Plan reported $10M in total assets and 185 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

#11,449 in Professional & Technical Services (20,321 peers)

Coverage in California

Lob 401(k) Plan covers 185 participants in California, about 29% of the average California filer (state average ~630 per filing). Assets: $10M.

#11,449
in Professional & Technical Services (20,321 peers): +25.7%
assets growth YoY

Lob 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Lob 401(k) Plan vs every filed plan by assets

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

$9,676,184 Top 42% higher than 58% 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

Lob 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. Lob 401(k) Plan sits mid-pack in the medium band (185 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Lob 401(k) Plan reported net income rose from $332K in the plan year 2022 filing to $2M in the plan year 2023 filing.
Lob 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
Lob 401(k) Plan reported participants fell from 204 in the plan year 2022 filing to 185 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 800927911 · Lob.Com Inc. PY 2023 · 401(k)

Lob 401(k) Plan · $10M · 185 · 58th

EOY $10M
5500 185
ASSETS 58th
PCT 401(k)
EIN near Pressler, Felt & Warshaw, LLP Profit Sharing Plan
RANK ind #11449

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 →

End-of-year total assets ($M) among Lob 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)	$8M
Net Assets (End of Year)	$10M
Net Income	$2M
Employer EIN	800927911
Plan Effective Date	2015-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Lob.Com Inc.)

Latest sponsor-wide plan assets: $11M 44.27807640797758% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	204	$8M
2023	1	185	$10M
2024	1	144	$11M

Nearby 401(k) Plans in California

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

Lob 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

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

Compare Lob 401(k) Plan side-by-side with 3 peers →

Lob 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Pressler, Felt & Warshaw, LLP Profit Sharing Plan in NJ ($10M); by covered participants it is Aerie Pharmaceuticals 401(k) Plan in TX (185 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Pressler, Felt & Warshaw, LLP Profit Sharing Plan (NJ) $10M · 178
Attune Insurance Services, LLC Retirement Plan (NY) $10M · 128
Superior Natural Gas Corporation 401(k) Savings Plan (TX) $10M · 18
Prelude Services 401(k) Retirement Plan (PA) $10M · 104

Similar participant headcount

Nearest other-state filings by covered participants (185 participants); asset peers above are excluded.

Aerie Pharmaceuticals 401(k) Plan (TX) 185 · 0 off
Screen-It Graphics of Lawrence 401(k) Profit Sharing Plan and T (KS) 185 · 0 off
Don's Appliances Ltd 401(k) Profit Sharing Plan and Trust (PA) 185 · 0 off
Fresh Products LLC. 401(k) (OH) 185 · 0 off

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 Lob 401(k) Plan assets move in 2023? ▼

Lob 401(k) Plan grew sharply - up 25.7% during 2023, from $8M to $10M. Reported net income was $2M.

How have Lob.Com Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Lob.Com Inc.'s sponsor-wide assets grew 44.3%, from $8M to $11M.

Which 401(k) plans are similar in size to Lob 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Pressler, Felt & Warshaw, LLP Profit Sharing Plan in NJ ($10M, 178 participants).

Which 401(k) plans cover a similar participant headcount to Lob 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Aerie Pharmaceuticals 401(k) Plan in TX (185 participants, N/A 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 800927911.