401(k) · DOL Form 5500 · 2023

Lba Realty, LLC 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size: 244
Participants Below avg headcount: 85th
Percentile by assets National rank: $204,586
Avg per participant Above avg balance/head

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Official DOL plan name: Lba Realty 401(k) Plan · Sponsored by Lba Realty, LLC · California · Real Estate

$50M in assets, 244 participants

Lba Realty, LLC's Lba Realty 401(k) Plan reported $50M in total assets and 244 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

#4,473 in Real Estate (4,727 peers)

Coverage in California

Lba Realty 401(k) Plan covers 244 participants in California, about 39% of the average California filer (state average ~630 per filing). Assets: $50M.

#4,473
in Real Estate (4,727 peers): +26.7%
assets growth YoY: 0.5×
vs typical plan assets (national mean)

Lba Realty 401(k) Plan's outsized position by total assets

Lba Realty 401(k) Plan vs every filed plan by assets

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

$49,918,877 Top 15% higher than 85% 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

Lba Realty 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. Lba Realty 401(k) Plan sits mid-pack in the medium band (244 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%)

Lba Realty 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $11M in the plan year 2023 filing.
Lba Realty 401(k) Plan end-of-year assets rose from $39M in the plan year 2022 filing to $50M in the plan year 2023 filing.
Lba Realty 401(k) Plan reported participants rose from 221 in the plan year 2022 filing to 244 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 202138561 · Lba Realty, LLC PY 2023 · 401(k)

Lba Realty 401(k) Plan · $50M · 244 · 85th

VS-ST $50M
VS-ST 244
VS-ST 85th
VS-ST 401(k)
VS-ST near Luminex Home Decor & Fragrance Co 401(k) Plan
VS-ST ind #4473

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 →

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

California filing particulars

Total Assets (Beginning of Year)	$39M
Net Assets (End of Year)	$50M
Net Income	$11M
Employer EIN	202138561
Plan Effective Date	1996-02-12
Filing Status	FILING RECEIVED

Sponsor Plan History (Lba Realty, LLC)

Latest sponsor-wide plan assets: $57M 43.63701910030364% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	221	$39M
2023	1	244	$50M
2024	1	247	$57M

Nearby 401(k) Plans in California

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

Lba Realty 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 Lba Realty 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Luminex Home Decor & Fragrance Co 401(k) Plan in OH ($50M); by covered participants it is One Network Enterprises, Inc. 401(k) Ps Plan & Trust in TX (244 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($50M here).

Luminex Home Decor & Fragrance Co 401(k) Plan (OH) $50M · 552
Independent Purchasing Cooperative, Inc. 401(k) Plan and Trust (FL) $50M · 154
S&k Technologies, Inc. 401(k) Profit Sharing Plan and Trust (MT) $50M · 891
Tauber Oil Company 401(k) Profit Sharing Plan (TX) $50M · 151

Similar participant headcount

Nearest other-state filings by covered participants (244 participants); asset peers above are excluded.

One Network Enterprises, Inc. 401(k) Ps Plan & Trust (TX) 244 · 0 off
Rhoden Motor Companies 401(k) Plan (NE) 244 · 0 off
Thornburg Investment Management, Incorporated 401(k) Plan (NM) 244 · 0 off
Tidewater 401(k) Plan (WA) 244 · 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 Lba Realty 401(k) Plan assets move in 2023? ▼

Lba Realty 401(k) Plan grew sharply - up 26.7% during 2023, from $39M to $50M. Reported net income was $11M.

How have Lba Realty, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Lba Realty, LLC's sponsor-wide assets grew 43.6%, from $39M to $57M.

Where does Lba Realty 401(k) Plan rank by assets among Form 5500 filers? ▼

Lba Realty 401(k) Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

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

Among 401(k) plans in other states, the closest by assets is Luminex Home Decor & Fragrance Co 401(k) Plan in OH ($50M, 552 participants).

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

Among 401(k) plans in other states, the closest by covered participants is One Network Enterprises, Inc. 401(k) Ps Plan & Trust in TX (244 participants, $14M 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 202138561.