401(k) · DOL Form 5500 · 2023
Custom Goods, LLC 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 284
- Participants Below avg headcount
- 58th
- Percentile by assets National rank
- $34,238
- Avg per participant Low balance/head
Official DOL plan name: Custom Goods, LLC Consolidated 401(k) Plan · Sponsored by Custom Goods, LLC · California · Transportation & Warehousing
$10M in assets, 284 participants
Custom Goods, LLC's Custom Goods, LLC Consolidated 401(k) Plan reported $10M in total assets and 284 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.
- #1,974 in Transportation & Warehousing (3,362 peers)
Coverage in California
Custom Goods, LLC Consolidated 401(k) Plan covers 284 participants in California, about 45% of the average California filer (state average ~630 per filing). Assets: $10M.
- #1,974
- in Transportation & Warehousing (3,362 peers)
- +156.2%
- assets growth YoY
Custom Goods, LLC Consolidated 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers
Custom Goods, LLC Consolidated 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,723,728 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
Custom Goods, LLC Consolidated 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. Custom Goods, LLC Consolidated 401(k) Plan sits mid-pack in the medium band (284 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Custom Goods, LLC Consolidated 401(k) Plan reported net income rose from $113K in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Custom Goods, LLC Consolidated 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Custom Goods, LLC Consolidated 401(k) Plan reported participants fell from 296 in the plan year 2022 filing to 284 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 954797546 · Custom Goods, LLC PY 2023 · 401(k)
Custom Goods, LLC Consolidated 401(k) Plan · $10M · 284 · 58th
- ASSETS $10M
- ASSETS 284
- ASSETS 58th
- ASSETS 401(k)
- ASSETS near Unity International Group 401(k) Plan
- ASSETS ind #1974
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 Transportation & Warehousing retirement plans → · Plans in California →
Custom Goods, LLC Consolidated 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $3M |
| Employer EIN | 954797546 |
| Plan Effective Date | 2016-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Custom Goods, LLC)
Sponsor-wide plan assets over time
All Custom Goods, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 206.90468801127176% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 296 | $4M |
| 2023 | 1 | 284 | $10M |
| 2024 | 1 | 461 | $12M |
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
Custom Goods, LLC Consolidated 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Unity International Group 401(k) Plan in NY ($10M); by covered participants it is W D Partners Profit Sharing Plan in OH (284 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (284 participants); asset peers above are excluded.
- W D Partners Profit Sharing Plan (OH) 284 · 0 off
- Clayton Block Company, Inc. Profit Sharing/401(k) Plan (NJ) 284 · 0 off
- Werner Affiliated Companies Employees Savings Trust (NE) 284 · 0 off
- Oxford Instruments 401(k) Plan (MA) 284 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.