401(k) · DOL Form 5500 · 2023

Proper Hospitality LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
1,027
Participants Near avg headcount
50th
Percentile by assets National rank
$6,467
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Proper Hospitality 401(k) Plan · Sponsored by Proper Hospitality LLC · California · Real Estate

$7M in assets, 1,027 participants

Proper Hospitality LLC's Proper Hospitality 401(k) Plan reported $7M in total assets and 1,027 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #3,255 in Real Estate (4,727 peers)

Proper Hospitality LLC multi-year trail

Proper Hospitality LLC's plans moved +110.3% in assets from 2022 to 2024; this filing shows Proper Hospitality 401(k) Plan at $7M / 1,027 participants.

#3,255
in Real Estate (4,727 peers)
+56.6%
assets growth YoY

Proper Hospitality 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Proper Hospitality 401(k) Plan vs every filed plan by assets

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

$6,641,645 Top 50% higher than 50% 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

Proper Hospitality 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Proper Hospitality 401(k) Plan lands in the large band (1,027 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Proper Hospitality 401(k) Plan reported net income rose from -$499K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Proper Hospitality 401(k) Plan reported participants rose from 578 in the plan year 2022 filing to 1,027 in the plan year 2023 filing.
  • Proper Hospitality 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 463538198 · Proper Hospitality LLC PY 2023 · 401(k)

Proper Hospitality 401(k) Plan · $7M · 1,027 · 50th

  • 5500 $7M
  • ASSETS 1,027
  • PCT 50th
  • EIN 401(k)
  • RANK near William S. Trimble Company, Inc. Profit Sharing Plan & Trust
  • PHOTO ind #3255

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 →

Proper Hospitality 401(k) Plan in the asset neighbourhood

Proper Hospitality 401(k) PlanProper Hospitality 401(k) Pl…$7MWilliam S. Trimble Company, Inc. Profit Sharing Plan & TrustWilliam S. Trimble Company, …$7MFirst Service Bank Profit Sharing & 401(k) PlanFirst Service Bank Profit Sh…$7MUbg 401(k) - Ag Plus CooperativeUbg 401(k) - Ag Plus Coopera…$7MGolden Automotive Group LLC 401(k) Profit Sharing PlanGolden Automotive Group LLC …$7M
End-of-year total assets ($M) among Proper Hospitality 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Proper Hospitality LLC multi-year asset trail

Sponsor-wide plan assets over time

All Proper Hospitality LLC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 110.29285663750206% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $4.24M $8.92M ▲ +110.4%
Year Plans Participants Total Assets
2022 1 578 $4M
2023 1 1,027 $7M
2024 1 1,147 $9M

Proper Hospitality LLC filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN463538198
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Proper Hospitality 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Proper Hospitality 401(k) Plan, Total assets ($B): 0.006641645 · Participants: 1027Proper Hospitality 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
Proper Hospitality 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Proper Hospitality 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is William S. Trimble Company, Inc. Profit Sharing Plan & Trust in TN ($7M); by covered participants it is Outokumpu Stainless USA, LLC 401(k) Plan in AL (1,027 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,027 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 Proper Hospitality 401(k) Plan assets move in 2023? ▼
Proper Hospitality 401(k) Plan surged - up 56.6% during 2023, from $4M to $7M. Reported net income was $2M.
How have Proper Hospitality LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Proper Hospitality LLC's sponsor-wide assets grew 110.3%, from $4M to $9M.
Which 401(k) plans are similar in size to Proper Hospitality 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is William S. Trimble Company, Inc. Profit Sharing Plan & Trust in TN ($7M, 141 participants).
Which 401(k) plans cover a similar participant headcount to Proper Hospitality 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Outokumpu Stainless USA, LLC 401(k) Plan in AL (1,027 participants, $108M 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 463538198.

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.