401(k) · DOL Form 5500 · 2023

Jeffrey Campbell, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
16
Participants Small participant base
36th
Percentile by assets National rank
$185,627
Avg per participant Above avg balance/head
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Official DOL plan name: Jeffrey Campbell, LLC 401(k) Profit Sharing Plan · Sponsored by Jeffrey Campbell, LLC · California · Wholesale Trade

$3M in assets, 16 participants

Jeffrey Campbell, LLC's Jeffrey Campbell, LLC 401(k) Profit Sharing Plan reported $3M in total assets and 16 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #1,549 in Wholesale Trade (6,309 peers)

Jeffrey Campbell, LLC multi-year trail

Jeffrey Campbell, LLC's plans moved +15.2% in assets from 2022 to 2024; this filing shows Jeffrey Campbell, LLC 401(k) Profit Sharing Plan at $3M / 16 participants.

#1,549
in Wholesale Trade (6,309 peers)
+1.9%
assets growth YoY

Jeffrey Campbell, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Jeffrey Campbell, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,970,028 36th percentile higher than 36% 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

Jeffrey Campbell, LLC 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jeffrey Campbell, LLC 401(k) Profit Sharing Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jeffrey Campbell, LLC 401(k) Profit Sharing Plan reported net income rose from -$55K in the plan year 2022 filing to $57K in the plan year 2023 filing.
  • Jeffrey Campbell, LLC 401(k) Profit Sharing Plan reported participants rose from 9 in the plan year 2022 filing to 16 in the plan year 2023 filing.
  • Jeffrey Campbell, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 270063017 · Jeffrey Campbell, LLC PY 2023 · 401(k)

Jeffrey Campbell, LLC 401(k) Profit Sharing Plan · $3M · 16 · 36th

  • EOY $3M
  • 5500 16
  • ASSETS 36th
  • PCT 401(k)
  • EIN near Chappell, Smith & Arden, PA 401(k) Profit Sharing Plan & Trust
  • RANK ind #1549

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 Wholesale Trade retirement plans → · Plans in California →

Jeffrey Campbell, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Jeffrey Campbell, LLC 401(k) Profit Sharing PlanJeffrey Campbell, LLC 401(k)…$3MChappell, Smith & Arden, PA 401(k) Profit Sharing Plan & TrustChappell, Smith & Arden, PA …$3MMoen Management, LLC 401(k) Profit Sharing PlanMoen Management, LLC 401(k) …$3MSomerset Community Services, Inc. 401(k) PlanSomerset Community Services,…$3MCenters for Pain Control, Inc. 401(k) Profit Sharing PlanCenters for Pain Control, In…$3M
End-of-year total assets ($M) among Jeffrey Campbell, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Jeffrey Campbell, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Jeffrey Campbell, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 15.191410592737336% vs 2022
2024 filing year
$2.8M$3M$3.2M$3.4M$3.6M 202220232024 $2.91M $3.36M ▲ +15.5%
Year Plans Participants Total Assets
2022 1 9 $3M
2023 1 16 $3M
2024 1 10 $3M

Jeffrey Campbell, LLC filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$57K
Employer EIN270063017
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Jeffrey Campbell, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Jeffrey Campbell, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.002970028 · Participants: 16Jeffrey Campbell, LLC 401(k) Profit Sharing 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
Jeffrey Campbell, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Jeffrey Campbell, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Jeffrey Campbell, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Chappell, Smith & Arden, PA 401(k) Profit Sharing Plan & Trust in SC ($3M); by covered participants it is Quality Parts Express, Inc. 401(k) Plan in TN (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 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 Jeffrey Campbell, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Jeffrey Campbell, LLC 401(k) Profit Sharing Plan edged up modestly - up 1.9% during 2023, from $3M to $3M. Reported net income was $57K.
How have Jeffrey Campbell, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jeffrey Campbell, LLC's sponsor-wide assets grew 15.2%, from $3M to $3M.
Which 401(k) plans are similar in size to Jeffrey Campbell, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chappell, Smith & Arden, PA 401(k) Profit Sharing Plan & Trust in SC ($3M, 25 participants).
Which 401(k) plans cover a similar participant headcount to Jeffrey Campbell, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Quality Parts Express, Inc. 401(k) Plan in TN (16 participants, $1M 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 270063017.

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.