401(k) · DOL Form 5500 · 2023

Lta Research and Exploration LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
297
Participants Below avg headcount
61st
Percentile by assets National rank
$38,286
Avg per participant Low balance/head
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Official DOL plan name: Lta Research 401(k) Plan · Sponsored by Lta Research and Exploration LLC · California · Professional & Technical Services

$11M in assets, 297 participants

Lta Research and Exploration LLC's Lta Research 401(k) Plan reported $11M in total assets and 297 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #12,244 in Professional & Technical Services (20,321 peers)

Coverage in California

Lta Research 401(k) Plan covers 297 participants in California, about 47% of the average California filer (state average ~630 per filing). Assets: $11M.

#12,244
in Professional & Technical Services (20,321 peers)
$5M
reported net income

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

Lta Research 401(k) Plan vs every filed plan by assets

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

$11,370,875 Top 39% higher than 61% 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

Lta Research 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. Lta Research 401(k) Plan sits mid-pack in the medium band (297 participants).

Plan-year Form 5500 strip

Filing strip 364786353 · Lta Research and Exploration LLC PY 2023 · 401(k)

Lta Research 401(k) Plan · $11M · 297 · 61st

  • NET $11M
  • BOOK 297
  • VS-ST 61st
  • BOY 401(k)
  • SCH near Lee Johnson Chevrolet, Inc. 401(k) Plan
  • EBSA ind #12244

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 →

Lta Research 401(k) Plan in the asset neighbourhood

Lta Research 401(k) Plan$11MLee Johnson Chevrolet, Inc. 401(k) PlanLee Johnson Chevrolet, Inc. …$11MLiscr, LLC 401(k) Retirement PlanLiscr, LLC 401(k) Retirement…$11MBuxton Company 401(k) Savings PlanBuxton Company 401(k) Saving…$11MThe Farmers & Merchants Bank 401(k) Profit Sharing PlanThe Farmers & Merchants Bank…$11M
End-of-year total assets ($M) among Lta Research 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$11M
Net Income$5M
Employer EIN364786353
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lta Research and Exploration LLC)

Sponsor-wide plan assets over time

All Lta Research and Exploration LLC plans reported in each filing year

Latest sponsor-wide plan assets
$17M 49.52995262018094% vs 2023
2024 filing year
$10M$12M$14M$16M$18M 20232024 $11.4M $17M ▲ +49.5%
Year Plans Participants Total Assets
2023 1 297 $11M
2024 1 250 $17M

Nearby 401(k) Plans in California

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

Lta Research 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Lta Research 401(k) Plan, Total assets ($B): 0.011370875 · Participants: 297Lta Research 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
Lta Research 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Lta Research 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Lee Johnson Chevrolet, Inc. 401(k) Plan in WA ($11M); by covered participants it is Pretzels, Inc. 401(k) & Profit Sharing Plan in IN (297 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (297 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 have Lta Research and Exploration LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Lta Research and Exploration LLC's sponsor-wide assets grew 49.5%, from $11M to $17M.
Which 401(k) plans are similar in size to Lta Research 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lee Johnson Chevrolet, Inc. 401(k) Plan in WA ($11M, 178 participants).
Which 401(k) plans cover a similar participant headcount to Lta Research 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pretzels, Inc. 401(k) & Profit Sharing Plan in IN (297 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 364786353.

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.