401(k) · DOL Form 5500 · 2023
The Collected Group Company, LLC 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 432
- Participants Below avg headcount
- 63rd
- Percentile by assets National rank
- $28,697
- Avg per participant Low balance/head
Official DOL plan name: The Collected Group Company, LLC Retirement Plan · Sponsored by The Collected Group Company, LLC · California · Wholesale Trade
$12M in assets, 432 participants
The Collected Group Company, LLC's The Collected Group Company, LLC Retirement Plan reported $12M in total assets and 432 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.
- #3,554 in Wholesale Trade (6,309 peers)
The Collected Group Company, LLC multi-year trail
The Collected Group Company, LLC's plans moved -73.5% in assets from 2022 to 2024; this filing shows The Collected Group Company, LLC Retirement Plan at $12M / 432 participants.
- #3,554
- in Wholesale Trade (6,309 peers)
- +6.9%
- assets growth YoY
The Collected Group Company, LLC Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers
The Collected Group Company, LLC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,397,156 Top 37% higher than 63% 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
The Collected Group Company, LLC Retirement 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. The Collected Group Company, LLC Retirement Plan sits mid-pack in the medium band (432 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Collected Group Company, LLC Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $805K in the plan year 2023 filing.
- The Collected Group Company, LLC Retirement Plan end-of-year assets rose from $7M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- The Collected Group Company, LLC Retirement Plan reported participants rose from N/A in the plan year 2022 filing to 432 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 954862188 · The Collected Group Company, LLC PY 2023 · 401(k)
The Collected Group Company, LLC Retirement Plan · $12M · 432 · 63rd
- PART $12M
- PART 432
- PART 63rd
- PART 401(k)
- PART near J.L. Carr Enterprises, Inc. 401(k) Retirement Plan
- PART ind #3554
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 →
The Collected Group Company, LLC Retirement Plan in the asset neighbourhood
The Collected Group Company, LLC multi-year asset trail
Sponsor-wide plan assets over time
All The Collected Group Company, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 73.49939140496754% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 661 | $29M |
| 2023 | 3 | 815 | $31M |
| 2024 | 1 | N/A | $8M |
The Collected Group Company, LLC filing trail (2023)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $805K |
| Employer EIN | 954862188 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
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
The Collected Group Company, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is J.L. Carr Enterprises, Inc. 401(k) Retirement Plan in TX ($12M); by covered participants it is The Farmers & Merchants State Bank 401(k) Profit Sharing Plan in OH (432 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- J.L. Carr Enterprises, Inc. 401(k) Retirement Plan (TX) $12M · 177
- Ultrasource LLC Retirement Plan (MO) $12M · 162
- Round Ground Metals, Inc. 401(k) Plan & Trust (IL) $12M · 120
- Psk Dba Foodtown Union 401(k) Plan (NY) $12M · 515
Similar participant headcount
Nearest other-state filings by covered participants (432 participants); asset peers above are excluded.
- The Farmers & Merchants State Bank 401(k) Profit Sharing Plan (OH) 432 · 0 off
- Kelly Tractor Co. Savings & Profit Sharing Plan (FL) 432 · 0 off
- Atlas Roofing Corporation 401(k) Profit Sharing Plan for Bargaining Unit Employees (MS) 432 · 0 off
- Liquidpower Specialty Products Inc. 401(k) and Profit Sharing Plan (TX) 432 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.