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
383
Participants Below avg headcount
62nd
Percentile by assets National rank
$30,729
Avg per participant Low balance/head
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Official DOL plan name: The Collected Group Company, LLC Retirement Plan · Sponsored by The Collected Group Company, LLC · California · Wholesale Trade

$12M in assets, 383 participants

The Collected Group Company, LLC's The Collected Group Company, LLC Retirement Plan reported $12M in total assets and 383 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #3,464 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 / 383 participants.

#3,464
in Wholesale Trade (6,309 peers)
-5.1%
assets change YoY

The plan reported a net loss of $628K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

$11,769,318 Top 38% higher than 62% 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

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 (383 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 -$628K 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 383 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 954862188 · The Collected Group Company, LLC PY 2023 · 401(k)

The Collected Group Company, LLC Retirement Plan · $12M · 383 · 62nd

  • EIN $12M
  • EIN 383
  • EIN 62nd
  • EIN 401(k)
  • EIN near Cannella Response Television 401(k) Plan
  • EIN ind #3464

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 Retirement PlanThe Collected Group Company,…$12MCannella Response Television 401(k) PlanCannella Response Television…$12MTransitional Data Services Retirement Savings PlanTransitional Data Services R…$12MUrban Engineering & Associates, Inc. 401(k)Urban Engineering & Associat…$12MCanal Generating LLC 401(k) PlanCanal Generating LLC 401(k) …$12M
End-of-year total assets ($M) among The Collected Group Company, LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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
$0M$10M$20M$30M$40M 202220232024 $28.6M $7.59M ▼ -73.5%
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-$628K
Employer EIN954862188
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

The Collected Group Company, LLC Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The Collected Group Company, LLC Retirement Plan, Total assets ($B): 0.011769318 · Participants: 383The Collected Group Company, LLC Retirement 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
The Collected Group Company, LLC Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The Collected Group Company, LLC Retirement Plan side-by-side with 3 peers →

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 Cannella Response Television 401(k) Plan in WI ($12M); by covered participants it is Roundtower Technologies 401(k) Plan in OH (383 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (383 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 The Collected Group Company, LLC Retirement Plan assets move in 2023? ▼
The Collected Group Company, LLC Retirement Plan pulled back noticeably - down 5.1% during 2023, from $12M to $12M. Reported net income was -$628K.
How have The Collected Group Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Collected Group Company, LLC's sponsor-wide assets declined 73.5%, from $29M to $8M.
Which 401(k) plans are similar in size to The Collected Group Company, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cannella Response Television 401(k) Plan in WI ($12M, 100 participants).
Which 401(k) plans cover a similar participant headcount to The Collected Group Company, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Roundtower Technologies 401(k) Plan in OH (383 participants, $10M 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 954862188.

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.