401(k)
2022 plan-year 401(k) DOL Form 5500

Sass Mso LLC 401(k) Profit Sharing Plan & Trust

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Sass Mso LLC · California · Healthcare & Social Assistance

What the 2023 filing shows

Sass Mso LLC 401(k) Profit Sharing Plan & Trust holds $2M for 82 participants — about $23,265 per participant, down 7.6% over the 2022 plan year.

$2M
total plan assets (2022 EOY)
82
covered participants
$23,265
avg assets per participant
-7.6%
assets change YoY

The plan reported a net loss of $157K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$2M
Participants
82
State
Industry
Healthcare & Social Assistance

What the Filing Says About Sass Mso LLC 401(k) Profit Sharing Plan & Trust

Sass Mso LLC 401(k) Profit Sharing Plan & Trust is a 401(k) retirement plan sponsored by Sass Mso LLC, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $2M in total end-of-year assets and covers 82 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 471780979, and the plan has been effective since 2016-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $2M at the beginning of 2022 to $2M at year-end — a decline of 7.6%. Net assets (after liabilities) closed the year at $2M, with reported net income of $-156,892 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$2M
Total Assets (End of Year)$2M
Net Assets (End of Year)$2M
Net Income$-156,892
Plan Type401(k)
Employer EIN471780979
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sass Mso LLC)

Year Plans Participants Total Assets
2022 1 82 $2M
2023 1 81 $2M
2024 1 99 $3M

Nearby 401(k) Plans in California

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Frequently Asked Questions

How much money is in the Sass Mso LLC 401(k) Profit Sharing Plan & Trust?
As of the 2022 Form 5500 filing, Sass Mso LLC 401(k) Profit Sharing Plan & Trust holds $2M in total assets with 82 participants. It is sponsored by Sass Mso LLC.
What type of plan is Sass Mso LLC 401(k) Profit Sharing Plan & Trust?
Sass Mso LLC 401(k) Profit Sharing Plan & Trust is a 401(k) plan. It has been effective since 2016-01-01. The plan is filed with the U.S. Department of Labor under EIN 471780979.
Who sponsors the Sass Mso LLC 401(k) Profit Sharing Plan & Trust?
Sass Mso LLC 401(k) Profit Sharing Plan & Trust is sponsored by Sass Mso LLC, located in California. The sponsor's EIN is 471780979 and the plan operates in the Healthcare & Social Assistance industry.
How did Sass Mso LLC 401(k) Profit Sharing Plan & Trust perform in 2022?
Sass Mso LLC 401(k) Profit Sharing Plan & Trust declined by 7.6% during 2022, moving from $2M to $2M in total assets. Net income was $-156,892.
Where can I find official filings for Sass Mso LLC 401(k) Profit Sharing Plan & Trust?
Official Form 5500 filings for Sass Mso LLC 401(k) Profit Sharing Plan & Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 471780979 or plan name at efast.dol.gov.
How does Sass Mso LLC 401(k) Profit Sharing Plan & Trust compare to other plans?
You can compare Sass Mso LLC 401(k) Profit Sharing Plan & Trust against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 471780979.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.