401(k) · DOL Form 5500 · 2024
Laurelmont Management Group in 401(k) Plan
Data updated 2026-08-25
- $151K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 8th
- Percentile by assets National rank
- $75,278
- Avg per participant Below avg balance/head
Official DOL plan name: Laurelmont Management Group in 401(k) Profit Sharing Plan & Trust · Sponsored by Laurelmont Management Group in · California · Administrative & Support Services
$151K in assets, 2 participants
Laurelmont Management Group in's Laurelmont Management Group in 401(k) Profit Sharing Plan & Trust reported $151K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 8th 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.
- #887 in Administrative & Support Services (4,368 peers)
Laurelmont Management Group in multi-year trail
Laurelmont Management Group in's plans moved +109.3% in assets from 2022 to 2024; this filing shows Laurelmont Management Group in 401(k) Profit Sharing Plan & Trust at $151K / 2 participants.
- #887
- in Administrative & Support Services (4,368 peers)
- +63.0%
- assets growth YoY
Laurelmont Management Group in 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Laurelmont Management Group in 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$150,556 8th percentile higher than 8% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Laurelmont Management Group in 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Laurelmont Management Group in 401(k) Profit Sharing Plan & Trust is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Laurelmont Management Group in 401(k) Profit Sharing Plan & Trust reported net income rose from $20K in the plan year 2023 filing to $58K in the plan year 2024 filing.
- Laurelmont Management Group in 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $92K in the plan year 2023 filing to $151K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 272537955 · Laurelmont Management Group in PY 2024 · 401(k)
Laurelmont Management Group in 401(k) Profit Sharing Plan & Trust · $151K · 2 · 8th
- RANK $151K
- PHOTO 2
- IND 8th
- EOY 401(k)
- 5500 near Nextgen Design and Development Inc 401(k) Plan
- ASSETS ind #887
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 Administrative & Support Services retirement plans → · Plans in California →
Laurelmont Management Group in 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Laurelmont Management Group in multi-year asset trail
Sponsor-wide plan assets over time
All Laurelmont Management Group in plans reported in each filing year
- Latest sponsor-wide plan assets
- $151K 109.29159252669038% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $72K |
| 2023 | 1 | 2 | $92K |
| 2024 | 1 | 2 | $151K |
Laurelmont Management Group in filing trail (2024)
| Total Assets (Beginning of Year) | $92K |
|---|---|
| Net Assets (End of Year) | $151K |
| Net Income | $58K |
| Employer EIN | 272537955 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Laurelmont Management Group in 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Nextgen Design and Development Inc 401(k) Plan in MI ($151K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($151K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Per Mgmt, Inc. 401(k) Plan (MA) 2 · 0 off
- Frozen Smiles Retirement Plan (TN) 2 · 0 off
- Prime Solutions Consulting, Inc. 401(k) Profit Sharing Plan (VA) 2 · 0 off
- Celaya, Inc. 401(k) Plan (TX) 2 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.