401(k) · DOL Form 5500 · 2023
Georgina Asset Management, LLC 401(k) Plan
Data updated 2026-08-25
- $970K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $323,403
- Avg per participant High balance/head
Official DOL plan name: Georgina Asset Management, LLC 401(k) Profit Sharing Plan · Sponsored by Georgina Asset Management, LLC · California · Finance & Insurance
$970K in assets, 3 participants
Georgina Asset Management, LLC's Georgina Asset Management, LLC 401(k) Profit Sharing Plan reported $970K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.
- #1,326 in Finance & Insurance (8,869 peers)
Georgina Asset Management, LLC multi-year trail
Georgina Asset Management, LLC's plans moved -16.4% in assets from 2022 to 2024; this filing shows Georgina Asset Management, LLC 401(k) Profit Sharing Plan at $970K / 3 participants.
- #1,326
- in Finance & Insurance (8,869 peers)
- -15.7%
- assets change YoY
The plan reported a net loss of $192K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Georgina Asset Management, LLC 401(k) Profit Sharing Plan among the smaller filed plans by assets
Georgina Asset Management, LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$970,210 23rd percentile higher than 23% 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
Georgina Asset Management, LLC 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Georgina Asset Management, LLC 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Georgina Asset Management, LLC 401(k) Profit Sharing Plan reported net income rose from -$423K in the plan year 2022 filing to -$192K in the plan year 2023 filing.
- Georgina Asset Management, LLC 401(k) Profit Sharing Plan reported participants rose from 2 in the plan year 2022 filing to 3 in the plan year 2023 filing.
- Georgina Asset Management, LLC 401(k) Profit Sharing Plan end-of-year assets fell from $1M in the plan year 2022 filing to $970K in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 954793276 · Georgina Asset Management, LLC PY 2023 · 401(k)
Georgina Asset Management, LLC 401(k) Profit Sharing Plan · $970K · 3 · 23rd
- BOY $970K
- BOY 3
- BOY 23rd
- BOY 401(k)
- BOY near Quality Counts 401(k) Plan
- BOY ind #1326
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 Finance & Insurance retirement plans → · Plans in California →
Georgina Asset Management, LLC 401(k) Profit Sharing Plan in the asset neighbourhood
Georgina Asset Management, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Georgina Asset Management, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $963K 16.375689955224555% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $1M |
| 2023 | 1 | 3 | $970K |
| 2024 | 1 | 3 | $963K |
Georgina Asset Management, LLC filing trail (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $970K |
| Net Income | -$192K |
| Employer EIN | 954793276 |
| Plan Effective Date | 2000-01-01 |
| 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
Georgina Asset Management, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Quality Counts 401(k) Plan in OR ($970K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($970K here).
- Quality Counts 401(k) Plan (OR) $970K · 78
- Malec Inc. 401(k) Plan (ME) $970K · 2
- C&h Excavation, LLC 401(k) Plan (CO) $970K · 40
- Carpet Remnant Outlet Inc 401(k) Profit Sharing Plan & Trust (AR) $970K · 28
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Cookeville Urology PLC 401(k) Profit Sharing Plan (TN) 3 · 0 off
- Md4m, Inc. 401(k) Plan (CO) 3 · 0 off
- Bee Hive Holdings, Inc. 401(k) Plan (AZ) 3 · 0 off
- J K B Solutions Retirement Plan (TX) 3 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.