401(k) · DOL Form 5500 · 2024

Lizellen La Follette Md, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
7
Participants Small participant base
26th
Percentile by assets National rank
$209,603
Avg per participant Above avg balance/head
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Official DOL plan name: Lizellen La Follette Md, Inc. 401(k) Plan & Trust · Sponsored by Lizellen La Follette Md, Inc. · California · Healthcare & Social Assistance

$1M in assets, 7 participants

Lizellen La Follette Md, Inc.'s Lizellen La Follette Md, Inc. 401(k) Plan & Trust reported $1M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #3,908 in Healthcare & Social Assistance (16,916 peers)

Lizellen La Follette Md, Inc. multi-year trail

Lizellen La Follette Md, Inc.'s plans moved +25.6% in assets from 2022 to 2024; this filing shows Lizellen La Follette Md, Inc. 401(k) Plan & Trust at $1M / 7 participants.

#3,908
in Healthcare & Social Assistance (16,916 peers)
+24.8%
assets growth YoY

Lizellen La Follette Md, Inc. 401(k) Plan & Trust among the smaller filed plans by assets

Lizellen La Follette Md, Inc. 401(k) Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,467,220 26th percentile higher than 26% of 123,620 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 2024

Lizellen La Follette Md, Inc. 401(k) 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. Lizellen La Follette Md, Inc. 401(k) Plan & Trust is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lizellen La Follette Md, Inc. 401(k) Plan & Trust reported net income rose from $7K in the plan year 2023 filing to $291K in the plan year 2024 filing.
  • Lizellen La Follette Md, Inc. 401(k) Plan & Trust end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Lizellen La Follette Md, Inc. 401(k) Plan & Trust reported participants fell from 8 in the plan year 2023 filing to 7 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 680428315 · Lizellen La Follette Md, Inc. PY 2024 · 401(k)

Lizellen La Follette Md, Inc. 401(k) Plan & Trust · $1M · 7 · 26th

  • EBSA $1M
  • PART 7
  • TYPE 26th
  • NET 401(k)
  • BOOK near Streicher Construction, Inc. Retirement Plan
  • VS-ST ind #3908

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Lizellen La Follette Md, Inc. 401(k) Plan & Trust in the asset neighbourhood

Lizellen La Follette Md, Inc. 401(k) Plan & TrustLizellen La Follette Md, Inc…$1MStreicher Construction, Inc. Retirement PlanStreicher Construction, Inc.…$1MHuet Dental 401(k) Plan$1MUnderground Services, Inc. Profit Sharing Plan and TrustUnderground Services, Inc. P…$1MJeffrey C. Kirpas and Co., P.C. Profit Sharing PlanJeffrey C. Kirpas and Co., P…$1M
End-of-year total assets ($M) among Lizellen La Follette Md, Inc. 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Lizellen La Follette Md, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lizellen La Follette Md, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 25.555050672307665% vs 2022
2024 filing year
$1.1M$1.2M$1.3M$1.4M$1.5M 202220232024 $1.17M $1.47M ▲ +25.6%
Year Plans Participants Total Assets
2022 1 7 $1M
2023 1 8 $1M
2024 1 7 $1M

Lizellen La Follette Md, Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$291K
Employer EIN680428315
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Lizellen La Follette Md, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Lizellen La Follette Md, Inc. 401(k) Plan & Trust, Total assets ($B): 0.00146722 · Participants: 7Lizellen La Follette Md, Inc. 401(k) Plan & TrustGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Lizellen La Follette Md, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Lizellen La Follette Md, Inc. 401(k) Plan & Trust side-by-side with 3 peers →

Lizellen La Follette Md, Inc. 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Streicher Construction, Inc. Retirement Plan in IN ($1M); by covered participants it is Cz14, Inc. 401(k) Plan in DE (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lizellen La Follette Md, Inc. 401(k) Plan & Trust assets move in 2024? ▼
Lizellen La Follette Md, Inc. 401(k) Plan & Trust grew sharply - up 24.8% during 2024, from $1M to $1M. Reported net income was $291K.
How have Lizellen La Follette Md, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lizellen La Follette Md, Inc.'s sponsor-wide assets grew 25.6%, from $1M to $1M.
Which 401(k) plans are similar in size to Lizellen La Follette Md, Inc. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Streicher Construction, Inc. Retirement Plan in IN ($1M, 18 participants).
Which 401(k) plans cover a similar participant headcount to Lizellen La Follette Md, Inc. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Cz14, Inc. 401(k) Plan in DE (7 participants, $380K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 680428315.

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.