401(k) · DOL Form 5500 · 2024

Planahead, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets: 16
Participants Small participant base: 54th
Percentile by assets National rank: $573,003
Avg per participant High balance/head

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Official DOL plan name: Planahead, LLC 401(k) Plan · Sponsored by Planahead, LLC · California · Wholesale Trade

$9M in assets, 16 participants

Planahead, LLC's Planahead, LLC 401(k) Plan reported $9M in total assets and 16 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

#2,721 in Wholesale Trade (6,080 peers)

Planahead, LLC multi-year trail

Planahead, LLC's plans moved +34.4% in assets from 2022 to 2024; this filing shows Planahead, LLC 401(k) Plan at $9M / 16 participants.

#2,721
in Wholesale Trade (6,080 peers): +15.3%
assets growth YoY

Planahead, LLC 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Planahead, LLC 401(k) Plan vs every filed plan by assets

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

$9,168,052 Top 46% higher than 54% 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

Planahead, LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Planahead, LLC 401(k) Plan is a small filing (16 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Planahead, LLC 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 020586040 · Planahead, LLC PY 2024 · 401(k)

Planahead, LLC 401(k) Plan · $9M · 16 · 54th

ASSETS $9M
ASSETS 16
ASSETS 54th
ASSETS 401(k)
ASSETS near Michigan Pain Consultants, P.C. 401(k) Profit Sharing Plan
ASSETS ind #2721

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 →

End-of-year total assets ($M) among Planahead, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Planahead, LLC multi-year asset trail

Latest sponsor-wide plan assets: $13M 34.400619643632915% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	31	$10M
2023	2	32	$12M
2024	2	32	$13M

Planahead, LLC filing trail (2024)

Total Assets (Beginning of Year)	$8M
Net Assets (End of Year)	$9M
Net Income	$1M
Employer EIN	020586040
Plan Effective Date	2003-07-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

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

Planahead, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

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

Compare Planahead, LLC 401(k) Plan side-by-side with 3 peers →

Planahead, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Michigan Pain Consultants, P.C. 401(k) Profit Sharing Plan in MI ($9M); by covered participants it is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (16 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Michigan Pain Consultants, P.C. 401(k) Profit Sharing Plan (MI) $9M · 121
Vera French Community Mental Health Center 401(k) Plan (IA) $9M · 183
Plaisted Companies, Inc. 401(k) Profit Sharing Plan (MN) $9M · 135
Royell Manufacturing, Inc. 401(k) Plan (WA) $9M · 74

Similar participant headcount

Nearest other-state filings by covered participants (16 participants); asset peers above are excluded.

I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust (OH) 16 · 0 off
Texas Midwest Emergency Physicians PA 401(k) Profit Sharing Plan & Trust (TX) 16 · 0 off
River's Edge Dental Clinic 401(k)/Profit Sharing Plan (MN) 16 · 0 off
Kelley-Mackenzie Auto Parts, Inc. 401(k) Profit Sharing Plan and Trust (NH) 16 · 0 off

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 Planahead, LLC 401(k) Plan assets move in 2024? ▼

Planahead, LLC 401(k) Plan grew sharply - up 15.3% during 2024, from $8M to $9M. Reported net income was $1M.

How have Planahead, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Planahead, LLC's sponsor-wide assets grew 34.4%, from $10M to $13M.

Which 401(k) plans are similar in size to Planahead, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Michigan Pain Consultants, P.C. 401(k) Profit Sharing Plan in MI ($9M, 121 participants).

Which 401(k) plans cover a similar participant headcount to Planahead, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (16 participants, $4M 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 020586040.