401(k) · DOL Form 5500 · 2024

Lance Kashian & Company 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
22
Participants Small participant base
34th
Percentile by assets National rank
$139,404
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lance Kashian & Company 401(k) Profit Sharing Plan & Trust · Sponsored by Lance Kashian & Company · California · Real Estate

$3M in assets, 22 participants

Lance Kashian & Company's Lance Kashian & Company 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 22 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #2,479 in Real Estate (4,605 peers)

Real Estate sector rank

Within Real Estate, Lance Kashian & Company 401(k) Profit Sharing Plan & Trust ranks #2,479 of 4,605 2024 filers by assets (847% of the sector average)-$3M for 22 participants.

#2,479
in Real Estate (4,605 peers)
+23.4%
assets growth YoY

Lance Kashian & Company 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Real Estate and all filers

Lance Kashian & Company 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$3,066,893 34th percentile higher than 34% 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

Lance Kashian & Company 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lance Kashian & Company 401(k) Profit Sharing Plan & Trust is a small filing (22 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lance Kashian & Company 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Lance Kashian & Company 401(k) Profit Sharing Plan & Trust reported net income rose from $524K in the plan year 2023 filing to $581K in the plan year 2024 filing.
  • Lance Kashian & Company 401(k) Profit Sharing Plan & Trust reported participants fell from 24 in the plan year 2023 filing to 22 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 941577121 · Lance Kashian & Company PY 2024 · 401(k)

Lance Kashian & Company 401(k) Profit Sharing Plan & Trust · $3M · 22 · 34th

  • EIN $3M
  • RANK 22
  • PHOTO 34th
  • IND 401(k)
  • EOY near 401(k) Profit Sharing Plan for Employees of Citysquare
  • 5500 ind #2479

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 Real Estate retirement plans → · Plans in California →

Lance Kashian & Company 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Lance Kashian & Company 401(k) Profit Sharing Plan & TrustLance Kashian & Company 401(…$3M401(k) Profit Sharing Plan for Employees of Citysquare401(k) Profit Sharing Plan f…$3MInland Diamond Products Company 401(k) Profit Sharing PlanInland Diamond Products Comp…$3MTakahata Precision Tennessee, Inc. 401(k) PlanTakahata Precision Tennessee…$3MArpino Orthodontics, P.C. 401(k) Profit Sharing PlanArpino Orthodontics, P.C. 40…$3M
End-of-year total assets ($M) among Lance Kashian & Company 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Real Estate filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$581K
Employer EIN941577121
Plan Effective Date2006-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lance Kashian & Company)

Sponsor-wide plan assets over time

All Lance Kashian & Company plans reported in each filing year

Latest sponsor-wide plan assets
$3M 56.34745930338073% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.96M $3.07M ▲ +56.6%
Year Plans Participants Total Assets
2022 1 21 $2M
2023 1 24 $2M
2024 1 22 $3M

Nearby 401(k) Plans in California

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

Lance Kashian & Company 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Lance Kashian & Company 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.003066893 · Participants: 22Lance Kashian & Company 401(k) Profit Sharing 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
Lance Kashian & Company 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Lance Kashian & Company 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Lance Kashian & Company 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 401(k) Profit Sharing Plan for Employees of Citysquare in TX ($3M); by covered participants it is Reed & Witting Company Profit Sharing Plan in PA (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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 Lance Kashian & Company 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Lance Kashian & Company 401(k) Profit Sharing Plan & Trust grew sharply - up 23.4% during 2024, from $2M to $3M. Reported net income was $581K.
How have Lance Kashian & Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lance Kashian & Company's sponsor-wide assets grew 56.3%, from $2M to $3M.
Which 401(k) plans are similar in size to Lance Kashian & Company 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is 401(k) Profit Sharing Plan for Employees of Citysquare in TX ($3M, 158 participants).
Which 401(k) plans cover a similar participant headcount to Lance Kashian & Company 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Reed & Witting Company Profit Sharing Plan in PA (22 participants, N/A 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 941577121.

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.