401(k) · DOL Form 5500 · 2022

The Collected Group Company, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
N/A
Participants Small participant base
57th
Percentile by assets National rank
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Official DOL plan name: The Collected Group Company, LLC Retirement Plan · Sponsored by The Collected Group Company, LLC · California · Wholesale Trade

$7M in assets, N/A participants

The Collected Group Company, LLC's The Collected Group Company, LLC Retirement Plan reported $7M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,171 in Wholesale Trade (6,843 peers)

The Collected Group Company, LLC multi-year trail

The Collected Group Company, LLC's plans moved -73.5% in assets from 2022 to 2024; this filing shows The Collected Group Company, LLC Retirement Plan at $7M / N/A participants.

#3,171
in Wholesale Trade (6,843 peers)
-42.1%
assets change YoY

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Collected Group Company, LLC Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers

The Collected Group Company, LLC Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$6,819,586 Top 43% higher than 57% of 139,123 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 2022

Filed plans by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

DOL schedule card

Filing strip 954862188 · The Collected Group Company, LLC PY 2022 · 401(k)

The Collected Group Company, LLC Retirement Plan · $7M · N/A · 57th

  • EOY $7M
  • EOY N/A
  • EOY 57th
  • EOY 401(k)
  • EOY near Southern Heat Exchanger Corporation 401(k) Profit Sharing Plan
  • EOY ind #3171

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 →

The Collected Group Company, LLC Retirement Plan in the asset neighbourhood

The Collected Group Company, LLC Retirement PlanThe Collected Group Company,…$7MSouthern Heat Exchanger Corporation 401(k) Profit Sharing PlanSouthern Heat Exchanger Corp…$7MHissong Group, Inc. & Subsidiaries 401(k) Retirement Savings PlanHissong Group, Inc. & Subsid…$7MSeventh Sense Consulting, LLC 401(k) PlanSeventh Sense Consulting, LL…$7MCommercial Warehouse & Cartage, Inc. 401(k) Profit Sharing PlanCommercial Warehouse & Carta…$7M
End-of-year total assets ($M) among The Collected Group Company, LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

The Collected Group Company, LLC multi-year asset trail

Sponsor-wide plan assets over time

All The Collected Group Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 73.49939140496754% vs 2022
2024 filing year
$0M$10M$20M$30M$40M 202220232024 $28.6M $7.59M ▼ -73.5%
Year Plans Participants Total Assets
2022 3 661 $29M
2023 3 815 $31M
2024 1 N/A $8M

The Collected Group Company, LLC filing trail (2022)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$7M
Net Income-$5M
Employer EIN954862188
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

The Collected Group Company, LLC Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The Collected Group Company, LLC Retirement Plan, Total assets ($B): 0.006819586 · Participants: 0The Collected Group Company, LLC Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
The Collected Group Company, LLC Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants

The Collected Group Company, LLC Retirement Plan's closest out-of-state 401(k) peers by assets

Outside California, the nearest 401(k) by end-of-year assets is Southern Heat Exchanger Corporation 401(k) Profit Sharing Plan in AL at $7M (this filing: $7M).

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Collected Group Company, LLC Retirement Plan assets move in 2022?
The Collected Group Company, LLC Retirement Plan contracted severely - down 42.1% during 2022, from $12M to $7M. Reported net income was -$5M.
How have The Collected Group Company, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), The Collected Group Company, LLC's sponsor-wide assets declined 73.5%, from $29M to $8M.
Which 401(k) plans are similar in size to The Collected Group Company, LLC Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Southern Heat Exchanger Corporation 401(k) Profit Sharing Plan in AL ($7M, 80 participants).