401(k) · DOL Form 5500 · 2024

Lobel Financial 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets: 284
Participants Below avg headcount: 70th
Percentile by assets National rank: $70,579
Avg per participant Below avg balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Lobel Financial 401(k) Plan · Sponsored by Lobel Financial · California · Finance & Insurance

$20M in assets, 284 participants

Lobel Financial's Lobel Financial 401(k) Plan reported $20M in total assets and 284 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

#4,735 in Finance & Insurance (8,549 peers)

Coverage in California

Lobel Financial 401(k) Plan covers 284 participants in California, about 45% of the average California filer (state average ~630 per filing). Assets: $20M.

#4,735
in Finance & Insurance (8,549 peers): +8.7%
assets growth YoY

Lobel Financial 401(k) Plan's outsized position by total assets

Lobel Financial 401(k) Plan vs every filed plan by assets

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

$20,044,452 Top 30% higher than 70% 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

Lobel Financial 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lobel Financial 401(k) Plan sits mid-pack in the medium band (284 participants).

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%)

Lobel Financial 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Lobel Financial 401(k) Plan end-of-year assets rose from $18M in the plan year 2023 filing to $20M in the plan year 2024 filing.
Lobel Financial 401(k) Plan reported participants fell from 290 in the plan year 2023 filing to 284 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 953470408 · Lobel Financial PY 2024 · 401(k)

Lobel Financial 401(k) Plan · $20M · 284 · 70th

IND $20M
EOY 284
5500 70th
ASSETS 401(k)
PCT near Invictus International Consulting, LLC 401(k) Plan
EIN ind #4735

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 →

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

California filing particulars

Total Assets (Beginning of Year)	$18M
Net Assets (End of Year)	$20M
Net Income	$2M
Employer EIN	953470408
Plan Effective Date	1995-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Lobel Financial)

Latest sponsor-wide plan assets: $20M 28.50955106273797% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	288	$16M
2023	1	290	$18M
2024	1	284	$20M

Nearby 401(k) Plans in California

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

Lobel Financial 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 Lobel Financial 401(k) Plan side-by-side with 3 peers →

Lobel Financial 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Invictus International Consulting, LLC 401(k) Plan in VA ($20M); by covered participants it is Crown/Loyal 401(k) Plan in NH (284 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Invictus International Consulting, LLC 401(k) Plan (VA) $20M · 176
Life's Worc 403(b) Profit Sharing Plan (NY) $20M · 1,017
Bcf Solutions 401(k) Plan (VA) $20M · 226
Regis Technologies, Inc. Retirement Savings Plan (IL) $20M · 93

Similar participant headcount

Nearest other-state filings by covered participants (284 participants); asset peers above are excluded.

Crown/Loyal 401(k) Plan (NH) 284 · 0 off
Security National Corporation Retirement Savings Plan & Trust (IA) 284 · 0 off
Nextier Retirement Savings Plan (PA) 284 · 0 off
Hcp Management Operations, Inc. Retirement Savings Plan (NJ) 284 · 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 Lobel Financial 401(k) Plan assets move in 2024? ▼

Lobel Financial 401(k) Plan grew at a solid clip - up 8.7% during 2024, from $18M to $20M. Reported net income was $2M.

How have Lobel Financial plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Lobel Financial's sponsor-wide assets grew 28.5%, from $16M to $20M.

Which 401(k) plans are similar in size to Lobel Financial 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Invictus International Consulting, LLC 401(k) Plan in VA ($20M, 176 participants).

Which 401(k) plans cover a similar participant headcount to Lobel Financial 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Crown/Loyal 401(k) Plan in NH (284 participants, $16M 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 953470408.