401(k) · DOL Form 5500 · 2023

Lorens & Associates, Inc., Aplc 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 2
Participants Small participant base: 28th
Percentile by assets National rank: $825,593
Avg per participant High balance/head

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Official DOL plan name: Lorens & Associates, Inc. Aplc Retirement Savings Plan · Sponsored by Lorens & Associates, Inc., Aplc · California · Professional & Technical Services

$2M in assets, 2 participants

Lorens & Associates, Inc., Aplc's Lorens & Associates, Inc. Aplc Retirement Savings Plan reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

#4,855 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Lorens & Associates, Inc. Aplc Retirement Savings Plan holds $2M for 2 participants - about $825,593 per participant, in the lower half of filed plans by assets.

#4,855
in Professional & Technical Services (20,321 peers): -1.4%
assets change YoY

The plan reported a net loss of $23K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lorens & Associates, Inc. Aplc Retirement Savings Plan among the smaller filed plans by assets

Lorens & Associates, Inc. Aplc Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,651,185 28th percentile higher than 28% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Lorens & Associates, Inc. Aplc Retirement Savings Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lorens & Associates, Inc. Aplc Retirement Savings Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Lorens & Associates, Inc. Aplc Retirement Savings Plan reported participants rose from 1 in the plan year 2022 filing to 2 in the plan year 2023 filing.
Lorens & Associates, Inc. Aplc Retirement Savings Plan reported net income rose from -$238K in the plan year 2022 filing to -$23K in the plan year 2023 filing.
Lorens & Associates, Inc. Aplc Retirement Savings Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 330948576 · Lorens & Associates, Inc., Aplc PY 2023 · 401(k)

Lorens & Associates, Inc. Aplc Retirement Savings Plan · $2M · 2 · 28th

EOY $2M
EOY 2
EOY 28th
EOY 401(k)
EOY near Srd, Inc. 401(k) Plan
EOY ind #4855

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 Professional & Technical Services retirement plans → · Plans in California →

End-of-year total assets ($M) among Lorens & Associates, Inc. Aplc Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	-$23K
Employer EIN	330948576
Plan Effective Date	2001-02-02
Filing Status	FILING RECEIVED

Sponsor Plan History (Lorens & Associates, Inc., Aplc)

Latest sponsor-wide plan assets: $2M 1.3892347742269537% vs 2022; 2023 filing year

Year	Plans	Participants	Total Assets
2022	1	1	$2M
2023	1	2	$2M

Nearby 401(k) Plans in California

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

Lorens & Associates, Inc. Aplc Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Lorens & Associates, Inc. Aplc Retirement Savings Plan side-by-side with 3 peers →

Lorens & Associates, Inc. Aplc Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Srd, Inc. 401(k) Plan in FL ($2M); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Srd, Inc. 401(k) Plan (FL) $2M · 15
Vejen Logistics, Inc. 401(k) Plan (NJ) $2M · 13
Service Communications, Inc. 401(k) Profit Sharing Plan (WA) $2M · 21
Ridgewood Country Club, Inc. Retirement Plan & Trust (TX) $2M · 59

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Napa Bound Retirement Plan (FL) 2 · 0 off
Gillian Corporation 401(k) Plan (CO) 2 · 0 off
Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lorens & Associates, Inc. Aplc Retirement Savings Plan assets move in 2023? ▼

Lorens & Associates, Inc. Aplc Retirement Savings Plan edged down modestly - down 1.4% during 2023, from $2M to $2M. Reported net income was -$23K.

How have Lorens & Associates, Inc., Aplc plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Lorens & Associates, Inc., Aplc's sponsor-wide assets declined 1.4%, from $2M to $2M.

Which 401(k) plans are similar in size to Lorens & Associates, Inc. Aplc Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Srd, Inc. 401(k) Plan in FL ($2M, 15 participants).

Which 401(k) plans cover a similar participant headcount to Lorens & Associates, Inc. Aplc Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 330948576.