Other · DOL Form 5500 · 2024
Lmbhr-11, LLC Solo 401(k) Retirement Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $1.2M
- Avg per participant High balance/head
Official DOL plan name: Lmbhr-II, LLC Solo 401-K · Sponsored by Lmbhr-11, LLC Solo 401(k) · California · Real Estate
$1M in assets, 1 participants
Lmbhr-11, LLC Solo 401(k)'s Lmbhr-II, LLC Solo 401-K reported $1M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 24th 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.
- #1,923 in Real Estate (4,605 peers)
What the 2024 filing shows
Lmbhr-II, LLC Solo 401-K holds $1M for 1 participant - about $1.2M per participant, among the smaller plans by assets on file.
- #1,923
- in Real Estate (4,605 peers)
- +1.4%
- assets growth YoY
Lmbhr-II, LLC Solo 401-K among the smaller filed plans by assets
Lmbhr-II, LLC Solo 401-K vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,183,839 24th percentile higher than 24% 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
Lmbhr-II, LLC Solo 401-K among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lmbhr-II, LLC Solo 401-K is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lmbhr-II, LLC Solo 401-K reported net income fell from $19K in the plan year 2023 filing to $17K in the plan year 2024 filing.
- Lmbhr-II, LLC Solo 401-K end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 822957737 · Lmbhr-11, LLC Solo 401(k) PY 2024 · Other
Lmbhr-II, LLC Solo 401-K · $1M · 1 · 24th
- 5500 $1M
- 5500 1
- 5500 24th
- 5500 Other
- 5500 near Presque Isle Housing Authority Retirement Savings Plan
- 5500 ind #1923
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 →
Lmbhr-II, LLC Solo 401-K in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $17K |
| Employer EIN | 822957737 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lmbhr-11, LLC Solo 401(k))
Sponsor-wide plan assets over time
All Lmbhr-11, LLC Solo 401(k) plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 3.134711031077913% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $1M |
| 2023 | 1 | 1 | $1M |
| 2024 | 1 | 1 | $1M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
Lmbhr-II, LLC Solo 401-K's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Presque Isle Housing Authority Retirement Savings Plan in ME ($1M); by covered participants it is Mishas Holdings 401(k) in FL (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
- Presque Isle Housing Authority Retirement Savings Plan (ME) $1M · 15
- University of Maryland Charles Regional Medical Center Retirement Savings Plan (MD) $1M · 118
- Oklahoma Foundation for Excellence Defined Benefit Contribution Retirement Plan (OK) $1M · 4
- Area Agency on Aging of Western Arkansas, Inc 403(b) Plan (AR) $1M · 80
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Mishas Holdings 401(k) (FL) 1 · 0 off
- Gramly & Associates Inc Retirement Plan (WI) 1 · 0 off
- Shebesta Group Savings Plan (OH) 1 · 0 off
- Van Herweg Electric Money Purchase Plan (MI) 1 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.