401(k) · DOL Form 5500 · 2024
Lurie, Zepeda, Schmalz, Hogan & Martin, Apc 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 22
- Participants Small participant base
- 58th
- Percentile by assets National rank
- $510,861
- Avg per participant High balance/head
Official DOL plan name: Lurie, Zepeda, Schmalz, Hogan & Martin, Apc 401(k) Plan · Sponsored by Lurie, Zepeda, Schmalz, Hogan & Martin, Apc · California · Professional & Technical Services
$11M in assets, 22 participants
Lurie, Zepeda, Schmalz, Hogan & Martin, Apc's Lurie, Zepeda, Schmalz, Hogan & Martin, Apc 401(k) Plan reported $11M in total assets and 22 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.
- #11,426 in Professional & Technical Services (20,173 peers)
Lurie, Zepeda, Schmalz, Hogan & Martin, Apc multi-year trail
Lurie, Zepeda, Schmalz, Hogan & Martin, Apc's plans moved +48.7% in assets from 2022 to 2024; this filing shows Lurie, Zepeda, Schmalz, Hogan & Martin, Apc 401(k) Plan at $11M / 22 participants.
- #11,426
- in Professional & Technical Services (20,173 peers)
- +21.9%
- assets growth YoY
Lurie, Zepeda, Schmalz, Hogan & Martin, Apc 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Lurie, Zepeda, Schmalz, Hogan & Martin, Apc 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,238,934 Top 42% higher than 58% 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
Lurie, Zepeda, Schmalz, Hogan & Martin, Apc 401(k) Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lurie, Zepeda, Schmalz, Hogan & Martin, Apc 401(k) Plan is a small filing (22 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lurie, Zepeda, Schmalz, Hogan & Martin, Apc 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Lurie, Zepeda, Schmalz, Hogan & Martin, Apc 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Lurie, Zepeda, Schmalz, Hogan & Martin, Apc 401(k) Plan reported participants rose from 20 in the plan year 2023 filing to 22 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 953794947 · Lurie, Zepeda, Schmalz, Hogan & Martin, Apc PY 2024 · 401(k)
Lurie, Zepeda, Schmalz, Hogan & Martin, Apc 401(k) Plan · $11M · 22 · 58th
- EOY $11M
- 5500 22
- ASSETS 58th
- PCT 401(k)
- EIN near Derrick Companies 401(k) Plan
- RANK ind #11426
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 →
Lurie, Zepeda, Schmalz, Hogan & Martin, Apc 401(k) Plan in the asset neighbourhood
Lurie, Zepeda, Schmalz, Hogan & Martin, Apc multi-year asset trail
Sponsor-wide plan assets over time
All Lurie, Zepeda, Schmalz, Hogan & Martin, Apc plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 48.65939233545819% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 19 | $8M |
| 2023 | 1 | 20 | $9M |
| 2024 | 1 | 22 | $11M |
Lurie, Zepeda, Schmalz, Hogan & Martin, Apc filing trail (2024)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 953794947 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Lurie, Zepeda, Schmalz, Hogan & Martin, Apc 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Derrick Companies 401(k) Plan in WI ($11M); by covered participants it is Reed & Witting Company Profit Sharing Plan in PA (22 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Derrick Companies 401(k) Plan (WI) $11M · 56
- Highpointe Hotel Corporation Employees Retirement Plan (FL) $11M · 233
- Pinnacle Live LLC 401(k) Plan (IL) $11M · 1,000
- Rhg Consolidated, LLC 401(k) Plan (MO) $11M · 497
Similar participant headcount
Nearest other-state filings by covered participants (22 participants); asset peers above are excluded.
- Reed & Witting Company Profit Sharing Plan (PA) 22 · 0 off
- Lycera Corp 401(k) Plan (PA) 22 · 0 off
- H3meier Corporation 401(k) Plan (NE) 22 · 0 off
- Ben Rentals Inc. 401(k) Profit Sharing Plan and Trust (NY) 22 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.