401(k) · DOL Form 5500 · 2024

Theorem Partners LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
61
Participants Small participant base
48th
Percentile by assets National rank
$114,293
Avg per participant Below avg balance/head
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Official DOL plan name: Theorem Partners Retirement Plan · Sponsored by Theorem Partners LLC · California · Finance & Insurance

$7M in assets, 61 participants

Theorem Partners LLC's Theorem Partners Retirement Plan reported $7M in total assets and 61 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #2,833 in Finance & Insurance (8,549 peers)

Theorem Partners LLC multi-year trail

Theorem Partners LLC's plans moved +104.7% in assets from 2022 to 2024; this filing shows Theorem Partners Retirement Plan at $7M / 61 participants.

#2,833
in Finance & Insurance (8,549 peers)
+25.2%
assets growth YoY

Theorem Partners Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Theorem Partners Retirement Plan vs every filed plan by assets

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

$6,971,900 48th percentile higher than 48% of 123,620 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 2024

Theorem Partners Retirement 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. Theorem Partners Retirement Plan is a small filing (61 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Theorem Partners Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Theorem Partners Retirement Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Theorem Partners Retirement Plan reported participants fell from 64 in the plan year 2023 filing to 61 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 463800010 · Theorem Partners LLC PY 2024 · 401(k)

Theorem Partners Retirement Plan · $7M · 61 · 48th

  • VS-ST $7M
  • BOY 61
  • SCH 48th
  • EBSA 401(k)
  • PART near Furnished Quarters 401(k) Plan
  • TYPE ind #2833

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 →

Theorem Partners Retirement Plan in the asset neighbourhood

Theorem Partners Retirement PlanTheorem Partners Retirement …$7MFurnished Quarters 401(k) PlanFurnished Quarters 401(k) Pl…$7MVizza Wash, L. P. 401(k) Plan$7MIaa Tax Deferred Savings Plan & TrustIaa Tax Deferred Savings Pla…$7MHenke Sass Wolf of America, Inc. 401(k) Retirement PlanHenke Sass Wolf of America, …$7M
End-of-year total assets ($M) among Theorem Partners Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Theorem Partners LLC multi-year asset trail

Sponsor-wide plan assets over time

All Theorem Partners LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 104.72603258632121% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $3.41M $6.97M ▲ +104.4%
Year Plans Participants Total Assets
2022 1 34 $3M
2023 1 64 $6M
2024 1 61 $7M

Theorem Partners LLC filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN463800010
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Theorem Partners Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Theorem Partners Retirement Plan, Total assets ($B): 0.0069719 · Participants: 61Theorem Partners Retirement PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Theorem Partners Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Theorem Partners Retirement Plan side-by-side with 3 peers →

Theorem Partners Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Furnished Quarters 401(k) Plan in NY ($7M); by covered participants it is Dynamic Design Solutions 401(k) Plan in NC (61 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (61 participants); asset peers above are excluded.

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 Theorem Partners Retirement Plan assets move in 2024? ▼
Theorem Partners Retirement Plan grew sharply - up 25.2% during 2024, from $6M to $7M. Reported net income was $1M.
How have Theorem Partners LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Theorem Partners LLC's sponsor-wide assets grew 104.7%, from $3M to $7M.
Which 401(k) plans are similar in size to Theorem Partners Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Furnished Quarters 401(k) Plan in NY ($7M, 113 participants).
Which 401(k) plans cover a similar participant headcount to Theorem Partners Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dynamic Design Solutions 401(k) Plan in NC (61 participants, N/A 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 463800010.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.