401(k) · DOL Form 5500 · 2024

Lincoln, Gustafson & Cercos LLP 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
34
Participants Small participant base
52nd
Percentile by assets National rank
$246,127
Avg per participant Above avg balance/head
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Official DOL plan name: Lincoln Gustafson & Cercos Profit Sharing Plan · Sponsored by Lincoln, Gustafson & Cercos LLP · California · Professional & Technical Services

$8M in assets, 34 participants

Lincoln, Gustafson & Cercos LLP's Lincoln Gustafson & Cercos Profit Sharing Plan reported $8M in total assets and 34 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,115 in Professional & Technical Services (20,173 peers)

Lincoln, Gustafson & Cercos LLP multi-year trail

Lincoln, Gustafson & Cercos LLP's plans moved +25.1% in assets from 2022 to 2024; this filing shows Lincoln Gustafson & Cercos Profit Sharing Plan at $8M / 34 participants.

#10,115
in Professional & Technical Services (20,173 peers)
+12.1%
assets growth YoY

Lincoln Gustafson & Cercos Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Lincoln Gustafson & Cercos Profit Sharing Plan vs every filed plan by assets

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

$8,368,327 Top 48% higher than 52% 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

Lincoln Gustafson & Cercos Profit Sharing 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. Lincoln Gustafson & Cercos Profit Sharing Plan is a small filing (34 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2024

  • Lincoln Gustafson & Cercos Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $904K in the plan year 2024 filing.
  • Lincoln Gustafson & Cercos Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2024 filing.
  • Lincoln Gustafson & Cercos Profit Sharing Plan reported participants fell from 37 in the plan year 2022 filing to 34 in the plan year 2024 filing.

See the national 2022→2024 release diff →

Published 5500 schedule card

Filing strip 330224185 · Lincoln, Gustafson & Cercos LLP PY 2024 · 401(k)

Lincoln Gustafson & Cercos Profit Sharing Plan · $8M · 34 · 52nd

  • VS-ST $8M
  • BOY 34
  • SCH 52nd
  • EBSA 401(k)
  • PART near Vvs, Inc. Retirement Savings Plan
  • TYPE ind #10115

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 →

Lincoln Gustafson & Cercos Profit Sharing Plan in the asset neighbourhood

Lincoln Gustafson & Cercos Profit Sharing PlanLincoln Gustafson & Cercos P…$8MVvs, Inc. Retirement Savings PlanVvs, Inc. Retirement Savings…$8MData Search Ny Inc. 401(k) PlanData Search Ny Inc. 401(k) P…$8MMartin Truck Parts & Sales, LLC 401 (K) Retirement PlanMartin Truck Parts & Sales, …$8MPro Search, Inc. Employee Stock Ownership 401(k) PlanPro Search, Inc. Employee St…$8M
End-of-year total assets ($M) among Lincoln Gustafson & Cercos Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Lincoln, Gustafson & Cercos LLP multi-year asset trail

Sponsor-wide plan assets over time

All Lincoln, Gustafson & Cercos LLP plans reported in each filing year

Latest sponsor-wide plan assets
$8M 25.07277940971183% vs 2022
2024 filing year
$6M$7M$8M$9M 20222024 $6.69M $8.37M ▲ +25.1%
Year Plans Participants Total Assets
2022 1 37 $7M
2024 1 34 $8M

Lincoln, Gustafson & Cercos LLP filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$904K
Employer EIN330224185
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Lincoln Gustafson & Cercos Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Lincoln Gustafson & Cercos Profit Sharing Plan, Total assets ($B): 0.008368327 · Participants: 34Lincoln Gustafson & Cercos Profit Sharing 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
Lincoln Gustafson & Cercos Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Lincoln Gustafson & Cercos Profit Sharing Plan side-by-side with 3 peers →

Lincoln Gustafson & Cercos Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Vvs, Inc. Retirement Savings Plan in NE ($8M); by covered participants it is Therapy Rehabilitation Services, Inc.-Education 401(k) Plan in AZ (34 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (34 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 Lincoln Gustafson & Cercos Profit Sharing Plan assets move in 2024? ▼
Lincoln Gustafson & Cercos Profit Sharing Plan grew at a solid clip - up 12.1% during 2024, from $7M to $8M. Reported net income was $904K.
How have Lincoln, Gustafson & Cercos LLP plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Lincoln, Gustafson & Cercos LLP's sponsor-wide assets grew 25.1%, from $7M to $8M.
Which 401(k) plans are similar in size to Lincoln Gustafson & Cercos Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vvs, Inc. Retirement Savings Plan in NE ($8M, 373 participants).
Which 401(k) plans cover a similar participant headcount to Lincoln Gustafson & Cercos Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Therapy Rehabilitation Services, Inc.-Education 401(k) Plan in AZ (34 participants, $1M 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 330224185.

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.