401(k) · DOL Form 5500 · 2024

Lotus Healthcare Partners, Inc. 401(k) Plan

Data updated 2026-08-25

$152K
Total assets Small plan by assets
1
Participants Small participant base
9th
Percentile by assets National rank
$152,234
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Amj Investments 401(k) · Sponsored by Lotus Healthcare Partners, Inc. · California · Healthcare & Social Assistance

$152K in assets, 1 participants

Lotus Healthcare Partners, Inc.'s Amj Investments 401(k) reported $152K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 9th 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.

  • #1,014 in Healthcare & Social Assistance (16,916 peers)

Lotus Healthcare Partners, Inc. multi-year trail

Lotus Healthcare Partners, Inc.'s plans moved -46.6% in assets from 2022 to 2024; this filing shows Amj Investments 401(k) at $152K / 1 participant.

#1,014
in Healthcare & Social Assistance (16,916 peers)
-55.6%
assets change YoY

The plan reported a net loss of $191K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Amj Investments 401(k) among the smaller filed plans by assets

Amj Investments 401(k) vs every filed plan by assets

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

$152,234 9th percentile higher than 9% 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

Amj Investments 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. Amj Investments 401(k) is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Amj Investments 401(k) reported net income fell from $58K in the plan year 2023 filing to -$191K in the plan year 2024 filing.
  • Amj Investments 401(k) end-of-year assets fell from $343K in the plan year 2023 filing to $152K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 954526411 · Lotus Healthcare Partners, Inc. PY 2024 · 401(k)

Amj Investments 401(k) · $152K · 1 · 9th

  • BOY $152K
  • BOY 1
  • BOY 9th
  • BOY 401(k)
  • BOY near Sierra Venture Capital, Inc. 401(k) Profit Sharing Plan
  • BOY ind #1014

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Amj Investments 401(k) in the asset neighbourhood

Amj Investments 401(k)$152KSierra Venture Capital, Inc. 401(k) Profit Sharing PlanSierra Venture Capital, Inc.…$152KKeith B Hicks and Associates, Inc. 401(k) PlanKeith B Hicks and Associates…$152KAjgj Corporation 401(k) Plan$152KSj Leith Enterprises Inc. 401(k) PlanSj Leith Enterprises Inc. 40…$152K
End-of-year total assets ($M) among Amj Investments 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Lotus Healthcare Partners, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lotus Healthcare Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$152K 46.607417175805445% vs 2022
2024 filing year
$0.1M$0.2M$0.3M$0.4M 202220232024 $0.29M $0.15M ▼ -48.3%
Year Plans Participants Total Assets
2022 1 1 $285K
2023 1 1 $343K
2024 1 1 $152K

Lotus Healthcare Partners, Inc. filing trail (2024)

Total Assets (Beginning of Year)$343K
Net Assets (End of Year)$152K
Net Income-$191K
Employer EIN954526411
Plan Effective Date2015-06-23
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Amj Investments 401(k) vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Amj Investments 401(k), Total assets ($B): 0.000152234 · Participants: 1Amj Investments 401(k)Google 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
Amj Investments 401(k) vs. nearby 401(k) plans in California, assets vs. participants
Compare Amj Investments 401(k) side-by-side with 3 peers →

Amj Investments 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Sierra Venture Capital, Inc. 401(k) Profit Sharing Plan in FL ($152K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Amj Investments 401(k) assets move in 2024? ▼
Amj Investments 401(k) contracted severely - down 55.6% during 2024, from $343K to $152K. Reported net income was -$191K.
How have Lotus Healthcare Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lotus Healthcare Partners, Inc.'s sponsor-wide assets declined 46.6%, from $285K to $152K.
Where does Amj Investments 401(k) rank by assets among Form 5500 filers? ▼
Amj Investments 401(k) ranks in the 9th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Amj Investments 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Sierra Venture Capital, Inc. 401(k) Profit Sharing Plan in FL ($152K, 7 participants).
Which 401(k) plans cover a similar participant headcount to Amj Investments 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K 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 954526411.

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.