401(k) · DOL Form 5500 · 2024

Lozano Smith LLP 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
185
Participants Below avg headcount
84th
Percentile by assets National rank
$256,410
Avg per participant Above avg balance/head
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Official DOL plan name: Lozano Smith 401(k) Profit Sharing Plan · Sponsored by Lozano Smith LLP · California · Professional & Technical Services

$47M in assets, 185 participants

Lozano Smith LLP's Lozano Smith 401(k) Profit Sharing Plan reported $47M in total assets and 185 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #16,998 in Professional & Technical Services (20,173 peers)

Coverage in California

Lozano Smith 401(k) Profit Sharing Plan covers 185 participants in California, about 29% of the average California filer (state average ~630 per filing). Assets: $47M.

#16,998
in Professional & Technical Services (20,173 peers)
+14.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Lozano Smith 401(k) Profit Sharing Plan's outsized position by total assets

Lozano Smith 401(k) Profit Sharing Plan vs every filed plan by assets

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

$47,435,760 Top 16% higher than 84% 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

Lozano Smith 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lozano Smith 401(k) Profit Sharing Plan sits mid-pack in the medium band (185 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lozano Smith 401(k) Profit Sharing Plan reported net income rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Lozano Smith 401(k) Profit Sharing Plan end-of-year assets rose from $41M in the plan year 2023 filing to $47M in the plan year 2024 filing.
  • Lozano Smith 401(k) Profit Sharing Plan reported participants rose from 179 in the plan year 2023 filing to 185 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 800874383 · Lozano Smith LLP PY 2024 · 401(k)

Lozano Smith 401(k) Profit Sharing Plan · $47M · 185 · 84th

  • PCT $47M
  • EIN 185
  • RANK 84th
  • PHOTO 401(k)
  • IND near Hawthorn Bancshares, Inc. Profit Sharing 401(k) Plan
  • EOY ind #16998

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 →

Lozano Smith 401(k) Profit Sharing Plan in the asset neighbourhood

Acipco Contracted 401(k) Plan$47MLozano Smith 401(k) Profit Sharing PlanLozano Smith 401(k) Profit S…$47MHawthorn Bancshares, Inc. Profit Sharing 401(k) PlanHawthorn Bancshares, Inc. Pr…$47MAlpha Baking Co., Inc. & Subsidiaries 401(k)Profit Sharing PlanAlpha Baking Co., Inc. & Sub…$47MLloyd's Register 401(k) Plan$47M
End-of-year total assets ($M) among Lozano Smith 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$47M
Net Income$6M
Employer EIN800874383
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lozano Smith LLP)

Sponsor-wide plan assets over time

All Lozano Smith LLP plans reported in each filing year

Latest sponsor-wide plan assets
$47M 29.9289490262675% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $36.5M $47.4M ▲ +29.9%
Year Plans Participants Total Assets
2022 1 170 $37M
2023 1 179 $41M
2024 1 185 $47M

Nearby 401(k) Plans in California

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

Lozano Smith 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Lozano Smith 401(k) Profit Sharing Plan, Total assets ($B): 0.04743576 · Participants: 185Lozano Smith 401(k) 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
Lozano Smith 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Lozano Smith 401(k) Profit Sharing Plan side-by-side with 3 peers →

Lozano Smith 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Hawthorn Bancshares, Inc. Profit Sharing 401(k) Plan in MO ($47M); by covered participants it is Precision Document Solutions, Inc. 401(k) Plan in TX (185 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (185 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 Lozano Smith 401(k) Profit Sharing Plan assets move in 2024? ▼
Lozano Smith 401(k) Profit Sharing Plan grew at a solid clip - up 14.5% during 2024, from $41M to $47M. Reported net income was $6M.
How have Lozano Smith LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lozano Smith LLP's sponsor-wide assets grew 29.9%, from $37M to $47M.
Where does Lozano Smith 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Lozano Smith 401(k) Profit Sharing Plan ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Lozano Smith 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hawthorn Bancshares, Inc. Profit Sharing 401(k) Plan in MO ($47M, 265 participants).
Which 401(k) plans cover a similar participant headcount to Lozano Smith 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Precision Document Solutions, Inc. 401(k) Plan in TX (185 participants, $982K 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 800874383.

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.