401(k) · DOL Form 5500 · 2024
Lba Realty, LLC 401(k) Plan
Data updated 2026-08-25
- $57M
- Total assets Below avg plan size
- 247
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $229,187
- Avg per participant Above avg balance/head
Official DOL plan name: Lba Realty 401(k) Plan · Sponsored by Lba Realty, LLC · California · Real Estate
$57M in assets, 247 participants
Lba Realty, LLC's Lba Realty 401(k) Plan reported $57M in total assets and 247 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #4,331 in Real Estate (4,605 peers)
Coverage in California
Lba Realty 401(k) Plan covers 247 participants in California, about 39% of the average California filer (state average ~630 per filing). Assets: $57M.
- #4,331
- in Real Estate (4,605 peers)
- +13.4%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Lba Realty 401(k) Plan's outsized position by total assets
Lba Realty 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$56,609,307 Top 14% higher than 86% 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
Lba Realty 401(k) 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. Lba Realty 401(k) Plan sits mid-pack in the medium band (247 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lba Realty 401(k) Plan reported net income fell from $11M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Lba Realty 401(k) Plan end-of-year assets rose from $50M in the plan year 2023 filing to $57M in the plan year 2024 filing.
- Lba Realty 401(k) Plan reported participants rose from 244 in the plan year 2023 filing to 247 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 202138561 · Lba Realty, LLC PY 2024 · 401(k)
Lba Realty 401(k) Plan · $57M · 247 · 86th
- EBSA $57M
- EBSA 247
- EBSA 86th
- EBSA 401(k)
- EBSA near Chattanooga Orthopaedic Group, P.C. 401(k) Profit Sharing Plan
- EBSA ind #4331
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 Real Estate retirement plans → · Plans in California →
Lba Realty 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $50M |
|---|---|
| Net Assets (End of Year) | $57M |
| Net Income | $7M |
| Employer EIN | 202138561 |
| Plan Effective Date | 1996-02-12 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lba Realty, LLC)
Sponsor-wide plan assets over time
All Lba Realty, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $57M 43.63701910030364% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 221 | $39M |
| 2023 | 1 | 244 | $50M |
| 2024 | 1 | 247 | $57M |
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
Lba Realty 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Chattanooga Orthopaedic Group, P.C. 401(k) Profit Sharing Plan in TN ($57M); by covered participants it is Propex 401(k) Savings Plan in TN (247 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($57M here).
Similar participant headcount
Nearest other-state filings by covered participants (247 participants); asset peers above are excluded.
- Propex 401(k) Savings Plan (TN) 247 · 0 off
- Hiway Credit Union 401(k) Plan and Trust (MN) 247 · 0 off
- Solsbury Hill 401(k) Plan (CO) 247 · 0 off
- Larson Management Inc. 401(k) Profit Sharing Plan (WI) 247 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.