401(k) · DOL Form 5500 · 2024

Jeffrey Campbell, LLC 401(k) Plan

Data updated 2026-08-11

$3M
Total assets
10
Participants
36th
Percentile by assets
$335,604
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Jeffrey Campbell, LLC 401(k) Profit Sharing Plan · Sponsored by Jeffrey Campbell, LLC · California · Wholesale Trade

$3M in assets, 10 participants

Jeffrey Campbell, LLC's Jeffrey Campbell, LLC 401(k) Profit Sharing Plan reported $3M in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • 36th percentile by assets (of 123,622 plans)
  • #1,498 in Wholesale Trade (6,080 peers)

Jeffrey Campbell, LLC multi-year trail

Jeffrey Campbell, LLC's plans moved +15.2% in assets from 2022 to 2024; this filing shows Jeffrey Campbell, LLC 401(k) Profit Sharing Plan at $3M / 10 participants.

$3M
total plan assets (2024 EOY)
10
covered participants
36th
percentile by assets (of 123,622 plans)
$335,604
avg assets per participant

Where Jeffrey Campbell, LLC 401(k) Profit Sharing Plan sits by total assets

Jeffrey Campbell, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,356,043 36th percentile higher than 36% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jeffrey Campbell, LLC 401(k) Profit Sharing Plan reported net income rose from $57K in the plan year 2023 filing to $386K in the plan year 2024 filing.
  • Jeffrey Campbell, LLC 401(k) Profit Sharing Plan reported participants fell from 16 in the plan year 2023 filing to 10 in the plan year 2024 filing.
  • Jeffrey Campbell, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
California
Industry
Wholesale Trade

Jeffrey Campbell, LLC across 3 plan years on file

Across the 3 plan years Jeffrey Campbell, LLC has on file (2022-2024), sponsor-wide plan assets have moved from $3M to $3M, a gain of 15.2%, while reported participants moved from 9 to 10 (+11.1%). Peak year by sponsor assets: 2024 ($3M); trough: 2022 ($3M).

Jeffrey Campbell, LLC multi-year asset trail

$2.8M$3M$3.2M$3.4M$3.6M 202220232024 $2.91M $3.36M ▲ +15.5%
Total plan assets by year, all Jeffrey Campbell, LLC plans on file
Year Plans Participants Total Assets
2022 1 9 $3M
2023 1 16 $3M
2024 1 10 $3M

Jeffrey Campbell, LLC filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$386K
Employer EIN270063017
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Jeffrey Campbell, LLC 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 ($B) Participants Jeffrey Campbell, LL…, Total assets ($B): 0.003356043 · Participants: 10Jeffrey Campbell, LL…Google LLC 401(k) Sa…, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 4…Intel 401(k) Savings…, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings…Apple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 4…, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 4…
Jeffrey Campbell, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Jeffrey Campbell, LLC 401(k) Profit Shar… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Jeffrey Campbell, LLC 401(k) Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Jeffrey Campbell, LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Jeffrey Campbell, LLC 401(k) Profit Sharing Plan grew at a solid clip - up 13.0% during 2024, from $3M to $3M. Reported net income was $386K.
How have Jeffrey Campbell, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jeffrey Campbell, LLC's sponsor-wide assets grew 15.2%, from $3M to $3M.
Which 401(k) plans are similar in size to Jeffrey Campbell, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Great Basin Insurance 401(k) Plan in OR ($3M, 21 participants).

Next read for Jeffrey Campbell, LLC 401(k) Profit Shar…

Multi-year trail

Ways to act on Jeffrey Campbell, LLC 401(k) Profit Sharing Plan's numbers.

  • By total assets, Jeffrey Campbell, LLC 401(k) Profit Sharing Plan ranks in the lower half of filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
  • Jeffrey Campbell, LLC's sponsor-wide assets have grown 15.2% since 2022 across 3 plan years on file. More Wholesale Trade plans

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 270063017.

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.