401(k) · DOL Form 5500 · 2024

Compass LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 384
Participants Below avg headcount: 52nd
Percentile by assets National rank: $21,620
Avg per participant Low balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Compass LLC 401(k) Plan & Trust · Sponsored by Compass LLC · California · Other Services

$8M in assets, 384 participants

Compass LLC's Compass LLC 401(k) Plan & Trust reported $8M in total assets and 384 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.

#5,537 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Compass LLC 401(k) Plan & Trust ranks #5,537 of 7,719 2024 filers by assets (242% of the sector average)-$8M for 384 participants.

#5,537
in Other Services (7,719 peers): +84.1%
assets growth YoY

Compass LLC 401(k) Plan & Trust's mid-pack asset rank among Other Services and all filers

Compass LLC 401(k) Plan & Trust vs every filed plan by assets

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

$8,301,924 Top 48% higher than 52% 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

Compass LLC 401(k) Plan & Trust 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. Compass LLC 401(k) Plan & Trust sits mid-pack in the medium band (384 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Compass LLC 401(k) Plan & Trust end-of-year assets rose from $5M in the plan year 2023 filing to $8M in the plan year 2024 filing.
Compass LLC 401(k) Plan & Trust reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Compass LLC 401(k) Plan & Trust reported participants rose from 339 in the plan year 2023 filing to 384 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 680390518 · Compass LLC PY 2024 · 401(k)

Compass LLC 401(k) Plan & Trust · $8M · 384 · 52nd

BOY $8M
BOY 384
BOY 52nd
BOY 401(k)
BOY near Tanner Services, LLC 401(k) Profit Sharing Plan Sharing Plan
BOY ind #5537

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 Other Services retirement plans → · Plans in California →

End-of-year total assets ($M) among Compass LLC 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$8M
Net Income	$1M
Employer EIN	680390518
Plan Effective Date	2013-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Compass LLC)

Latest sponsor-wide plan assets: $8M 149.07216618563876% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	346	$3M
2023	1	339	$5M
2024	1	384	$8M

Nearby 401(k) Plans in California

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

Compass LLC 401(k) Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants

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

Compare Compass LLC 401(k) Plan & Trust side-by-side with 3 peers →

Compass LLC 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Tanner Services, LLC 401(k) Profit Sharing Plan Sharing Plan in LA ($8M); by covered participants it is Rrr, LLC 401(k) Plan in MD (384 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Tanner Services, LLC 401(k) Profit Sharing Plan Sharing Plan (LA) $8M · 596
Affiliated Control 401(k) Plan (IL) $8M · 29
The Premier Medical Management LLC 401(k) Profit Sharing Plan a (MD) $8M · 189
General Wholesale Company, Inc. 401(k) Profit Sharing Plan (GA) $8M · 549

Similar participant headcount

Nearest other-state filings by covered participants (384 participants); asset peers above are excluded.

Rrr, LLC 401(k) Plan (MD) 384 · 0 off
Atlantic Diving Supply 401(k) Profit Sharing Plan & Trust (VA) 384 · 0 off
Mg2 Corporation Profit Sharing Retirement Plan (WA) 384 · 0 off
Zimmer Biomet Puerto Rico Savings and Investment 401(k) Program (IN) 384 · 0 off

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 Compass LLC 401(k) Plan & Trust assets move in 2024? ▼

Compass LLC 401(k) Plan & Trust surged - up 84.1% during 2024, from $5M to $8M. Reported net income was $1M.

How have Compass LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Compass LLC's sponsor-wide assets grew 149.1%, from $3M to $8M.

Which 401(k) plans are similar in size to Compass LLC 401(k) Plan & Trust? ▼

Among 401(k) plans in other states, the closest by assets is Tanner Services, LLC 401(k) Profit Sharing Plan Sharing Plan in LA ($8M, 596 participants).

Which 401(k) plans cover a similar participant headcount to Compass LLC 401(k) Plan & Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Rrr, LLC 401(k) Plan in MD (384 participants, N/A 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 680390518.