La Jolla Group, Inc.
Plan context: The La Jolla Group 401(K) Plan
EIN 26-0710124 • Irvine, CA • 46 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
340
2024 Assets
$15,281,588
2024 Contributions
$2,524,680
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 340 | $15,281,588 | $2,524,680 | $7,426iApproximate average salary by contribution assumption: employee only about $185,638 at 4% or $123,759 at 6%; with 50% employer match about $123,759 at 4% or $82,506 at 6%; with 100% employer match about $92,819 at 4% or $61,879 at 6%. |
| The La Jolla Group 401(K) Plan | - | 340 | $15,178,457 | $2,421,549 | $7,122iApproximate average salary by contribution assumption: employee only about $178,055 at 4% or $118,703 at 6%; with 50% employer match about $118,703 at 4% or $79,136 at 6%; with 100% employer match about $89,028 at 4% or $59,352 at 6%. |
| La Jolla Group Inc. - Flexible Benefits Plan | - | 72 | $103,131 | $103,131 | $1,432iApproximate average salary by contribution assumption: employee only about $35,809 at 4% or $23,873 at 6%; with 50% employer match about $23,873 at 4% or $15,915 at 6%; with 100% employer match about $17,905 at 4% or $11,936 at 6%. |
| 2023 | 3 | 380 | $12,862,291 | $2,149,848 | $5,657iApproximate average salary by contribution assumption: employee only about $141,437 at 4% or $94,292 at 6%; with 50% employer match about $94,292 at 4% or $62,861 at 6%; with 100% employer match about $70,719 at 4% or $47,146 at 6%. |
| The La Jolla Group 401(K) Plan | - | 380 | $12,755,186 | $2,042,743 | $5,376iApproximate average salary by contribution assumption: employee only about $134,391 at 4% or $89,594 at 6%; with 50% employer match about $89,594 at 4% or $59,729 at 6%; with 100% employer match about $67,195 at 4% or $44,797 at 6%. |
| La Jolla Group Inc. - Flexible Benefits Plan | - | 68 | $107,105 | $107,105 | $1,575iApproximate average salary by contribution assumption: employee only about $39,377 at 4% or $26,251 at 6%; with 50% employer match about $26,251 at 4% or $17,501 at 6%; with 100% employer match about $19,688 at 4% or $13,126 at 6%. |
| La Jolla Group Inc. Health Plan | - | 309 | - | - | - |
| 2022 | 3 | 367 | $10,410,840 | $1,851,560 | $5,045iApproximate average salary by contribution assumption: employee only about $126,128 at 4% or $84,085 at 6%; with 50% employer match about $84,085 at 4% or $56,057 at 6%; with 100% employer match about $63,064 at 4% or $42,043 at 6%. |
| The La Jolla Group 401(K) Plan | - | 367 | $10,316,203 | $1,756,923 | $4,787iApproximate average salary by contribution assumption: employee only about $119,681 at 4% or $79,788 at 6%; with 50% employer match about $79,788 at 4% or $53,192 at 6%; with 100% employer match about $59,841 at 4% or $39,894 at 6%. |
| La Jolla Group Inc. - Flexible Benefits Plan | - | 54 | $94,637 | $94,637 | $1,753iApproximate average salary by contribution assumption: employee only about $43,813 at 4% or $29,209 at 6%; with 50% employer match about $29,209 at 4% or $19,473 at 6%; with 100% employer match about $21,907 at 4% or $14,604 at 6%. |
| La Jolla Group Inc. Health Plan | - | 343 | - | - | - |
| 2021 | 3 | 311 | $11,508,587 | $1,223,685 | $3,935iApproximate average salary by contribution assumption: employee only about $98,367 at 4% or $65,578 at 6%; with 50% employer match about $65,578 at 4% or $43,719 at 6%; with 100% employer match about $49,183 at 4% or $32,789 at 6%. |
| The La Jolla Group 401(K) Plan | - | 297 | $11,465,565 | $1,180,663 | $3,975iApproximate average salary by contribution assumption: employee only about $99,382 at 4% or $66,255 at 6%; with 50% employer match about $66,255 at 4% or $44,170 at 6%; with 100% employer match about $49,691 at 4% or $33,127 at 6%. |
| La Jolla Group Inc. - Flexible Benefits Plan | - | 48 | $43,022 | $43,022 | $896iApproximate average salary by contribution assumption: employee only about $22,407 at 4% or $14,938 at 6%; with 50% employer match about $14,938 at 4% or $9,959 at 6%; with 100% employer match about $11,204 at 4% or $7,469 at 6%. |
| La Jolla Group Inc. Health Plan | - | 311 | - | - | - |
| 2020 | 3 | 266 | $9,840,675 | $1,092,663 | $4,108iApproximate average salary by contribution assumption: employee only about $102,694 at 4% or $68,463 at 6%; with 50% employer match about $68,463 at 4% or $45,642 at 6%; with 100% employer match about $51,347 at 4% or $34,231 at 6%. |
| The La Jolla Group 401(K) Plan | - | 266 | $9,778,273 | $1,030,261 | $3,873iApproximate average salary by contribution assumption: employee only about $96,829 at 4% or $64,553 at 6%; with 50% employer match about $64,553 at 4% or $43,035 at 6%; with 100% employer match about $48,415 at 4% or $32,276 at 6%. |
| La Jolla Group Inc. - Flexible Benefits Plan | - | 46 | $62,402 | $62,402 | $1,357iApproximate average salary by contribution assumption: employee only about $33,914 at 4% or $22,609 at 6%; with 50% employer match about $22,609 at 4% or $15,073 at 6%; with 100% employer match about $16,957 at 4% or $11,305 at 6%. |
| La Jolla Group Inc. Health Plan | - | 242 | - | - | - |
| 2019 | 3 | 304 | $8,245,609 | $1,136,734 | $3,739iApproximate average salary by contribution assumption: employee only about $93,481 at 4% or $62,321 at 6%; with 50% employer match about $62,321 at 4% or $41,547 at 6%; with 100% employer match about $46,741 at 4% or $31,160 at 6%. |
| The La Jolla Group 401(K) Plan | - | 304 | $8,171,344 | $1,062,469 | $3,495iApproximate average salary by contribution assumption: employee only about $87,374 at 4% or $58,249 at 6%; with 50% employer match about $58,249 at 4% or $38,833 at 6%; with 100% employer match about $43,687 at 4% or $29,125 at 6%. |
| La Jolla Group Inc. - Flexible Benefits Plan | - | 51 | $74,265 | $74,265 | $1,456iApproximate average salary by contribution assumption: employee only about $36,404 at 4% or $24,270 at 6%; with 50% employer match about $24,270 at 4% or $16,180 at 6%; with 100% employer match about $18,202 at 4% or $12,135 at 6%. |
| La Jolla Group Inc. Health Plan | - | 225 | - | - | - |
| 2018 | 3 | 294 | $6,721,746 | $1,051,117 | $3,575iApproximate average salary by contribution assumption: employee only about $89,381 at 4% or $59,587 at 6%; with 50% employer match about $59,587 at 4% or $39,725 at 6%; with 100% employer match about $44,690 at 4% or $29,794 at 6%. |
| The La Jolla Group 401(K) Plan | - | 271 | $6,660,056 | $989,427 | $3,651iApproximate average salary by contribution assumption: employee only about $91,276 at 4% or $60,850 at 6%; with 50% employer match about $60,850 at 4% or $40,567 at 6%; with 100% employer match about $45,638 at 4% or $30,425 at 6%. |
| La Jolla Group Inc. - Flexible Benefits Plan | - | 43 | $61,690 | $61,690 | $1,435iApproximate average salary by contribution assumption: employee only about $35,866 at 4% or $23,911 at 6%; with 50% employer match about $23,911 at 4% or $15,941 at 6%; with 100% employer match about $17,933 at 4% or $11,955 at 6%. |
| La Jolla Group Inc. Health Plan | - | 294 | - | - | - |
| 2017 | 3 | 283 | $8,133,992 | $845,906 | $2,989iApproximate average salary by contribution assumption: employee only about $74,727 at 4% or $49,818 at 6%; with 50% employer match about $49,818 at 4% or $33,212 at 6%; with 100% employer match about $37,363 at 4% or $24,909 at 6%. |
| The La Jolla Group 401(K) Plan | - | 283 | $8,081,630 | $793,544 | $2,804iApproximate average salary by contribution assumption: employee only about $70,101 at 4% or $46,734 at 6%; with 50% employer match about $46,734 at 4% or $31,156 at 6%; with 100% employer match about $35,051 at 4% or $23,367 at 6%. |
| La Jolla Group Inc. - Flexible Benefits Plan | - | 42 | $52,362 | $52,362 | $1,247iApproximate average salary by contribution assumption: employee only about $31,168 at 4% or $20,779 at 6%; with 50% employer match about $20,779 at 4% or $13,852 at 6%; with 100% employer match about $15,584 at 4% or $10,389 at 6%. |
| La Jolla Group Inc. Health Plan | - | 270 | - | - | - |
| 2016 | 3 | 296 | $6,782,235 | $851,226 | $2,876iApproximate average salary by contribution assumption: employee only about $71,894 at 4% or $47,929 at 6%; with 50% employer match about $47,929 at 4% or $31,953 at 6%; with 100% employer match about $35,947 at 4% or $23,965 at 6%. |
| The La Jolla Group 401(K) Plan | - | 296 | $6,732,016 | $801,007 | $2,706iApproximate average salary by contribution assumption: employee only about $67,653 at 4% or $45,102 at 6%; with 50% employer match about $45,102 at 4% or $30,068 at 6%; with 100% employer match about $33,826 at 4% or $22,551 at 6%. |
| La Jolla Group Inc. - Flexible Benefits Plan | - | 40 | $50,219 | $50,219 | $1,255iApproximate average salary by contribution assumption: employee only about $31,387 at 4% or $20,925 at 6%; with 50% employer match about $20,925 at 4% or $13,950 at 6%; with 100% employer match about $15,693 at 4% or $10,462 at 6%. |
| La Jolla Group Inc. Health Plan | - | 264 | - | - | - |
| 2015 | 3 | 388 | $6,133,162 | $821,414 | $2,117iApproximate average salary by contribution assumption: employee only about $52,926 at 4% or $35,284 at 6%; with 50% employer match about $35,284 at 4% or $23,523 at 6%; with 100% employer match about $26,463 at 4% or $17,642 at 6%. |
| The La Jolla Group 401(K) Plan | - | 299 | $6,097,350 | $785,602 | $2,627iApproximate average salary by contribution assumption: employee only about $65,686 at 4% or $43,791 at 6%; with 50% employer match about $43,791 at 4% or $29,194 at 6%; with 100% employer match about $32,843 at 4% or $21,895 at 6%. |
| La Jolla Group Inc. - Flexible Benefits Plan | - | 34 | $35,812 | $35,812 | $1,053iApproximate average salary by contribution assumption: employee only about $26,332 at 4% or $17,555 at 6%; with 50% employer match about $17,555 at 4% or $11,703 at 6%; with 100% employer match about $13,166 at 4% or $8,777 at 6%. |
| La Jolla Group Inc. Health Plan | - | 388 | - | - | - |
| 2014 | 3 | 314 | $5,950,883 | $858,639 | $2,735iApproximate average salary by contribution assumption: employee only about $68,363 at 4% or $45,575 at 6%; with 50% employer match about $45,575 at 4% or $30,384 at 6%; with 100% employer match about $34,181 at 4% or $22,788 at 6%. |
| The La Jolla Group 401(K) Plan | - | 314 | $5,949,489 | $831,452 | $2,648iApproximate average salary by contribution assumption: employee only about $66,198 at 4% or $44,132 at 6%; with 50% employer match about $44,132 at 4% or $29,422 at 6%; with 100% employer match about $33,099 at 4% or $22,066 at 6%. |
| La Jolla Group Inc. - Flexible Benefits Plan | - | 25 | $1,394 | $27,187 | $1,087iApproximate average salary by contribution assumption: employee only about $27,187 at 4% or $18,125 at 6%; with 50% employer match about $18,125 at 4% or $12,083 at 6%; with 100% employer match about $13,594 at 4% or $9,062 at 6%. |
| La Jolla Group Inc. Health Plan | - | 264 | - | - | - |
| 2013 | 3 | 285 | $5,670,969 | $918,562 | $3,223iApproximate average salary by contribution assumption: employee only about $80,576 at 4% or $53,717 at 6%; with 50% employer match about $53,717 at 4% or $35,811 at 6%; with 100% employer match about $40,288 at 4% or $26,859 at 6%. |
| The La Jolla Group 401(K) Plan | - | 285 | $5,670,969 | $899,497 | $3,156iApproximate average salary by contribution assumption: employee only about $78,903 at 4% or $52,602 at 6%; with 50% employer match about $52,602 at 4% or $35,068 at 6%; with 100% employer match about $39,452 at 4% or $26,301 at 6%. |
| La Jolla Group Inc. - Flexible Benefits Plan | - | 20 | - | $19,065 | $953iApproximate average salary by contribution assumption: employee only about $23,831 at 4% or $15,888 at 6%; with 50% employer match about $15,888 at 4% or $10,592 at 6%; with 100% employer match about $11,916 at 4% or $7,944 at 6%. |
| La Jolla Group Inc. Health Plan | - | 274 | - | - | - |
| 2012 | 3 | 308 | $4,510,555 | $839,812 | $2,727iApproximate average salary by contribution assumption: employee only about $68,167 at 4% or $45,444 at 6%; with 50% employer match about $45,444 at 4% or $30,296 at 6%; with 100% employer match about $34,083 at 4% or $22,722 at 6%. |
| The La Jolla Group 401(K) Plan | - | 308 | $4,509,902 | $823,698 | $2,674iApproximate average salary by contribution assumption: employee only about $66,859 at 4% or $44,572 at 6%; with 50% employer match about $44,572 at 4% or $29,715 at 6%; with 100% employer match about $33,429 at 4% or $22,286 at 6%. |
| La Jolla Group Inc. - Flexible Benefits Plan | - | 12 | $653 | $16,114 | $1,343iApproximate average salary by contribution assumption: employee only about $33,571 at 4% or $22,381 at 6%; with 50% employer match about $22,381 at 4% or $14,920 at 6%; with 100% employer match about $16,785 at 4% or $11,190 at 6%. |
| La Jolla Group Inc. Health Plan | - | 277 | - | - | - |
| 2011 | 3 | 326 | $3,617,150 | $1,122,517 | $3,443iApproximate average salary by contribution assumption: employee only about $86,083 at 4% or $57,388 at 6%; with 50% employer match about $57,388 at 4% or $38,259 at 6%; with 100% employer match about $43,041 at 4% or $28,694 at 6%. |
| The La Jolla Group 401(K) Plan | - | 326 | $3,616,985 | $1,105,815 | $3,392iApproximate average salary by contribution assumption: employee only about $84,802 at 4% or $56,535 at 6%; with 50% employer match about $56,535 at 4% or $37,690 at 6%; with 100% employer match about $42,401 at 4% or $28,267 at 6%. |
| La Jolla Group Inc. - Flexible Benefits Plan | - | 13 | $165 | $16,702 | $1,285iApproximate average salary by contribution assumption: employee only about $32,119 at 4% or $21,413 at 6%; with 50% employer match about $21,413 at 4% or $14,275 at 6%; with 100% employer match about $16,060 at 4% or $10,706 at 6%. |
| La Jolla Group Inc. Health Plan | - | 309 | - | - | - |
| 2010 | 3 | 344 | $3,260,410 | $1,126,267 | $3,274iApproximate average salary by contribution assumption: employee only about $81,851 at 4% or $54,567 at 6%; with 50% employer match about $54,567 at 4% or $36,378 at 6%; with 100% employer match about $40,925 at 4% or $27,284 at 6%. |
| The La Jolla Group 401(K) Plan | - | 344 | $3,258,478 | $1,112,478 | $3,234iApproximate average salary by contribution assumption: employee only about $80,849 at 4% or $53,899 at 6%; with 50% employer match about $53,899 at 4% or $35,933 at 6%; with 100% employer match about $40,424 at 4% or $26,950 at 6%. |
| La Jolla Group Inc. - Flexible Benefits Plan | - | 12 | $1,932 | $13,789 | $1,149iApproximate average salary by contribution assumption: employee only about $28,727 at 4% or $19,151 at 6%; with 50% employer match about $19,151 at 4% or $12,768 at 6%; with 100% employer match about $14,364 at 4% or $9,576 at 6%. |
| La Jolla Group Inc. Health Plan | - | 343 | - | - | - |
| 2009 | 2 | 340 | $633 | $5,950 | $18iApproximate average salary by contribution assumption: employee only about $438 at 4% or $292 at 6%; with 50% employer match about $292 at 4% or $194 at 6%; with 100% employer match about $219 at 4% or $146 at 6%. |
| La Jolla Group Inc. - Flexible Benefits Plan | - | 13 | $633 | $5,950 | $458iApproximate average salary by contribution assumption: employee only about $11,442 at 4% or $7,628 at 6%; with 50% employer match about $7,628 at 4% or $5,085 at 6%; with 100% employer match about $5,721 at 4% or $3,814 at 6%. |
| La Jolla Group Inc. Health Plan | - | 340 | - | - | - |