401(k) · DOL Form 5500 · 2022

Globeflex Capital, L.P. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
28
Participants Small participant base
60th
Percentile by assets National rank
$287,927
Avg per participant High balance/head
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Official DOL plan name: Globeflex Capital, L.P. 401(k) Profit Sharing Plan · Sponsored by Globeflex Capital, L.P. · California · Finance & Insurance

$8M in assets, 28 participants

Globeflex Capital, L.P.'s Globeflex Capital, L.P. 401(k) Profit Sharing Plan reported $8M in total assets and 28 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.

  • #4,049 in Finance & Insurance (9,261 peers)

Globeflex Capital, L.P. multi-year trail

Globeflex Capital, L.P.'s plans moved +34.0% in assets from 2022 to 2024; this filing shows Globeflex Capital, L.P. 401(k) Profit Sharing Plan at $8M / 28 participants.

#4,049
in Finance & Insurance (9,261 peers)
-14.6%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Globeflex Capital, L.P. 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Globeflex Capital, L.P. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$8,061,961 Top 40% higher than 60% of 139,123 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 2022

Globeflex Capital, L.P. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Globeflex Capital, L.P. 401(k) Profit Sharing Plan is a small filing (28 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 330597629 · Globeflex Capital, L.P. PY 2022 · 401(k)

Globeflex Capital, L.P. 401(k) Profit Sharing Plan · $8M · 28 · 60th

  • SCH $8M
  • SCH 28
  • SCH 60th
  • SCH 401(k)
  • SCH near Iplastics LLC 401(k) Profit Sharing Plan & Trust
  • SCH ind #4049

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 Finance & Insurance retirement plans → · Plans in California →

Globeflex Capital, L.P. 401(k) Profit Sharing Plan in the asset neighbourhood

Globeflex Capital, L.P. 401(k) Profit Sharing PlanGlobeflex Capital, L.P. 401(…$8MIplastics LLC 401(k) Profit Sharing Plan & TrustIplastics LLC 401(k) Profit …$8MJds Industries, Inc. 401(k) PlanJds Industries, Inc. 401(k) …$8MEdgewood Properties 401(k) PlanEdgewood Properties 401(k) P…$8MBulldog Battery Employee Stock Ownership and 401(k) PlanBulldog Battery Employee Sto…$8M
End-of-year total assets ($M) among Globeflex Capital, L.P. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Globeflex Capital, L.P. multi-year asset trail

Sponsor-wide plan assets over time

All Globeflex Capital, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 33.97935068155254% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $8.06M $10.8M ▲ +34.0%
Year Plans Participants Total Assets
2022 1 28 $8M
2023 1 25 $9M
2024 1 26 $11M

Globeflex Capital, L.P. filing trail (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$1M
Employer EIN330597629
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Globeflex Capital, L.P. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Globeflex Capital, L.P. 401(k) Profit Sharing Plan, Total assets ($B): 0.008061961 · Participants: 28Globeflex Capital, L.P. 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Globeflex Capital, L.P. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Globeflex Capital, L.P. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Globeflex Capital, L.P. 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 Iplastics LLC 401(k) Profit Sharing Plan & Trust in IL ($8M); by covered participants it is Boatner & Pugh, LLC 401(k) and Profit Sharing Plan in AL (28 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (28 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Globeflex Capital, L.P. 401(k) Profit Sharing Plan assets move in 2022? ▼
Globeflex Capital, L.P. 401(k) Profit Sharing Plan pulled back noticeably - down 14.6% during 2022, from $9M to $8M. Reported net income was -$1M.
How have Globeflex Capital, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Globeflex Capital, L.P.'s sponsor-wide assets grew 34.0%, from $8M to $11M.
Which 401(k) plans are similar in size to Globeflex Capital, L.P. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Iplastics LLC 401(k) Profit Sharing Plan & Trust in IL ($8M, 250 participants).
Which 401(k) plans cover a similar participant headcount to Globeflex Capital, L.P. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Boatner & Pugh, LLC 401(k) and Profit Sharing Plan in AL (28 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 330597629.

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.