401(k) · DOL Form 5500 · 2022

Surf Properties Inc. 401(k) Plan

Data updated 2026-08-25

$655K
Total assets Small plan by assets
2
Participants Small participant base
21st
Percentile by assets National rank
$327,308
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Surf Properties Inc. 401(k) Plan · Sponsored by Surf Properties Inc. · Utah · Real Estate

$655K in assets, 2 participants

Surf Properties Inc.'s Surf Properties Inc. 401(k) Plan reported $655K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 21st 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.

  • #1,781 in Real Estate (5,057 peers)

2022 asset change

Surf Properties Inc. 401(k) Plan pulled back noticeably 8.7% in 2022 ($717K → $655K) for 2 participants.

#1,781
in Real Estate (5,057 peers)
-8.7%
assets change YoY

The plan reported a net loss of $62K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Surf Properties Inc. 401(k) Plan among the smaller filed plans by assets

Surf Properties Inc. 401(k) Plan vs every filed plan by assets

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

$654,616 21st percentile higher than 21% 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

Surf Properties Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Surf Properties Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.

DOL schedule card

Filing strip 455513459 · Surf Properties Inc. PY 2022 · 401(k)

Surf Properties Inc. 401(k) Plan · $655K · 2 · 21st

  • EIN $655K
  • RANK 2
  • PHOTO 21st
  • IND 401(k)
  • EOY near Fresh Texas 401(k) Plan
  • 5500 ind #1781

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 Utah →

Surf Properties Inc. 401(k) Plan in the asset neighbourhood

Surf Properties Inc. 401(k) PlanSurf Properties Inc. 401(k) …$655KFresh Texas 401(k) Plan$655KThousand Currents 401(k) Plan$655KSsp America, Inc. Union San Diego PlanSsp America, Inc. Union San …$655KPrinceton Surgical Specialists, P. C. 401(k) PlanPrinceton Surgical Specialis…$655K
End-of-year total assets ($M) among Surf Properties Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Surf Properties Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Surf Properties Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.2M$0.4M$0.6M$0.8M 202220232024 $0.65M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 2 $655K
2023 1 2 $685K
2024 1 2 N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$717K
Net Assets (End of Year)$655K
Net Income-$62K
Employer EIN455513459
Plan Effective Date2012-06-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

Surf Properties Inc. 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Surf Properties Inc. 401(k) Plan, Total assets ($B): 0.000654616 · Participants: 2Surf Properties Inc. 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 4.66432779 · Participants: 23455Deseret 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 3.594057 · Participants: 42446Intermountain Healthcare Savings Plus 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.478809721 · Participants: 9870Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 0.951734159 · Participants: 16878Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.588382505 · Participants: 4068Autoliv Asp, Inc. Employee Savings and Investment Plan
Surf Properties Inc. 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Surf Properties Inc. 401(k) Plan side-by-side with 3 peers →

Surf Properties Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Fresh Texas 401(k) Plan in TX ($655K); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($655K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Surf Properties Inc. 401(k) Plan assets move in 2022? ▼
Surf Properties Inc. 401(k) Plan pulled back noticeably - down 8.7% during 2022, from $717K to $655K. Reported net income was -$62K.
Where does Surf Properties Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Surf Properties Inc. 401(k) Plan ranks in the 21st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Surf Properties Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fresh Texas 401(k) Plan in TX ($655K, 444 participants).
Which 401(k) plans cover a similar participant headcount to Surf Properties Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants, $162K 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 455513459.

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.