401(k) · DOL Form 5500 · 2022
Atel Capital Group 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 41
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $404,652
- Avg per participant High balance/head
Official DOL plan name: Atel Financial Services, LLC 401(k) Plan & Trust · Sponsored by Atel Capital Group · California · Real Estate
$17M in assets, 41 participants
Atel Capital Group's Atel Financial Services, LLC 401(k) Plan & Trust reported $17M in total assets and 41 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.
- #4,410 in Real Estate (5,057 peers)
2022 asset change
Atel Financial Services, LLC 401(k) Plan & Trust declined sharply 24.9% in 2022 ($22M → $17M) for 41 participants.
- #4,410
- in Real Estate (5,057 peers)
- -24.9%
- assets change YoY
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Atel Financial Services, LLC 401(k) Plan & Trust's outsized position by total assets
Atel Financial Services, LLC 401(k) Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$16,590,728 Top 26% higher than 74% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Atel Financial Services, LLC 401(k) Plan & Trust among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Atel Financial Services, LLC 401(k) Plan & Trust is a small filing (41 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 942441624 · Atel Capital Group PY 2022 · 401(k)
Atel Financial Services, LLC 401(k) Plan & Trust · $17M · 41 · 74th
- TYPE $17M
- TYPE 41
- TYPE 74th
- TYPE 401(k)
- TYPE near J. H. Larson Electrical Company 401(k) Retirement Plan
- TYPE ind #4410
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 California →
Atel Financial Services, LLC 401(k) Plan & Trust in the asset neighbourhood
Atel Capital Group years around the 2022 move
Sponsor-wide plan assets over time
All Atel Capital Group plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 8.87628921407186% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 41 | $17M |
| 2023 | 1 | 46 | $18M |
| 2024 | 1 | 42 | $18M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | -$6M |
| Employer EIN | 942441624 |
| Plan Effective Date | 1988-08-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Atel Financial Services, 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 J. H. Larson Electrical Company 401(k) Retirement Plan in MN ($17M); by covered participants it is Allied Termite & Pest Control 401(k) Plan in TN (41 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- J. H. Larson Electrical Company 401(k) Retirement Plan (MN) $17M · 149
- Javan 401(k) Savings Plan (PA) $17M · 208
- Graham Group US 401(k) Plan (WA) $17M · 316
- Care Delivery for-Profit Practice 401(k) Plan (MA) $17M · 435
Similar participant headcount
Nearest other-state filings by covered participants (41 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.