401(k) · DOL Form 5500 · 2022
Caldwell Sutter Capital Inc 401(k) Plan
Data updated 2026-08-25
- $709K
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $78,782
- Avg per participant Below avg balance/head
Official DOL plan name: Caldwell Sutter Capital Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Caldwell Sutter Capital Inc · California · Professional & Technical Services
$709K in assets, 9 participants
Caldwell Sutter Capital Inc's Caldwell Sutter Capital Inc 401(k) Profit Sharing Plan & Trust reported $709K in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 22nd 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.
- #3,804 in Professional & Technical Services (21,562 peers)
2022 asset change
Caldwell Sutter Capital Inc 401(k) Profit Sharing Plan & Trust grew sharply 22.3% in 2022 ($580K → $709K) for 9 participants.
- #3,804
- in Professional & Technical Services (21,562 peers)
- +22.3%
- assets growth YoY
Caldwell Sutter Capital Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Caldwell Sutter Capital Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$709,039 22nd percentile higher than 22% 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
Caldwell Sutter Capital Inc 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Caldwell Sutter Capital Inc 401(k) Profit Sharing Plan & Trust is a micro filing (9 participants), the leftmost band.
Published 5500 schedule card
Filing strip 942799654 · Caldwell Sutter Capital Inc PY 2022 · 401(k)
Caldwell Sutter Capital Inc 401(k) Profit Sharing Plan & Trust · $709K · 9 · 22nd
- SCH $709K
- EBSA 9
- PART 22nd
- TYPE 401(k)
- NET near Jjaz Enterprises, Inc. 401(k) Plan
- BOOK ind #3804
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 Professional & Technical Services retirement plans → · Plans in California →
Caldwell Sutter Capital Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $580K |
|---|---|
| Net Assets (End of Year) | $709K |
| Net Income | $129K |
| Employer EIN | 942799654 |
| Plan Effective Date | 2013-01-01 |
| 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
Caldwell Sutter Capital Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Jjaz Enterprises, Inc. 401(k) Plan in FL ($709K); by covered participants it is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($709K here).
- Jjaz Enterprises, Inc. 401(k) Plan (FL) $709K · 5
- First Impressions Dentistry of Yukon 401(k) Plan (OK) $709K · 14
- Hillman Bus 401(k) (NJ) $709K · 182
- C5 Solutions, Inc. 401(k) Plan (NY) $709K · 10
Similar participant headcount
Nearest other-state filings by covered participants (9 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.